Green Wednesday and Black Friday Are Won in October (and can break you in February)
Any business with a season knows this shape. A strong stretch carries three separate risks on three different schedules
Whether you can sell it
Whether you can float the gap between paying for inventory and collecting on it
What you’ll owe on the revenue (which shows up much later and doesn’t care that the cash already moved).
In October those feel like one thing, because in October they’re all just optimism.
Unbalanced Podcast: Find your People, Teams, Pricing and the Cannabis Niche
Finding Your People [Unbalanced Podcast Interview]
Working in cannabis can feel uniquely isolating, with fast-moving rules, constant compliance pressure, and a whole lot of responsibility on your shoulders. That’s why conversations like this matter.
I recently joined hosts Candy Bellau and Samantha Hallburn on Unbalanced to dig into what it really takes to build and grow a cannabis-focused accounting firm—beyond the spreadsheets and well past the traditional playbook.
Cannabis Cash Flow: Keep Your Bank Account High
You’ve got a business that’s often booming—but without the basic tools other industries take for granted. Between limited access to banking, high-volume cash sales, and constant compliance pressure, managing your money in cannabis means playing a high-stakes game with fewer resources
If You’re Not Tracking It, You’re Risking It: Internal Controls for Cannabis
Who’s watching the weed? Everyone on your team plays a role in internal controls for your cannabis business. Because when you're operating in a high-risk, cash-heavy, and compliance-driven industry, hoping nothing goes wrong isn’t a strategy. It’s an invitation for fines, shutdowns, or worse.I’ve seen the damage poor internal controls can do—especially in cannabis. So let’s break down what internal controls really mean, and how to make them work, even in small or scrappy teams.
Woodard Feature: Cannabis Accounting Opens Doors for Accountants Ready to Grow
As the cannabis industry grows, I truly believe accounting pros have a unique opportunity to expand their services by offering specialized guidance on compliance, tax strategy, and financial operations.
By now, you know that I’m all in on this expanding niche.
And if you’re interested in serving cannabis clients, you need specialized knowledge in regulatory compliance and financial management.
5+ Strategies to Maintain Your 4/20 Momentum
4/20 might be the most celebrated day in cannabis culture, but your business goals don’t end on April 21. Behind the celebrations, sales spikes, and high foot traffic lies serious effort—and if you want that energy to carry forward into Q2 and beyond, it's time to turn your 4/20 takeaways into long-term wins.Here are five strategies to help you plan for the next 4/20—and also to stay ready and keep the post-420 buzz going strong.
When Key Financial Staff Leave: Transitioning Without Losing Ground
The risk of turnover is real for any company, but when you have a small business, losing someone who plays an integral role in operations can affect every aspect of your company—especially when those people manage your finances. That’s where having an outsourced controller comes in. They provide a safety net, ensuring your financial processes continue running smoothly even when key team members leave.
Woodard Feature: Cultivating Professional Growth Through Continual Learning
Continual learning is something important to our firm, so I jumped at the opportunity to write about it for Woodard.
Everywhere I turn there are new apps, new technologies and better ways to work efficiently. But it only works if you--and your team--are constantly on the look out for ways to improve.
Woodard Feature: What’s Next for You? Succession Planning Matters Now
I recently wrote an article for The Woodard Report about succession planning, which is a hot topic right now, for accounting firms and in a broader context.
We’re seeing this a lot in the accounting space with so many people ready to retire.