Morem & Waller, CPAs
Morem & Waller, CPAs is a licensed CPA firm providing fractional CFO, tax, controller, and bookkeeping services to cannabis, medspa, salon, and wellness businesses across the United States, with deep expertise in IRS Section 280E compliance.
- Company typePrivate
- Founded-
- HeadquartersMinneapolis, United States
- Headcount—
- GTM typeB2B
- OfferingServices
Morem & Waller, CPAs firmographics
Firmographics- Name
- Morem & Waller, CPAs
- Legal name
- Morem & Waller, CPAs
- Website
- https://moremwaller.cpa
- Company type
- Private
- Operating status
- Operating
- Short description
- Morem & Waller, CPAs is a licensed CPA firm providing fractional CFO, tax, controller, and bookkeeping services to cannabis, medspa, salon, and wellness businesses across the United States, with deep expertise in IRS Section 280E compliance.
- Ownership category
- akta.pro rank
Morem & Waller, CPAs industry classification
Industry- Product category
- Specialized CPA and Financial Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Morem & Waller, CPAs is headquartered
LocationHeadquarters
- HQ city
- Minneapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Morem & Waller, CPAs business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services (CPA/Accounting): Morem & Waller generates revenue through professional accounting and financial services including fractional CFO engagements, tax preparation and planning, controller services, and bookkeeping. Services are offered to cannabis, medspa, salon, and wellness businesses across all 50 U.S. states. The firm serves companies ranging from solopreneurs to businesses with approximately 200 employees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Simple Financial Forecast Package |
| One time/ perpetual license | Pay-as-you-go | Advanced Financial Forecast Package |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Morem & Waller, CPAs product offering
Product offeringCore offering
Morem & Waller, CPAs is a licensed CPA firm providing fractional CFO services, CPA tax preparation and planning (with deep IRS Section 280E expertise for cannabis), controller services, and bookkeeping services for cannabis, medspa, salon, and wellness businesses across all 50 U.S. states. The firm supports clients ranging from solopreneurs to companies with approximately 200 employees, and complements its core services with tiered financial forecast packages and free downloadable tools.
Product overview
Morem & Waller, CPAs is a licensed CPA firm offering a suite of professional accounting and financial services primarily serving the cannabis, medspa, wellness, salon, and spa industries. The core service portfolio comprises four integrated offerings: Fractional CFO Services, Licensed CPA Tax Preparation & Planning, Controller Services, and Bookkeeping Services. These are delivered as standalone offerings or bundled into tiered service packages aligned with three business maturity stages: New Businesses, Scaling Businesses, and Maturing Businesses. Supporting the core services are specialized fee-based add-on products — Simple Financial Forecast Package ($2,000) and Advanced Financial Forecast Package ($5,000) — as well as a complimentary CPA Tax Prep Office Hours drop-in session. The firm also provides three free downloadable tools: the MedSpa Profit Margin Calculator, the Cannabis Accounting Operational Checklist, and the Minnesota Social Equity Applicant SOP Checklist. A monthly newsletter keeps clients informed on industry developments. The firm's distinct differentiator is its deep IRS Section 280E expertise for cannabis businesses and its co-founder's firsthand medspa ownership experience.
Differentiator
Problem solved
Functional benefit
Products and services
- Fractional CFO Services Part-time or project-based Chief Financial Officer services providing high-level financial strategy, forecasting, cash flow management, and board-level financial guidance for cannabis, medspa, and wellness businesses without the cost of a full-time CFO.
- Licensed CPA Tax Preparation & Planning
- Controller Services
- Bookkeeping Services
- Simple Financial Forecast Package A foundational five-year financial forecast priced at $2,000 providing profit and loss, cash flow, and balance sheet projections, revenue and expense projections, and an investor-ready summary for cannabis license applications, including one hour of post-delivery support.
- Advanced Financial Forecast Package
Quantifiable outcome
- Medspas can achieve 50% to 60% profit margins per service with proper pricing and financial management
- +1 more outcomes
Companies that use Morem & Waller, CPAs
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles3 records
Morem & Waller, CPAs technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Morem & Waller, CPAs partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and minor.
- Parabola CentercoreMorem & Waller is proud to support the Parabola Center, an organization working to create an equitable cannabis industry for all, especially communities disproportionately affected by the War on Drugs. The partnership aligns with the firm's mission to support financial well-being for every business in the cannabis community.
- Budding OperationscoreBudding Operations helps cannabis businesses maintain operational inventory compliance while educating and training teams. Morem & Waller collaborated on a webinar about Michigan's cannabis violation process.
- Lake Group InsurancecoreLake Group Insurance provides insurance services for cannabis businesses. Partner Cory Lake has appeared in testimonials and the firm collaborated on a webinar about insurance requirements for Minnesota cannabis entrepreneurs.
- Blunt StrategiescoreMinnesota's first and only strategic consultancy exclusively serving the cannabis industry. Morem & Waller collaborated on a webinar about navigating Minnesota's cannabis industry covering regulations, application process, and operational considerations.
- The GrowvminorCannabis business platform. Partner Katelyn Coskey from Growv has provided testimonials praising Morem & Waller's expertise and deep industry knowledge in the cannabis sector.
- Point Seven Group (Point7)coreGlobal cannabis consulting firm partnering with clients to build forward-thinking, compliant organizations. Morem & Waller announced a strategic collaboration with Point7 to support cannabis businesses in Minnesota with a comprehensive suite of services.
- Minnesota Women's Cannabis Collective (MNWCC)minorPlatform for female entrepreneurs in the cannabis industry connecting women together and offering access to event opportunities. Morem & Waller supports MNWCC at events including Lucky Leaf Minneapolis.
- Climate Resources GroupminorListed as a partner organization sharing commitment to social equity and client empowerment.
- Zen Den LoungeminorListed as a partner organization sharing commitment to social equity and client empowerment.
- Capital Biz SolutionsminorMark Waller has engaged Capital Biz Solutions on several occasions to assist their cannabis clients with financing needs. Eugene Amato provided testimonial about the partnership.
- Happy Gnome HRminorFull service Human Resources consulting agency providing customizable HR solutions to emerging and growing ventures. Collaborated on the Navigating Minnesota's Cannabis Industry webinar.
- North Star Law GroupminorLaw firm. Morem & Waller collaborated on a webinar about creative capital-raising strategies in the cannabis industry with Jen Reise from North Star Law.
- Florea ProcurementminorProcurement services firm. Collaborated on a webinar about simplifying procurement to help cannabis businesses save money on everyday purchases.
- Gas Station Dispensary Cannabis Retail ConsultingminorCannabis retail consulting firm. Collaborated on a webinar about streamlining cannabis retail operations and driving revenue growth.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Morem & Waller, CPAs competitors and assessment
Company assessmentDirect peers
- Canna Advisors: Consulting firm assisting with cannabis licensing, business setup, and operational strategy. While broader than pure accounting, they overlap with M&W on the license-application and fractional CFO work for new cannabis entrants.
- GreenGrowth CPAs: Cannabis-specialized CPA firm offering tax, audit, and consulting services to plant-touching cannabis operators across the U.S. Directly comparable to Morem & Waller's cannabis accounting and 280E advisory core, with similar vertical-niche positioning.
- Dope CFO: Cannabis-focused fractional CFO and accounting firm serving multi-state operators. Direct competitor to M&W's fractional CFO, controller, and tax services for cannabis businesses, with comparable niche expertise and content-marketing-led GTM.
Broad incumbents
- Whitley Penn LLP: Texas-based full-service CPA firm with a developed cannabis industry group. Represents a comparable cannabis-vertical accounting practice from a different regional base, providing similar tax, audit, and CFO services to plant-touching operators.
- Macias Gini & O'Connell LLP (MGO): West Coast–headquartered CPA and advisory firm with a notable cannabis industry practice serving California-anchored operators. Comparable to M&W's cannabis accounting focus but operating at a larger scale and broader geographic footprint.
- Wipfli LLP: Top-20 U.S. accounting and advisory firm with an established cannabis industry practice offering tax, audit, and consulting. Comparable to M&W's regulated-industry accounting focus but at a meaningfully larger scale.
- Moss Adams LLP: Large U.S. accounting and consulting firm with a dedicated cannabis practice serving operators across the value chain. Competes with M&W for cannabis accounting and advisory engagements, particularly as clients scale into mid-market and enterprise tiers.
- CohnReznick LLP: National advisory and accounting firm with an established cannabis industry practice serving MSOs, cultivators, and ancillary businesses. Comparable to M&W's cannabis accounting and CFO services but with significantly broader capabilities and geographies.
- Marcum LLP: Major national accounting firm with one of the largest dedicated cannabis accounting practices in the U.S. Directly competes with M&W for higher-end cannabis tax, audit, and advisory engagements from MSOs and multi-state operators.
- Armanino LLP: Top-25 U.S. accounting and consulting firm with a dedicated cannabis practice offering audit, tax, and advisory. Represents the larger-firm competitive set that M&W competes against for higher-growth cannabis operators scaling beyond SMB.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Morem & Waller, CPAs social profiles
Digital presenceMorem & Waller, CPAs financial estimates
Financial estimateRevenue estimate
Valuation estimate
Morem & Waller, CPAs leadership team
Management profileNumber of profiles
Profiles3 records
Morem & Waller, CPAs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Morem & Waller, CPAs M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Morem & Waller, CPAs
What does Morem & Waller, CPAs do?
Morem & Waller, CPAs is a licensed CPA firm providing fractional CFO services, CPA tax preparation and planning (with deep IRS Section 280E expertise for cannabis), controller services, and bookkeeping services for cannabis, medspa, salon, and wellness businesses across all 50 U.S. states. The firm supports clients ranging from solopreneurs to companies with approximately 200 employees, and complements its core services with tiered financial forecast packages and free downloadable tools.
Is Morem & Waller, CPAs a public or private company?
Morem & Waller, CPAs is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Morem & Waller, CPAs founded?
Morem & Waller, CPAs was founded in -1.
Where is Morem & Waller, CPAs based?
Morem & Waller, CPAs is headquartered in Minneapolis, United States, in the North America region.
How does Morem & Waller, CPAs make money?
One revenue line is on record: professional Services (CPA/Accounting).
Who are Morem & Waller, CPAs's main competitors?
Direct peers on record are Canna Advisors, GreenGrowth CPAs and Dope CFO. Broad incumbents are Whitley Penn LLP, Macias Gini & O'Connell LLP (MGO), Wipfli LLP, Moss Adams LLP, CohnReznick LLP, Marcum LLP and Armanino LLP.
Does Morem & Waller, CPAs have an API?
No public API is recorded for Morem & Waller, CPAs.
What industry is Morem & Waller, CPAs in?
Morem & Waller, CPAs's product category is Specialized CPA and Financial Advisory Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 8741.