CPA reviewing financial statements and cannabis inventory spreadsheets

Strategic Financial Leadership for Cannabis Operators

Exhale Consulting Services helps dispensaries and multi-state operators protect margins, navigate 280E, and scale profitably with fractional CFO guidance.

Our Story

Built for Cannabis Operators Who Need Real Financial Leadership

Exhale Consulting Services started with a simple observation: cannabis operators running $1M to $20M in revenue were drowning in complexity. They had bookkeepers managing data entry, but no one focused on strategy. No one protecting margins under 280E. No one preparing them for audits or helping them scale profitably. We built Exhale to be the fractional CFO partner that cannabis businesses in Albany and beyond actually need. Our approach combines tax strategy, 280E inventory management, cash flow oversight, and integrated financial systems into one comprehensive framework. We don't just process numbers. We help you understand them, control them, and use them to grow.

Our Team

Cannabis financial expertise you can rely on

Meet the specialists behind Exhale Consulting Services. We bring deep cannabis industry knowledge and CPA credentials to protect your margins and scale your operation.

Founder and Lead CPA

Founder & Lead CPA

Lead CPA

Specializes in cannabis tax strategy and 280E compliance. Guides dispensaries and multi-state operators through complex inventory management and margin protection strategies.

Financial Systems Specialist

Financial Systems & Bookkeeping Lead

Financial Systems Specialist

Integrates accounting systems and oversees bookkeeping for cannabis operators. Ensures clean financial records that support both profitability and audit readiness.

Client outcomes

Cannabis operators trust Exhale with their financials

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

Exhale caught inventory cost issues we missed for months. Their 280E strategy saved us thousands, and now our margins are transparent.

James Rivera, dispensary owner

James Rivera

Owner, multi-unit dispensary operator

We were drowning in bookkeeping. Exhale integrated everything into one system. Now I actually understand my cash flow.

Tanya Patel, dispensary operator

Tanya Patel

Operator, Albany-area dispensary

Their tax planning protected us during our audit. No surprises, no penalties. That's peace of mind.

Marcus Thompson, cannabis CFO

Marcus Thompson

CFO, regional multi-state operator

Fractional CFO services meant we got strategic guidance without the full-time salary. Exhale scaled with our growth.

Lisa Chen, cannabis entrepreneur

Lisa Chen

Co-founder, emerging cannabis retailer

They made 280E manageable. No more guessing which expenses qualify. Our accountant actually explained what was happening.

David Ortiz, dispensary owner

David Ortiz

Owner, single-location dispensary

Moving to a new state felt impossible until Exhale handled the compliance and setup. They know the landscape.

Rachel Goldman, expansion director

Rachel Goldman

Expansion director, multi-state cannabis group

Why cannabis operators choose us

The real impact of strategic financial leadership

Exhale Consulting Services helps cannabis operators protect margins, navigate complex tax rules, and scale profitably without the overhead of a full finance team.

$1M+

Typical client revenue

We serve cannabis operators with $1M to $20M in annual revenue seeking fractional CFO leadership.

280E

Tax planning mastery

We structure inventory and COGS to legally minimize the impact of IRS code 280E on your bottom line.

100%

Audit-ready clients

Our financial systems and bookkeeping keep your records compliant and prepared for regulatory scrutiny.

3-5%

Typical margin improvement

Cannabis operators working with Exhale typically recover or protect 3 to 5 percent in annual profitability through smarter tax and cash flow strategy.

Cannabis business operator reviewing financial strategy and growth charts with Exhale Consulting Services materials

Build strategic financial control

Schedule a consultation with Exhale Consulting Services. We'll review your financials, 280E strategy, and growth roadmap.

Albany, New York

We're based in Albany, NY

Reach out to discuss how Exhale Consulting Services can help your cannabis operation scale profitably.