Williams EA
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Recurring · Signed workpaper

Metrc-to-Ledger Reconciliation

Make your books match the state — before an auditor checks.

Who it's for

For California boutique dispensaries and producers whose state-reported inventory and balance-sheet inventory can drift apart. As operators move off §280E and file for relief, inventory is the first thing an exam tests — and the #1 place cannabis businesses fail. This keeps what you report to the state matched to what's on your books, every period.

Price
$600 Per month
or
$1,500 Per quarter
What's delivered
  • Physical inventory reported to the state, matched to the dollar value on your books.
  • The #1 cannabis audit failure, closed every period.
  • A signed reconciliation workpaper, reviewed and certified.
  • Discrepancies caught and explained before they're a problem.
How it's delivered

Through your SuiteDash secure dashboard; reviewed and certified by an EA.

When it's delivered

Within 10 business days of each month's close (quarterly option within 15 business days of quarter close).

What we need at onboarding
  • Your Metrc (or BioTrack) inventory report for the period
  • Your POS reports for the same period
  • The inventory numbers on your balance sheet
  • Purchase and vendor invoices for inventory
  • How you value inventory today (your costing method)

When the IRS asks, an Enrolled Agent answers — not you. Every engagement is signed, with unlimited IRS representation (Form 2848) and CDTFA standing (CDTFA-392), and built to hold under exam.

Create an account →

Every engagement starts with the $375 Transition Audit.