Who We Are

CFO Solutions is a team of bookkeepers, accountants, CPAs, MBAs, and attorneys. We understand the unique challenges and values of entrepreneurs, including those in the Cannabis industry. We are driven to help you build a better, more valuable business.

The most valuable thing that we have to offer is experience.  Through every success and failure is a lesson to be learned. Sometimes it is a distinct lesson, sometimes not. Over time, all these lessons, big and small, coalesce into something that cannot be replicated – experience.

What We Can Do For You

Team

We have a passionate and diverse team to meet all your needs

Depth

Our team includes diversity ranging from bookkeepers and accountants to attorneys

Expertise

Our team brings expertise ranging from start-ups to publicly traded companies across virtually every area of endeavor

Vision

Our team helps you define your vision and make it a reality

Execution

Success requires great execution. We help you define and execute your strategy

Solutions

We are driven to produce results that matter

We Believe That . . .

We strive to bring out the very best in you and your business. We do this by utilizing proven methods to maximizing your profitability and cash flow; by giving you the tools to be successful; and giving you the focus by helping you define your exit strategy, timeline, and valuation. Most importantly, we bring a depth and breadth of experience that could not be learned in a lifetime. We do this so you can succeed.

We believe that . . .

Every business has the potential to be extraordinary, including yours.

Yet, most aren’t. Extraordinary businesses produce superior profit and cash flow. This requires a deep and thorough understanding of your business, market, and industry. Too often, entrepreneurs are so focused on daily operations that they don’t have the time or expertise to engage in activities that create the most value.

What does success look like? It takes the combination of team, capital, vision, back office capabilities, curiosity, and passion to be successful. And, remember that success is fleeting – it is not a goal to be attained.  Rather it is an outcome from the continued pursuit of excellence.

Success doesn’t just happen.

Behind every success story is a team of passionate and dedicated people with the depth and breadth of resources to help you overcome any challenge and fulfill your vision. We teach and instill best practices that shape and define your daily operations, your operating strategies, your financial processes, and your planning processes. Then, and only then, can success happen.

It takes a team

We are a team of diverse individuals with a passion to help you succeed – Your success is Our success. We start by helping you define what success looks like for you, in measurable and scalable terms. We develop a plan to put you on track with milestones to chart your progress. And, we surround you with the tools that you need to be successful.

You can leverage our experience

A wise man once said, “You have to do things wrong long enough to figure out how to do them right.” Success cannot be taught – It must be experienced. Our diverse team has the experience in every aspect of business to help you do it right. Let the lessons of our failures and that of our client’s be your success.

We can do this - Together!

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