‘genius accountant’ helps cannabiz clients manage effectively

portrait of lind mizar
mizar

lind mizar specializes in helping clients problem-solve around cash management

by liz gold
cannabizcpa.pro

cannabis businesses aren’t getting the justice they deserve as it relates to their financial needs.

more at cannabizcpa.pro: 5 challenges for cannabusinesses | squar milner takes on cannabis in california and beyond | marcum llp: moving forward in cannabis with confidence | tom achor: at the intersection of cannabis accounting and technology | podcast: john repetti and mitzi hollenbeck of citrin cooperman | 4 best things about being a ‘dope’ accountant | five reasons accountants should serve cannabis clients | the fire starter: groundbreaking cannabis cpa luigi zamarra |  more at cannabizcpa.pro

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“we need to educate more accountants,” says lind mizar, mba and founder of genius accountant in tualatin, oregon. “there are a lot of firms out there that say they help but they don’t.”
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5 cpa opportunities with cannabis clients

portrait of kevin haller
haller

from kevin haller, who is helping cannabusinesses build their empires.

by liz gold
cannabizcpa.pro

as an accountant looking to work with cannabis clients, one thing is certain – make absolutely sure you understand what you are getting into.

more at cannabizccpa.pro: squar milner takes on cannabis in california and beyond | bruce jolliff: jumping into cannabis head first | mark guiley oversees new cannabis niche | jessica velazquez on cannabis accounting and activism | podcast: jim marty and cory parnell go national | 5 biggest mistakes cannabis ceos make | derek davis keeps california cannabis clients informed | commercial medical marijuana use comes to michigan | cpa john dillinger on california’s prop 64
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according to kevin haller, cpa and chair of petrinovich pugh & company’s cannabis practice group, accountants who want to get into the cannabis industry should consider these three key things:

  • establish an onboarding process (which should include background checks),
  • convey your expertise and support for the industry through your website and
  • get involved in the cannabis community.

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squar milner takes on cannabis in california and beyond

goral

“every one of my cannabis clients needs multiple services and i think that’s what got people excited.”

by liz gold
cannabizcpa.pro

when mike goral joined squar milner in january, he was brought on to start the firm’s cannabis practice. headquartered in newport beach, calif., squar milner has approximately $100 million in revenue and is ranked as one of the top 50 accounting firms in the u.s. with 10 locations throughout california and the cayman islands.

more cannabizcpa.pro: bruce jolliff: jumping into cannabis head first | dope cfo levels up its offerings | cannabis trends: what cpas need to know for 2018 and beyond | podcast: rich wortmann pioneers in pennsylvania | podcast: drew dearlove talks about the cannabis business | five secrets to launching your own cannabis accounting firm
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led by goral, a state and local tax specialist for more than 20 years, the firm’s cannabis practice has 35 team members working with cannabis startups.
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bruce jolliff: jumping into cannabis head first

portrait of bruce jolliff
jolliff

“i want to help these people save money on taxes, so they can use it to build their business.”

by liz gold
cannabizcpa.pro

bruce jolliff is turning his attention to cannabis clients.

more cannabizcpa.pro: dope cfo levels up its offerings | marcum llp: moving forward in cannabis with confidence | tom achor: at the intersection of cannabis accounting and technology | podcast: john repetti and mitzi hollenbeck of citrin cooperman | 4 best things about being a ‘dope’ accountant | five reasons accountants should serve cannabis clients | the fire starter: groundbreaking cannabis cpa luigi zamarra
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a cpa and a forensic accountant who spends a majority of time providing outsourced controller and cfo services, jolliff is jumping head first into cannabis. and he’s ready.
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dope cfo levels up its offerings

portrait of naomi granger
granger

the key factors firing up interest in the not new marijuana niche.

by liz gold
cannabizcpa.pro

naomi granger, cpa, mba, took a leap of faith and it paid off. and it’s still paying off.

more on cannabiz: marcum llp: moving forward in cannabis with confidence | mark guiley oversees new cannabis niche | jessica velazquez on cannabis accounting and activism | podcast: jim marty and cory parnell go national | 5 biggest mistakes cannabis ceos make | commercial medical marijuana use comes to michigan | cpa john dillinger on california’s prop 64 | cpa andrew hunzicker creates course in cannabiz accounting

and more on the cannabis niche at 卡塔尔世界杯常规比赛时间 cannabizcpa.pro

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with more than 12 years of public accounting experience, working her way up the ranks to senior management at pwc, granger wanted more. she wanted flexibility and ownership of her time and schedule. so, she started researching how to start a remote accounting practice.
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marcum llp: moving forward in cannabis with confidence

portrait of gary rosen
rosen

the firm is open about its new services group.

by liz gold
cannabizcpa.pro

legal recreational cannabis is coming to new jersey – as soon as this year. and when it does, hundreds of millions of dollars in potential tax revenues will start flowing to the state beginning in 2020.

more on cannabiz: mark guiley oversees new cannabis niche | cannabis trends: what cpas need to know for 2018 and beyond | podcast: rich wortmann pioneers in pennsylvania | five secrets to launching your own cannabis accounting firm | corporate to cannabis: laura durham of kind accounting | ben condon on launching a cannabis cpa firm: ‘the opportunity presented itself’ | cpa simone cimiluca-radzins launches ‘linkedin of cannabis’ | jim marty: building a national cpa firm for the cannabis industry | jordan cornelius: guiding cannabiz clients through minefields

and more on the cannabis niche at 卡塔尔世界杯常规比赛时间 cannabizcpa.pro

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marcum llp is ready.
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true diversity means creating equity

woman opens door to find brick wall behind itwho is trying to get in the room but can’t?

by liz gold
in from success to significance: the radical cpa guide

so, we know you can’t just put the diversity and inclusion phrase on marketing materials and call it good. there needs to be some substance behind the claim.

more on radicalism: a legacy of leadership must extend to diversity | 5 ways to create a more diverse and inclusive workplace | goals, goals, goals | 3 challenges in shifting to product management | productized 1099s the new vision way | why our clients need us to be radical
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part of that substance includes looking at the word “equity” and considering how you can provide equitable opportunities and growth potential to every individual in your firm.
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mark guiley oversees new cannabis niche

portrait of mark guiley
guiley

the firm talked to its insurance company first.

by liz gold
cannabizcpa.pro

mark guiley is a tax manager at isler cpa in eugene, oregon. and he’s the point person for the firm’s newly budding cannabis practice.

more on cannabiz: cannabis trends: what cpas need to know for 2018 and beyond | tom achor: at the intersection of cannabis accounting and technology | podcast: john repetti and mitzi hollenbeck of citrin cooperman | 4 best things about being a ‘dope’ accountant | five reasons accountants should serve cannabis clients | the fire starter: groundbreaking cannabis cpa luigi zamarra | cpa kim walker: ‘we can’t be afraid of diving into marijuana’

and more on the cannabis niche at 卡塔尔世界杯常规比赛时间 cannabizcpa.pro

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though cannabis has been legal in oregon since 2014, the firm recently decided to start serving cannabis clients late last year.
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cannabis trends: what cpas need to know for 2018 and beyond

booming new niche where opportunity meets complexity.

walsh

by liz gold
cannabizcpa.pro

cannabis startup costs are on the rise, as cultivators, vertically integrated retailers and laboratories are spending upwards of $1 million just to launch, making the sector as potentially treacherous as it is potentially lucrative for many tax and accounting firms on the leading edge of the booming new industry.

more at 卡塔尔世界杯常规比赛时间’ cannabizcpa.pro tom achor: at the intersection of cannabis accounting and technology  |  jessica velazquez on cannabis accounting and activism  |  podcast: rich wortmann pioneers cannabis in pennsylvania  |  podcast: john repetti and mitzi hollenbeck of citrin cooperman  |  podcast: jim marty and cory parnell go national  |  podcast: drew dearlove talks about the cannabis business    |  4 best things about being a ‘dope’ accountant  |  5 biggest mistakes cannabis ceos make  |  five secrets to launching your own cannabis accounting firm  |  five reasons accountants should serve cannabis clients  |  derek davis keeps california cannabis clients informed

and more on the cannabis niche at 卡塔尔世界杯常规比赛时间 cannabizcpa.pro

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the budding industry is confounded by differing regulatory models emerging nationally for both medical marijuana and adult use programs. but it’s clear – those cannabusinesses that are succeeding have help. more accountants are moving into the cannabis space, helping clients develop a sound financial infrastructure, a regular accounting and bookkeeping process and a solid understanding of irs tax code 280e.

that said, there is so much up in the air.

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a legacy of leadership must extend to diversity

latina businesswoman using earpiece with businessmen in backgroundopportunity needs to be available to everyone.

by liz gold
in from success to significance: the radical cpa guide

though it is slowly changing, most accounting firms are traditional in the sense that they are still owned and managed by white, baby boomer-aged men wearing nice suits and ties. it’s been the go-to standard for decades. slowly, i would argue, more hoodies and hip sneakers are taking over the suits, as is common in startup culture, but this obviously depends on the firm and its customers.

more on radicalism: 5 ways to create a more diverse and inclusive workplace | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | product management: start with these 6 steps
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and while technology may be changing at the speed of light, firm processes are getting more streamlined and even more firms are looking to value pricing because they just understand the limitations of timesheets, change also needs to be happening from a talent and business development perspective.
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creating more diversity in accounting firm leadership

donny c shimamoto, cpa citp intraprisetechknowlogies
shimamoto,

a q&a with donny c. shimamoto, cpa, citp, cgma, and managing director of intraprisetechknowlogies llc. 

by liz gold

liz gold: do you think the profession is getting better in terms of more people of color in leadership positions? why or why not?

more on radicalism: embrace difference and diversity | goals, goals, goals | happy tax: why you need to know its name | 3 challenges in shifting to product management | tips from a veteran product manager | productized 1099s the new vision way | karbon builds a practice management platform on steroids | why our clients need us to be radical | introducing the fifth radical tenet: the business model | the value of new ideas | our pain points are opportunities | dear midsized firms: yes, you can change | the radical road to (business) transformation | transitioning to a radical firm: bringing a legacy customer along | the four tenets of radical firms: a brief review | the radical cpa: always changing
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donny shimamoto: the profession is getting a little better, but there is a distinct lack of asian-american professionals in leadership positions in the aicpa volunteer ranks.
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tom achor: at the intersection of cannabis accounting and technology

portrait of tom achor
achor

better information through automation is his goal.

by liz gold
cannabizcpa.pro

tom achor, cpa, citp, isn’t your typical cpa. while he still keeps up his license in oregon, he spends his time consulting at the intersection of accounting and technology.

more on cannabiz: jessica velazquez on cannabis accounting and activism | podcast: rich wortmann pioneers in pennsylvania | podcast: drew dearlove talks about the cannabis business | five secrets to launching your own cannabis accounting firm | corporate to cannabis: laura durham of kind accounting | ben condon on launching a cannabis cpa firm: ‘the opportunity presented itself’

and more on the cannabis niche at 卡塔尔世界杯常规比赛时间 cannabizcpa.pro

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and while he doesn’t market his firm, revolution accounting and advisory, as a cannabis-specific cpa firm per se, he does work with larger cannabis clients – helping them find and optimize the best technology for their needs.
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embrace difference and diversity

woman working on tablet in officewhy didn’t i speak up? because i wanted to be a team player.

by liz gold

difference comes in many forms. race, gender identity, sexual orientation, religion, age, ability, learning style, personality – these characteristics are just a few of the many that make us who we are, yet isn’t it amazing that many of us only bring a fraction of ourselves to work?

more on radicalism: goals, goals, goals | accodex sets up a platform for practice management | product management: start with these 6 steps | product management meets strategy | transitioning to radical: how carl famiglietti did it | how to develop productized services
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diversity is a loaded word. august de los reyes is the head of design and research at pinterest. in a techcrunch video, he talks about the connotative baggage that comes along with the term “diversity,” preferring to take the term in the literal sense.
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