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The Ohana Ledger Cannabis Readiness Diagnostic is a one-time, streamlined assessment designed for cultivators, processors, and dispensaries who want clarity before committing to ongoing accounting or operational services. For a flat fee of $500, you receive a structured review of your current financial setup and a personalized report outlining your strengths, weaknesses, and recommended service tier — without pressure or long-term commitment.

This diagnostic is not a full audit or deep analysis; instead, it provides a professional snapshot of your financial infrastructure so you know exactly where you stand and what level of support your business truly needs.

The goal of this service is simple:
give you clarity, direction, and a starting point.

What’s Included

Your $500 diagnostic evaluates:

1. Bookkeeping Setup & Cleanliness

A review of:

  • Chart of accounts structure

  • Software configuration (QBO, Xero, etc.)

  • Basic transaction categorization

  • Reconciliation frequency

  • File organization

  • General bookkeeping workflow

2. High-Level Financial Statement Review

A surface-level review of:

  • Monthly P&L format

  • Balance sheet integrity

  • Obvious red flags

  • Missing accounts

  • Misclassifications

  • Early signs of risk

This is a diagnostic, not a cleanup.

3. Tech Stack & Data Flow Snapshot

A light evaluation of how your systems connect:

  • POS → Accounting

  • METRC → Inventory/COGS (NO reconciliation—just observed alignment)

  • Payroll → Accounting

  • Spreadsheets/tools currently used

You receive recommended tech improvements.

4. Cannabis-Specific Risk Indicators

A high-level review of:

  • 280E bookkeeping readiness

  • Documentation habits

  • Inventory/cost handling structure

  • Cash handling standards

  • METRC data flow issues (without auditing it)

You receive a simple Risk Summary: Low / Moderate / High.

5. Service Tier Recommendation

Based on everything reviewed, you receive:

  • The service tier that best fits your situation

  • What cleanup or preparation is needed

  • Expected onboarding timeline

  • Notes on what to prioritize

This ensures you don’t overpay or pick the wrong service level.

6. Quick Wins (0–30 Days)

A short list of:

  • Easy fixes

  • Low-effort improvements

  • Changes you or your team can make right now

  • Steps to improve bookkeeping

What You Walk Away With

Your final deliverable is a 5–7 page PDF report that gives you:

  • A clear snapshot of your financial readiness

  • A simple grade-style scorecard

  • A list of risks

  • Easy next steps

  • A recommended service tier

  • Clarity on what to fix before onboarding

It is not a deep analysis — but it is a professional-level diagnostic that you can use immediately, even without hiring Ohana Ledger.

This is the perfect service for cannabis operators who:

  • Aren’t ready for monthly services

  • Want a second opinion

  • Want to understand their readiness

  • Want to avoid wasting money on the wrong plan

  • Want a clean, objective evaluation