Who We Are
Your Trusted Partner in Financial Growth
Expert financial guidance for every stage of your business—let us handle the numbers while you focus on growth.
Who We Are
We have been providing financial services to business clients since 2016.
We have been providing financial services to business clients since 2016. Our team is composed of leading accounting and finance professionals with backgrounds in Fortune 500 America, public accounting, and private equity. We are a one-stop financial shop capable of offering comprehensive accounting, financial planning, and business valuation services.
Meet Our Team
Meet our team of experts
Jack Weinstein
Jack is the founder of PACFINS. More than one hundred businesses have relied on his financial guidance over the past two decades. His experience includes serving as CFO for a private equity group with 3.5 billion in assets under management, working as CFO for a venture capital group with nine figures in assets under management, working as CFO for a start-up bioscience business as it grew into a 100 million operation with hundreds of employees, working through dozens of M&A transactions with a leading California-based investment bank, and managing corporate development for a prominent billionaire-backed family office. He started his career in strategic planning at 20th Century Fox.
He holds an MBA from UCLA Anderson.
Maria Reyes
Maria supervises team assignments and internal operations at PACFIN. She has been managing teams of business professionals for the past fifteen years across three continents. A coordination and planning wizard, she ensures that the right professional is always matched with each client. She holds a pre-law undergraduate degree from De La Salle University.
Our Services
Comprehensive Financial Services
Bookkeeping & Accounting
- Whether you have a sole proprietorship or a complex enterprise with a dozen inter-connected corporate entities, we can handle your books. Our accountants are well versed in a wide range of accounting software and will keep your records up to date.
- We handle ongoing month-end closes, cash reconciliation, and forensic examinations of accounting records.
- Upon request we can also run payroll, handle accounts payable, and fulfill the functions of an in-house accounting & finance team.
Fractional CFO
- Every leader needs trusted advisors. Our experienced CFOs will provide the financial oversight, planning capability, and strategic guidance required to take your business to the next level.
- Gain the insight and benefit from the experience of a seasoned financial executive at a small fraction of the cost of a full-time professional. Let us create financial forecasts for your business, guide you through mergers & acquisitions, and provide guidance on enterprise-wide financial strategy.
- Fractional CFOs are an ideal solution for businesses with between $1 million and $40 million in annual revenue.
Fundraising
- Businesses need money to grow. We have raised more than $50 million for our clients over the past five years from private investors, lenders, and venture capital groups. We have experience creating all the promotional materials you will need, including pitch decks, business plans, and financial forecasts.
- We will guide you through investor meetings, advise on terms for issuing equity to new partners, negotiate debt financing, and help provide the financial firepower to keep your business running smoothly and maintaining profitability.
Business Valuation
- Whether you are interested in buying a competitor or selling your business and cashing out, we can help. We can conduct full financial due diligence on an acquisition target to make sure they are financially sound. We are also able to produce a customized valuation report outlining the current fair market value of your business to support your fundraising or sales efforts.
- Our valuation reports have been used to successfully support fundraising efforts and the sale of entire businesses throughout the United States over the past ten years.
Our Specialties
Industry-Specific Financial Expertise
Private Equity & Venture Capital
We provide expert fund accounting, due diligence, and fundraising support tailored to meet the unique financial needs of private equity and venture capital groups.
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- We have provided fund accounting and fundraising support to a wide variety of private capital groups. Let us guide you through fund structuring, the drafting of investment documentation, securing capital, and conducting due diligence.
- Private equity has very specific accounting & finance needs. We can properly calculate carry, produce distribution statements for limited partners, and determine unrealized gains to support the raising of new funds or the expansion of existing ones.
- We are also experienced in conducting financial due diligence on potential portfolio companies. We can handle this task quickly and efficiently to provide you with feedback on the financial solvency and performance-to-date on each target.
Law Firms
With nearly a decade of experience, we specialize in trust accounting and financial guidance for law firms, from solo practices to high-revenue enterprises.
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- Legal enterprises require specialized accounting support with a deep understanding of trust accounting. We have been supporting law firms for most of the past decade and are deeply familiar with the specific needs of law firm owners.
- More than 30 law firms have relied on our financial guidance to expand and increase profit margins. We have managed the finances of firms ranging from sole proprietor family lawyers to large personal injury firms settling more than a hundred million dollars of cases each year.
- We have deep experience in securing working capital loans for law firms. We also regularly advise firm principals on the sale of their firm or the acquisition of a competitor. Contact us today to find out how we can help.
Real Estate & Property Management
Our team offers comprehensive financial management and due diligence support for real estate ventures, ensuring success from acquisition to tenant payments.
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- Whether you are developing a new residential property, acquiring a commercial building, or managing payments from tenants, we can help. We will keep detailed financial records for each entity, create pro formas suitable for lenders and investors, and help secure the capital for your purchase.
- Our team is deeply experienced in conducting due diligence on real estate opportunities to calculate cap rates and create cash flow forecasts inclusive of property taxes, likely repair costs, and tenant turnover rates for residential and commercial portfolios alike.
- We are also experienced in managing finances and evaluating opportunities in the vacation rental space!
Cannabis
We deliver specialized accounting, tax mitigation, and fundraising expertise for cannabis enterprises navigating the complexities of this evolving industry.
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- Accounting and finance are highly specialized in this emerging and rapidly growing industry. Our team has a decade of experience in mitigating the impact of the 280(e) adjustment and minimizing federal income taxes for cannabis enterprises to the greatest extent permitted under the law.
- Whether you own a single dispensary or a vertically integrated multi-state operator, we are equipped to provide bookkeeping, fractional CFO services from a professional experienced in the industry, or even full service accounting support.
- We also have extensive experience advising on fundraising in cannabis, including helping to source capital as inexpensively as possible.
Raintree Systems
RedBird
20th Century Fox
Native Microbials
Auto Gator
Infuse
Mango Cannabis Co
Anthos
Red Games Co
Clermont Brewing Co
Vets
Budget Blinds
