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

Esscents of Flowers Logo
Preserve Farm Kitchens Logo
foolsFURY logo
Proyecto Logo

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.

Get In Touch

5564 Marshall St.

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