Business Details
18 Years
experience
Your Trusted Partner for Accounting Solutions
PacWest Accounting delivers comprehensive financial solutions through its team of seasoned professionals. With over 18 years of experience, our CEO pioneered one of Southern California's first outsourced CFO companies, leveraging proprietary technology to enhance financial data accuracy. Our services span CFO advisory, construction accounting, real estate accounting, and tax planning, serving clients across residential, commercial, and industrial sectors. We specialize in transaction due diligence, asset management, and construction budget oversight, having facilitated over $500 million in real estate transactions.Our team combines forensic accounting expertise with strategic financial planning to reduce costs and optimize working capital. We maintain stringent internal controls while providing tailored solutions for businesses of all sizes. Our professionals hold certifications including CPA, CVA, and memberships in NACVA and CTEC. With a focus on technology-driven efficiency, we streamline accounting processes from bookkeeping to financial reporting. Our commitment to client success is demonstrated through personalized service and a proven track record in complex financial environments.
Services
CFO Advisory
Construction Accounting
Real Estate Accounting
Tax Planning
Transaction Due Diligence
Asset Management
Forensic Accounting
Payroll Services
Financial Reporting
Audit Preparation
Details
- Year established: 2008
Highlights and features
- 18+ years of outsourced CFO expertise with $500M+ in real estate transactions
- Proprietary technology for accurate, timely financial reporting
- Certified professionals with CPA, CVA, and NACVA credentials
- Specialized construction accounting for complex loan draws and budgets
- Proven track record in real estate, tax planning, and forensic analysis
Services
CFO Advisory
Our CFO advisory services provide strategic financial guidance for business growth. We offer budget creation, cash flow management, and merger/acquisition due diligence. Our team helps clients optimize financial processes and prepare for private equity financing. With industry-specific expertise, we deliver tailored solutions that align with long-term business objectives while maintaining compliance standards.
Construction Accounting
Specialized construction accounting manages financial aspects of building projects. We handle loan draw packages, cost-to-complete models, and prevailing wage compliance. Our services include lien waiver tracking and retainage process management for commercial developments. This ensures financial transparency from project inception to completion while maintaining lender requirements throughout the construction lifecycle.
Real Estate Accounting
Comprehensive real estate accounting services cover property management and portfolio oversight. We provide CAM reconciliations, rent collection management, and lender reporting for residential and commercial properties. Our team handles asset lifecycle accounting from acquisition analysis to disposition strategies, ensuring compliance with trust fund regulations and optimizing investment returns.
Tax Planning
Our tax planning services cover individual and corporate taxation needs. We offer strategic planning to minimize liabilities while ensuring compliance with federal and state regulations. Services include retirement plan taxation, audit response, and entity structure optimization. We provide year-round tax strategy consultations to maximize returns for businesses and high-net-worth individuals.
Transaction Due Diligence
Transaction due diligence services support real estate and business acquisitions. We conduct financial analysis for buyers and sellers, identifying critical factors affecting negotiations. Our team coordinates with attorneys and lenders to ensure smooth transaction closures. This includes evaluating financial risks and providing data-driven recommendations for $500M+ in completed real estate transactions.
People
Kimberly Tavares
CEO and Founder
With 18+ years of experience, Kim founded PacWest as Southern California's first outsourced CFO company. She specializes in real estate transactions and forensic accounting, holding CVA certification and multiple civic leadership roles.
Sharon Siegel
Director
Sharon brings 25+ years of public accounting experience, specializing in internal controls and fraud prevention. She managed a $100M construction project accounting and holds CPA certification in California.
Samih Tabora
Partner
Samih leads construction accounting services with expertise in public works projects and prevailing wage compliance. He provides financial consulting for diverse industries and assists with complex reporting requirements.
Mark O'Connor
Partner
Mark oversees real estate portfolio management with 10+ years at major accounting firms. He specializes in commercial and residential asset management while providing strategic growth planning for client investments.
Judi Smith
Client Services Coordinator
Judi has streamlined office processes for 10+ years, enhancing client experience through efficient coordination between teams and clients while maintaining operational productivity standards.
Questions
What accounting services does PacWest offer?
We provide CFO advisory, construction accounting, real estate accounting, tax planning, transaction due diligence, and financial reporting services for businesses across multiple sectors.
How does PacWest differ from traditional accounting firms?
We specialize in outsourced CFO services with proprietary technology, combining forensic accounting expertise with strategic financial planning for tailored solutions.
Which industries do you serve?
We work with real estate investors, construction companies, property management firms, and businesses in residential, commercial, and industrial sectors.
Can PacWest handle complex tax planning needs?
Our tax experts provide strategic planning for individuals and corporations, including compliance, audit response, and retirement plan taxation.
What construction accounting services do you offer?
We manage loan draws, construction budgets, lien waivers, and cost-to-complete models for projects up to $100M in value.
How do you ensure financial data accuracy?
We use proprietary technology systems and maintain stringent internal controls while providing real-time financial reporting and analysis.
