Accounting & Bookkeeping
General ledger management, reconciliations, transaction coding, monthly close, and accounting process improvements.
CANNABIS & HEMP FINANCIAL SERVICES · NATIONWIDE
Your Complete Financial Solution.
One Coordinated Approach.
Accounting, tax expertise, financial management, and strategic CFO leadership—organized around your business through one coordinated relationship.
Independent thinking. Constructive challenge. Professional integrity.
More than accounting. More than a CFO.
We start by understanding the whole business—not asking you to choose services from a menu. MarginLeaf coordinates the financial capabilities your business needs, drawing on our own professionals and qualified specialists as appropriate, with founder-led strategic oversight.
WHAT WE DO
Capabilities within one MarginLeaf solution
These capabilities are not an à la carte menu. We assess your needs in a Fireside Chat and develop an integrated proposal covering the support that will make the greatest difference.
Financial Reporting & Analysis
Management reporting, dashboards, performance indicators, budgets, and variance analysis to support informed decisions.
Cash Flow & Financial Management
Cash forecasting, working-capital analysis, payment planning, and financial discipline for businesses navigating complex markets.
Cost Accounting & Tax Services ↗
Cost accounting and in-team tax expertise, including preparation and filing of business returns or review of returns prepared by your existing tax professional.
Payroll Integration & Labor Cost Intelligence ↗
We do not process payroll. We use data from your payroll provider to support accurate labor allocations, financial reporting, and management decisions.
Financial Controls & Compliance
Practical controls, management accountability, financial process reviews, and coordination with compliance specialists.
Strategic CFO Advisory
Founder-led strategic financial leadership that tests assumptions, models choices, and helps owners make informed decisions.
Financing & Capital Advisory
Financial readiness, forecasts, business plans, and presentation support for financing and capital discussions.
WHY STRATEGIC JUDGMENT MATTERS
We question assumptions, not just numbers.
The right question can change the financial outcome. Our founder’s prior executive work shows what happens when market intelligence, detailed analysis, and independent judgment inform leadership decisions.
Read the full leadership case studies →
Historical examples from prior executive engagements, not MarginLeaf client results. Financial modeling and reconstructed allocations are identified in the detailed case studies.
FOUNDER-LED
Peter W. Shaw, CPA, MBA
Founder & Strategic CFO Advisor
More than 30 years of senior financial and operational leadership in regulated industries, with experience spanning financial controls, strategic planning, profitability, systems, and executive decision-making.
Meet the founder →A CONVERSATION IS A GOOD PLACE TO START
Start with the whole picture—not a list of services.
In a 30-minute MarginLeaf Fireside Chat, we learn about your business and outline a coordinated proposal for the financial support you need.
Let's Talk ↗