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Marcela Osello, CPA, MBA's Linkedin Analytics

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I’m a financial expert with a career that spans from Big4 public accounting to entrepreneurship and leadership in the cannabis industry. I began my professional journey in the rigorous environment of Big4 accounting, where I developed expertise in financial analysis, auditing, and regulatory compliance. This experience provided me with a robust foundation and a comprehensive understanding of financial frameworks and best practices. Driven by a passion for innovation and client success, I founded my own accounting and advisory firm. As a trusted advisor and CFO, I have been instrumental in enhancing clients' cash flows, streamlining internal processes, and navigating complex regulatory landscapes. My expertise includes interactions with Federal and State revenue agencies, the FDA, and the USDA, ensuring clients remain compliant while optimizing operational efficiency. DOPE CFO Certified Advisor Solutions Onboarding and Cleanup - Onboarding and cleanup systems Bookkeeping and Accounting - Bookkeeping, reconciliations, payroll, HR, month-end close, cost accounting - Month-end error correction and GAAP accruals - Permanent audit trail Financial Planning and Analysis - Cash forecasting using our proprietary tools - Capital needs templates and cash control systems - Analytics for decision making, startup models, and tools Tax Services - Annual tax planning and solutions - GAAP-compliant, tax-ready books Advisory and Support - Issue resolution to focus on product/brand - Responsive, organized, timely, and accurate service - Value-enhancing ideas for owners Audit and Compliance - Systems for error detection, audit readiness, internal controls, and risk mitigation - Network of CFOs, CPAs, and resources Business Management Benefits - Enhanced management and easier access to capital - Capability to withstand audits and add value at exit or M&A - Increased cash flow and business growth - Long-term stability and sustainability Additional Skill Sets and Tools - Tax resolution, audit support, advanced planning - Cannabis-friendly banking, merchant services - Compliance support for seed to sale and POS systems - Insurance, performance improvements, valuations, and forensic work Capital Raising and Assurance Services - Due diligence, data room maintenance, investor introductions - Compilations, reviews, audits, and pre-audit prep M&A and Exits - Pitch deck review, financial models, cap tables, entity structure, investor Q&A

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