Core capabilities

Cannabis CFO, AI‑Driven Financial Systems, and METRC Compliance Leadership

Navigate 280E compliance, protect your margins, and scale profitably with financial systems built for the cannabis industry.

01

280E tax planning

Strategic deductions and COGS management that minimize your tax burden legally.

02

Fractional CFO services

Strategic financial leadership without the cost of a full-time CFO on your payroll.

03

Inventory and COGS oversight

Integrated systems that track costs accurately and align with 280E compliance requirements.

04

Audit preparation

Complete documentation and financial organization so audits run smoothly and confidently.

05

Cash flow management

Real-time visibility into cash position and spending patterns to sustain growth.

06

Multi-state operator support

Financial coordination across multiple licenses and jurisdictions with integrated reporting.

Core Services

Financial Strategy Built for Cannabis Operators

Cannabis operators don't just need accounting - they need: - Automated invoice capture & AP workflows - AI-assisted expense categorization -Real-time KPI dashboards INventory-

Fractional CFO Services

Fractional CFO Services

Strategic financial leadership without the overhead. We manage cash flow, margins, and growth planning for operators doing $1M to $20M in revenue.

280E Tax Planning

280E Tax Planning

We navigate cannabis tax code Section 280E to protect your deductions and reduce your tax burden. Our planning keeps inventory costs and COGS properly structured.

Cash Flow & Inventory Oversight

Cash Flow & Inventory Oversight

Real-time visibility into cash position, inventory valuation, and COGS tracking. We integrate systems so you understand your financial health daily, not monthly.

Audit Preparation & Support

Audit Preparation & Support

We organize your books, documentation, and financial records before audits arrive. Our preparation reduces stress and positions you for clean results.

Bookkeeping Integration

Bookkeeping Integration

We handle day-to-day bookkeeping as part of a complete financial oversight system. Your data feeds directly into strategic planning and compliance work.

Multi-State Operator Support

Multi-State Operator Support

We specialize in multi-state compliance and financial management for operators across different jurisdictions. Each state's rules are different. We handle the complexity.

CPA reviewing cannabis financial documents and 280E compliance records

Cannabis CFO, AI-Driven Financial Systems and METRC Compliance for Serious Operators

Fractional CFO services, 280E optimization and AI- enhanced financial workflows built for dispensaries and multi-state operators generating $1M to $20M in revenue.

Client Results

Cannabis operators trust Exhale for financial clarity

Dispensary owners and multi-state operators rely on us to protect margins, manage 280E, and scale profitably.

Exhale helped us identify $120K in tax savings we were leaving on the table. Their 280E expertise transformed how we manage COGS and inventory.

Marcus Thompson, dispensary owner

Marcus Thompson

Dispensary Owner, Multi-Location Operator

We switched from a generic CPA to Exhale and immediately saw clearer cash flow. They built reporting that actually shows us what's happening in our business.

Jennifer Wu, operations manager

Jennifer Wu

Operations Manager, Licensed Dispensary

Exhale's fractional CFO service gave us strategic guidance without the cost of a full-time hire. They know cannabis compliance inside and out.

David Morales, multi-state operator

David Morales

Owner, Multi-State Operator

Our audit prep used to be chaotic. Exhale's systems and documentation made the process smooth and our auditor was impressed with our records.

Rachel Cohen, finance director

Rachel Cohen

Finance Director, Established Dispensary

They handle the 280E complexity so we can focus on selling. That's exactly what we needed as our revenue scaled past $5M.

Kevin Park, regional operator CEO

Kevin Park

CEO, Regional Operator

Exhale showed us how poor margin tracking was costing us. Their bookkeeping system now gives us real-time visibility into profitability by product.

Simone Baptiste, dispensary owner

Simone Baptiste

Owner, Craft Dispensary

Real Results

Margins protected. Profitability scaled.

See the financial impact of strategic cannabis CFO services. Our clients protect margins, manage 280E compliance, and grow profitably.

$1M

to $20M revenue range

We focus exclusively on cannabis operators at your scale seeking fractional CFO leadership.

280E

Tax compliance mastered

Inventory and COGS management structured to protect every dollar under federal cannabis tax rules.

100%

Audit ready

Financial systems and bookkeeping integrated so you're prepared when regulators come calling.

1:1

Hands-on CFO support

Direct access to strategic financial guidance tailored to your cannabis business, not templated advice.

Cannabis operator reviewing financial reports and tax strategy on tablet in office

Let's protect your margins and scale profitably

Schedule a consultation with Exhale Consulting Services to see how fractional CFO guidance transforms your cannabis operation's financial foundation.

About Exhale

Financial Strategy Built for Cannabis Operators

Based in Albany, NY, Exhale Consulting Services helps dispensaries and multi-state operators in the US protect margins, navigate 280E complexity, and scale profitably. We handle fractional CFO services, tax strategy, and integrated bookkeeping so you focus on growing your business.