California Cannabis CPA Experience

aBIZinaBOX decides to tackle the question of California Cannabis CPA

California Cannabis CPA
Firm Experience Evaluation

Experience. We enjoy stirring the pot should we have said cannabis? and bursting the bubble of those that would delude prospective clients and themselves about the criteria that matter for the selection of an advisor.

We think that the criteria which matter in the selection of a CPA [the only smart choice] of a financial, tax and compliance advisor for a commercial California cannabis business should consider:

  • Is the firm led by certified public accountants? We think that a CPA is the VASTLY superior choice over an Enrolled Agent for numerous reasons which you can read more about here.
  • Are the firm’s leadership CPA’s licensed in California? Our thought is that if the subject is California commercial cannabis industry, then you should limit your choices to a licensed California CPA.
  • Does the CPA have an “A” endorsement in California? The “A” endorsement validates experience for the performance of attest services, while the “G” endorsement is precluded from signing attest reports.
  • How long has the CPA been licensed? The time that a CPA has been in professional practice provides insight into certainly their level of experience, and most likely their level of expertise.
  • Does the individual have Big 4 experience? Despite what many of the less experienced firms would like you to believe, the Big 4 has been, is and will continue to be the “Gold Standard” for training, experience, and professional development for CPA’s.
  • What level of experience with Big 4? Once you confirm Big 4 experience, then the question becomes, how far did the individual advance with the firm. The difference between two years on the audit staff and a full equity partner, such as both Jordan S. Zoot CPA, and Samuel E. Levinson CPA were is HUGE.

If you would like to investigate the subject a bit further, we offer a treat for you on our website which you can access here.  You can also check a CPA’s credentials at

Author: abizcannabis

Managing Director & CEO of integrated transactional financial advisory, tax, and technology consulting firm - aBIZinaBOX Inc New York, Chicago, and OaklandCPA.CITP.CISM.CGEIT.CGMAExpertise with: Alt. Investments/Private Equity, Real Estate, Professional Services, CA Cannabis, Tech Start-Ups and Distressed Assets/DebtTechnology Certifications including:Advanced & High Complexity Cloud Integrator AICPA PCPS, CAQ,, IMTA, CITP ISACA CGEIT, CISMState CPA Societies in California, Florida, Illinois, New York and TexasExpertise with Regulatory Compliance - US - HIPAA, FINRA, SEC Rule 17(a)(3)/(4), eDiscovery, FINCEN - EU- EBA, ESMA, EIOPA UK - BoE, PRA, FCA