Morem & Waller Certified Public Accountants

Services

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Ways We Can Help

Giving you A Healthy Financial Path Forward

You're a fast growing Cannabis business and need visibility into your future

From tax planning and cleanup services to presenting monthly reports, we've got you covered. Go do what you love, we'll handle the rest!

Layers of guided protection to help your business grow
Bronze
Businesses that are very comfortable with their accounting functions but need an extra set of eyes ensuring compliance
Silver
Businesses that have a bookkeeper but still need a support team to handle controller and compliance services
Gold
Businesses that want the entire accounting and finance function handled
Bookkeeping
  • Documentation
  • Sales Tax Filing
  • Accounts Payable / Bill Pay & Receivable Management
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Controller
  • Internal Control Handbook & Enforcement
  • Financial Compliance (280e)
  • Financial Reporting
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Tax
  • Tax Preparation
  • Tax Planning
  • Tax Compliance
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CFO
  • Financial Statement Presentations
  • Financial Statement Budgeting & Forecasting
  • Cash Flow Forecasting
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Chief Financial Officer

  • Budgeting and forecasting
  • Key performance indicator reports
  • Six-month rolling cash forecast
  • Ad hoc Reports for investors, banks, and other key stakeholders
  • Financial planning that ensures high valuation

Controller

  • Auditor and investor-ready monthly financial statements presentation
  • Documented month-end close process and adjusting entries
  • Internal control handbook
  • Cashflow reporting

Tax Prep & Planning

  • Auditor and investor-ready monthly financial statements presentation
  • Documented month-end close process and adjusting entries
  • Internal control handbook
  • Cashflow reporting

Bookkeeper

  • Accounts receivable
  • Accounts payable
  • Bank reconciliation and automated bank feed
  • Payroll administration and journal entries
  • Source documents attached to each and every transaction

Our Virtual CFO Services are tailored to your businesses needs and grow with you over time. We optimize the efficiency and effectiveness using cloud-based accounting tools, a perpetual data room, and provide you with a permanent audit trail that ensures you’re prepared for any road ahead.

We leverage a national network of expert CPAs, CFOs, EAs, attorneys, and other service providers as needed to ensure you always have the best guidance and service possible.

With Morem & Waller, you can rest assured that you have the support of a flexible, responsive virtual CFO that works proactively to ensure your current and future needs.

Ready to Take the Next Step?

Get In Touch