Trusted Partners

Building a sustainable business requires a team—even if that team isn't all on your payroll. These are the professionals, tools, and organizations we trust when our clients need expertise beyond financial strategy. We don't take referral fees or kickbacks. These recommendations come from direct experience working alongside people who do excellent work.

Taylor Mullen
Business Consultant
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Canopy provides customized technology and services to streamline HR operations for the cannabis industry. We support you by navigating compliance, offering competitive benefits to boost retention, and making payroll easier. Let us help your cannabis business simplify & streamline the way you manage HR.

A PEO (Professional Employer Organization) helps businesses offload HR, payroll, benefits, and compliance while the business keeps full control of their people and operations. For your clients, it reduces risk, saves time, and improves employee benefits—without changing how they run their company.

PEO Outcomes:

  1. Reduces compliance risk (taxes, labor laws, workers’ comp)

  2. Improves benefits access (often at rates small businesses can’t get alone)

  3. Saves leadership time (less admin, fewer fires to fight)

  4. Provides HR expertise without hiring more internal HR staff

Taylor Mullen, Business Consultant at Canopy Payroll, specializing in cannabis HR and PEO services
Michael DeNault, insurance specialist for business liability and employee benefits

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions.

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Michael DeNault
Practice Leader | Cannabis

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Angelita Green, EA and CEO of New Leaf Corporation, cannabis accounting and tax specialist

New Leaf EA, Corp is a cannabis accounting firm working with all types of marijuana businesses including growers, dispensaries, and retailers.

Many businesses in the cannabis industry are plagued by weak accounting practices, a lack of established financial controls, and confusing government regulations, but not our clients. We show business owners how to implement effective accounting and tax strategies designed to optimize profitability, improve workflow, and manage risk. From implementing controls and finding efficient ways to account for inventory to minimizing 280E tax issues and CFO services, we meet all the accounting needs of the cannabis industry. We also monitor the changing tax landscape to keep our clients in compliance with federal and state laws and make sure their financials are always ready for an audit.

To learn more about how our accounting solutions can benefit your marijuana business, call 678-760-8019 now or request your free consultation online.

Angelita Green, EA
CEO, New Leaf Corporation
President, Clear Financial Advising

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678-228-1213

Scott Fitzsimmons, Senior Vice President of Commercial Banking at First Citizens Bank

At First Citizens Bank, our expertise in commercial banking and mergers & acquisitions propels businesses forward. Our team's strategic approach to corporate growth encompasses financial structuring, risk assessment, and the seamless integration of new acquisitions and growth initiatives for current relationships.

Key to our success is the cultivation of robust business relationships and community ties. My commitment to providing comprehensive banking solutions—from deposits, escrow, loans, FX, merchant, insurance, and treasury management—ensures clients receive tailored services that surpass transactional needs. In every partnership, I champion knowledge, integrity, and outstanding service, aiming to elevate the commercial banking experience.

Scott Fitzsimmons
Senior Vice President | Commercial Banking

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Artisan Advising is a supply chain and business administrative support company focused on aiding businesses on their growth and maturity journey. With more than 20 years of business experience ranging from tactical/task completion work to executive level leadership as well as both a bachelor’s and master’s degree in business management, helping businesses run optimally is my passion.

Taryn Vormestrand
Artisan Advising
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As a business owner/operator myself, I know firsthand that time is our most valuable asset.  Business owners on their growth journey often want to do it all but also need time to sleep. Something’s got to give to free up time and keep your business moving forward and this is where I can help. Imagine your to-do list. Is it filled with items what don’t you have time for, struggle through or despise, or don’t feel equipped to do yourself? If it includes back-office and business administration support for your business, I can help. Bookkeeping, managing purchase orders, invoice and bank reconciliations, finding and challenging invoice errors, managing your office workload, or doing the math on how much inventory you should stock to best conserve cash but ensure customer service are just some of the things you don’t have to worry about when you’ve found the right partner. If this resonates with you, let’s talk about how to get those dreaded items off your plate so you can spend more time focusing on the reasons you went into business back when it seemed fun and exciting and before you got buried behind your desk.

Please visit my website, LinkedIn profile, or send me an email to learn more!