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Hi there!

AT DOPE CPA WE ARE PASSIONATE ABOUT HELPING YOUR BUSINESS THRIVE.

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OUR SERVICES

WE OFFER A RANGE OF SERVICES TO SUIT YOUR NEEDS, WHEN YOU NEED IT.

Service 01.

CFO

Small business CFO services encompass a wide range of financial management functions, from overseeing accounting, to high-level strategic planning and forecasting. We offer tiered services to meet the needs  of businesses at different stages, including controller services for complex accounting needs, and CFO services for strategic financial decision-making and long term planning.

What to expect:

Business health assessment

Goal setting

Cash flow forecasting

Strategic advising

Budgets & projections

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01.

THE PROCESS

Start with a Right Fit Call to discuss your business challenges. We then analyze your financials and present our findings in a follow-up call, along with a tailored proposal. You decide if we're the right fit. Simple, transparent, effective - that's our process.

01

STEP 1.

Right - fit call: 

We will meet with you via zoom to learn about your business and the current pain points your business is currently facing.  This is not a sales call, in fact, this call is all about you.

02

STEP 2.

Financial health assessment:

After talking with you we will obtain the information necessary to conduct a financial health assessment on your business.

03

STEP 3.

Proposal & presentation:

We will meet once again via zoom to present to you our findings, our recommendations and our proposal for what services we believe are right for you. Then you decide if it makes sense for your business.

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FREQUENTLY ASKED QUESTIONS

  • What services does Dope CPA offer as a Fractional CFO for small and medium businesses?
    Dope CPA offers a range of services as a Fractional CFO for small and medium businesses. This includes financial planning and analysis, budgeting and forecasting, cash flow management, financial reporting and analysis, as well as strategic financial advice. Our team of experienced professionals work closely with clients to understand their unique business needs and provide tailored financial solutions to help them achieve their goals. Additionally, we can also assist with investor relations, fundraising efforts, and other financial aspects crucial to the growth and success of small and medium businesses.
  • What is a vCFO and do I need one for my business?
    A virtual CFO (vCFO) is a financial professional who provides high-level financial oversight and strategic guidance to businesses on a part-time or contract basis. Dope CPA offers vCFO services to businesses looking for expert financial advice without the cost of a full-time CFO. You may need a vCFO if your business is experiencing rapid growth, facing complex financial challenges, or simply looking to improve financial management and reporting. Our vCFO services can help you make informed financial decisions, optimize cash flow, and improve your overall financial health, so you can focus on growing your business.
  • A CFO is a big investment for a business, is this something I really need?
    Absolutely. While hiring a Chief Financial Officer (CFO) can be a significant investment, the benefits they bring to your business cannot be overstated. At Dope CPA, our Virtual CFO services provide you with the expertise of a seasoned CFO without the cost of a full-time employee. Our team can help you with financial planning, budgeting, cash flow management, risk management, and strategic decision-making. With our Virtual CFO services, you will have access to professional financial expertise tailored to your specific business needs, empowering you to make informed and strategic financial decisions that will drive your business's success. Whether you are a small startup looking to grow, or a larger established business seeking to optimize financial performance, our Virtual CFO services can provide you with the necessary financial acumen to achieve your goals.
  • What services does Dope CPA offer?
    At Dope CPA we offer bookkeeping, accounting, tax planning, tax preparation and CFO advisory.
  • What industries does Dope CPA serve?
    For our compliance related services (bookkeeping, accounting & tax preparation) we serve the cannabis and psychedelics industries. For our advisory services (tax planning & CFO advisory) we serve any small to medium business.
  • Why should I choose Dope CPA?
    Dope CPA is the ideal choice for your cannabis business's compliance needs because we specialize solely in this industry. The cannabis industry is a compliance heavy industry, and the regulation hasn't even hit the federal level yet. Keeping up with the issues and regulations is a full time job, which is why we only serve this industry when it comes to compliance work. Our team is well-versed in the specific accounting and compliance requirements of the cannabis industry, ensuring that your business remains in full compliance while allowing you to focus on other aspects of your operations. With Dope CPA, you can rest assured that your accounting is clean and your business is compliant, giving you peace of mind.