We’re excited to share some big news: Morem & Waller, CPAs, a Minneapolis-based accounting firm known for its deep expertise, strong client relationships, and leadership in the cannabis and wellness industries has joined forces with SAX.
Founded in 2020 by Mark R. Waller, CPA, and Betsy Morem, CPA, Morem & Waller, CPAs has built a reputation as a trusted advisor to business owners and taxpayers by delivering world-class service, audit-ready financials, and thoughtful analysis. Their client-first approach and commitment to consistent communication align seamlessly with SAX’s values and long-term vision.
With this combination, SAX expands its capabilities in Virtual CFO services, tax compliance, cannabis, industrial hemp and CBD accounting, payroll, KPIs and dashboards, capital tracking, cash-flow projections, budgeting, and forecasting, further strengthening the support we provide to closely held businesses and individuals nationwide.
We are thrilled to welcome Betsy Morem, CPA to SAX as Director of Client Accounting Services, where she will continue to focus on the cannabis industry while serving clients across the country. Betsy brings more than a decade of experience helping organizations gain clarity through accounting and turn better information into better decisions. Her dedication to client relationships, leadership, and community involvement makes her a tremendous addition to our team.
We’re also proud to welcome Mark R. Waller, CPA to SAX as Director of Client Accounting Services. With more than 20 years of experience in public accounting and private industry, Mark is a recognized leader in cannabis, wellness, and nonprofit accounting. A frequent national speaker, educator, and podcast guest, Mark has helped businesses across the U.S. build compliant, scalable operations with rock-solid financial foundations. His expertise and thought leadership will be an incredible asset to both our clients and our firm.
Together, SAX and Morem & Waller, CPAs are poised to deliver even greater value — combining specialized industry knowledge, strategic insight, and a shared commitment to helping clients grow with confidence.
“Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Sax LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Sax LLP is a licensed independent CPA firm that provides attest services to its clients, and Sax Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Sax Advisory Group LLC and its subsidiary entities are not licensed CPA firms.