DOPE CFO Certified Advisors
Lisa Zimmerman Morstad, MBA, CPA, Ed.D. is a seasoned finance and real estate professional with diverse experience across various sectors. Currently serving as the Franchise Owner of DOPE CFO Certified Advisors since September 2023, Lisa provides specialized cannabis accounting and tax solutions. Concurrently, Lisa operates as a Realtor and Financial Consultant at Lisa Morstad Realtor / Zimmerman Ventures, guiding clients in real estate transactions and investment strategies. As Chief Financial Officer for The John Zimmerman Group since 2012, Lisa manages substantial annual budgets and financial operations. Previous roles include Senior Analytics Advisor at Frontline Education, Chief Financial Officer at NIET, and leadership positions in finance for Fayetteville Public Schools and ASBO International. Lisa's academic credentials include an Ed.D. in Education Administration and an MBA, complemented by certifications from Harvard University in Business Analytics.
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DOPE CFO Certified Advisors
Cannabis Accounting and Tax Services DOPE CFO Certified Advisors provides rock solid cannabis accounting and tax solutions for a wide range of businesses in the cannabis and CBD/hemp industry. There’s no smoke and mirrors here… our proven methods are based on real-world industry experience, solid knowledge, and a passion for our clients’ success. What that translates to for our clients are attributes like easier access to investor capital, a better handle on day-to-day as well as long-range business management, navigating state or federal audits with confidence, and improved cash flow. That means as a business owner more money stays in your pocket, you’re better able to manage and grow your business the way you want to, and you can benefit from the peace of mind that comes with long-term stability and sustainability in a dynamic industry with ever-changing tax regulations. Our DOPE CFO Certified Advisors pride themselves on cultivating long-term professional relationships with every client we serve. From brand new startups to well-established businesses, our goal is to provide the industry-specific accounting and tax services that you need to grow your business with confidence and sustainable success. Cannabis Accounting, 280e Tax & CFO Services Discover the positive difference it makes when you work with a DOPE CFO Certified Advisor that understands what you do.