01 · BOOKS
§280E-aware books, closed by day 18.
Full accrual. Direct and indirect production costs allocated to COGS the way the IRS can defend. POS reconciled to bank same month.
02 · TAX
Quarterly packet + state decoupling.
Federal estimate, per-state return using decoupling positions where available, working papers attached. Plain-English summary up front.
03 · REVIEW
Monthly operator review.
30-minute call. KPIs open. We walk the variances, flag the next tax action, and write it up in the portal so your team has it.