This 8-week live accounting program is designed for anyone who is ready to provide quality accounting and tax services to the cannabis industry. It's for those who want to do more than check boxes and file forms - but rather shape this industry as trailblazers. With no bright lines and no set industry standards, accountants in this space must have the expertise and ethical fitness to make the right decisions and give the right kind of advice to their clients.
That's why we created the Moxy Cohort.
This course is not only about getting workpapers or checklists, it's about observing what's different about cannabis and thoughtfully craft your own position. In our office, the answer to most any tax or bookkeeping questions is - it depends. Context and situations matter. Learn from our years of experience in the cannabis industry, in live small group environments designed to foster critical thinking, problem-solving and interactive learning. The Moxy Cohort gives you the tools you need to confidently serve the cannabis industry.
WHO SHOULD ATTEND?
Accountants and Tax Professionals who want to add cannabis clients to their practice or would like to understand the risks and rewards of working with this federally illegal industry.
Course Level: Intermediate
Prerequisites: Basic knowledge of bookkeeping and/or business income tax preparation
Advanced preparation: Enrolled Agent (EA) or Certified Public Accountant (CPA) License
Subject Area: Specialized Knowledge
If you're not sure if you qualify, contact us.
WHAT YOU'LL GET
Up to 18 credits of Continuing Professional Educational for those who need to meet their annual license requirements.
14 plus hours of instruction with Katye and The Moxy Accountant Team
A private discussion board to connect and exchange ideas with your fellow cohort.
In depth issue spotting and client story problems from real examples.
Hours of content, course materials and handouts.
A bonus Office Hours with a chance to hear from subject matter experts like attorneys and cannabis business people.
Step by step instructions for how to prepare a 280E tax return.
Ongoing access to course materials, new content and continued communication with your cohort colleagues well after the cohort has ended.
Perks and bonuses for cohort alumni such as laser coaching and course discounts.
"Katye is such an authentic and engaging presenter! Her passion for the accounting profession and natural ability to empower others to be brave when advising clients in this new arena is so encouraging."
Crista C. Burson
Alaska Society of CPAs President & CEO
Our eight week course will give you the tools to:
As CPAs, accountants and tax preparers, what is our professional risk for working in cannabis? Identify steps to Cover Your Accountant Position and learn about the challenges this industry poses.
Create a Unique Initial Consultation
Examine why initial consultations are important and how Moxy’s consultation is different from the current industry standard. Learn how to prepare and execute an effective consultation that will bring value to your firm and to the potential client.
Perfect Bookkeeping & Documentation
Documentation is the building blocks of a defensible and deductible COGS position. Learn how documentation for cannabis may differ from a traditional business with regards to banking, payroll, bill pay and cash management and see the risks and rewards of preparing books for cannabis businesses.
Prepare 280E Tax Returns
Understand how 280E and COGS creates/effects the tax position and learn how to use the different 280E calculations to prepare a return.
Dive into COGS and learn why its so important for cannabis businesses. See how they affect farms, manufacturers and dispensaries and learn how 471c has changed COGS for cannabis. Identify your “bright line” for what you will put into COGS and how you will apply 280E.
This is the most comprehensive CPE course you will find for cannabis accounting. Leave with everything you need to add cannabis tax to your practice.
“I signed up to take The Moxy Cohort to learn about cannabis accounting. Not only did I learn about completing cannabis tax returns and bookkeeping, but a whole new way to structure and manage my CPA firm, organize my work papers and implement new templates to become more efficient (after 18 years in practice!).
The Moxy team shared real life examples and openly expanded on the “how” and the “why”! I also have a brand new set of cannabis and accounting professionals to bounce ideas off and get the latest updates on the industry. 10 out of 10 would recommend this to ANY professional looking to add cannabis accounting to their list of services!”
- Vicie Moran, CPA, CFE, CIA, PMP
How It Works
Class format - The cohort meets once a week on a live Zoom call. Each call is 2 hours and 30 minutes with a lecture, broken up with "Cohort in Action" discussion times and group case study problems.
Special Guest Speaker - In the cohort, there are no stupid questions. One session in every cohort is dedicated to interviewing a subject matter expert in cannabis to get their take on the industry.
Small groups - Our cohorts are capped at 15 seats to ensure interactive learning.
Course materials - Each session has supporting materials to help students with their research & learning as well as checklists and tools for future use. All course materials and call recordings are housed on our community platform and are available after the course has ended.
Ongoing discussion - Each cohort has a private discussion board on our community platform to connect during the week and provide support as we work through each session. Keep in touch with your cohort well after the class has ended.
Get CPE - We are NASBA sponsors and provide up to 18 credits of CPE to those who need to maintain their CPA license. Certificates are provided after each session.
How much does the Moxy Cohort cost?
Seats in this program are available on a first-come, first-serve basis, and the complete cost of $5,000 is due upon enrollment. However, we do offer payment plans. Please contact us to discuss details.
We are in the business of creating thought leaders. We're addicted to people having their own lightbulb moments. Our intent is to provide valuable trainings and community for any accounting practitioner who wants to add cannabis to their practice. We stand by our program and if you're not satisfied, we will do our best to make it right.
How It Works
JOIN THE NEXT MOXY COHORT
Moxy Accounting, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. 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 through its website: www.nasbaregistry.org.
WANT TO LEARN MORE?
BE A GUEST AT OUR
FRIDAY OFFICE HOURS
Come to one of our Friday meetings in the Moxy Community and join in the conversations we're having about cannabis accounting. We go in depth on an issue for each week and open the space for discussion and conversation. Bring your burning questions and see what we're all about.
"Moxy’s Office Hours is full of "ah-ha" moments for me as a beginner cannabis bookkeeper. I love it, it’s both entertaining and educational. Cannabis accounting is not always clear, and I am grateful for the safe space to ask questions and participate when discussing real life scenarios that I had not considered or personally encountered."
- Miguel Aguillar