Our Service Process
Discovery Call
We start by understanding your unique challenges, goals, and vision for your business. This initial conversation helps us gather key insights to craft tailored solutions for your success.
Defining the Scope of Work
Together, we define the exact services needed to meet your objectives. This step ensures clarity and alignment, creating a roadmap that outlines the tasks, timelines, and deliverables.
Secure Onboarding
With a seamless and secure onboarding process, we integrate our team into your financial operations. You’ll receive a detailed plan and open communication to ensure transparency from day one.
Expert Team Execution
Our team of specialists brings your strategy to life with precision and expertise. We work efficiently to execute the plan while continuously monitoring progress to ensure optimal results.
Ongoing Partnership
We provide continuous support. As your business evolves, we adapt and offer guidance to help you navigate new challenges and opportunities.
Accounting
Reliable financial information starts with a disciplined accounting process. VERDANT Strategies' Client Accounting Services team manages the monthly accounting and close process to keep financial records accurate, organized, and current.
Our team goes beyond recording transactions by reviewing financial activity, reconciling accounts, identifying inconsistencies, and preparing financial statements leadership can rely on to better understand business performance and make informed decisions.
- Monthly Accounting & Close
- Account & Transaction Reconciliation
- General Ledger Review & Adjustments
- Performance Measurement & KPIs
- Financial Statement Preparation
Tax Planning, Preparation & Filing
VERDANT Strategies provides comprehensive federal, state, and local tax support designed to keep cannabis businesses and their owners compliant while helping them understand the broader impact of their tax decisions.
From income tax preparation and filing to year-round planning, audits, and tax controversy, our team takes a 360° approach to tax. We look beyond an individual return to consider the business, related entities, partners, investors, and other stakeholders, helping clients understand the broader tax picture and plan more strategically for what comes next.
- Tax Planning, Compliance & Optimization
- Tax Preparation
- Tax Filing
- Tax Projections & Scenario Modeling
- Tax Audits & Litigation
- Tax Due Diligence
- Entity & Organizational Tax Planning
Financial Consulting & Advisory
VERDANT Strategies' Financial Consulting services help operators analyze specific financial challenges, evaluate opportunities, and understand the financial implications of important business decisions.
Our accounting, tax, and advisory professionals bring together financial records, business performance, and operational context to provide clear analysis and practical guidance based on the needs of the business.
- Financial Planning & Analysis
- Financial Modeling & Projections
- Budget & Scenario Planning
- Cash Flow Analysis
- Financial Due Diligence
- Litigation Support
Operational Consulting
Financial performance and operational performance are deeply connected. VERDANT Strategies helps cannabis operators identify where processes, systems, resources, or business decisions may be creating unnecessary friction or limiting performance.
Our team brings financial and operational perspectives together to help leadership evaluate what is working, identify opportunities for improvement, and build stronger systems for the business.
- Operational & Management Consulting
- Business Performance Analysis
- Business & Organizational Structure
- Governance Support
- Strategic Business Planning
- Leadership & Management Team Development
- Management KPIs & Accountability
- Shareholder & Partner Compensation Guidance
Fractional CFO Support
VERDANT Strategies' Fractional CFO services bring experienced financial leadership into your organization without requiring a full-time CFO. We work alongside owners, leadership teams and other stakeholders to connect financial performance with business strategy and provide greater visibility into where the business is headed.
Our deep industry expertise connects the financial picture to the operational, regulatory and market realities shaping the business. Whether serving as your financial leadership resource or working alongside an existing finance team, we bring added perspective to complex decisions, helping leadership understand what the numbers mean, anticipate what comes next and turn financial insight into informed action.
- Strategic Financial Planning
- FP&A, Budgeting & Forecasting
- Cash Flow & Working Capital Management
- KPI & Performance Management
- Profitability & Operational Analysis
- Investor, Board & Stakeholder Reporting
- Accounting Oversight & Financial Controls
- Integrated Tax & Financial Strategy
Strategic Growth
Major business decisions require a clear understanding of both the opportunity and the financial implications behind it.
VERDANT Strategies supports operators and leadership teams as they prepare for investment, enter new markets, expand operations, or navigate other significant stages of business growth and transition.
Our role is to help clients understand the financial picture, prepare the business, evaluate opportunities, and move forward with greater clarity.
- M&A Advisory
- Investor Readiness
- Expansion Financial Preparation
- Financial Due Diligence
- Growth & Expansion Modeling
- Capital Needs & Financing Analysis
Launching Your Cannabis Business with Confidence
- Funding
- Regulatory Compliance
Do you need help setting up financial systems that ensure insights from day one?
We help early-stage cannabis businesses build a solid financial foundation.
Building a Strong
Financial Foundation
- Financial Structure
- Compliance Updates
We solidify the financial backbone of your cannabis business by designing your accounting systems, optimizing tax strategies, and ensuring full compliance as regulations change.
Scaling Up
for Long-Term Success
- Scaling Operations
- Investment Needs
Is your current cash flow sufficient to support the next phase of your growth?
We provide robust cash flow management, investor relations, and financial strategy to keep your business growing efficiently. Our expertise ensures that you remain profitable while navigating the challenges of expansion.
Navigating Mergers
and Acquisitions with Precision
- Valuation & Due Diligence
- Deal Structuring
Do you need expert help to evaluate a deal or secure favorable terms?
We handle financial modeling, due diligence, and negotiation to help you successfully merge with or acquire other businesses. Our services ensure seamless integration and financial health throughout the process.
Navigating
the Challenges of Decline
- Revenue Drop
- Restructuring Needs
Are you facing financial difficulties and unsure how to reverse the situation?
We specialize in business turnaround strategies. From financial restructuring to identifying new growth opportunities, we help businesses in decline regain stability and profitability.
