Start growing — and keep going — with fractional CFO and licensed CPA services for your wellness business. Serving medspas, wellness companies, and the cannabis industry.
Schedule A ConsultationSure, we’re good at math — but that’s not our whole story.
As a licensed CPA firm, we’re a full partner uniquely qualified to support cannabis, CBD, and hemp companies from beginning to end. That takes a whole lot more than just filing your taxes. That’s why we assembled a stellar staff who support all the essential work necessary to create and sustain a financially-sound company.
We focus on comprehensive, creative, and collaborative solutions built to support what your business needs now and where you want to be in 5 years, 10 years, and beyond. Our professionals take a holistic approach to your company, assessing, building, and fortifying each element of your financial and operational health.
Our experienced cannabis industry professionals take great pride in collaborating closely with you and your stakeholders so everyone is moving toward the same goal. And we’re not afraid to step out of the box, either: the goal is to develop a solution that fits your needs, not to force a rigid vision for what a business “should” be onto your company.
What Makes Morem & Waller Different?
As licensed CPAs, we’re ethically bound to adhere to strict professional standards — in fact, our license quite literally depends on adhering to these stringent ethics. We always act in your best interest and take great lengths to protect your confidential information.
Our specialized knowledge helps you save money on taxes and make better financial decisions for your business. All our resources and services reflect our trusted high standards for professionalism. Plus, you’ll get great conversation and great advice with us.
Our staff completes rigorous ongoing education, and when applicable, we meet ongoing examination, state licensing, and experience requirements. That means our team is always up to date on the latest techniques and emerging trends, and we put that expertise to work for your business at all stages of its lifecycle.
Our fractional CFO firm empowers cannabis businesses throughout the U.S. to build resilient — and compliant — foundations. We’ve worked in multiple states from coast to coast from our home base of Minnesota.
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We are uniquely qualified to address the needs of medspa owners who want to grow their business. Co-founder and managing partner Betsy Morem is the rare CPA who’s also part-owner of a Medspa. Through Betsy’s work, we offer unmatched firsthand experience and expertise in this emerging market.
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We leverage our hands-on expertise with medspas to offer short-term and long-term financial advice and strategic counseling to any place that helps customers look and feel their best.
Learn moreStay updated with our latest articles and industry insights
At Morem & Waller CPAs, we’ve spent years helping businesses in highly regulated industries take control of their financial future. As our firm evolves, so has our focus. While we remain deeply committed to the cannabis industry, we’ve expanded our understanding and services into the broader wellness space. That includes medspas, salons, gyms, and wellness […]
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To keep your medical spa growing and thriving, tracking the right metrics is essential. Weekly KPI reviews help you stay proactive, drive accountability, and fine-tune your strategy. Here are five core KPIs every med spa owner should monitor: 1. Pre-Book %This tracks the percentage of clients who book their next appointment before leaving. A strong […]
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From expert commentary on Minnesota's cannabis licensing process to insights on financial strategy for spas and medspas, Morem & Waller CPAs is a trusted source for industry news. Our team has been featured in leading publications, podcasts, and industry events, sharing practical guidance to help business owners navigate compliance, tax planning, and long-term financial growth.
See our latest media appearances and articles or reach out to book us for expert commentary, interviews, or speaking opportunities.
Empowering Your Business Financials
It doesn’t matter to us if you’re a solopreneur or you’re about to hire your 50th employee. At Morem & Waller, we believe that all businesses — whether they’ve been in operation for 10 days or 10 years — need unshakeable foundations based on sound financial principles and core client advisory services. And that’s precisely why businesses across the U.S. turn to us and trust us with their financial past, present, and future.
Do any of the below businesses sound like yours? You’re ready to talk to us!
My business is brand new or my company is launching in a newly legal state. I know I need the best cannabis accounting services from licensed CPAs — along with industry-leading HR, compliance, and client advisory services like payroll — to build the strongest possible foundation.
New Businesses Start Here
My cannabis business has been around for a bit, and we’re growing quickly. The right time for formal accounting work was yesterday, but since there are no time machines (yet), today is the next-best day to start. We need a firm that can guide us, offer trusted advice, and make sound recommendations as we look to the future.
Scaling Businesses Start Here
My cannabis, hemp, or CBD business has been operating for quite some time, and we’re ready to enter a new stage. We’ve worked with financial professionals before, but we’re searching for a new licensed CPA who has demonstrable experience taking businesses like ours to new heights.
Maturing Businesses Start HereLay strong financial foundations now without hiring a full-time CFO. Fractional Chief Financial Officer (CFO) services provide everything necessary for you and your team to know your business’s numbers cold. Our fractional CFO services produce sound financial statements, help you build a budget, create forecasts for future budgets and cash flow, and build you a foundation of trustworthy strategic financial advice. All of these are essential for your wellness, medspa, or cannabis business.
Being a licensed CPA firm makes all the difference in our ability to properly calculate, file, and pay your taxes while claiming meaningful deductions. Not only do we have years of training with complex tax math and paperwork — and the experience and state licensing to show for it — but being a licensed firm means we’re required to adhere to strict ethical standards and must act in your best interest.
Put your financial department’s management into reliable hands. Our controller services take charge of financial compliance (including the infamous 280E for cannabis businesses) and financial reporting. We also develop your internal control handbook and enforcement policies.
Outsource the diligent work required to properly manage your business’s finances and payroll. You’ll get accurate, organized financial records that ensure your business continues to run smoothly. Our bookkeeping services cover documentation, sales tax filing, and accounts payable and receivable.
Based in Minneapolis, our accountants and bookkeepers serve businesses beyond the borders of our home state. We work with companies across the U.S. to prepare them for growth and continued prosperity. Morem & Waller, CPA’s experts have experience with businesses around the country, but we are proud to be closely tied with cannabis communities in Vermont, Massachusetts, Montana, Oklahoma, and of course, the Twin Cities and the North Star State.
We’ve prepared some user-friendly do-it-yourself guides for the many types of businesses we serve, including cannabis, MedSpa, and wellness companies. Get started with these resources, then leverage our fractional CFO services for continuous growth!
See what others have to say
Morem & Waller is professional, courteous, thoughtful and kind. They are fantastic to work with. Highly recommend.
Exceptional staff - knowledgable, kind, present, and great communicators. Highly recommend!
I’ve worked with Betsy for over a year in cannabis accounting and financial modeling and she’s fantastic.
M&W has consistently demonstrated excellence as a top-tier CPA firm. Betsy and Mark have gone beyond meeting Growv's CPA needs, becoming invaluable partners and trusted advisors for many of our clients. Their expertise and deep industry knowledge, particularly within the complex cannabis sector, are both impressive and highly valued.
Morem & Waller CPA are a top notch CPA firm. Mark Waller has engaged Capital Biz Solutions on several occasions to assist their Cannabis clients with financing needs. It has been an absolute pleasure dealing with Mark. Mark shows true professionalism and care for his clients.
Best in the business. The team has been a joy to work with. Thank you!
Morem & Waller is a wonderful firm. Incredible staff - caring and super smart. I can't say enough about the team and their expertise - grateful for them!
Fantastic people to work with, diligent and respectful. I highly encourage working with Morem & Waller.
Morem & Wallner CPA staff are reliable, professional and have a high level of expertise. I feel confident in their work and can always count on them to help with anything our company needs. I know our company is in good hands with Morem & Waller.
BEST. IN. THE. GAME. World class support from a team you will genuinely enjoy spending time with. Highly recommend M&W for all things finance, tax and bookkeeping.
We're proud to collaborate with industry-leading partners who share our commitment to social equity and client
empowerment. Meet the organizations that help us make a difference.
Let’s get to work on your business’s sound financial health and continued growth.
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