START HERE
How the Assessment Works
See what the Cannabis Finance Control Assessment examines, what its findings contain, and how next steps are scoped.
RESOURCES
Better questions for the numbers that do not agree.
Practical guides to cross-system reconciliation, inventory and cost records, close controls, and advisor handoffs. Start with the issue you recognize, then identify what the records should show and who should review it.
RECORDS BEFORE CONCLUSIONS
Use the guide to define the next question.
Each guide connects an operating symptom to the relevant evidence, reconciliation, or responsibility. General information does not determine the right treatment for a specific business.
- Systems that do not agree
- Inventory, COGS, and margin support
- A more controlled month-end close
- Records for tax-advisor review
Eyebrow: RESOURCE LIBRARY
Start with the issue you are trying to resolve.
Read the relevant guide, identify the missing explanation or handoff, and use the questions with your finance team and designated advisors.
CLOSE CONTROLS
Seven Signs Your Close Needs Review
Recognize recurring gaps in reconciliation, evidence, approvals, and ownership before you rely on the month-end reports.
RECONCILIATION
When Cannabis Records Don't Match
Connect sales, inventory, bank, costing, and ledger records. Define the comparison before deciding what a difference means.
CLEANUP AND CLOSE
Cannabis Cleanup: Fix the Process, Too
Prioritize supported corrections, clarify approvals, and build repeatable close checks so the same issues do not return.
INVENTORY COSTS
Cannabis Inventory Costs: Records to Ledger
Follow product quantities and cost support into inventory and cost of goods sold. Identify the schedules needed to explain the ledger.
ADVISOR HANDOFFS
Cannabis Tax Handoffs: Records Come First
Organize unresolved record questions and supporting evidence for your tax practitioner. Keep records work separate from tax conclusions.
PUT THE GUIDE TO WORK
Identify the evidence, the question, and the next owner.
These resources help frame a records problem. They are general information, not accounting, tax, legal, or assurance conclusions for your specific facts.
RECORDS FIRST
Start with the source.
Use the records available, identify what is missing or unsupported, and name the gap before drawing conclusions or estimating impact.
- Records over assumptions
- Gaps named plainly
- Estimates only where records allow
ADVISOR COORDINATION
Keep professional roles clear.
Kind Ledger can help organize accounting records, tie-outs, and questions. Legal and tax analysis should remain with the operator’s CPA, tax attorney, or legal advisor.
- Accounting records and tie-outs
- CPA or tax attorney coordination when needed
- No legal or tax advice
PUBLIC INTAKE SAFETY
Keep sensitive records out of public channels.
Public forms and ordinary email are for basic context only. Wait for a confirmed secure intake path before sending sensitive records.
- No bank, tax, or payroll records
- No POS, inventory, or QBO/GL exports
- No passwords, EFTPS, seed-to-sale, or compliance records
NEED A CLEARER START?
Start with a Diagnostic when a guide points to a deeper records problem.
Tell us what feels unclear in your cash, close, inventory/COGS, tie-outs, or tax-readiness records. We will start with the right first step and keep sensitive records out of public intake.
Please do not send sensitive financial, tax, payroll, POS, inventory, QBO/GL, password, EFTPS, seed-to-sale, or compliance records through public forms or ordinary email. Secure intake comes after scope and engagement terms are confirmed.