Helping a Solo CPA Grow a Niche Cannabis Practice with Zero Staff

Fernway Ledger Co. is a solo-run CPA practice founded by a former Big Four accountant who saw an opportunity in the fast-growing cannabis space. Based in Northern California, Fernway Ledger specializes in helping dispensaries and cannabis operators handles complex tax compliance, inventory tracking, and cash flow management.

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The vision was clear: serve a niche market deeply, but stay lean and mobile.

The cannabis industry is high-maintenance – from 280E tax issues to strict regulatory reporting. As the client base grew, the founder was spending more time in spreadsheets than in strategy. But hiring full-time staff didn’t make sense for a practice built on flexibility, confidentiality, and low overhead.

The goal was growth – without breaking the solo model.

That’s where Accountably stepped in – not as a replacement, but as quiet behind-the-scenes support. We helped Fernway Ledger scale operations without shifting their business model.

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What we provided:

A remote accounting support team trained in cannabis bookkeeping, POS integrations, and inventory flow
Help with monthly reconciliations, state tax filings, and reporting to stay audit-ready
Workflow tools for document sharing and asynchronous collaboration
Scalable hours – flexing up or down based on client demand

With Accountably working in the background, Fernway Ledger doubled its cannabis client base without hiring a single person.

2X
client growth in 6 months

including dispensaries and cultivators

Improve Margins Without Compromising Quality

Offshore staffing helps firms deliver more, scale faster, and stay compliant, without adding local headcount.

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~25
Hours saved per month

in compliance and reporting tasks

Zero
backlog

even during quarterly tax rushes

Clients never noticed the shift – which was exactly the goal. From their perspective, nothing changed: deadlines were met, reports were accurate, and communication stayed personal. Behind the scenes, though, Fernway Ledger had quietly leveled up its capacity and efficiency, without ever needing to explain or adjust the client experience.

“I wanted to scale, but I didn’t want to manage people. Accountably let me stay solo without staying small. Their team handled the heavy lifting so I could focus on client strategy and growth.”
Founder
— Fernway Ledger Co.

* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.

With the right support, even a solo CPA can take on a niche, regulated market – and win.

Accountably helps professionals like Fernway Ledger Co. grow smarter, without adding overhead or complexity.

Simplify Delivery, Improve Margins, Stay in Control.

Offshore support that works exactly like your in-house team.

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92%
of CPA firms we onboard say they wished they had outsourced sooner.

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