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Consultation

Schedule Your Massachusetts Cannabis CPA Consultation

Consultations are a working conversation rather than a sales call. We review the licenses you hold, the systems you use, the state of your records, and the reporting and filing obligations ahead of you, then explain what an engagement would involve. Nothing is committed until a written scope is agreed.

  • Cannabis-specific accounting focus
  • Confidential discussion
  • Written scope before engagement

How It Works

  1. STEP 1

    Submit your request

    Share license types, operating stage, and the condition of your current records so the conversation starts with context.

  2. STEP 2

    Discovery call

    A working discussion covering systems in use, reporting gaps, inventory costing, and filing obligations.

  3. STEP 3

    Written scope

    A defined scope of work with deliverables, cadence, and pricing, provided before any engagement begins.

  4. STEP 4

    Onboarding

    Access to systems, an agreed close calendar, and a documented plan for bringing records current if needed.

Consultation Request

Fields marked with an asterisk are required. Information submitted here is used only to prepare for and schedule your consultation.

What do you need help with?

Immediate Assistance

If you have received a notice, are facing a filing deadline, or need to speak with someone directly, calling is the fastest route.

(781) 678-8059

Confidentiality

Information shared during a consultation is treated as confidential and used only to evaluate and scope potential work. Submitting a request does not create a client relationship, and no advice is provided until an engagement is agreed in writing.

Prefer to ask a question first? Visit the contact page or review the frequently asked questions.