Greenbooks CPA

What Greenbooks CPA does

Greenbooks CPA is a US-based, privately held certified public accounting firm that serves exclusively the legal cannabis industry. The firm's client base spans cultivators, manufacturers, distributors, dispensaries, and vertically integrated operators, with no service to non-cannabis sectors. Its core offering is structured as a tiered subscription stack: the Financial Prep Package for startups, the Bookkeeping Package at $500/month, the Basic Cannabis CPA Package at $1,250/month, the Financial Partner Package adding budgeting, benchmarking, and dashboards, and the Outsourced CFO Package adding AR/AP, financing advisory, and M&A support. Individual a la carte services span tax compliance, tax planning, tax relief, accounting and bookkeeping, financial statement compilation, audit and attestation, benchmarking, forecasting, forensic accounting, internal controls, M&A, sales dashboards, valuations, and construction accounting.

The firm does not operate a proprietary technology platform. Client work is delivered through third-party accounting systems (QuickBooks and Xero) with integrations to METRC seed-to-sale tracking and cannabis POS systems for revenue reconciliation. Differentiated capability comes from human expertise in cannabis-specific regulatory and tax issues — particularly IRC Section 280E, THC vs. non-THC and cannabis vs. non-cannabis entity segmentation, COGS maximization, and multi-state operator compliance — combined with custom analytical outputs such as competitive benchmarking, sales and cash dashboards, and budget-vs-actual reporting.

Revenue is generated through recurring monthly subscriptions and fixed-price individual engagements, explicitly avoiding billable-hour pricing. Go-to-market is sales-led via website consultation bookings, free initial consultations, and content/SEO-driven inbound demand from cannabis operators. Marketing relies on a blog and downloadable cannabis-specific resources (280E cheat sheets, profitability models, Schedule 3 guides) rather than paid advertising. No funding rounds, ownership disclosures, headcount figures, or financial results are publicly disclosed; Ilija Huljev is identified as a Cannabis CPA Expert on the team.

Name

Greenbooks CPA

Legal name

GreenBooks CPA

Website

https://greenbookscpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Greenbooks CPA is a privately held US CPA firm that delivers tax, accounting, bookkeeping, and financial advisory services exclusively to legal cannabis operators — cultivators, manufacturers, distributors, and dispensaries — through tiered fixed-price monthly subscriptions.

Ownership category

akta.pro rank

Headquarters

HQ city

Long Island City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. CPA/Accounting Services - Subscription Packages: Greenbooks CPA generates revenue through tiered monthly subscription packages covering accounting, bookkeeping, tax filing, and financial advisory services. The firm also offers individual service engagements on a fixed-price or per-engagement basis. Revenue is recurring in nature as clients subscribe to ongoing monthly packages (Bookkeeping, Basic Cannabis CPA, Financial Partner, Outsourced CFO).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Greenbooks CPA is a certified public accounting firm that delivers tax, accounting, and financial advisory services exclusively to the legal cannabis industry. Services span federal, state, and local tax compliance and planning under IRC Section 280E, monthly bookkeeping and financial statement preparation, audit and attestation, benchmarking, forecasting, forensic accounting, internal controls, M&A advisory, valuations, and outsourced CFO support, delivered through tiered fixed-price monthly subscription packages and individual service engagements.

Product overview

Greenbooks CPA is a professional services firm (not a software product company) offering a tiered service package architecture for cannabis businesses. The core offering is the Basic Cannabis CPA Package ($1,250/month), which provides full accounting, bookkeeping, and tax filing services. This is complemented by three escalating service tiers: the Financial Prep Package for startups, the Financial Partner Package adding budgeting and benchmarking, and the Outsourced CFO Package providing comprehensive financial oversight including M&A support. Individual a la carte services span tax compliance, tax planning, tax relief, accounting/bookkeeping, financial statement compilation, audit/attestation, benchmarking, forecasting, forensic accounting, internal controls, mergers & acquisitions, sales dashboards, valuations, and financial analysis. The firm specializes exclusively in cannabis industry accounting with expertise in IRC Section 280E and integrates with QuickBooks, Xero, METRC, and POS systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Basic Cannabis CPA Package

Quantifiable outcome

• Fixed pricing eliminates billable-hour uncertainty, providing full cost transparency between firm and client
• +3 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• KPMG Cannabis Practice: KPMG has a national cannabis industry practice providing tax, audit, and advisory services to multi-state operators and ancillary businesses. Overlaps with Greenbooks' advisory and compliance offerings but targets the largest enterprise clients.
• Armanino LLP Cannabis Practice: Armanino is a top-20 US accounting and business consulting firm with a dedicated cannabis practice covering tax, audit, advisory, and technology services. Comparable on cannabis-specialized offerings but at significantly larger scale and broader geographic reach.
• Baker Tilly Cannabis Practice: Baker Tilly is a top-10 US accounting firm with a dedicated cannabis industry practice serving multi-state operators. Comparable on cannabis audit, tax, and advisory services but competes from a broader portfolio and larger scale.
• MGO (Macias Gini & O'Connell) Cannabis Practice: MGO is a US CPA and advisory firm with one of the earliest dedicated cannabis practices, serving operators across cultivation, retail, and infused products. Comparable to Greenbooks on cannabis-exclusive positioning but at broader scale and with audit/attestation depth.
• Plante Moran Cannabis Services: Plante Moran is a large US accounting and advisory firm with a recognized cannabis industry practice serving MSOs and ancillary businesses. Overlaps with Greenbooks on tax, audit, and advisory for cannabis operators but operates at enterprise scale.

Direct peers

• Wenext (formerly MJ Tax): Wenext is a cannabis-focused CPA and tax firm offering accounting, tax, and advisory services to marijuana and hemp operators. Directly comparable to Greenbooks in vertical focus, cannabis-specific compliance expertise, and subscription-style service offerings.
• CannaCPAs: CannaCPAs is a cannabis-specialized accounting firm providing bookkeeping, tax, and CFO services to dispensaries, cultivators, and infused-product manufacturers. Same vertical exclusivity, same ICP (cannabis operators), and similar fixed-fee service model as Greenbooks.
• Dope CFO: Dope CFO provides fractional CFO and accounting services exclusively to cannabis companies. Comparable to Greenbooks' Outsourced CFO package and overall cannabis-only positioning, with emphasis on financial leadership for operators.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/greenbookscpa
• LinkedInlinkedin.com/company/greenbooks-cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greenbooks CPA