Services
Cannabis Accounting, Tax and CFO Services in New Mexico
Every engagement starts with inventory. Once the books produce a defensible cost of goods sold, the tax position, the compliance filings and the management reporting all follow from the same set of numbers.
Core practice areas
280E Tax Compliance
Defensible COGS positions, inventory capitalization and year-round planning under IRC Section 280E for New Mexico licensees.
Read moreDispensary Accounting
Daily close, POS-to-ledger reconciliation, cash controls and margin reporting for New Mexico retail and delivery operators.
Read moreCultivation Accounting
Cost-per-pound modeling, harvest costing and inventory capitalization for licensed New Mexico cannabis producers.
Read moreCannabis Tax Preparation
Federal and New Mexico returns for licensed operators, prepared from reconciled books with a documented tax position.
Read moreFractional CFO
Senior financial leadership on a fractional basis: forecasting, unit economics, capital readiness and board reporting.
Read moreTrack-and-Trace Reconciliation
BioTrack-to-financial reconciliation that closes inventory variances before they become compliance findings.
Read moreAudit Representation
IRS and NM Taxation and Revenue Department examination representation for cannabis operators, from first notice through appeals.
Read moreManufacturing Accounting
Standard costing, yield and conversion tracking, and inventory capitalization for New Mexico manufacturing and vertically integrated licensees.
Read more
Complete service list by discipline
Tax
- 280E Tax ComplianceDefensible COGS positions, inventory capitalization and year-round planning under IRC Section 280E for New Mexico licensees.
- Cannabis Tax PreparationFederal and New Mexico returns for licensed operators, prepared from reconciled books with a documented tax position.
- Audit RepresentationIRS and NM Taxation and Revenue Department examination representation for cannabis operators, from first notice through appeals.
Accounting
- Dispensary AccountingDaily close, POS-to-ledger reconciliation, cash controls and margin reporting for New Mexico retail and delivery operators.
- Cultivation AccountingCost-per-pound modeling, harvest costing and inventory capitalization for licensed New Mexico cannabis producers.
- Cannabis BookkeepingMonthly close, a cannabis-specific chart of accounts and clean books a tax position can actually stand on.
- Manufacturing AccountingStandard costing, yield and conversion tracking, and inventory capitalization for New Mexico manufacturing and vertically integrated licensees.
Compliance
- Track-and-Trace ReconciliationBioTrack-to-financial reconciliation that closes inventory variances before they become compliance findings.
- Gross Receipts & Excise Tax ComplianceCannabis excise tax and Gross Receipts Tax filings with the NM Taxation and Revenue Department, on a compliance calendar that never slips.
- Cannabis PayrollCompliant payroll processing with labor cost allocation that supports inventory capitalization.
Advisory
- Fractional CFOSenior financial leadership on a fractional basis: forecasting, unit economics, capital readiness and board reporting.
- Financial ReportingGAAP-aligned statements, investor reporting packages and KPI dashboards for licensed New Mexico operators.
- Entity StructuringEntity selection and multi-company structure designed around 280E, licensing, liability and exit.
- Cash Flow PlanningThirteen-week cash forecasting, tax funding and working capital management for cash-intensive New Mexico operators.
- Business AdvisoryExpansion analysis, licensing economics, transaction support and internal controls for scaling New Mexico operators.
Consultation
Talk with a New Mexico cannabis CPA
Bring your license types, current books and open deadlines. We will tell you what needs to happen first and in what order.