Leveraging AI to Deliver Real Results

Access to real-time financial data is critical for effective decision making. However, traditional financial processes in most organizations mean that finance functions require significant turnaround time on generating reports for management that are historical-focused and unable to deliver predictive insights.

At Accounting Intelligence, we streamline and automate various accounting processes, such as data entry, reconciliation, and financial analysis. This helps us save time, improve accuracy, and identify patterns or insights that may be overlooked manually. Additionally, AI enables us to generate advanced financial reports, perform predictive analytics, and offer data-driven recommendations for strategic decision-making.

Get To Know Our Firm

Welcome. If you’re here, you’re likely searching for more than basic bookkeeping and tax filing. You want a firm that thinks strategically about minimizing your tax burden and maximizing your business potential.

That’s exactly what we do. Learn more about our approach below, and when you’re ready, let’s talk about how we can help your business.

You can schedule a discovery call anytime 24/7 to meet with a team member.

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Services we provide

  • Bookkeeping Services
  • Struggling with time-consuming receipts and financial transactions? We handle them promptly for your business. By recording all transactions, we provide crucial information for effective decision-making. Additionally, we ensure proper record retention to support your numbers consistently.

  • Tax Return Preparation
  • Completing a business tax return requires a specialist who understands the opportunities and potential pitfalls associated with your specialized industry.

  • IRS Resolution Services
  • We specialize in resolving your IRS tax issues, strategically approaching your unique situation to determine the best resolution. Whether you have payroll tax problems or income taxes owed, we can evaluate whether you qualify to settle your debt with an Offer in Compromise. Also, we assist in penalty abatement, installment agreements, and removing federal tax liens or wage garnishments. Contact us to discover your IRS tax resolution now

  • Tax Planning
  • At Accounting Intelligence, we know the best strategies to keep your tax bill small, while helping you to avoid costly penalties. Our certified tax experts will help you implement tax planning strategies that will set you up for a successful, and less stressful, end of the year and allow you to file your business taxes with confidence.

  • Fractional CFO Services
  • CFOs outline strategic pathways to achieve your company’s goals, offering guidance on important financial decisions. With our services, you gain a team of industry experts who deeply understand your business. You’ll have the right information to guide decision-making, capture savings, and drive profits. We can function as your virtual CFO or support your existing CFO.

  • Digital Services
  • Our digital service offers businesses owners solutions for the digital era. With expertise in AI, automation, financial data analytics, and executive dashboards, our services enable you to automate your financial accounting, providing solutions customized specifically for your business. Say goodbye to manual data entry as we streamline your processes, ensuring data flows effortlessly into your books.

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Industry Specialization

SaaS and Startups

Whether you’re in the startup stage, the growth stage, or somewhere in between, we’re in the business of answering the specific needs of Startups and SaaS companies like yours.

Need to figure out CAC – Cost to Acquire a Customer or LTV – Lifetime Value? Need to model out the next 24 months? Or just need some financial statements to get your taxes done? We work with SaaS companies to keep them running smoothly.

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E-commerce

You need an eCommerce accountant who thoroughly understands your e-commerce business.

Whether you’re running a store, a retail chain, or an eCommerce company, you need sound financial advice to mindfully grow your business.

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Cryptocurrency

Cryptocurrency and blockchain are revolutionizing the way our businesses operate. That’s why you need a tech-savvy financial expert who can keep up with the technical and regulatory demands of the industry as well as understand your specific needs.

Whether you’re just starting out, or you’re a veteran in digital currency, we’ve got the know-how to securely manage your investments and funding so that you can put your focus on growing your business.

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Real Estate

The real estate industry demands meticulous planning to harness the full potential of depreciation solutions and leverage maximum tax advantages through property tax planning and compliance.

Beyond numbers, we play a crucial role in connecting real estate professionals with a network of industry experts, including bankers, and alternative investors.

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Here’s How It Works

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discovery

Discovery

We learn the ins and outs of your business and hash out what our working relationship will look like.

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discovery

Assessment

We conduct an assessment of your business,  accounting, and provide an analysis for areas of improvement.

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discovery

Proposal

We work together with you to create a specific plan to accomplish your goals.

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Get Results

We employ our innovative solutions to support compliance and financial growth.

Technology Partners

Supercharge your accounting with the incredible power of automation. Seamlessly integrate apps with the software you already rely on, transforming your workflow into a streamlined and error-free process.

Xero Is Small Business Accounting Software That Runs In The Cloud.

That means all your financial data is stored securely online. That means you can access it from any device with an internet connection from anywhere at any time.

The Xero accounting application is designed specifically for small businesses. It’s easy to use and will save tremendous amounts of time, transforming how you run your business.

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QuickBooks small business accounting software

Online cloud accounting system perfect for small and medium businesses. Automate business financials with accounting software, including a central dashboard and third-party app integrations. In addition, we are QuickBooks Pro Advisors, so we have the experience and know-how to assist our clients.

Use the Quick books mobile app to view business reports, upload receipts and expenses, send invoices, and manage payments.

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App Integration Statistics

 

93%

Customer Satisfaction

 

1,000+

Apps

 

10K+

Workflows Automated

 

54K+

Work Hours Saved

Solving The Industries’ Biggest Problems

Our advisory firm leverages more than two decades of experience to tackle the most challenging technical accounting and tax issues. If you have inquiries related to cannabis, please get in touch with our affiliate, The Dope CPA.

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PROUD MEMBERS OF

Entrepreneurs Love us

See what our awesome customers are saying about Accounting Intelligence!

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owner image
Ron Hunter
Founder & CEO
WaaS Business Solutions

Accounting Intelligence has provided invaluable support and expertise as our virtual CFO to our startup throughout our capital fundraising journey. Their deep understanding of the SaaS industry, financial modeling skills, and attention to detail have been crucial in positioning us for success. With their guidance, we feel confident that we will effectively communicate our value proposition to secure the necessary capital to fuel our growth. Their commitment to our success and responsiveness have made them a trusted ally

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Dr. Steven Kaufman
Founder & CEO
Tiger 21 Chair –Houston

“I run a multi-million-dollar private equity investment firm where we rely on accurate financials for our investment offerings. We cannot afford mistakes in our financial projections. We need sound, reliable, and accurate financials for our investors. Accounting Intelligence continues to deliver on its promise by going the extra mile to do great work!”

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Roger Pilney
Founder & CEO
Radix House Coffee Shop

We are an Austin, TX coffee shop that introduces our customers on the benefits of Hemp & CBD while they enjoy a great cup of coffee. Accounting Intelligence has been with us since day one providing valuable Hemp advisory and accounting services to our business. They have been a great contributor in helping us grow.

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Dr. Carlie
Founder & CEO
MONACO

I am a cannabis expert as well as Natural Medicine Physician. I have spoken at national cannabis conferences alongside with Micky and invited him to appear on my Dr. Carlie podcast show. He and his firm are truly knowledgeable about many aspects of the cannabis industry from forming the best entity structure to navigating IRC 280E for cannabis companies.

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