Blog

Woman at a desk with an open binder, holding a pen and using a calculator.

Don’t Let 1099s Derail Your New Year: A Small Business Guide to Stress-Free Filing

Christine Gervais January 8, 2025

The first tax deadline of the year comes on January 31st for 1099 forms. This date tends to sneak up on business owners year after year due to its proximity…

Bookkeeping Clean Up for Easier Taxes

Christine Gervais November 3, 2024

Get Your Books Tax-Ready: Year-End Bookkeeping Tips As we approach the end of another fiscal year, now is the crucial time to ensure your business’s financial records are organized and…

Hand holding a pen over a notepad that says "Year End Review". A calculator is next to the notepad.

Year-End Business Planning: Essential Tips for Small Business Owners

Christine Gervais October 1, 2024

Running a successful small business is contingent upon frequently looking at your business from a higher view and considering where you are at strategically as well as where you are…

The letters "H.E.L.P." on a 1040 Tax Form

Dealing with the IRS – How to Respond Effectively

Christine Gervais September 5, 2024

Any mail you get with an IRS return address will raise your blood pressure instantly. It’s not just you; it happens to us tax accountants, too. It instantly means spending…

A gavel and sound block next toa cannabis bud and small bottle.

Did the Supreme Court Just Kill Rescheduling?

Christine Gervais July 5, 2024

Buckle up because the Supreme Court just dropped a bombshell that could have your cannabis business plans going up in smoke if you were relying on rescheduling tax relief for…

Why Your Startup Needs a CPA

Christine Gervais April 4, 2024

I loved this April article from the Huffington Post. It highlights some great points about why start ups should consult with an accountant, and might I add, an attorney. It’s…

Were IRS Refunds to Trulieve Strategic?

Christine Gervais March 23, 2024

Were IRS Refunds to Trulieve Strategic? It came as a surprise to many, tax accountants and professionals included, when Trulieve announced that they had received 113 million of the 143…

Rescheduling – What’s the Impact?

Christine Gervais February 27, 2024

As it starts to seem more imminent that we may actually see real cannabis law reform this year, a lot of questions remain surrounding what the impact will be to…

Why You Need a Fractional CFO

Christine Gervais February 15, 2024

It’s not uncommon for me to hear the question “so what exactly does a CFO do?”. The position of Chief Financial Officer however, has become increasingly more critical in the…

5 Sample KPIs Every Business Should Know

Business Expense Tracker for Cannabis Businesses

Steps for Physical Inventory

Cash Log

Small Business Monthly Expenses Template