About

About US

 

Intention Advisors is a second generation family owned business based in Oakland. We focus on supporting local small businesses because we want to see Oakland thrive.

01. Strategic

We’re passionate about integrating & optimizing systems in both business and personal life.

e02. Professional

We’ve supported our clients for mor than a decade by providing the administrative and business expertise many small business owners haven’t yet had the chance to acquire.

03. Compassionate

We recognize that our client’s business are a part of themselves and that sharing the financial stresses can be frightening. We want to work with you from where you are.

Consultants

A Team Of Professionals

Loren Valliant

Loren Valliant

CEO

I want to give people the tools to handle situations they otherwise couldn’t have.

Kelly Dunlap

Kelly Dunlap

Vice President

I believe we can change the world by supporting small businesses and non-profits.

Features

What We Do Best

ADMINISTRATIVE CONSULTING

Technological and organizational systems, additional analysis and/or guidance to assist in proper business function that supports business growth and ensures smooth transitions.

Business Bookkeeping Services

In consultation with you, we’ll set up your books to help you easily see how your business is running to make sure you always have the most up to date information.

BUSINESS OPERATIONS SUPPORT

Support for complex reporting, HR management, writing procedures, business continuity organization, business valuation support

Financial Review

Review your finances for errors, provide financial analysis & insights to determine your businesses’ strengths and weaknesses.

bookkeeping setup

Whether for a new business or a fresh start we can setup your books to help you easily see how your business is running.

Enterprise resource planning

Assistance automating repetitive tasks like attaching billable expenses to invoices or integrating your sales platform with your bookeeping.

Get In Touch

5564 Marshall St.

Oakland, CA 94608
510 394 2178
kelly@intentionadvisors.com