PacWest Accounting

OUR MISSION

PacWest Accounting provides the highest level of accounting and business advisory services with a team of professionals that bring efficiencies, cost savings and financial structure to clients. PacWest’s proven strategies provide trusted CFO and outsourced accounting, valuation and forensic services to support clients’ goals and bottom line.

Services

  • Accounting Services
  • Outsourced CFO and Advisory
  • Human Capital Management
  • Forensic + Litigation Support
  • Business Valuation
  • Exit Strategies

CFO & Advisory

Not all companies need or can afford an in-house CFO. That is why businesses turn to PacWest to take over all of the responsibilities that typically fall on the CFO.

Not all companies need or can afford an in-house CFO. That is why businesses turn to PacWest to take over all of the responsibilities that typically fall on the CFO. Our qualified and experienced team leads from the top down and take over the day-to-day tasks so you can operate your business in a more efficient and financially secure position. Our CFOs can tackle the biggest of business challenges; creating budgets, forecasts, cash burn reporting and conducting due diligence and benchmarking. We also have the experience to handle the:

  • Management of the finance infrastructure (accounting, treasury, finance)
  • Financial, business, and strategic planning and implementation
  • Cash flow management and projections
  • Private equity and debt financing
  • Bank financing and investor meeting preparation
  • Audit preparation and liaison with audit firm
  • Key metric benchmarking and trend analysis
  • Accounting software selection and implementation
  • Financial and operational improvement plans

Accounting Services/Cloud Based Accounting

PacWest is your accounting department. We pride ourselves on our ability to understand the heart of your business and your industry so that we can apply cutting edge technology to your accounting needs

PacWest is your accounting department. We pride ourselves on our ability to understand the heart of your business and your industry so that we can apply cutting edge technology to your accounting needs and achieve real-time insight and reporting.

Getting the right formation in place from the very beginning can make the difference between a company’s success and failure. PacWest Accounting is committed to offering the most up to date accounting solutions for business owners including offering online accounting services which allows us to streamline workflow and increase productivity with our team as well as within your business. Businesses rely on PacWest for:

  • New Business Formation by helping:
    • Select the right business structure by taking a look at the tax advantages of choosing one structure over the other and determining your legal exposure
    • Implement an accounting system designed specifically for your business
    • Prepare a cash flow budget to help you determine how much money is needed to grow
    • Take a look at what types of insurance you might need to make sure you are accurately covered
  • Full cycle cloud based accounting solutions. Our paperless accounting system allows you to scan or upload documents (receipts, bills, invoices), share files and collaborate within Xero Accounting software.
  • Assistance with bookkeeping on a weekly, monthly or quarterly basis
  • Bank, credit card and PayPal reconciliations
  • Bill paying
  • Integrated payroll
  • Actual vs. Budget Reporting
  • Management Financial Statement Reporting

Human Capital Management

We recognize that your employees are your most valuable assets. To safeguard your team, we bring the tools and experience to manage and lead that team to success.

We recognize that your employees are your most valuable assets. To safeguard your team, we bring the tools and experience to manage and lead that team to success. We identify the best-in-class resources and consultants who supply benefits and other employee management tools.

We get involved in the onboarding of employees as well as provide counsel to navigate you through the complexities of employee related issues.

This includes:

  • Develop HR department policies and procedures
  • Set up employee payroll & benefits
  • Handbook preparation and updates
  • Educate executives on implementation of new laws
  • Ensure federal and state compliance

Business Valuation & Litigation Support

Our valuation and litigation professionals are nationally accredited and are able to assist business owners, individuals, attorney, lenders and CPAs.

Our valuation and litigation professionals are nationally accredited and are able to assist business owners, individuals, attorney, lenders and CPAs.

Our Team

Kimberly Tavares, CVA
Chief Executive Officer

With more than 15 years of experience providing accounting and business advisory services, Kimberly is a trusted advisor to entrepreneurs and established business owners in the health and nutrition, automotive, law and medical practices. She works side-by-side with her clients to strengthen their financial position by reducing costs and better managing their working capital...

Sharon Siegel, CPA
Director, Business Consultant

With over 25 years of accounting experience, Sharon has worked in public accounting with an extensive audit background, as well holding a Corporate Controller position overseeing financial reporting and supervising staff at a multi-million dollar Real Estate Company.  For the past eight years, Sharon has been providing consulting and accounting services to a number of clients covering a wide range of industries.  Working closely with owners and Senior Management, Sharon specializes in solving complex Accounting issues faced by startup companies as well as established companies.

Samih Tabora
Senior Accountant

Samih is a controller for businesses who expect to receive the best accounting product that can be delivered. With extensive hands-on experience with a diverse range of businesses such as restaurants, automotive, medical practices and construction to name a few, his background also includes preparing and reviewing tax returns, which provides an intimate knowledge of the flow between bookkeepers and tax preparers, thereby ensuring all necessary deductions are captured...

Dudley Johnson
Outsourced CFO

Dudley comes to PacWest Accounting with 45+ years of experience.  As an outsourced CFO, he is responsible for issuing monthly financial statements to all of our accounting services clients.  He also works closely with business owners to develop budgets, forecasts and other key metrics.  Dudley is a former Morgan Stanley Senior Vice President, a graduate of California State University, Los Angeles, with a Bachelor’s degree in Business and Economics and he has a certificate in Finance and Value Creation from the University of Pennsylvania - The Wharton School.

Miranda Zhu
Senior Accountant

Miranda handles the day-to-day accounting services for PacWest’s small business division.  She collaborates with other PacWest team members to organize and analyze financial information and record transactions.  She graduated from the Zhejiong University of Technology in China,  has a Master Degree in Accounting from California State University, Fullerton and is currently a CPA candidate.

Luis A. Vivas
Staff Accountant

Luis practices attention to detail in every way. He is responsible for maintaining our clients’ general ledgers and oversight of financial statements. His keen eye will analyze financial statements, balance sheets and income statements to ensure accurate information. He is responsible for quality control of all financials. Luis is a graduate of California State University, Fullerton Mihalyo College of Business and Economics with a Bachelor’s Degree in Business Administration with a concentration on Accounting. 

 

OUTSOURCING DRIVES EFFICIENCIES

Companies that outsource their financial and accounting functions reduce the time it takes to close the books. They are better prepared to leverage the power of their data and understand their spending habits. PacWest Accounting applies benchmarks to performance and delivers clear metrics to show value of our service.

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