This webinar will instruct accounting and tax professionals on how to build a successful accounting, tax, and CFO firm in the cannabis niche. Attendees will learn the secret to becoming a “VIP” (valuable expert, instructor, participant) in this space, which is one of the fastest-growing niches in the United States.

Topics covered will include the industry, the verticals, and the complexity. You will discover why bookkeeping and or “fractional CFO” solutions just don’t work and find out how to build a successful, one-person, fully remote six-or-seven-figure firm with less than five clients. The presenter will overview five keys to building the foundation of your firm—including tools and work papers needed, marketing tactics, skills and education required, and how to tap into a community of experts. You’ll learn what a typical day in the life of a CFO in this niche looks like, along with everything you’ll need to build a successful firm.

Learning Objectives:

• Identify the industry, verticals, and complexity of the cannabis industry


• Evaluate five keys to building the foundation of a cannabis accounting, tax, and CFO firm in the cannabis space


• Recognize alternatives to fractional CFO solutions


• Determine how to build a successful, one-person, fully remote firm in the cannabis niche