Business Details
11 Years
experience
Your Trusted Accounting Partner for Small Businesses
Founded in 2015, My Finance Resource provides outsourced finance, accounting, and bookkeeping services tailored to CPAs, consultants, startups, and small businesses. Our team of certified professionals brings decades of combined experience in healthcare, biotech, manufacturing, and technology industries, offering specialized expertise in mergers and acquisitions, ERP implementation, and financial reporting compliance.We deliver comprehensive solutions including monthly financial packages, cash flow management, and virtual CFO services, prioritizing client success through transparent communication and process optimization. With operations in the US, Philippines, and Mexico, we combine global capabilities with personalized service to help businesses achieve financial clarity and growth.
Services
Accounting
Bookkeeping
Payroll Services
Financial Planning
Virtual CFO
Tax Preparation
Audit Support
Cash Flow Management
ERP Implementation
Mergers & Acquisitions
Details
- Year established: 2015
Highlights and features
- We have 20+ years of experience in healthcare and manufacturing finance.
- Our team specializes in virtual CFO services for startups and small businesses.
- We offer tailored accounting solutions for CPAs and consulting firms.
- Our global operations serve clients in the US, Philippines, and Mexico.
- We provide monthly financial packages with profit & loss, cash flow, and balance sheets.
Associations and certifications
- CPA
- CGMA
What people say
Internal accounting team
Focus on growing business
250% growth achieved
Highly recommend services
Stress minimized
Services
Accounting
We provide comprehensive accounting services including monthly financial packages, profit & loss statements, cash flow analysis, and balance sheet preparation. Our team ensures accurate financial reporting for businesses of all sizes, supporting informed decision-making and regulatory compliance.
Bookkeeping
Our bookkeeping services include accounts payable/receivable management, payroll processing, fixed asset tracking, and inventory monitoring. We maintain organized financial records to streamline operations and ensure tax compliance for small businesses and startups.
Virtual CFO
We offer virtual CFO services focusing on cash flow optimization, financial forecasting, and strategic planning. Our experts help businesses develop growth strategies, prepare for mergers/acquisitions, and implement efficient financial processes tailored to their industry needs.
Payroll Services
Our payroll solutions handle tax filings, wage calculations, and compliance with labor regulations. We ensure accurate and timely payment processing while maintaining detailed records for audits and reporting requirements.
Financial Planning
We specialize in financial planning services including budget creation, profitability analysis, and business model evaluation. Our team develops customized financial strategies to improve cash flow, reduce costs, and support long-term business growth.
People
Jaime Davison
President & CEO
CPA and CGMA with 20+ years of experience in healthcare and manufacturing finance. Specializes in mergers & acquisitions, ERP implementation, and financial reporting compliance for startups to Fortune 500 companies.
Donabella Amores
VP Bookkeeping & General Manager
CPA with 17+ years of accounting experience. Oversees operations and staff development, managing financial compliance for international manufacturing companies and supervising payroll for 300+ employees.
Mayra Rodriguez
VP Operations & CFO
15+ years of experience in startup operations management. Specializes in building customer service teams, warehouse operations, and implementing financial processes for entrepreneurs and growing businesses.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including financial reporting, accounts payable/receivable, payroll processing, and monthly financial packages with profit & loss statements.
Do you work with CPAs and consulting firms?
Yes, we serve as a dedicated back office for CPAs, handling bookkeeping tasks like transaction coding, reconciliations, payroll processing, and financial statement preparation.
What are your business hours?
We operate seven days a week with hours Monday-Friday 7:00-17:00, Saturday 7:00-12:00, and Sunday/holidays 8:00-10:00 Pacific Time.
What areas do you serve?
We primarily serve Southern California businesses with additional operations in the Philippines and Mexico to support international clients.
