Business Details
18 Years
experience
Trusted Accounting & CFO Advisory Services in Newport Beach
At PacWest Accounting, we bring over 18 years of specialized expertise in financial strategy and advisory services, serving real estate investors, entrepreneurs, and established business owners across diverse sectors. Our team of certified professionals, including CPAs and certified valuation experts, delivers tailored solutions in CFO advisory, construction accounting, real estate accounting, and tax planning. With a foundation built on forensic accounting and business valuation experience, we launched one of Southern California's first outsourced CFO firms in 2008. Our proprietary technology enhances financial data accuracy and timeliness, reducing errors that impede decision-making. We specialize in transaction due diligence, asset management, and construction budget oversight, having facilitated over $500 million in real estate transactions.Our commitment to industry-specific insights and proactive financial planning ensures clients receive strategic guidance aligned with their growth objectives. Backed by memberships in the National Association of Certified Valuators and Analysts (NACVA) and the California Tax Education Council (CTEC), we maintain rigorous professional standards. Our team's deep experience in audit, internal controls, and fraud prevention provides added value to clients managing complex financial landscapes. From day-to-day accounting to strategic financial modeling, we empower businesses to optimize performance and achieve long-term success.
Services
CFO Advisory
Construction Accounting
Real Estate Accounting
Income Tax Services
Transaction Due Diligence
Asset Management
Payroll Processing
Financial Reporting
Tax Planning
Audit Preparation
Details
- Year established: 2008
Highlights and features
- We offer 18+ years of specialized experience in real estate and business financial services.
- Our team includes certified valuation experts and CPAs with forensic accounting backgrounds.
- We provide proprietary technology for improved financial data accuracy and reporting.
- Our transaction due diligence expertise has supported $500M+ in real estate deals.
- We maintain rigorous internal controls and fraud prevention protocols for client security.
Associations and certifications
- National Association of Certified Valuators and Analysts (NACVA)
- California Tax Education Council (CTEC)
Services
CFO Advisory
Our CFO advisory services provide strategic financial guidance tailored to business needs. We help clients optimize financial processes, mitigate risks, and identify growth opportunities through customized solutions. Our team leverages industry expertise to deliver actionable insights that align with long-term business objectives while maintaining compliance and operational efficiency.
Construction Accounting
Specialized construction accounting services ensure financial efficiency for building projects. We manage loan draw packages, cost-to-complete models, and budget tracking from project inception to completion. Our expertise in prevailing wage regulations and public works projects helps construction firms maintain compliance while optimizing financial performance throughout the development lifecycle.
Real Estate Accounting
Comprehensive real estate accounting solutions enhance portfolio performance for investors and property managers. We handle CAM reconciliations, rent collection compliance, and monthly reporting while providing strategic insights to optimize returns. Our services support residential, commercial, and industrial property owners in maintaining accurate financial records and making data-driven decisions.
Income Tax Services
Our income tax services combine compliance expertise with strategic planning for individuals and businesses. We maximize tax returns while minimizing liabilities through proactive planning and accurate filing. Specialized knowledge of real estate taxation and business structures helps clients optimize their financial position while maintaining regulatory compliance.
Transaction Due Diligence
Real estate transaction due diligence services identify financial risks and opportunities in property deals. We conduct thorough financial analysis, coordinate with legal and lending professionals, and provide critical insights to support informed decision-making. Our expertise helps clients negotiate better terms and ensure successful transaction closures.
People
Kimberly Tavares
CEO and Founder
With 18+ years of experience, Kim provides CFO advisory services to real estate investors and businesses. A former forensic accountant, she launched PacWest in 2008 and has guided $500M+ in real estate transactions.
Sharon Siegel
Director
This CPA brings 25+ years of audit and accounting experience, specializing in internal controls and fraud prevention. She managed accounting for a $100M construction project in East Vale, California.
Samih Tabora
Partner
As CFO Advisory Lead, Samih specializes in construction accounting and financial consulting. He assists clients with revenue recognition, internal controls, and financing strategies for complex projects.
Mark O'Connor
Partner
Real estate expert Mark oversees portfolio management for commercial and residential properties. He develops long-term growth strategies while managing construction accounting and transaction due diligence services.
Judi Smith
Client Services Coordinator
Judi has streamlined office processes for 10+ years, enhancing client experience through efficient organizational systems and dedicated client support coordination.
Questions
What accounting services does PacWest offer?
We provide CFO advisory services, construction accounting, real estate accounting, income tax planning, transaction due diligence, asset management, payroll processing, and financial reporting tailored to business needs.
How does PacWest handle real estate accounting?
Our real estate accounting services include property management accounting, CAM reconciliations, construction draw management, and portfolio performance optimization for residential, commercial, and industrial properties.
What construction accounting expertise do you have?
We specialize in job cost tracking, lien waiver management, pay application processing, and construction budget oversight for projects up to $100M in value.
How can I schedule a consultation?
Visit our website to complete the contact form or call us at 949-873-3126 to discuss your financial needs with our expert team.
What industries do you serve?
We primarily serve real estate investors, property management companies, construction firms, and businesses across diverse sectors requiring specialized financial services.
What sets PacWest apart from other accounting firms?
Our combination of forensic accounting expertise, proprietary technology solutions, and deep real estate industry knowledge enables tailored financial strategies that drive measurable business outcomes.
