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.

Learning Objectives

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

Major Topics
  • 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

CPE Credits


This course is available for your group as:


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