The pressure is on. Your Cannabis clients are counting on you to guide them through the capital raising process, but one misstep could jeopardize their future. Choosing the wrong funding type, overlooking critical documentation, or failing to plan for expenditures are common mistakes people unfamiliar with this industry make when attempting to rais…

In this episode of the Untrapped Podcast, Keith Kalfas interviews Dan Platta, the Home Service CFO and founder of Best Dan Bookkeeping. They discuss key topics such as managing chaos in business, the importance of having the right team, effective organizational strategies, and Dan's journey from the corporate world to entrepreneurship. The conversa…

Join us as we dive deep with David Carroll, founder of Dope Marketing, who shares his inspiring journey of building a multimillion-dollar service business in window cleaning, pressure washing, and soft washing before transitioning into his dream venture, Dope Marketing. Discover the secrets behind his success, automation of service businesses, and …

Missing cash. Unaccounted expenses. Vanishing inventory. In the Cannabis industry, these aren't just minor bookkeeping errors – they're ticking time bombs that can obliterate your business's compliance, credibility, and bottom line. Ignoring or glossing over these issues isn't an option. Cannabis companies operate under intense scrutiny, and the co…

In this episode, Keith shares invaluable insights from a decade-long experience serving 5,000 clients in a landscaping business. He discusses the challenges and strategies to make the business more manageable and enjoyable. Key topics include the importance of consuming industry-specific knowledge through audiobooks and podcasts, avoiding unrelated…

Cannabis companies need capital to grow. As their trusted advisor, are you prepared to help them get it? Many accountants struggle to structure, price, and sell capital raising services to Cannabis clients because they've... Never done it. Don't know how to do it. Aren't aware of the crucial role that they play in helping companies proactively stay…

In this episode, Keith shares valuable insights for small business owners, particularly in the window cleaning industry. The discussion delves into overcoming anxieties associated with running a service business by implementing a thorough follow-up process similar to a 21-step system used by larger companies. Keith emphasizes the importance of pric…

With the Cannabis industry constantly changing, staying on top of the latest compliant inventory practices can feel untenable. Unfortunately, failing to remain compliant can lead to disastrous financial and legal repercussions for your client, your business, and your reputation. If you are struggling to navigate inventory compliance, you are not go…

Keith reflects on the importance of maintaining faith and gratitude both during challenging and prosperous times. He shares personal counseling experiences, emphasizing the need for unwavering belief and commitment to God. Keith discusses how people often turn to God only in dire situations and neglect their faith once the crisis passes, drawing pa…

In this compelling episode, Keith Kalfas shares twelve critical tips that have profoundly impacted his life and the lives of many men. He emphasizes the importance of personal accountability, self-improvement, and resilience. Key points include understanding that no one cares about your struggles, realizing that no one will solve your problems for …

Vertically integrated Cannabis companies have complex accounting needs that span multiple entities and require a team of specialists to ensure compliance and optimal financial performance. Trying to handle it all alone can lead to burnout, missed opportunities, and costly mistakes. 😰 But building an accounting team that can effectively serve these …

In this heartfelt reflection, Keith shares an intimate moment of overwhelming love and gratitude towards his wife, realizing the depth of his feelings when confronted with thoughts of loss. He narrates experiences highlighting their bond, from a panic attack at a 'Beauty and the Beast' movie to learning valuable life lessons about trust and commitm…

Keith Kalfas reflects on his experience in the window cleaning business, sharing how trusted customers fired him after they raised their prices despite years of service. This realization led them to advise others to seek out clients who value their worth, rather than complaining about existing customers. This episode underscores the importance of f…

Navigating real estate decisions for your Cannabis business is a complex process with no one-size-fits-all solution. Whether you're setting up a cultivation facility, manufacturing plant, or dispensary, understanding the pros and cons of leasing vs. owning and the tax implications of each is crucial to making informed decisions that align with your…

Join us on the podcast as we delve into the pivotal journey of scaling a business. Throughout the episode, Dan elucidate the crucial components of bookkeeping, utilizing the "5 bucket" concept to articulate different facets of business decisions. He discusses the trials and triumphs of scaling, from the practicalities of hiring and systematizing op…

There are two reasons why cultivators need proper financial modeling: For licensing. Most states require some form of a plan that illustrates that you understand what your operating costs will be and that you have enough capital to fully fund operations. For investors and operators alike, modeling is incredibly important to ensure that there is a p…

In this episode of the Untrapped Podcast, host Keith Kalfas sits down with Paul Jamison from the Green Industry Podcast. The conversation covers Paul's upcoming move to Florida, his journey in podcasting, and the success of 'Cut that Grass and Make that Cash.' Paul shares insights into his new book 'How to Build a Thriving Lawn Care Business,' and …

In this engaging episode, I took a deep dive into the world of entrepreneurship, grappling with the formidable foes of overwhelm and stress. I learned that the key lies in remaining calm in the face of chaos, cutting off distractions, and owning up to our commitments. It's not just about pushing through; it's about finding that sweet spot and edge …

In order to do proper inventory and cost accounting, accountants must have the proper processes and systems in place to meet compliance rules. Since Cannabis is considered a Schedule I substance, under 280E companies that sell or “traffic” the plant are not able to take deductions like typical businesses can. However, the DEA is on the verge of res…

In today's episode I deep dive into the intricate world of content creation, marketing, and personal development. I peeled back the layers of impactful storytelling, emphasizing the incredible power of harnessing emotions to create compelling and meaningful content. My discussions also illuminated the importance of unwavering authenticity in an ind…

Our guest on today's episode of the DOPE CFO Podcast is Alyssa J. Dillon. Alyssa is a former CFO that managed the accounting for non-profits. After quitting her job in 2018 with $1000 to her name, and after having two children in one year, she had to figure out what to do, and working for someone else wasn't the answer. Within a few short months, A…

In today's episode, I delved into the critical topic of understanding your worth in the business world. I shared valuable insights on setting boundaries, implementing minimum pricing, and the significance of prequalifying employees. My personal anecdotes and hard-earned wisdom paint a vivid picture of the challenges and triumphs entrepreneurs often…

In our podcast episode, we delved into the sobering realities of entrepreneurial growth. We explored the complexities of navigating business transitions, emphasizing the critical need to separate personal and business finances. Our discussion shed light on the strategic investment decisions that define success in the competitive landscape of entrep…

In this episode of the Untrapped Podcast, host Keith Kalfas talks to Adam Sylvester, owner of Charlottesville Lawn Care and a successful gutter cleaning business in Virginia. They discuss the challenges and benefits of running multiple businesses, employee management, leadership styles, maintaining work-life balance, and the importance of working o…

Sources within the DEA have confirmed that rescheduling has been green-lit and is moving forward. Speculators have been saying that this wouldn’t happen until after the election, but it looks as though things are moving quicker than critics have been suggesting. So what does this mean for Cannabis companies and the people who serve the industry? We…

Keith Kalfas, alongside guest Dan Plata of Blue Sky Services, explores critical aspects such as financial management, dividing personal and business finances, and the evolution of the owner's role during growth. It tackles the transition from hourly to commission-based employee compensation, demonstrating how it can boost productivity and align emp…

In this video, Keith Kelfas shares comprehensive advice on how to effectively price and execute mulching services in 2024, starting with a baseline charge of $150 per yard installed. He details the process of mulching on a commercial property, emphasizing the importance of direct application to save time and resources. Keith discusses consideration…

In today's episode, I explored the transformative power of the P.O.P.P method—Passion Overcoming the Pressure to Peacock—while diving into the art of captivating storytelling and authentic engagement. I delved into the significance of leveraging personal experiences, the hero's journey, and the oscillation method to craft compelling narratives that…

The Associated Press just announced that DEA has agreed to reschedule Cannabis, which is going to usher in all sorts of change. Unfortunately, a lot will stay the same, and things are inevitably going to become much more complicated from a compliance standpoint. On the one hand, 280E won’t be so punitive, but taxes will still be high, and accountin…

In this episode, join host Keith Kalfas as he embarks on a journey toward personal growth and enlightenment. Through candid stories and thought-provoking conversations, we unravel the highs and lows of elevating our consciousness. From the allure of social media stardom to the profound impact of spiritual wisdom and community bonds, discover the ge…

Ready to level up your game? In this powerful session, I dive into the importance of decisive action and preparation. From fighting the good fight to maximizing every minute, I explore the significance of surrounding yourself with the right people, setting healthy boundaries, and finding your purpose. It's time to cut out distractions, gain clarity…