Our Services
What we Do
Our goal is to provide the tools to resolve situations that our clients would otherwise have not been able to handle.
Specialties
How We Can Help
Our passion is making everything run smoothly, and we want to share that with you. We can help in more ways than you may have imagined. Take a look!
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 Bookeeping 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
Process
Our Process
Research & Analysis
Interview existing staff & stakeholders
Determine existing problems
Review all existing files
Assess the challenges
planning
Draft the plan
Achieve staff & stakeholder buy-in
Draft written procedures
Execute & Monitor
Implement the plan
Provide necessary training
Finalize written procedures
Clients
Trusted by Local Companies Around the Bay
From Executive Team
Go Beyond Personal Financial Success
Have the resources to further your community goals such as:
Social Justice – Take pride in using your business to uplift your community
Competence – Acquire a breadth of experience & knowledge to determine what the problem is and how to address it
Packages
Service Packages to Suit Your Need
Give us a call to discover how we can best serve you.
Bookkeeping Subscription
- Data Entry
- Reconciliation
- Provision of Reports
- Monthly Business Review
- Unlimited phone & email communications
Administrative Consulting
- Contract Management
- Bookkeeper Training & Supervision
- Human Resources Management
- Reporting Support
- Budgeting
- Business Analysis
Get In Touch
5564 Marshall St.
Oakland, CA 94608
510 394 2178
kelly@intentionadvisors.com