Keep daily operations accurate, organized, and audit-ready.
Our foundational services cover the essential financial, HR, and IT tasks every cannabis operator needs to stay compliant and in control. We handle the work directly so your team can stay focused on running the business while we reduce risk, keep records clean, and support your operations wherever you need an extra set of hands.
BACK-OFFICE Operations
Simplify day-to-day tasks and free up your team.
Sales order to collections
Keep receivables moving with full order-to-cash support. We process sales orders, update stock levels, set customer credit limits, manage collections, and more.
Vendor Management (Order to Payment)
Streamline payables with accurate vendor onboarding, contract management, order support and processing, and managed disbursements that ensure your employees and critical vendors are prioritized.
Inventory and warehouse management
Process receiving documents, match purchase orders to vendor invoices, manage SKUs, track test results, schedule pick-and-pack, set up shipping documents, and more.
Data entry and reconciliation
Built with custodial institutions and fund companies approved to support cannabis retirement plan assets
Financial reviews and preparation
Review books for tax deductions, errors, omissions, and duplicate payments. Establish controls and help interpret financial results.
Bookkeeping Support
An extension of your team, with people you can count on.
Bookkeeping
Accurately process your transactions with daily, weekly, and monthly reporting across multiple states.
Payroll, tax filings, and onboarding documentation
Reconcile timecards, manage onboarding/offboarding, assist with workers’ comp audits, perform cost analysis, and close payroll gaps.
Accounting system setup and integration
Optimize and automate POS, ERP, and financial tool integration.
Chart of accounts optimization
Structure data for clarity, compliance, and scale. View your accounts differently depending on your purpose.
Investor reporting support
Maintain cap tables, respond to shareholder confirmations, manage investor portals, and perform benchmarking.
What you get
Compliance & Controls
Built for accuracy. Built for cannabis.
Sales and excise tax reporting readiness
Prepare, reconcile, and file returns with audit-ready financials.
Contract and document management
Summarize and evaluate contracts, maintain centralized records, manage terms, and reduce legal risks.
License tracking and renewal support
Stay compliant with evolving local and state requirements.
HR Support
Flexible help with payroll, onboarding, and day-to-day HR needs.
Payroll setup and administration
Configure payroll systems, manage runs, and align records with banking requirements.
Onboarding and offboarding
Handle employee documentation, benefits coordination, and compliance steps.
Temporary HR coverage
Step in during absences or gaps so your team doesn’t miss a beat.
Special projects
Provide support for audits, benefit reviews, or one-off workforce initiatives.
IT Support
Hands-on assistance with POS, systems setup, and special projects.
POS and system setup
Implement and integrate POS solutions with your financial and compliance tools.
Systems integration
Connect payroll, ERP, and financial systems for smoother reporting and oversight.
Temporary IT coverage
Fill short-term gaps with practical support to keep your systems running.
Project-based IT help
Assist with implementations, migrations, or vendor rollouts as needed.
How it works
The Safe Harbor Pooled Employer Plan (PEP) combines several key roles into a single structure:
Plan Sponsor
Oversees the plan, filings, and fiduciary responsibilities
Third-Party Administrator
Consultative plan design support, compliance, and documentation
Recordkeeper
Online account access, contributions, and participant services
Investment Fiduciary
Selects and monitors investment options
This coordinated approach is designed to simplify and strengthen how the plan operates for participating employers.
Supporting your team
A retirement plan can play an important role in supporting employees’ long-term financial goals. Safe Harbor’s 401(k) program helps employers offer a structured retirement benefit designed to support employee participation and long-term financial planning.
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Why Safe Harbor
Safe Harbor has served cannabis businesses exclusively since launching the first compliant cannabis banking program in 2015. Today, Safe Harbor supports operators across 41 states with banking and financial services designed for the cannabis industry.
- Cannabis-focused experience
- Long-standing industry relationships
- Integrated financial services platform
- Ongoing commitment to serving cannabis businesses
Speak with a specialist