Hire a Trusted 280E Accounting Professional

Exploring your accounting options? You've come to the right place.

A wellness or medspa business might not claim its biggest tax deductions without expert help from a seasoned CPA firm. At Morem & Waller, CPAs, that’s only the start of what we do and who we are. Our co-founder and managing partner, Betsy Morem, co-owns a medspa, so she knows firsthand how to usher medspas, wellness GPG companies, and salons into maturity.

We’re also highly experienced in guiding cannabis businesses through maturity, especially when it comes to the infamous IRS Section 280E. This tax code provision forbids many cannabis companies from deducting standard business expenses — but your CPA firm shouldn’t stop at 280E expertise alone. We leave no stone unturned as we comb through every aspect of your financial health. We pave the healthiest path forward for your company’s continued success — not just to help you save money come tax time.

Why work with Morem & Waller, CPAs?

Reputation, relationships, and responsibility are at our core

As a licensed CPA firm, we are legally bound and ethically obligated to act in the best interest of your business. We continually educate ourselves and train on the newest practices and best strategies, which we use to help your company make better financial decisions that save you money. For maturing businesses, this kind of smart thinking is key to continued success and prosperity.

Our approach goes beyond accounting

At Morem & Waller, CPAs, all components of your financial health — including budgeting, forecasting, and standard operating procedures (SOPs) — are accounted for as we develop best practices and strategies specifically for your wellness business. Each piece has a role to play in your business’s well-being, and we firmly believe no single component operates in a vacuum. By aligning all aspects of your company’s financial stability, you can confidently move forward as you bring your cannabis business, medspa, or other wellness company into maturity.

Our solutions mold to your business

Our staff is fully trained in multiple accounting software programs, communication platforms, and file-sharing tools, so we meet you where you are. We seamlessly integrate into your setup, so you don’t need to reinvent the wheel or break long-standing procedures that work just to benefit from our services.

Wellness accounting services offered by Morem & Waller, CPAs

Fractional CFO services

Budget creation, analysis, and fine-tuning
Financial statement forecasting by quarter or year
Financial statement presentations
Cash flow forecasting

Whether your cannabis company, MedSpa, or other wellness business is changing CPAs or going through a major milestone, transitions of all shapes and sizes require diligence. A Fractional CFO helps manage every detail of your financial picture that may be affected by these changes, ensuring smooth sailing as your company prepares to make significant moves.

Tax preparation and planning

Tax prep, planning, compliance, and advice

We are a licensed CPA firm, and that makes all the difference. Being a licensed CPA firm requires us to act in your best interest, always. As you search for a new CPA firm, you can feel confident knowing that we are not only committed to serving your needs from an ethical standpoint, but that it’s a requirement for us to do so that our license depends on.

Hear from Morem & Waller, CPA clients

Wellness companies (including medspas, plant-touching cannabis companies, and ancillary cannabis businesses) in all 50 states trust Morem & Waller, CPAs with their accounting and fractional CFO needs. Here’s why our clients choose to partner with us.

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!

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.

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 business. The team has been a joy to work with. Thank you!

Exceptional staff - knowledgable, kind, present, and great communicators. Highly recommend!

Morem & Waller is professional, courteous, thoughtful and kind. They are fantastic to work with. Highly recommend.

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.

I’ve worked with Betsy for over a year in cannabis accounting and financial modeling and she’s fantastic.

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.

Morem & Waller, CPAs, is a thought leader

Our accounting firm’s staff is widely sought after for our expertise in all things taxes, compliance, and financial matters in the cannabis space and other wellness sectors.

Reach New Heights With Guidance from Expert Wellness-Focused CPAs