Is your Cannabis business facing compliance challenges? You're not alone - and it's not too late to get back on track. Swipe through to discover: ➡️ Common challenges many Cannabis operators face ➡️ What's at stake if you wait too long ➡️ Smart solutions to get compliant ➡️ How DOPE CFO Certified Advisors can help Let's have a conversation about getting your Cannabis business where it needs to be. #CannabisCompliance #BusinessGrowth #CannabisBusiness
About us
Cannabis Accounting and Tax Services DOPE CFO Certified Advisors provides rock solid cannabis accounting and tax solutions for a wide range of businesses in the cannabis and CBD/hemp industry. There’s no smoke and mirrors here… our proven methods are based on real-world industry experience, solid knowledge, and a passion for our clients’ success. What that translates to for our clients are attributes like easier access to investor capital, a better handle on day-to-day as well as long-range business management, navigating state or federal audits with confidence, and improved cash flow. That means as a business owner more money stays in your pocket, you’re better able to manage and grow your business the way you want to, and you can benefit from the peace of mind that comes with long-term stability and sustainability in a dynamic industry with ever-changing tax regulations. Our DOPE CFO Certified Advisors pride themselves on cultivating long-term professional relationships with every client we serve. From brand new startups to well-established businesses, our goal is to provide the industry-specific accounting and tax services that you need to grow your business with confidence and sustainable success. Cannabis Accounting, 280e Tax & CFO Services Discover the positive difference it makes when you work with a DOPE CFO Certified Advisor that understands what you do.
- Website
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dopecfo.us
External link for DOPE CFO Certified Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Bend, OR
- Type
- Privately Held
- Founded
- 2022
- Specialties
- accounting, finance, tax planning, tax filing, financial planning, tax preparation, CFO, Remote CFO, Fractional CFO, Transactional CFO, Financial Controller, tax manager, accounting manager, compliance, cannabis, cannabis accounting, cannabis taxes, 280e, entity structure, and capital raise
Locations
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Primary
Get directions
Bend, OR, US
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Get directions
Milwaukee, WI, US
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Get directions
Salt Lake City , UT, US
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Get directions
Fresno, CA, US
Employees at DOPE CFO Certified Advisors
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Dave Woodbeck, MBA
Accounting, Finance & CFO for Start Up to $50M Cannabis Business | Financial Models | Cash Flow Analysis | Capital Raise | M&A | Tax Strategy
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Lee Generous, CFP®,ChFC®, EA
Founder & Principal | Registered Investment Advisor | Cannabis Accounting & Tax Franchise Owner | Advocate & Investor in Plant Medicine & Hemp…
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Lisa Zimmerman Morstad, MBA, CPA, Ed.D.(she/her)
Dope CFO Certified Advisor | Cannabis CFO| Data Analytics | Realtor |Cost Accounting & Tax| Compliance
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Andrew Hunzicker, CPA Founder of DOPECFO
CPAs looking to build their own cannabis accounting, tax, and CFO services firm quickly
Updates
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With policy changes on the horizon and the potential for retroactive tax relief, having the right tax strategy could mean the difference between massive savings and costly penalties. Many Cannabis businesses are rushing to file refund claims without proper preparation, putting themselves at risk of severe IRS penalties and increased audit scrutiny. Even worse, messy books and improper tax documentation could disqualify you from potential relief when rescheduling takes effect. Join Cannabis accounting expert Andrew Hunzicker, CPA, on Thursday, December 19th at 10am PT for an essential live: "Looking Ahead to 2025 in Cannabis." Whether you're a Cannabis business owner or accounting professional, this session will provide you with actionable strategies to navigate the complex regulatory changes ahead. Don't risk missing out on tax savings or exposing yourself to penalties - get the expert guidance you need to prepare for 2025. Reserve your spot now to get ahead of the coming changes. Register here 👉 https://hubs.ly/Q02_DqcF0
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The Cannabis M&A landscape is evolving rapidly, and timing is everything. The key to maximizing your exit? Being prepared before opportunity knocks. Here’s a helpful list that explores the essential indicators that your Cannabis business is primed for sale, helping you position for success in today's dynamic market. What's your exit strategy looking like? Let's discuss in the comments below! #CannabisIndustry #MergersAndAcquisitions #BusinessGrowth
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Ready to elevate your Cannabis Week experience? Join us for an unforgettable evening of glamour, connection, and celebration as we kick off the industry's biggest week with our reimagined 4th annual national event—now transformed into an exclusive Ladies Night Out Soirée! This isn't just another industry mixer—it's a curated evening designed to celebrate the powerhouse women who are reshaping the cannabis landscape. We've stripped away the traditional conference format to create something truly special: a night where business meets pleasure, and networking feels like a luxury experience. 🌟 Here's what makes this night unmissable: ✓ Exclusive Networking: Connect with industry leaders, innovators, and fellow trailblazers in an intimate, high-energy setting designed for meaningful connections. ✓ Luxury Experience: From red carpet moments to premium vendor interactions, every detail is crafted to make you feel like the queen you are. ✓ Empowerment Activations: Immerse yourself in carefully curated experiences that celebrate and amplify women's achievements in cannabis. ✓ Community Impact: Your attendance supports our nonprofit partner, International Cannabis Business Women's Association, helping build a stronger, more inclusive industry. ✓ VIP Treatment: Early arrivals (first 200 guests) receive an exclusive gift bag packed with premium cannabis and lifestyle products from our premier sponsors. 🎯 It all happens December 3rd in Las Vegas—the perfect way to kick off Cannabis Week with style, substance, and sisterhood. This reinvented format trades traditional speeches for meaningful connections, replacing formal awards with authentic celebrations of our collective success. Dress to impress—think Cannabis meets couture! Whether you're a C-suite executive, an emerging entrepreneur, or an industry advocate, this is your night to shine. We’re thrilled to be sponsoring. Register here: https://hubs.ly/Q02-c66T0 #CannabisWeek #WomenInCannabis #LadiesNightOut #CannabisIndustry
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Today's Cannabis investors are seeking maturity, accountability, and proven business fundamentals. Swipe through to discover what it takes to make your Cannabis venture investor-ready. What's been your experience with investors in this market? #CannabisIndustry #CannabisBusiness #GrowthStrategy
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🏗️ Scaling your Cannabis business across state lines? The complexity grows exponentially with each new market. Swipe through to discover the most common challenges multi-state Cannabis operators face—and the key strategies for overcoming them. Our DOPE CFO Certified Advisors have helped multi-state operators build scalable foundations that work across all markets. 🤔 Which of these challenges resonates most with your multi-state Cannabis operations? Share your experience below! #CannabisIndustry #MultiStateOperator #CannabisCompliance #MSO #CannabisOperations
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Looking back at 2024 with a smile! To our amazing network of 500+ financial professionals - from the CPAs and bookkeepers to the tax experts and CFOs - thanks for choosing to grow with us. You've helped so many Cannabis businesses find their financial footing and that's something worth celebrating. Here's to all of you who make DOPE CFO the go-to community for Cannabis finance! ✨
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Every month DOPE CFO founder Andrew Hunzicker, CPA covers the latest news and current events in Cannabis and CBD/hemp to help you stay in the know. Let’s see what happened in November! Join us later today for our Facebook LIVE: “What’s Smoking in Cannabis & CBD News: November 2024 Monthly Recap.” Click below 👇 to join us LIVE! https://hubs.ly/Q02X2Xq30 #BeDOPE #CannabisAccounting #CannabisNews
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🚨 Are your Cannabis business's books audit-ready? A recent TIGTA audit revealed that 59% of Cannabis businesses had potential 280E violations, with $48.5M in unassessed taxes across just 3 states. Don't leave your compliance to chance. Our DOPE CFO Certified Advisors can help ensure your Cannabis accounting meets IRS requirements and protects your business. #CannabisCompliance #CannabisAccounting #280E #TaxCompliance #CannabisIndustry
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Every month DOPE CFO founder Andrew Hunzicker, CPA covers the latest news and current events in Cannabis and CBD/hemp to help you stay in the know. Let’s see what happened in November! Join us on Thursday, November 21st at 10AM PT for our Facebook LIVE: “What’s Smoking in Cannabis & CBD News: November 2024 Monthly Recap.” Click below 👇 for more info and to get a notification when we go LIVE! Register here: https://hubs.ly/Q02X2QlP0 #BeDOPE #CannabisAccounting #CannabisNews
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