Intentional Accounting

The Future of Accounting and Tax is Here.

Accounting firm in Palo Alto, CA (show on map)

Forward-thinking accounting firm serving small businesses across the US with CFO services, bookkeeping, tax planning, and payroll. 100% paperless and cloud-based.

Call (650) 770-8933

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About

Intentional Accounting is a forward-thinking accounting and tax firm dedicated to influencing the prosperity of those they serve through intentional and proactive accounting. The firm offers comprehensive services including CFO services, accounting, tax preparation, tax planning, payroll, charities and nonprofits, business formation, business valuation, and cannabis accounting.

The firm is 100% paperless and cloud-based, providing clients real-time financial visibility and direct access to a dedicated accountant. Michael Callahan, CEO, was recently part of the Intuit QuickBooks Accountant Council. The firm serves clients across 14 US states and has been recognized for their raving fan clients.

100% paperless and cloud-based — access data from anywhere

12-22% average tax burden reduction with quarterly tax plans

$500-$2,000/month average increased cashflow for clients

$3,500-$7,000 average recovered in missed write-offs

90% reduction in bookkeeping errors

5-10 hours/month saved on invoicing, payroll, and reporting

CEO on Intuit QuickBooks Accountant Council

Serves clients across 14 US states

Mission to help 1 million business owners save $500K+ in taxes

Services

CFO Services

Part-time CFO service providing a professional financial manager to guide businesses to success, including budget preparation, trend analysis, and cash management.

Budget Preparation Trend Analysis Cash Management

Tax Planning

Strategic tax planning to save thousands of dollars each year through creative, legal tax strategies.

Tax road map analysis Creative legal strategies Quarterly tax plans

Tax Preparation

Tax preparation for business or personal tax returns to resolve tax problems and put an end to IRS-related misery.

Business tax returns Personal tax returns IRS problem resolution

Accounting

Small business accounting services including cash flow management, bank financing, business valuation, strategic planning, succession planning, new business formation, nonprofit organizations, and internal controls.

Small Business Accounting Cash Flow Management Bank Financing Business Valuation Strategic Planning Succession Planning Non-Profit Support

Payroll Services

Comprehensive payroll solutions that meet business needs, including after-the-fact payroll, online payroll processing, and custom payroll reports.

Comprehensive Payroll After-the-Fact Payroll Online Payroll Processing Custom Payroll Reports

Business Formation

Assistance with forming new business entities.

Entity selection Formation support

Credentials & Certifications

Intuit QuickBooks Accountant Council Member

Frequently Asked Questions

What services does Intentional Accounting offer? +

Intentional Accounting offers CFO services, accounting, tax preparation, tax planning, payroll, charities and nonprofits, business formation, business valuation, and cannabis accounting services.

What states does Intentional Accounting serve? +

Intentional Accounting serves clients across 14 US states: Alabama, Arizona, California, Colorado, Florida, Massachusetts, Minnesota, Oklahoma, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wisconsin.

What results do Intentional Accounting's clients typically see? +

Clients typically see $500-$2,000/month increased cashflow, $3,500-$7,000 recovered in missed write-offs within the first 90 days, 12-22% reduction in tax burden with quarterly tax plans, 90% reduction in bookkeeping errors, and 5-10 hours/month saved on invoicing, payroll, and reporting.

What are the firm's core values? +

The firm's core values are: Inspiration, Kaizen, Adaptability, Alignment, Discipline, Accountability, Transparency, Gratitude, and Results.

What is Intentional Accounting's mission and vision? +

The mission is to influence the prosperity of those they serve through intentional and proactive accounting. The vision is to help 1 million business owners each reap tax savings of at least $500,000 in taxes, and help 1 million businesses save over $1 million in taxes.

Is Intentional Accounting available remotely? +

Yes, Intentional Accounting is 100% paperless and 100% cloud-based, serving clients across the US with offices in multiple states.

What is the firm's approach to technology? +

The firm is on the forefront of technology for the accounting industry. Offices are 100% paperless and all data is 100% cloud-based, allowing clients access to accounting information from anywhere.