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Who you help
Dispensaries and retail operators, cultivators and growers, manufacturers and processors, distributors and wholesalers, and multi-location or vertically integrated cannabis businesses.
Get your cash, inventory, and monthly reports under control.
POS reports, cash counts, inventory systems, bank accounts, and accounting software often don’t line up—so close takes longer and margins are unclear.
Intellgus helps organize the books, reconcile cash and inventory, track product costs, and keep monthly reporting reliable.
Book a 15-minute cannabis accounting review.
Cannabis businesses often rely on several systems to manage financial activity. Point-of-sale platforms record sales, inventory systems track products, bank statements show deposits, and accounting software maintains the general ledger. When these records do not align, it becomes harder to understand operating performance, investigate discrepancies, and prepare reliable financial reports.
Dispensaries and retail operators, cultivators and growers, manufacturers and processors, distributors and wholesalers, and multi-location or vertically integrated cannabis businesses.
Intellgus provides cannabis accounting and bookkeeping support to organize financial records, reconcile transactions, track inventory-related costs, and maintain consistent monthly reporting. Our goal is to establish accounting processes that help your team maintain organized records and better understand financial performance.
Intellgus helps businesses address these challenges through bookkeeping, reconciliation, inventory accounting support, financial reporting, and related client accounting services.
Each engagement can be structured around your transaction volume, number of locations, existing accounting systems, reporting requirements, and the condition of your financial records.
Accurate bookkeeping provides the foundation for financial reporting, tax preparation, and business decision-making. For cannabis businesses, cash transactions, inventory movements, vendor invoices, product costs, and location-specific activity all need to be recorded consistently.
Accounting reconciliation does not replace physical security controls, banking requirements, applicable reporting obligations, or your responsibility to safeguard funds. Payment authorization and execution remain subject to your approved controls. Tax advice, tax return preparation, and filing should be provided only by appropriately qualified and authorized professionals. Accounting services do not include legal advice, license applications, or regulatory representation unless separately agreed.
The benefit is better-organized financial records and a stronger foundation for understanding your business's financial position.
The benefit is clearer visibility into sales activity, operating expenses, inventory-related costs, and location-level financial performance.
The benefit is better visibility into recorded cash activity and a more consistent reconciliation process.
Reliable inventory records help businesses understand inventory balances, recorded product costs, and reported financial performance. Valuation and tax treatment should be confirmed with a qualified tax professional.
Forecasts and budgets depend on available financial information and assumptions. System integration and software implementation are included only where they are part of the agreed scope.
Cannabis operators often have extra tax rules to keep in mind. How those rules apply depends on the business, the entity, the location, and the tax year.
Section 280E has historically limited certain deductions and credits for businesses it covers, while properly calculated cost of goods sold may affect gross income.
Tax advice, return preparation, and filing stay with a qualified, authorized professional.
Different cannabis businesses have different accounting requirements. Support can be structured around your business model, financial systems, and reporting needs. Service availability depends on the agreed scope, your business structure, and applicable requirements.
Support with sales reconciliation, cash records, inventory accounting, vendor invoices, and location-level financial reporting.
Organize production-related costs, labor records, materials, utilities, inventory movements, and other expenses.
Coordinate raw materials, production costs, packaging, finished goods, inventory movements, and vendor transactions.
Consistent records for purchasing, inventory movements, customer invoicing, vendor payments, and operating expenses.
Consistent accounting procedures and reporting across locations or stages of production, including intercompany documentation and monthly close coordination.
Support with order and sales records, cash and payout reconciliation, inventory movement, driver or vendor payables, and reporting that matches delivery volume.
A specialist who keeps sales, cash, inventory, and the monthly close in one workflow.
We focus on the connection between POS sales, cash activity, inventory, product costs, and financial reporting.
We help you reconcile sales, cash counts, deposits, and accounting records so discrepancies are easier to identify.
Organized inventory and COGS records help management understand product costs and financial performance.
Regular reconciliations and reporting help you catch issues during the month—not at year-end.
We help organize reporting by location or entity so you can compare performance more consistently.
Organized books and supporting schedules give your tax professional a stronger starting point.
A short, structured path from understanding your books to keeping reports consistent.
We review your model, locations, systems, cash and inventory flow, and reporting needs.
We check the accounting, POS, inventory, bank, and vendor records in the agreed scope.
We flag unreconciled items, missing documents, and inconsistent classifications.
We agree on reconciliation steps, close timing, documentation, and responsibilities.
We carry out the agreed bookkeeping, cleanup, reconciliation, and reporting work.
For ongoing work, we follow the agreed schedule so records stay organized.
Whether you need ongoing bookkeeping, dispensary accounting support, inventory accounting, monthly close assistance, or historical bookkeeping cleanup, the right service scope starts with understanding your business. Compatibility with existing software depends on the software, available access, data quality, and engagement scope.
Let's review your current accounting workflow and reporting requirements.
The output depends on the agreed engagement.
Depending on your setup, useful files can include the following.
Pricing depends on transaction volume, the number of locations and entities, cash-handling complexity, inventory requirements, historical cleanup needs, reporting frequency, and the level of ongoing support required. Contact Intellgus for a tailored quote.
Cannabis accounting services may include bookkeeping, cash reconciliation, point-of-sale reconciliation, inventory accounting support, cost tracking, monthly financial reporting, accounts payable and receivable support, and tax-ready record organization. The exact services depend on your business requirements and the agreed engagement scope.
Whether you need ongoing bookkeeping, dispensary accounting support, inventory and COGS tracking, monthly close assistance, or help cleaning up historical records, the right starting point is a clear review of your current workflow.
Connect cannabis accounting with outsourced books, tax support, and related services.
Book a free meeting with our experts and get a tailored plan for your team.