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Finance

Accounting and financial consulting for the Bay Area

Understand where you stand and plan what comes next. Our team helps with the accounting, reporting, and financial systems behind your decisions.

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What we can help with

Clear financial information helps you make decisions about the business or household you are responsible for. Actif's Finance division helps you strengthen the records, reporting, planning, and systems behind those decisions.

Accounting and close support

Support the general ledger, accounts payable and receivable, payroll workflows, fixed assets, and month-end or year-end close. Begin with the records you have and agree on the work needed to make them usable.

Reporting, budgets, and cash flow

Develop management reporting, consolidations, budgets, and forecasts around the decisions you need to make. Define the reporting period, source data, assumptions, and who will maintain the process.

Controls and audit preparation

Review accounting workflows, internal controls, documentation, and audit readiness. Scope technical accounting and revenue recognition work around the transactions and reporting requirements involved.

Accounting workflow optimization

Find where invoices, receipts, approvals, and reconciliations get stuck. Map the current process, clarify who owns each step, and agree on a practical improvement. Finance can work with Frontier's engineering team on integrations and automation when the process calls for them.

Business and personal tax planning

Organize planning around your business or household circumstances, upcoming decisions, and existing advisors. Agree on the questions to address and the records needed before recommending a course of action.

Forensic accounting support

Scope investigative accounting for financial discrepancies, suspected fraud, or disputes. Identify the records, questions, and intended use of the findings at the outset, including coordination with counsel where appropriate.

Working together

How the work starts

  1. 01Explain the decision, reporting problem, or deadline you are working toward and describe your current accounting setup.
  2. 02Agree on the work, responsibilities, fees, and a suitable way to exchange sensitive information.
  3. 03Complete the scoped analysis or implementation, review findings together, and establish any continuing reporting or support process.

Explore a little further

What affects pricing

The number of entities, transaction volume, condition of the records, reporting complexity, and deadlines affect the estimate. Catch-up work, recurring accounting, a systems migration, and a defined investigation require different scopes. Our pricing page lists current Finance rates and engagement options; your proposal identifies the work included.

See current pricing

Before we talk

Bring a summary of your current software, the periods or entities involved, your main question, and any deadlines. For an initial inquiry, describe the need without attaching tax returns, account numbers, passwords, or personal financial records. We can agree on the appropriate document exchange after scoping.

Common questions

Do you work with individuals and families as well as businesses?

Yes. Actif works with businesses, individuals, families, nonprofits, and other organizations. The work may involve recurring accounting, a specific reporting need, personal tax planning, or coordination around a major financial decision.

Can you work alongside our existing accountant or advisors?

Yes. We can define responsibilities alongside your existing accountant, tax professional, financial advisor, or attorney. The engagement should make clear who prepares and reviews the records, and who is responsible for approvals and filings.

What can an accounting workflow engagement include?

Depending on your needs, the work can include a map of your current process, a prioritized list of bottlenecks, an approval or close checklist, and a documented handover. If implementation is included, we agree on the changes, testing, and ownership in the proposal. You can start with one recurring task before committing to a larger project.

Can you improve the process without replacing our accounting software?

Often, yes. For example, an invoice that sits in an inbox may need a clear approver and a visible queue before it needs new software. We assess the existing tools and review requirements first. A migration or integration is scoped separately when it is the right fit.

Can you help us change accounting software?

Actif provides financial systems selection, migration, and implementation support. We first assess the current data, reporting requirements, integrations, and the responsibilities for testing and approving the change.

How soon can a reporting or cleanup project be completed?

Timing depends on the completeness of the records, the periods involved, access to the systems, and the required review. Share any filing, board, or audit deadline during the first conversation so feasibility can be assessed before committing.

Can you support clients in Walnut Creek and the Bay Area?

Yes. We work with businesses, individuals, families, and organizations in Walnut Creek and across the Bay Area. We agree on the scope, responsibilities, and working arrangements before the engagement begins.

Tell us what needs to work better

Start with a conversation about your needs, location, and priorities.

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