Why this exists.
Cannabis accounting is a field where documentation is the defense — and where there is no established playbook to inherit.
Most accountants meet their first cannabis client unprepared, not through any fault of their own, but because the rules are genuinely different. Under §280E, ordinary deductions vanish. The line between cost of goods sold and operating expense — computed under §471 — becomes the single most important number on the return, and it is audited more aggressively than in any other industry.
Get it wrong, and a client overpays federal tax by six figures, or files a return that cannot survive an examination. Get it right, and you become the practitioner an operator cannot afford to lose.
This Academy is the path I wish had existed — a structured, federal-first curriculum that takes a bookkeeper, EA, or accountant from orientation to a defensible, certifiable practice, and on to CFO- and transaction-level advisory.
The background behind it
Auditor at a Big Four firm
Learned defensible documentation under the highest standards.
Corporate accounting, technology sector
Managed high-growth complexity in a fast-moving environment.
The world's largest asset manager
Handled regulatory and financial reporting at institutional scale.
A private-markets affiliate
Built accounting processes, systems, and memos from the ground up.