Financial Strategy Built for Cannabis Operators
Fractional CFO services, 280E tax planning, and cash flow management designed to protect your margins and scale profitably.
Financial Strategy Built for Cannabis Operators
We handle fractional CFO services, tax strategy, and 280E compliance so you protect margins and scale profitability.
Fractional CFO Services
Strategic financial leadership without the full-time overhead. We manage cash flow, margins, and growth planning for operators doing $1M to $20M in revenue.
280E Tax Planning
Navigate the 280E tax code with confidence. We structure inventory, COGS, and deductions to minimize tax impact while staying compliant.
Cash Flow & Margin Protection
Real-time visibility into your cash position and profitability. We track inventory movement, cost of goods, and operational efficiency to keep margins strong.
Audit Preparation & Support
We prepare your books, documentation, and compliance framework so audits are predictable and stress-free. Multi-state operators benefit from our integrated systems.
Financial Systems Integration
We implement bookkeeping, accounting systems, and financial oversight tools designed for cannabis operations. Your data flows seamlessly from POS to reporting.
How Each Service Protects Your Margins and Scales Profitability
Exhale Consulting Services delivers four core services designed specifically for cannabis operators doing $1M–$20M in revenue. Here's what each one does and who benefits most.
Cannabis operators scaling profitability with Exhale
Real operators share how fractional CFO services and 280E planning protected margins and simplified compliance.
Exhale identified $80K in margin leaks we didn't see coming. Their 280E strategy cut our tax exposure and their cash flow forecasting keeps us from surprises.
James Rivera
Dispensary Owner, Multi-state Operator
We were drowning in spreadsheets and inventory guesswork. Exhale's integrated financial system finally gave us clarity on COGS and profitability by location.
Michelle Chen
Operations Manager, Licensed Dispensary
Audit prep used to be a nightmare. With Exhale handling 280E compliance and bookkeeping, our audit was clean. They know cannabis accounting inside and out.
David Patterson
CEO, Multi-location Retailer
We needed fractional CFO support without the full-time cost. Exhale scaled with us from $2M to $6M revenue and their guidance on cash management saved us thousands.
Sofia Gutierrez
Founder, Emerging Cannabis Retailer
Tax season stress is gone. Exhale's proactive 280E planning means no surprises at year-end. Their team understands cannabis compliance better than any CPA we've worked with.
Marcus Thompson
Owner, Licensed Dispensary Network
We brought Exhale in to clean up our books and implement proper systems. They caught missing revenue, fixed inventory tracking, and now we understand our actual margins.
Rachel Hoffman
General Manager, Regional Operator
Real results for cannabis operators
We help dispensaries and multi-state operators keep more profit and run with confidence through strategic financial leadership.
$1M–$20M
Revenue range we serve
We work with growing cannabis operators ready for strategic financial oversight, not just bookkeeping.
280E
Tax code expertise
We handle inventory and COGS under 280E so you don't lose margin to compliance mistakes.
100%
Audit prepared
Our clients work with auditors confidently because we organize financials and systems from the start.
1-person team
Focused expertise
You work directly with your CFO, not a rotating cast. Continuity and accountability every month.
Ready to protect your margins and scale profitably?
Schedule a consultation with our team to explore how fractional CFO services and 280E planning can strengthen your cannabis operation.
Common questions about our services
Find answers to questions cannabis operators ask about fractional CFO services, tax strategy, and 280E planning.
What does fractional CFO service include?
Our fractional CFO service provides strategic financial leadership without the cost of a full-time executive. We handle cash flow forecasting, margin analysis, financial reporting, and strategic planning tailored to cannabis operations. You get monthly oversight and quarterly strategy sessions built into your engagement.
How does 280E planning protect my margins?
Section 280E prevents cannabis businesses from deducting cost of goods sold, which significantly inflates taxable income. We structure your inventory tracking and cost allocation to maximize allowable deductions for non-COGS expenses like labor, rent, and utilities. This reduces your effective tax rate and protects profitability.
Can Exhale help if I operate in multiple states?
Yes. We work with multi-state operators to manage state-specific tax requirements, track profitability by location, and consolidate financials across jurisdictions. Each state has different compliance rules for cannabis, and we handle those complexities as part of our integrated financial systems.
What's included in your cash flow oversight?
We monitor your daily cash position, forecast 12-month cash needs, identify timing gaps between expenses and revenue, and recommend working capital adjustments. We also prepare you for seasonal fluctuations and help you avoid cash crunches during slower periods.
Do you prepare us for audits?
Yes. We maintain audit-ready books, document 280E cost allocations, organize supporting records, and prepare financial statements that auditors expect. Our systems are designed to survive scrutiny, which reduces audit risk and speeds up the process when it happens.
How do I get started with Exhale?
Contact us to discuss your current financial situation and revenue range. We'll outline which services fit your needs, explain our fees clearly, and walk you through the onboarding process. Most operators see value immediately once we review their existing financials.
Ready to strengthen your financial foundation?
Schedule a consultation with Exhale to explore how fractional CFO services can protect margins and scale your operation.