Bantz Brings Cannabis Controller Experience to Growing St. Louis Accounting Firm
St. Louis, MO — Smith Patrick CPAs announces that Sarah Bantz, CPA, has joined as a senior accountant with a sole focus on cannabis businesses. Her experience includes retail, nonprofits, agriculture, internal & external audit, tax, and entrepreneurship.
Most recently, Bantz was the controller at 3Fifteen Primo Cannabis, owner of five licensed medical marijuana dispensaries and a medical marijuana manufacturing facility in Missouri. Her experience includes:
- Tax planning for cannabis-based businesses
- 280(e) calculations
- Cannabis business payroll
- Cash flow management, internal controls and cash handling
- Cannabis product inventory
Cannabis Accounting Expertise
Bantz brings even more value to Smith Patrick’s already growing cannabis accounting and business advisory division. The Smith Patrick CPA team is focused on helping marijuana industry clients make informed, strategic data-driven decisions, while also keeping their back office humming with updated and accurate financial data. This keeps cannabis operators in compliance with the IRS and reduces the threat of an audit.
“Since the Missouri cannabis industry is young and it faces federal illegality and significant state regulation, cannabis firms may experience accounting-related challenges,” said David Smith, president and CEO of Smith Patrick CPAs.
“Our aim is to go beyond typical accounting services and be a trusted business resource for our clients. Sarah’s cannabis experience brings seasoned support in accounting-related business decisions, tax planning, internal controls on cash and inventory as well as troubleshooting specific problems. She can also ensure cannabis companies are IRS audit-ready or provide guidance when companies receive an IRS audit notice,” Smith said.
Bantz’s education includes a Bachelor of Arts from Washington University and a Masters in Agricultural Economics from the University of Missouri-Columbia. She has also earned The HFMA Business of Health Care® certificate, which focuses on healthcare finance, risk mitigation, evolving payment models, healthcare accounting and cost analysis, strategic finance, and managing financial resources.
Smith Patrick CPAs has experienced continuing growth in recent years with its consultative approach to audit, tax reporting, and wealth management. Working diligently with clients, the firm takes a proactive role in their financial well-being. In addition, the firm excels at traditional public accounting, from full-service bookkeeping, to handling financial statements, tax returns, and IRS notices. The firm is also a leader in cannabis accounting, multigenerational trusts, and valuation and litigation support.
For more information, go to smithpatrickcpa.com/contact.
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Smith Patrick CPA
Smith Patrick CPAs is a growing firm based in St. Louis, MO. From accounting to wealth management, our team takes a consultative approach. We provide excellent, personal service to small businesses and financially active individuals. It’s our goal to help you to make the best decisions, saving you money and headaches.
About Smith Patrick CPAs
Smith Patrick CPAs is a boutique, St. Louis-based, CPA firm dedicated to providing personal guidance on taxes, investment advice and financial service to forward-thinking businesses and financially active individuals. For over 30 years, our firm has focused on providing excellent service to business owners and high-net worth families across the country. Investment Advisory Services are offered through Wealth Management, LLC, a Registered Investment Advisor.