Safe Harbor provides cannabis-specific bookkeeping directly through its internal back-office teams. This includes transaction recording, reconciliations, financial organization, and ongoing support to keep books accurate, consistent, and aligned with cannabis banking and regulatory requirements.
OPERATIONAL SUPPORT BUILT FOR CANNABIS
Running a cannabis business takes more than banking. It takes reliable systems behind the scenes. Safe Harbor brings together the operational services operators need to stay efficient and compliant, from bookkeeping and financial workflows to payments, payroll, insurance, and critical partner solutions. Everything is designed to reduce friction, simplify day-to-day operations, and keep your business running smoothly.
operational SUPPORT FOR CANNABIS BUSINESSES
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.
Ready to get your financial back-office under control? Schedule a Free Consultation
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
Maintain your general ledger, map linked financial systems, reconcile bank accounts, match warehouse systems to Metrc/Biotrack, reconcile cash and sales to POS, setup APIs, and maintain audit trails.
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.
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.
Payments and Cash Management
GreenCard
An end-to-end, compliant payment platform for cannabis operators. GreenCard unifies retail, delivery, e-commerce, and wholesale payments with embedded POS processing, faster B2B settlements, next-day ACH, and real-time transaction reporting.
Lüt
A closed-loop, wallet-based payment platform built for always-on cannabis retail. Lüt guarantees funds at the point of sale while driving higher spend, repeat visits, and stronger staff performance through built-in loyalty, rewards, and incentive tools.
Aeropay
A leader in compliant, cashless cannabis payments. AeroPay helps retailers reduce cash handling and improve checkout experiences for customers.
CanPay
The nation’s most widely accepted cannabis debit payment network. CanPay gives dispensaries and their customers a secure, convenient way to pay without relying on cash.
Vector Payments
A trusted provider of high risk merchant services. Vector Payments delivers secure, compliant payment processing tailored to cannabis businesses.
Greenlink Merchants
An established cannabis merchant service provider for debit, ACH, and Cashless ATM solutions. Greenlink expands payment options while keeping operators compliant.
ATM Pros
A top ATM solution provider for cannabis retailers. ATM Pros makes cash access seamless, driving store traffic and increasing revenue.
HR & Payroll
Canopy HR
A trusted HR and payroll partner for cannabis businesses. Canopy HR streamlines onboarding, benefits, and compliance so operators can focus on growth.
Würk
The leading cannabis workforce management platform. Wurk simplifies HR, payroll, and scheduling while ensuring compliance with evolving labor laws.
Capital Solutions
FundCanna
A leading cannabis lender focused on working capital and growth financing. FundCanna helps operators manage cash flow, purchase inventory, and fund expansion without giving up equity.
Insurance
AlphaRoot
A leader in cannabis insurance solutions, offering tailored coverage from general liability to crop protection. AlphaRoot helps operators protect their business, people, and assets with confidence.
Frontier Risk
A tech-enabled cannabis insurance brokerage specializing in regulatory complexity and risk strategy. Frontier Risk helps operators identify coverage gaps, anticipate regulatory change, and build scalable insurance programs.
Advisory Services
Bennett Thrasher
One of the nation’s leading accounting and advisory firms with deep cannabis expertise. Bennett Thrasher provides sophisticated 280E tax strategy, audit support, and valuations to help operators navigate complex regulations and scale with confidence.
Industry Advocacy
ATACH
A leading voice for cannabis and hemp policy. ATACH connects operators to national advocacy efforts and helps them stay ahead of legislative and regulatory changes.
Payments and Cash Management
GreenCard
An end-to-end, compliant payment platform for cannabis operators. GreenCard unifies retail, delivery, e-commerce, and wholesale payments with embedded POS processing, faster B2B settlements, next-day ACH, and real-time transaction reporting.
Lüt
A closed-loop, wallet-based payment platform built for always-on cannabis retail. Lüt guarantees funds at the point of sale while driving higher spend, repeat visits, and stronger staff performance through built-in loyalty, rewards, and incentive tools.
Aeropay
A leader in compliant, cashless cannabis payments. AeroPay helps retailers reduce cash handling and improve checkout experiences for customers.
CanPay
The nation’s most widely accepted cannabis debit payment network. CanPay gives dispensaries and their customers a secure, convenient way to pay without relying on cash.
Vector Payments
A trusted provider of high risk merchant services. Vector Payments delivers secure, compliant payment processing tailored to cannabis businesses.
Greenlink Merchants
An established cannabis merchant service provider for debit, ACH, and Cashless ATM solutions. Greenlink expands payment options while keeping operators compliant.
ATM Pros
A top ATM solution provider for cannabis retailers. ATM Pros makes cash access seamless, driving store traffic and increasing revenue.
HR & Payroll
Canopy HR
A trusted HR and payroll partner for cannabis businesses. Canopy HR streamlines onboarding, benefits, and compliance so operators can focus on growth.
Würk
The leading cannabis workforce management platform. Wurk simplifies HR, payroll, and scheduling while ensuring compliance with evolving labor laws.
Capital Solutions
FundCanna
A leading cannabis lender focused on working capital and growth financing. FundCanna helps operators manage cash flow, purchase inventory, and fund expansion without giving up equity.
Insurance
AlphaRoot
A leader in cannabis insurance solutions, offering tailored coverage from general liability to crop protection. AlphaRoot helps operators protect their business, people, and assets with confidence.
Frontier Risk
A tech-enabled cannabis insurance brokerage specializing in regulatory complexity and risk strategy. Frontier Risk helps operators identify coverage gaps, anticipate regulatory change, and build scalable insurance programs.
Advisory Services
Bennett Thrasher
One of the nation’s leading accounting and advisory firms with deep cannabis expertise. Bennett Thrasher provides sophisticated 280E tax strategy, audit support, and valuations to help operators navigate complex regulations and scale with confidence.
Industry Advocacy
ATACH
A leading voice for cannabis and hemp policy. ATACH connects operators to national advocacy efforts and helps them stay ahead of legislative and regulatory changes.
Who can handle bookkeeping for a cannabis business that needs to stay compliant?
How do cannabis businesses clean up messy or outdated financial records?
Safe Harbor performs full book cleanups by reconciling historical transactions, correcting errors, organizing documentation, and rebuilding reliable accounting workflows so financials become accurate, usable, and audit-ready.
Can cannabis businesses outsource their entire back office?
Yes. Safe Harbor directly provides core back-office services including bookkeeping support, payroll operations, compliance readiness, HR workflows, IT and POS assistance, and financial process management. These services are handled in-house by Safe Harbor, not outsourced.
Who manages payroll operations for cannabis companies?
Safe Harbor supports payroll setup, payroll workflows, tax readiness, onboarding documentation, and ongoing payroll administration support so employees are paid accurately while maintaining compliance with cannabis banking and labor requirements.
How do cannabis operators stay audit-ready year-round?
Safe Harbor maintains clean books, consistent reconciliations, organized documentation, and standardized compliance processes that prepare businesses for audits, regulatory reviews, and banking examinations without last-minute scrambling.
Who handles vendor payments and financial workflows in cannabis operations?
Safe Harbor supports sales-to-collections and order-to-payment processes, vendor management, payment workflows, and reconciliation so cash flow is visible, controlled, and properly documented.
Can back-office support work with existing accounting systems and POS platforms?
Yes. Safe Harbor works with existing accounting software and POS systems, handling integrations, reconciliations, and workflow alignment so financial data flows cleanly between systems.
How do cannabis businesses find compliant insurance, payment, and capital solutions?
These specialized services are accessed through the Safe Harbor Advantage Partner Network. The network connects clients to vetted cannabis-focused providers for payments, insurance, capital, and other regulated services, often with preferred pricing or exclusive benefits.
Are Partner Network services provided directly by Safe Harbor?
No. Partner Network services are delivered by trusted third-party providers. Safe Harbor curates the network, vets partners for cannabis expertise and compliance standards, and facilitates access, but the services themselves are performed by the partners.
Is there a cost to accessing the Safe Harbor Advantage Partner Network?
No. Access to the Partner Network is complimentary. Clients only pay for the services they choose to use with partners, not for access, referrals, or introductions.