Pacific Data
Pacific Data is a private Santa Monica, California-based accounting and business advisory firm serving individual and business clients across six service lines: audit, tax, financial advisory, accounting and payroll, risk advisory, and transaction advisory.
- Company typePrivate
- Founded2012
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Pacific Data does
Pacific Data is a private, for-profit business advisory firm headquartered in Santa Monica, California, with a small professional staff of 11-50 employees. The firm operates as a traditional accounting and financial services practice without disclosed proprietary technology platforms, APIs, or AI tooling.
The company's offering is organized as six core service lines: Audit and Assurance (independent auditing and internal controls review), Tax and Compliance (preparation, planning, and global taxation for individuals and businesses), Financial Advisory (financial analysis, business advisory, and succession/exit planning), Accounting and Payroll (bookkeeping, payroll processing, and custom financial reporting), Risk Advisory (risk assessment, regulatory compliance, and fraud detection), and Transaction Advisory (valuations, due diligence, and merger integration). All six services have dedicated website pages and share a horizontal go-to-market positioning aimed at both individual and business clients.
Pacific Data generates revenue through professional services fees for project or retainer-based engagements and does not publish pricing. The firm operates on a sales-led, direct-consultation GTM model: prospective clients reach the firm via the website consultation request form, phone (310-734-4544), or email ([email protected]). Distribution is single-country and concentrated in California. The customer base is segmented horizontally into Individual Clients and Business Clients, with no enterprise anchor logos, no public segment revenue mix, no headcount growth history, no funding events, no M&A activity, and no disclosed management team in the source material. Ownership is privately and closely held with no disclosed institutional investors or parent entity.
Pacific Data firmographics
Firmographics- Name
- Pacific Data
- Legal name
- Pacific Data
- Website
- https://pacificdata.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pacific Data is a private Santa Monica, California-based accounting and business advisory firm serving individual and business clients across six service lines: audit, tax, financial advisory, accounting and payroll, risk advisory, and transaction advisory.
- Ownership category
- akta.pro rank
Pacific Data industry classification
Industry- Product category
- Accounting & Financial Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Pacific Data is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pacific Data business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Advisory Services: Pacific Data generates revenue through professional services fees for accounting, tax, advisory, and consulting engagements. Services are delivered on a project or retainer basis, including audit and assurance engagements, tax preparation and planning, financial advisory, accounting and payroll processing, risk advisory, and transaction advisory (M&A) services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Pacific Data product offering
Product offeringCore offering
Pacific Data is a professional business advisory firm offering a comprehensive suite of accounting, tax, advisory, and consulting services organized into six core service lines: Audit and Assurance, Tax and Compliance, Financial Advisory, Accounting and Payroll, Risk Advisory, and Transaction Advisory. The firm serves both individual clients seeking personal tax preparation and financial planning, and businesses requiring audit, M&A advisory, due diligence, valuation, and payroll processing services, primarily in the Los Angeles/Santa Monica, California area.
Product overview
Pacific Data offers a unified suite of accounting, tax, advisory, and consulting services organized as six interconnected core service lines. The portfolio comprises Audit and Assurance (delivering independent auditing and compliance assurance), Tax and Compliance (covering tax preparation, planning, and global taxation), Financial Advisory (encompassing financial analysis, business advisory, and succession/exit planning), Accounting and Payroll (providing bookkeeping, payroll processing, and financial reporting), Risk Advisory (offering risk assessment, compliance guidance, and fraud detection), and Transaction Advisory (covering business valuations, due diligence, and merger integration). These services are designed to work together to address the complete financial lifecycle of businesses and individuals.
Differentiator
Problem solved
Functional benefit
Products and services
- Audit and Assurance
Companies that use Pacific Data
Customer profileSegments2 records
Ideal customer profiles2 records
Pacific Data technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pacific Data partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Pacific Data competitors and assessment
Company assessmentBroad incumbents
- BDO USA: Top-tier global accounting network with US member firm serving mid-market and large clients across audit, tax, advisory, and transaction services — overlaps Pacific Data's full service-line footprint at larger scale and broader geographic reach.
- Crowe LLP: Major US accounting and consulting firm offering audit, tax, advisory, and risk consulting to mid-market and large clients — overlaps Pacific Data's audit, tax, risk, and transaction advisory capabilities at significantly larger scale.
- Grant Thornton: Global audit, tax, and advisory firm with dedicated transaction advisory and valuation practices; serves middle-market and large clients — overlaps Pacific Data's M&A diligence and advisory offering at much broader scale.
- RSM US: Global mid-market-focused audit, tax, and consulting firm with strong transaction advisory practice — directly comparable service portfolio with significantly larger scale and digital delivery capabilities.
Direct peers
- Moss Adams: West Coast-headquartered full-service accounting, tax, and advisory firm offering audit, tax, transaction advisory, and risk services to mid-market businesses — directly comparable to Pacific Data across all six service lines and with overlapping LA/SoCal client base.
- Armanino LLP: California-based top-20 accounting and business advisory firm providing audit, tax, consulting, and transaction advisory to mid-market clients — direct competitor in Pacific Data's home market with deeper tech-industry specialization.
- Marcum LLP: US mid-market accounting and advisory firm providing audit, tax, technology, and transaction advisory services — directly comparable to Pacific Data's service mix with established West Coast offices.
- Withum: Mid-market advisory, audit, tax, and transaction services firm targeting closely held businesses and high-net-worth individuals — directly comparable to Pacific Data's horizontal segmentation across individual and business clients.
- PKF O'Connor Davies: Mid-market-focused accounting, tax, and advisory firm serving closely held businesses, individuals, and family offices — directly comparable to Pacific Data's individual-and-business client mix and broad service line structure.
Regional players
- Eide Bailly: Top-30 US accounting and advisory firm with audit, tax, and consulting services for mid-market clients — comparable service portfolio to Pacific Data though primarily serving different geographies rather than California directly.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Pacific Data social profiles
Digital presencePacific Data financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pacific Data leadership team
Management profileNumber of profiles
Pacific Data funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pacific Data M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pacific Data
What does Pacific Data do?
Pacific Data is a professional business advisory firm offering a comprehensive suite of accounting, tax, advisory, and consulting services organized into six core service lines: Audit and Assurance, Tax and Compliance, Financial Advisory, Accounting and Payroll, Risk Advisory, and Transaction Advisory. The firm serves both individual clients seeking personal tax preparation and financial planning, and businesses requiring audit, M&A advisory, due diligence, valuation, and payroll processing services, primarily in the Los Angeles/Santa Monica, California area.
Is Pacific Data a public or private company?
Pacific Data is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pacific Data founded?
Pacific Data was founded in 2012. It employs 11 to 50 people.
Where is Pacific Data based?
Pacific Data is headquartered in Los Angeles, United States, in the North America region.
How does Pacific Data make money?
One revenue line is on record: professional Advisory Services.
Who are Pacific Data's main competitors?
Broad incumbents on record are BDO USA, Crowe LLP, Grant Thornton and RSM US. Direct peers are Moss Adams, Armanino LLP, Marcum LLP, Withum and PKF O'Connor Davies. Eide Bailly is listed as a regional player.
Does Pacific Data have an API?
No public API is recorded for Pacific Data.
What industry is Pacific Data in?
Pacific Data's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211.