Before any actual accounting work begins, we conduct an intake with you, the business owner. We will meet with you, usually over the phone or web conference, to understand your goals, current business operations and expectations. We will also review any accounting and payroll work that has been done by prior accounting firms.

We then move your file to implementation. We will complete all historical bookkeeping work using the latest cannabis accounting approved software, such as Xero, Quickbooks online, ROAR, WebJoint, GUSTO, etc. We will bring you into compliance with local and federal reporting requirements.

After your accounting work is completed by Aviva Spectrum, you’ll be reviewing your company’s transactions, reports and budgets. We will discuss any opportunities or risks that we have revealed during the course of our work.

We will communicate with you once per week, at minimum, so you always have a clear financial picture. We typically meet with our clients monthly to review monthly financial statements for ongoing bookkeeping, payroll, and virtual CFO support. This communication will happen via email and web conference, but if you ever need to chat, please call us.