CFO & Advisory

Elevate your financial strategies with our CFO and Advisory services, guiding your business towards sustainable growth and informed decision-making.

Accounting Services

Streamline your financial processes with our comprehensive Accounting Services, ensuring accuracy and compliance while you focus on what you do best.

Income Tax Service and Planning

Navigate the complexities of individual and corporate taxation seamlessly with our Income Tax Service and Planning, maximizing your returns while minimizing stress.

Real Estate Transaction Due Diligence

Mitigate risks and make informed real estate decisions with our expert Real Estate Transaction Due Diligence services, providing a thorough analysis for confident transactions.

Real Estate Asset Management

Optimize the performance of your real estate portfolio with our Asset Management services, tailored to enhance value and drive long-term success.

Construction Accounting

Build a solid financial foundation for your construction projects with our specialized Construction Accounting services, ensuring fiscal efficiency from groundbreaking to completion.

Our Services

CFO & Advisory

Our expert CFOs utilize your financial data compiled by our accounting team to better inform and guide you by providing customized solutions and help you establish a solid growth strategy.  We apply benchmarks to performance and deliver clear metrics to show value.  We utilize our real -world experience and industry knowledge to implement strategic, simplified solutions.

Construction Accounting

Construction projects demand precision, and our specialized Construction Accounting services deliver just that. From project inception to completion, we ensure a solid financial foundation. Our experts handle everything from the development and management of periodic construction loan draw packages in compliance with loan provisions, construction budgets and development of accurate cost to complete models.

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Accounting Services

PacWest simplifies the accounting outsourcing process.  Our accounting services go beyond number crunching.  We take care of the financial details, ensuring accuracy and compliance, so you can focus on what truly matters – running your business. From bookkeeping to financial reporting, we provide a solid foundation for informed decision making.

Real Estate Accounting

Enhance the value and performance of your real estate portfolio with our real estate and property accounting services. We tailor our approach to align with your goals, providing strategic insights, risk management, and proactive measures to optimize the return on your real estate investments. PacWest currently serves investors, property management companies and Real Estate Developers.  Our experience includes residential, commercial buildings, industrial buildings, and shopping centers.

Real Estate Due Diligence

PacWest’s real estate due diligence and specialized services can be provided for one-time transactions or on an on-going basis for clients.  Our team acts as the quarterback between buyers and sellers, real estate attorneys, lenders, and escrow to get the transaction closed.  We conduct financial due diligence for buyers and sellers to help identify areas that affect negotiations.

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Income Tax Service and Planning

Simplify the complexities of taxation with our Income Tax Service and Planning.  Whether you’re an individual or a corporation, our tax experts work diligently to maximize your returns while minimizing liabilities.  We take a proactive approach, offering strategic tax planning to optimize your financial position.

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Our 3-Step Process

Step
1

Step
2

Step
3

STEP 1: ANALYZE

Our seasoned team conducts a comprehensive review of your company, meticulously examining your existing system, internal controls, and workflow. With a keen focus on industry-specific challenges, your business goals, and areas of concern, we delve into the intricacies of your operations. By understanding your challenges, priorities, and needs, we gather essential insights that pave the way for our informed and tailored approach to address your unique business requirements.

STEP 2: DESIGN

Through meticulous analysis, we craft a purposeful system aimed at streamlining processes for optimal efficiencies, all while maintaining stringent internal controls. Our dedicated team is assigned to develop a customized plan tailored to your specific financial needs, leveraging insights gained from a thorough examination of your existing data. Our objective is to establish a robust foundation, ensuring accurate and timely reporting that stands on firm footing for the sustained success of your business.

CFO Advisory

STEP 3: IMPLEMENT

Armed with a meticulously crafted plan, developed through a thorough analysis of the unique dynamics of your business environment, we are poised to initiate the implementation of systems designed to elevate your financial productivity.

Meet Our Team

Kimberly Tavares

Kimberly Tavares

CVA - CEO and Founder

For more than 18 years Kim Tavares has been a trusted advisor to clients providing CFO and business advisory services to real estate investors, entrepreneurs, and established business owners in many different business sectors.

She began her career as a forensic accountant and certified valuation expert working alongside attorneys specializing in business valuation for buy-sell agreements, shareholder disputes and mergers and acquisitions.  She has also worked with family law attorneys serving as an expert witness providing litigation support and forensic analysis for dissolutions of marriage.

With years of knowledge valuing businesses in all sectors, Kim took this skillset and launched one of the first outsourced CFO companies in Southern California in 2008.

As CEO of PacWest Accounting Kim works closely with clients to strengthen their financial positions by reducing costs and better manage their working capital.  She developed proprietary technology designed to leverage clients’ data, improve the quality and timeliness of their financial information with the goal of reducing accounting errors that impede effective and timely decisions.

Over the past decade Kim’s primary focus has been in the real estate sector providing CFO advisory services including transaction due diligence, asset management, construction and property accounting.  She has worked with real estate investors to close over $500 million in real estate transactions.

She leads a team that executes day-to-day accounting from high level functions such as financial analysis on the sale or buy side of a real estate transaction and construction budget management to everyday full cycle accounting services.

Education

Johnson & Wales University, AA Business Management

California State University Fullerton, BA Accounting

Professional and Civic Memberships

  • The National Association of Certified Valuators and Analysts (NACVA)
  • The California Tax Education Council (CTEC)
  • Board Member Newport Beach Chamber of Commerce (Past CFO, Past VP, Past Chairman of the Board)
  • Active Member Commodores Club – Executive Committee
  • East Bluff HOA Board Member
Sharon Siegel

Sharon Siegel

CPA – Director

With over 25 years of accounting experience, Sharon has an extensive public accounting and audit background.  She has also held a Corporate Controller position overseeing financial reporting and supervising staff at a multi-million-dollar Real Estate Company.  Sharon’s many years in audit have allowed her to be a valuable resource to PacWest’s clients in the areas of internal controls and fraud prevention. 

At PacWest Accounting, Sharon overseas construction and real estate development clients and recently managed the accounting for a 715,000 square foot $100 million construction project in East Vale, California.  She oversees all aspects of the construction payables process and facilitates the preparation of loan draws.

Education

San Diego State University, BS in Business Administration

Certified Public Accountant in the State of California

Judi Smith

Judi Smith

Client Services Coordinator

Judi has been with PacWest Accounting for over 10 years supporting the team and clients by developing and implementing a streamlined structure and organizational office processes that ensure productivity and efficiency and to enhance the client experience and relationship. 

Samih Tabora

Samih Tabora

Partner – CFO Advisory Lead and Construction Accounting

Samih Tabora leads the PacWest team’s accounting services division providing financial consulting to clients in many different industries.  He has extensive knowledge and experience assisting business owners and managers with critical issues including revenue recognition, design of internal controls and complex reporting.  In addition, Samih works with real estate developers providing construction accounting, facilitating construction loan draws, construction budget, assistance in obtaining financing, including forecasting and projected statements of income.  His expertise includes extensive knowledge for those accounting clients performing public works projects where prevailing wage rates apply in the state of California.

Education

California State University Fullerton, BA in Business Administration with Concentration in Accounting and Finance

Megan Torres

Megan Torres

Property Manager/Accountant

Megan works with clients preparing daily cash balances and reports, accounts payable, weekly check runs, vendor maintenance and payroll processing.  She also works with real estate clients’ management teams as tenant interface to coordinate new tenant turnovers including maintaining utility changeovers and site visits with various vendors.

Mark O'Connor

Mark O'Connor

Partner – Real Estate Acquisitions and Portfolio Management

Mark has more than 10 years of experience with large accounting firms and several business categories.  At PacWest he is responsible for overseeing performance and management of a portfolio of real estate assets including commercial, residential, office and marina properties.  His analysis and insight help clients to maximize the value of their portfolios while minimizing risks for their investors.  His work supports development of long-term strategies for the client’s growth.  He is heavily involved with construction and development accounting as well as transaction due diligence services.  Mark also oversees operational accounting and reporting functions for many of PacWest’s commercial and residential real estate clients.  

Education

Saint Ambrose University, BA in Accounting

Saint Ambrose University, MBA in Accounting

Karli Quihuiz

Karli Quihuiz

Senior Property Accountant

Karli is responsible for providing accounting to commercial and industrial real estate clients.  She manages deposits and reconciliations, accounts payable, CAM reconciliations, supports tenant relations and ensures accuracy of information concerning properties and tenants. 

Kimberly Tavares

Kimberly Tavares

CVA - CEO and Founder

For more than 18 years Kim Tavares has been a trusted advisor to clients providing CFO and business advisory services to real estate investors, entrepreneurs, and established business owners in many different business sectors.

She began her career as a forensic accountant and certified valuation expert working alongside attorneys specializing in business valuation for buy-sell agreements, shareholder disputes and mergers and acquisitions.  She has also worked with family law attorneys serving as an expert witness providing litigation support and forensic analysis for dissolutions of marriage.

With years of knowledge valuing businesses in all sectors, Kim took this skillset and launched one of the first outsourced CFO companies in Southern California in 2008.

As CEO of PacWest Accounting Kim works closely with clients to strengthen their financial positions by reducing costs and better manage their working capital.  She developed proprietary technology designed to leverage clients’ data, improve the quality and timeliness of their financial information with the goal of reducing accounting errors that impede effective and timely decisions.

Over the past decade Kim’s primary focus has been in the real estate sector providing CFO advisory services including transaction due diligence, asset management, construction and property accounting.  She has worked with real estate investors to close over $500 million in real estate transactions.

She leads a team that executes day-to-day accounting from high level functions such as financial analysis on the sale or buy side of a real estate transaction and construction budget management to everyday full cycle accounting services.

Education

Johnson & Wales University, AA Business Management

California State University Fullerton, BA Accounting

Professional and Civic Memberships

  • The National Association of Certified Valuators and Analysts (NACVA)
  • The California Tax Education Council (CTEC)
  • Board Member Newport Beach Chamber of Commerce (Past CFO, Past VP, Past Chairman of the Board)
  • Active Member Commodores Club – Executive Committee
  • East Bluff HOA Board Member
Samih Tabora

Samih Tabora

Partner – CFO Advisory Lead and Construction Accounting

Samih Tabora leads the PacWest team’s accounting services division providing financial consulting to clients in many different industries.  He has extensive knowledge and experience assisting business owners and managers with critical issues including revenue recognition, design of internal controls and complex reporting.  In addition, Samih works with real estate developers providing construction accounting, facilitating construction loan draws, construction budget, assistance in obtaining financing, including forecasting and projected statements of income.  His expertise includes extensive knowledge for those accounting clients performing public works projects where prevailing wage rates apply in the state of California.

Education

California State University Fullerton, BA in Business Administration with Concentration in Accounting and Finance

Mark O'Connor

Mark O'Connor

Partner – Real Estate Acquisitions and Portfolio Management

Mark has more than 10 years of experience with large accounting firms and several business categories.  At PacWest he is responsible for overseeing performance and management of a portfolio of real estate assets including commercial, residential, office and marina properties.  His analysis and insight help clients to maximize the value of their portfolios while minimizing risks for their investors.  His work supports development of long-term strategies for the client’s growth.  He is heavily involved with construction and development accounting as well as transaction due diligence services.  Mark also oversees operational accounting and reporting functions for many of PacWest’s commercial and residential real estate clients.  

Education

Saint Ambrose University, BA in Accounting

Saint Ambrose University, MBA in Accounting

Sharon Siegel

Sharon Siegel

CPA – Director

With over 25 years of accounting experience, Sharon has an extensive public accounting and audit background.  She has also held a Corporate Controller position overseeing financial reporting and supervising staff at a multi-million-dollar Real Estate Company.  Sharon’s many years in audit have allowed her to be a valuable resource to PacWest’s clients in the areas of internal controls and fraud prevention. 

At PacWest Accounting, Sharon overseas construction and real estate development clients and recently managed the accounting for a 715,000 square foot $100 million construction project in East Vale, California.  She oversees all aspects of the construction payables process and facilitates the preparation of loan draws.

Education

San Diego State University, BS in Business Administration

Certified Public Accountant in the State of California

Megan Torres

Megan Torres

Property Manager/Accountant

Megan works with clients preparing daily cash balances and reports, accounts payable, weekly check runs, vendor maintenance and payroll processing.  She also works with real estate clients’ management teams as tenant interface to coordinate new tenant turnovers including maintaining utility changeovers and site visits with various vendors.

Karli Quihuiz

Karli Quihuiz

Senior Property Accountant

Karli is responsible for providing accounting to commercial and industrial real estate clients.  She manages deposits and reconciliations, accounts payable, CAM reconciliations, supports tenant relations and ensures accuracy of information concerning properties and tenants. 

Judi Smith

Judi Smith

Client Services Coordinator

Judi has been with PacWest Accounting for over 10 years supporting the team and clients by developing and implementing a streamlined structure and organizational office processes that ensure productivity and efficiency and to enhance the client experience and relationship. 

Set Sail for Financial Success with PacWest:

Drop Us a Line!

Embark on a journey toward financial excellence with PacWest Accounting. Just as an anchor provides stability in the unpredictable sea, our expertise ensures a steady course for your business. Dive into the depths of our services by filling out the form below. Let’s navigate the currents together, propelling your financial success as seamlessly as a whale breaching the ocean’s surface. Your business adventure begins with PacWest – drop us a line and chart a course for prosperity!

Office

2280 Newport Blvd, Suite 203
Newport Beach, CA 92663

949-873-3126