Keep daily operations accurate, organized, and audit-ready.

Safe Harbor back-office services cover the essential financial, HR, and IT
functions cannabis operators need 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 day-to-day operations where extra capacity is needed. Ready to get your financial back-office under control?

BACK-OFFICE Operations

Built for cannabis businesses managing lean teams, tight margins, and complex daily operations. We help manage critical back-office functions with an experienced cannabis-focused team that reduces burden, strengthens control, lowers costs, and supports predictable growth.
Order-to-Cash Support
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Improve cash flow through stronger order, invoicing, receivables, collections, and customer account workflows. Reduce delays, limit manual work, and protect revenue that can slip through the cracks.

Payables & Vendor Support
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Stay organized across vendors, entities, and locations with streamlined invoice processing, approvals, and payments. Help avoid disruptions, reduce overhead, and maintain tighter operational control.

Inventory and warehouse management
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Keep inventory accurate and operations moving with support for receiving, purchase order matching, SKU management, testing records, pick-and-pack coordination, and shipping documentation.

Product Catalog & SKU Management
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Improve inventory accuracy, reporting consistency, and customer experience with cleaner SKU and product data.

Data Entry & Reconciliation
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Improve visibility and keep records clean across your general ledger, connected systems, bank reconciliations, inventory platforms, POS sales, cash activity, and audit-ready reporting.

Financial Reviews & Preparation
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Strengthen decision-making with regular financial reviews that help uncover errors, missed deductions, duplicate payments, control gaps, and opportunities to
improve performance.

Bookkeeping Support

An extension of your team, with people you can count on.
Bookkeeping
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Keep your books accurate and up to date with transaction processing, reconciliations, and daily, weekly, or monthly reporting across entities and locations.

Payroll, tax filings, and onboarding documentation
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Reduce administrative burden with support for payroll workflows, timecards, onboarding and offboarding paperwork, workers’ comp audits, cost analysis, and
payroll issue resolution.

Accounting system setup and integration
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Improve efficiency and visibility with connected POS, ERP, and financial systems that reduce manual work and support smoother reporting.

Chart of accounts optimization
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Create a cleaner financial foundation with an account structure built for clarity, compliance, decision-making, and future growth.

Investor reporting support
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Stay organized and investor-ready with support across cap tables, shareholder requests, investor portals, and performance benchmarking.

COMPLIANCE & CONTROLS

Built for accuracy. Built for cannabis.
Sales and Excise Tax Reporting Readiness
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Stay prepared for filings and reviews with organized records, reconciliations, and financials that support audit-ready tax reporting.

Contract and Document Management
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Reduce risk and stay organized with support across contracts, centralized records, key terms, renewals, and document workflows.

License Tracking & Renewal Support
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Keep pace with changing local and state requirements through organized license tracking, renewal support, and compliance documentation.

HR SUPPORT

Flexible help with payroll, onboarding, and day-to-day HR needs.
Payroll Setup & Administration
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Keep payroll running smoothly with system setup, payroll processing support, and records aligned to banking and reporting requirements.

Payroll, tax filings, and onboarding documentation
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Reconcile timecards, manage onboarding/offboarding, assist with workers’ comp audits, perform cost analysis, and close payroll gaps.

Onboarding & Offboarding
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Create a smoother employee experience with support across hiring paperwork, separations, benefits coordination, and required documentation.

Temporary HR Coverage
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Maintain continuity during absences, transitions, or staffing gaps with dependable HR support when you need it most.

Special Projects
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Get extra support for audits, benefits reviews, policy updates, and one-time workforce initiatives that need experienced hands.

IT SUPPORT

Hands-on assistance with POS, systems setup, and special projects.
POS & System Setup
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Launch and optimize POS systems with setup, implementation, and integration support tied to your financial and compliance workflows.

Systems Integration
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Connect payroll, ERP, POS, and financial systems to improve reporting, reduce manual work, and strengthen visibility. Prepare catalog data for integrations,vendor portals, bulk uploads, and smoother system changes.

Temporary IT Coverage
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Keep systems running during absences, transitions, or short-term gaps with dependable technical support when needed.

Project-Based IT Help
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Get experienced support for implementations, migrations, upgrades, and vendor rollouts that require extra hands.

SPEAK WITH OUR BUSINESS SOLUTIONS TEAM

We help you manage the financial side of your business, so your team can stay
focused on running it.

Contact Business Solutions Team
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