+ Forecasting & Budgeting

Establishing an ongoing relationship with the financial experts at Greenbooks will give your company a clear and direct set of financial goals, quarter after quarter. Starting with the top of your profit & loss statement with a revenue forecast, all the way down to net income, we work with our clients to establish realistic, achievable goals. The legal cannabis market is a fickle one - we at Greenbooks understand that and actually believe it is even more important to have clear and concise financial goals for your company as a result.

To read more about this service and see it live in action, click here.

+ Benchmarking

A benchmarking service can do several positive things for your firm. First, it will give you a deeper understanding of your relationship with your customers in the market. How do your prices and sales compare to competitors - are you more of a provider of high quality, high cost goods or about quantity over quality? A price and sales analysis will typically help our clients further understand their brand impact as well as help them to reevaluate the ROI on their marketing strategy. Secondly, comparing yourself with the competition may reveal organizational inefficiencies or areas for improvement. What is it about Company X that allows them to consistently sustain a 3% better margin than us on commercial sales of product Y? Benchmarking can also tell a cannabis company what its doing right and that can bring up interesting discussions in how to do more of it. Suppose your firm is particularly good at controlling general and administrative expenses or has a significantly lower effective tax rate - what does that say about your competitive advantage? Does the data align with your firm's brand and messaging?

To read more about this service and see it live in action, click here.

+ Sales & Cash Dashboards

A well designed dashboard can answer many questions about your organization and uncover questions you didn't know you had. Which cannabis product lines are seeing the most growth and which should our sales team focus on? Which areas of the cannabis market are ripe for expansion? How do our sales in the medical cannabis field compare to our sales in the adult recreational legal cannabis field? Often times, the data is not what management is expecting, especially if you are rapidly expanding. Getting into the habit of regularly reviewing sales and cash-flow dashboards will help you to keep a pulse on your business as well as make effective and profitable business decisions based on concrete data. Dashboard analysis becomes even more powerful when combined with clear financial goals setting. Analyzing current sales trends will give insight into whether you will meet or surpass that goal, allowing for more strategic financial planning.

To read more about this service and see it live in action, click here.

+ Ad-Hoc Financial Analysis of Expansion

The Financial Partner Package is designed for cannabis organizations thave have clean books and are looking to expand their operations. Expand can mean many things - open new locations, open entirely new product lines, add employees and departments and many other business cases. Ultimately all of these decisions will impact your bottom line and we are here to assess those impacts whenever you like. We believe that in signing up for this package, you are putting Greenbooks in a position to be a subject matter expert on the financials of your cannabis organization.

It is hard to show an example, since every case is different. Nevertheless, to see an example of an analysis of a new growing opportunity, click here.