Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Denver's economy runs on an unusual combination — cannabis operators navigating IRS Section 280E, tech companies scaling toward Series A, outdoor brands managing complex supply chains, and energy companies riding commodity cycles. Each of these industries has unique accounting challenges that require CFO-level financial leadership. Management accounts by the 5th, cash-flow forecasts weekly — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Colorado cannabis operators can't deduct ordinary business expenses under IRS Section 280E — only cost of goods sold. This creates a unique accounting challenge where COGS allocation, inventory valuation, and cost-segregation strategies directly impact your effective tax rate. A fractional CFO experienced in 280E-compliant accounting can save cannabis businesses tens of thousands annually through proper COGS allocation.
Denver's tech corridor — Ibotta, Guild Education, Conga — has created a ecosystem of venture-backed companies that need investor-grade reporting. ASC 606 revenue recognition, ARR/MRR dashboards, and board packs that meet institutional standards require a CFO, not a bookkeeper. We build this infrastructure at a fraction of a full-time hire.
Denver is the outdoor-industry capital of the US — and brands like VF Corp, Arrow Electronics, and hundreds of mid-market outdoor companies manage complex supply chains, seasonal inventory, and multi-channel distribution. Inventory valuation, COGS tracking, landed-cost calculations, and channel-level margin analysis are critical for these businesses.
Colorado's destination-based sales-tax system is one of the most complex in the nation — with 71 home-rule cities that independently administer their own tax. Combined rates can vary from 2.9% to 11%+ depending on the delivery address. We track your nexus obligations, coordinate with your CPA on filings, and monitor rate changes quarterly.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
Revenue, gross margin, inventory turns, cash runway, and industry-specific metrics — updated live.
Rolling weekly cash forecast with scenario modelling. Essential for cannabis cash management and seasonal outdoor brands.
Monthly variance analysis by department or product line — before overruns become crises.
45-minute call to review the numbers, flag risks, and discuss growth or cost-optimization strategies.
Income tax, destination-based sales-tax compliance, home-rule city tracking, and multi-state nexus monitoring.
280E-compliant COGS allocation, inventory valuation, seed-to-sale reconciliation, and tax-strategy optimization.
ASC 606 revenue recognition, ARR/MRR tracking, investor reporting, and board-pack preparation for Denver's tech corridor.
Inventory valuation, COGS tracking, landed-cost calculations, and multi-channel margin analysis for consumer brands.
Production-tax tracking, commodity-price scenario modelling, and regulatory compliance for Colorado's energy sector.
Yes. We set up 280E-compliant chart of accounts, maximize COGS allocation (the only deductible category), implement proper inventory valuation methods, and produce financial statements that withstand IRS scrutiny. We also track state cannabis excise taxes and coordinate with your CPA on federal and state filings. Proper 280E accounting can reduce your effective tax rate significantly.
We can. Colorado's destination-based sales tax with 71 home-rule cities is the most complex system in the country. We monitor your nexus in each jurisdiction, track rate changes (they update frequently), reconcile filings monthly, and coordinate with your CPA on the quarterly and annual return schedule. We also handle the Denver OPT (Occupational Privilege Tax) and HMRT (Head Tax) if you have employees in the city.
Absolutely. We build landed-cost models that include purchase price, freight, customs duties, and warehouse allocation. Combined with seasonal inventory-turn analysis and channel-level margin reporting, you'll know exactly which SKUs and channels are profitable — and which are tying up capital without adequate returns.
Most Denver engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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