ACCOUNTING - TAX - CFO SERVICES
Accounting, tax, and CFO services built for companies shaping the future of health. From psychedelics to biotech to medtech, we bring the financial clarity you need so you can stay focused on what matters most: better outcomes for the people you serve.
You’re building something that could transform how people heal. We make sure the financials support that goal. We make sure the financial support that goal. Between 280E limitations, regulatory standards, grant compliance, and investor demands, the financial complexity can pull your focus away from the work that actually matters. We built an accounting firm that understands your world and its nuances.
We partner with psychedelic, biotech, and med-tech companies because we understand that your financials are not straightforward. From operating companies managing cash flow, to growth-stage companies preparing for institutional capital, we are prepared to support you at each stage.
Your industry operates within federal and state regulations. We help you understand the financial implications of 280E, other compliance, and evolving state frameworks so your books reflect reality.
Whether raising seed or Series B, your financials must be clear and credible. We build reporting systems that give you, investors, and boards confidence to make decisions.
We’re not back-office. We partner with founders and finance leaders to turn complex data into decisions that optimize operations, extend runway, manage burn, and reach milestones.
Clean, accurate books that reflect the realities of your industry. We handle categorization, reconciliation, and system management so your financial data is always current and reliable.
Tax strategy for companies in regulated spaces. From 280E to R&D credits to multi-state obligations, we keep you protected.
The right financial partner looks different at every stage. Whether you need someone to get the fundamentals right or a strategic advisor to help you navigate what's ahead, we meet you where you are.
Clean, accurate books that reflect the realities of your industry. We handle categorization, reconciliation, and system management so your financial data is always current and reliable.
Tax strategy for companies in regulated spaces. From 280E to R&D credits to multi-state obligations, we keep you protected.
Fractional CFO support that goes beyond the numbers. Financial modeling, cash flow management, board reporting, and the strategic analysis you need to make decisions.
Financial infrastructure that stands up to due diligence. We prepare your books, reporting, and projections so your numbers support you.
We start with a complimentary 30-minute conversation to understand where your company is today. Your stage, your regulatory landscape, your fundraising timeline, and what’s on your mind.
We start with a complimentary 30-minute conversation to understand where your company is today. Your stage, your regulatory landscape, your fundraising timeline, and what's on your mind.
We map the financial infrastructure you need to reach your goals, clean books for due diligence, 280E-compliant accounting, and board reporting with a clear, scoped proposal and pricing.
Once we're aligned, we become part of your team. We execute the plan, keep your financials investor-ready, and adapt as you hit milestones and your needs evolve.
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Your work is changing how people heal. Your finances should never get in the way.
Accounting, tax, and CFO services for companies shaping the future of health.
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