With a collective decade in the cannabis industry and hands-on experience managing medspas, we are uniquely positioned to strengthen and scale your wellness company.
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First things first — congrats on your business reaching this exciting new stage! As you find your groove and continue to grow your cannabis company, medspa, or other wellness business, there’s no better time, or more critical time, to ensure that all your Ts are crossed and your Is are dotted. That’s where Morem & Waller, CPAs come in.
Scaling wellness businesses need to take the time to “future-proof” their companies with unflappable strategies designed to handle fast growth. That involves artfully balancing your current needs — and getting your financial house in order now — with a roadmap that holds strong in one year, five years, or even a decade down the line. The solutions our medspa and cannabis CPA firm offers are designed to last for the long term, supporting healthy and sustainable growth as you scale.
Fractional CFO services, tax planning, controller services, and so much more come together to support the core of your business: its financial well-being. No single aspect of your company’s financial health stands alone or operates in a vacuum — each element must work together for the most resilient results. At Morem & Waller, CPAs, we apply that holistic perspective to every component of your wellness company’s finances to ensure the strongest possible foundation. Only then are you poised to grow responsibly and continually, well into the future.
No wellness business accountant should force you into procedures or policies that don’t suit your operations. We create systems and processes that work best for your staff and stakeholders. Our team collaborates with your leadership to ensure our plans support your growing business’s goals without creating complicated or unwieldy workflows. After all, systems that you can work with are the ones that are most likely to stick. Plus, we have the technical know-how to work within your preferred software.
Our firm wholly embraces three key values: reputation, relationships, and responsibility.
As a licensed cannabis, wellness, and medspa CPA firm, we have a responsibility to do what’s right for your business — our CPA license quite literally depends on it. We are legally required to adhere to strict professional standards and ethics, and we stake our reputation on that.
This all extends to our relationships — our partners are thoroughly vetted to ensure they meet our strict standards. Once selected and vetted, we pool our expertise and knowledge, from our years in cannabis to our co-founder’s hands-on experience owning a medspa, and resources to best guide you. We save you money and empower you to make better financial decisions.
Focused and thoughtfully crafted tax strategies ensure that your scaling wellness business doesn’t run into disruptive challenges. When you partner with Morem & Waller, CPAs, you work with licensed experts who are legally bound to work in your interest and have the hands-on experience to provide sound advice on compliance, planning, and prep. This way, you won’t be caught by surprise when tax time rolls around.
Tax preparation and planning services include:
A Fractional CFO is a must for guiding your company through its (good!) growing pains, evaluating and revising processes and procedures so they’re ready to support your business during this critical moment. As your fractional CFO, we’ll fully integrate into your operations, from your board of directors to your bill payment process. That makes us essential for ensuring everything runs like a well-oiled machine.
Fractional CFO services include:
We bring a collective decade of cannabis experience to the table, especially in the New York, New Jersey, and Missouri markets. Our roots, though, lie with the cannabis communities of Vermont, Massachusetts, Montana, Oklahoma, and our native Minnesota. We have the knowledge and history to scale plant-touching and ancillary businesses alike.
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Morem & Waller, CPAs co-founder and managing partner Betsy Morem partially owns a MedSpa in Austin, MN. We’re not aware of any other CPA who does both, and we leverage this one-of-a-kind perspective and experience to successfully scale MedSpa businesses.
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Our experience with medspa ownership empowers us to scale all kinds of spa businesses while providing strategic financial oversight, long-term guidance, and client advisory services (CAS).
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From California to Connecticut, Morem & Waller, CPAs supports plant-touching and ancillary companies in all 50 states. Our experts have deep ties with the cannabis communities in Massachusetts, Minnesota, Montana, Oklahoma, and Vermont as well.
Plant-touching businesses can include:
Ancillary companies can include:
See our accounting firm in leading publications in Minnesota and around the U.S.!
Check to see if you’re on the right track! Our free operational checklist guide breaks down the steps you need to have in place to remain compliant as you grow.
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At Morem & Waller, CPAs, we're proud to support social equity businesses as they start their journeys. Our services provide the tools necessary for building resilient, future-proof infrastructure. We invite social equity businesses, both plant-touching and ancillary, to book a free, no-obligation consultation with us to learn how we can help.
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If your business is brand new, launching, or (for cannabis companies) expanding into a newly legal state, Morem & Waller, CPAs offers industry-leading, attentive, and detail-oriented services designed to build the strongest possible foundation for your new company.
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If your cannabis company, medspa , or other wellness business has been around the block and you’re looking for new guidance, partner with a firm that can take your company to new heights.
Explore Services for Maturing BusinessesIt’s time to get going — and keep growing.
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