Cannabis Accounting & Consulting Group d/b/a The Blunt Accountant™ is innovative in its approach to how we serve plant touching businesses. We have created the CannaSight™ CFO Advisory Framework, a 3-tiered strategic financial system tailored for cannabis operators. It transforms how operators manage their finances—shifting from reactive compliance to clarity, control and proactive command of cash flow, profitability, and growth.
Establishes truth in the number with full financial visibility, reliability, and 280E compliance. Without clarity, strategy is guesswork.
We’ll show you exactly where you stand so you can make smart, strategic decision-making.
Business Impact:
- Removes uncertainty
- Prevents penalties or audit risks
- Lays the groundwork for confident operations
This tier ensures the business can trust its numbers, understand its cash flow, and avoid costly compliance issues. Tier 1 includes to following:
Deliverable | What It Includes: |
GAAP-Compliant Financials | Clean monthly financial statements (Income Statement, Balance Sheet, Cash Flow) structured according to Generally Accepted Accounting Principles, with clear formatting for stakeholder reporting. |
280E-Aligned Chart of Accounts | Optimization of your chart of accounts to separate COGS-allowable expenses vs. disallowed operating expenses under IRC 280E. |
Monthly Budget vs Actual Report | A detailed comparison of projected vs. actual revenue and expenses to highlight discrepancies and guide corrections. |
Cash Flow Forecast (30–90 Days) | Weekly or monthly cash flow models that predict short-term liquidity and identify potential cash gaps in advance. |
Financial System Review | Evaluation of current tools (e.g., QuickBooks, POS) to identify gaps in accuracy, automation, or integration. |
Monthly KPI Snapshot | High-level visual dashboard of key financial performance metrics like Gross Margin %, Burn Rate, and COGS %. |
Building the financial infrastructure to optimize cash, control costs, and manage compliance risks with confidence.
This tier strengthens internal systems and prepares the business for greater scale and stability. Tier 2 includes the deliverables from Tier 1 as well as the following:
Deliverable | What It Includes: |
Rolling 12-Month Forecast & Scenarios | Updated financial forecast that adjusts monthly and includes best-case, base-case, and worst-case scenario planning. |
Expense Optimization Analysis | Review of all vendor and overhead costs to identify inefficiencies, negotiate better terms, and reduce burn rate. |
Internal Controls Implementation | Segregation of duties, approval workflows, cash-handling controls, and documentation of SOPs to reduce risk of fraud or error. |
Compliance Calendar & Dashboard | Custom calendar of tax, licensing, and reporting deadlines along with a dashboard that flags issues and alerts. |
Staff Financial Literacy Training | Internal training sessions or resources to help department heads read reports, use financial tools, and manage budgets. |
KPI Dashboard Implementation | Custom dashboard that allows executives to track KPIs in real time, improving agility and accountability. |
Preparing the cannabis business to lead with confidence — whether through capital raises, M&A, or multi-state expansion.
This tier positions the operator to attract funding, report to investors, and maximize enterprise value. Tier 3 includes the deliverables in Tiers 1 & 2 as well as the following:
Deliverable | What It Includes: |
Capital Strategy & Investor Pitch Support | Development of a capital plan (debt, equity, grant mix) and preparation of investor-ready financials, pitch decks, and use-of-funds models. |
M&A Readiness Assessment | Audit of financials, tax posture, and data room readiness to prepare for acquisition or merger conversations. |
Board & Investor Reporting Toolkit | Branded financial reporting package for quarterly or board meetings, including narrative summaries and key KPIs. |
Advanced Tax Strategy Planning | Strategic planning for federal and state tax positioning, including R&D credits (where applicable), 471(c), and potential 280E alternatives. |
Custom KPI Dashboard (Advanced) | Fully tailored dashboard with operational and financial KPIs integrated with POS, ERP, and accounting systems. |
Strategic Advisory Syncs | Regular high-level meetings focused on growth, capital, and financial milestones (biweekly or monthly depending on package). |