Cannabis Accounting & Tax Series Part One: Tax Codes & Finding Clients
This is a two-part series and an intense dive into everything a small accounting or bookkeeping firm needs to know related to bookkeeping, accounting, and tax in these niches.
Part one will cover how to quickly become a “VIP” in the niche (Valuable Expert, Instructor, and Participant), finding great clients, and onboarding.
After Completing the course, you will be able to:
Recognize how to become a “VIP” in the niche in under 90 days, meaning Valuable Expert, Instructor, and Participant in all things cannabis/CBD such as accounting, tax, operations, product, and software
Identify the relevant “GAAP” accounting requirements of the various sub-niches
List the relevant IRS tax codes and latest information and cases
Why Cannabis/CBD companies are prime targets for audits (and how you can help them prepare for the inevitable)
Understanding tax codes and what it means to be audit-ready via proper bookkeeping procedures
Becoming a “VIP” quickly
Finding and landing great clients
First 30 days with a new Cannabis/CBD client (the onboarding process)
Where to find info on entering this niche quickly
Who Should Attend
CPAs, EAs, Bookkeepers, Accountants, CFOs
Fields of Study
Business Learning Institute
This course is available for your group as:
To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.