Get Daily Tips, Behind-the-Scenes Video Lessons & More! Join the 420 FB Group!
I created a FREE to join Facebook group for accounting professionals who want to launch and grow there firm serving the cannabis niche.
In this group I share:
- Daily tips on what's working for me right now in my firm (I'm talking marketing strategies, pricing my services, industry trends, mindset principles, growth habits and more).
- Behind the scenes video lessons of what I'm learning in the industry everyday (lots of things I don't share publicly).
- Ways to collaborate, share resources, and also learn from other active members of the group who are actively working with cannabis clients.
I've been preparing to mentor a much bigger audience in 2023 and have A LOT of knowledge to share around launching and growing your cannabis accounting practice.
Join Now
Are you tired of playing detective with your cannabis clients’ financial data? Spending hours hunting through disconnected systems, trying to piece together accurate reports while your clients wonder why their “simple” bookkeeping costs so much?
If you’ve ever stared at a cannabis dispensary’s hodgepodge of systems wondering how to extract clean financial data for month-end close, this live demo will be your game-changer. Stop guessing what’s behind those POS reports and start confidently navigating the platforms that power your clients’ businesses.
This isn’t another theoretical overview of cannabis software – it’s a hands-on demonstration of Alleaves’ reporting capabilities from an accountant’s perspective. You’ll see exactly how to access the financial data you need, when you need it, without the usual runaround.
We’ll walk through real screens, actual reports, and live data exports so you can understand not just what Alleaves can do, but how to make it work for your accounting practice. From real-time transaction visibility to complex inventory tracking, you’ll discover why understanding your clients’ core systems is the key to delivering exceptional service while protecting your sanity.
This practical session cuts through the marketing noise to show you the actual workflow of extracting, analyzing, and utilizing cannabis POS data for accurate financial reporting and strategic advisory services.
Key Learning Objectives
- Understand How Alleaves Supports Real-Time Financial Reporting Learn how Alleaves delivers real-time transaction visibility across multiple locations, enabling accurate and timely financial reporting, reconciliation, and audit preparedness.
- Gain Clarity on Inventory and Cost of Goods Sold (COGS) Tracking Explore how Alleaves tracks inventory at every stage—from intake to sale—and how that data can be used to calculate COGS, manage shrinkage.
- Identify the Reports That Matter for Accounting & Compliance Discover which backend reports are most relevant to financial reporting, tax prep, and compliance, including sales summaries, inventory valuation, promotion performance, and state-mandated traceability exports (e.g., METRC/BioTrack).
- Evaluate Integration Capabilities for a Unified Tech Stack Understand how Alleaves integrates with upstream and downstream systems—METRC, BioTrack, QuickBooks Online and more—and what this means for streamlining data collection, journal entries, and system reconciliation.
- Learn How KPIs and Location-Based Reporting Drive Better Advisory Services Review how Alleaves surfaces location-specific key performance indicators (KPIs) that can be used to guide client strategy, improve profitability, and offer more valuable CFO-level insights.
Why Attend?
- Stop Being the Bottleneck in Your Clients’ Growth When you understand how their core systems work, you transform from a reactive bookkeeper into a proactive business advisor. This demo shows you exactly how to leverage Alleaves’ 100+ reports to deliver insights that matter.
- Save Hours Every Month See how proper system knowledge eliminates the back-and-forth emails, reduces reconciliation headaches, and gives you confidence in your numbers. Learn the shortcuts that experienced cannabis accountants use to work smarter, not harder.
- Position Yourself as the Cannabis Expert Your clients need accountants who understand their operational reality. This session gives you the technical fluency to walk into any cannabis client meeting with confidence, knowing exactly how their systems work and what data is available.
- Future-Proof Your Practice Cannabis businesses are becoming more sophisticated, and they expect their accountants to keep up. Understanding platforms like Alleaves isn’t just helpful – it’s becoming essential for serving this growing market effectively.
Who Should Attend?
- Cannabis-Focused CPAs and Accountants who want to better serve dispensary clients and understand the technology driving their businesses
- Bookkeepers and Financial Professionals working with cannabis retailers who need practical knowledge of POS reporting capabilities
- Cannabis Dispensary Owners who want to understand what financial data their accountants actually need and how to provide it efficiently
- Future Dispensary Owners seeking free expert advice on POS system selection and what accounting features to prioritize before making expensive technology decisions
- Anyone Considering Cannabis Clients who wants to understand what they’re getting into before taking on their first dispensary engagement
Don’t spend another month playing guessing games with your cannabis clients’ financial data. Join us for this practical, no-nonsense demonstration that will transform how you approach cannabis accounting.
Register now and finally get the clarity you need to serve your cannabis clients with confidence.
BIOTRACK ALLEAVES FEATURING
JOHN JACOBS
SALES DIRECTOR
Alleaves is the Best-In-Class Cannabis POS and Payments Platform, empowering you to run your cannabis business better. From seed to sale, we streamline operations, increase revenue, and drive profitability with our unified solution trusted by the some of the world’s top cannabis businesses. Partner with Alleaves today and also benefit from advanced data insights and innovative solutions provided by our industry-leading partner, BioTrack.
