myCPE
myCPE

How to Transition out of Corporate or Public Accounting and Build your own Cannabis Accounting, Tax, and CFO firm 1 Credit

How to Transition out of Corporate or Public Accounting and Build your own Cannabis Accounting, Tax, and CFO firm 1 Credit

  • Rating

    4.6
  • Published on

    October, 2024
  • Subject Area

    Business Mgmnt and Org

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Discuss the industry, the verticals, & the complexity.
  • Know the secret to becoming a “VIP” (Valuable Expert, Instructor, Participant) in the fastest-growing Niche in the US.
  • Explain why bookkeeping and or “fractional CFO” solutions just won’t work.
  • Know how to build a successful 1-person, fully-remote $6 or $ 7-figure firm with less than 5 clients.
  • Describe 5 Keys to building the foundation of your firm.

Course Overview

Transitioning from corporate or public accounting to the realm of Cannabis accounting, tax, and CFO services is both enticing and feasible with a strategic approach and unwavering commitment. While daunting, many have successfully made this leap, showcasing its immense rewards. 

The transition requires embracing complexity as the norm and understanding the unique challenges and regulatory intricacies of the Cannabis industry. Each vertical, from cultivation to distribution, presents its complexities, emphasizing the need for specialized expertise. 

Building a Cannabis accounting firm entails more than financial prowess; it's about becoming a valued expert and active participant in a rapidly evolving industry. By leveraging tools, knowledge, and community support, aspiring professionals can offer indispensable services and carve out a niche in this complex terrain. With determination and the right resources, transitioning to entrepreneurship in the Cannabis space offers immense potential for success and fulfillment.

Major Topics Covered:

  • Transitioning to Cannabis Accounting Firms
  • State of the Accounting Profession
  • Finding and Targeting a Niche
  • Marketing and Client Acquisition Strategy
  • Day in the Life of a CFO

Join this CPE course and we will show you exactly how to quickly become an expert in the cannabis niche, how to find, price, and close high-paying clients, as well as how to serve these clients.

On Demand Credits for All Qualifications

License details Credits Status
Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Andrew Hunzicker
Andrew Hunzicker , CPA (US)

Chief Executive Officer (CEO), DopeCFO

  • 4.4
  • rating
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With broad experience providing executive leadership and business counsel to companies across industries including retail, manufacturing, energy, medical/bio and tech, Andrew co-founded DOPE CFO and has built a national cannabis accounting/bookkeeping training program to help students in over 40 states unlock a new world of clients, empowering them to start their own practices and create a stream of wealth for themselves in the newly developed cannabis industry. Andrew was runner up for Portland Business Journal's CFO of the Year in 2017, making him the first cannabis CFO to ever be nominated. He has served in Big 4 including PriceWaterhouseCoopers, as well as the winner of the 1995 Gold Medal Award for the highest score on the CPA exam.  He is an expert in cannabis startups, CFO services, turnaround and high-growth strategies, capital sourcing, mergers, exits and wealth protection.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Amir Ron, CPA (US)
5

Great CPE, job well done.

ON

Olivia Nwoko, CPA (US)
5

Great class

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