Business Details
11 Years
experience
Outsourced Accounting & Virtual CFO Services
Founded in 2015, My Finance Resource provides outsourced finance, accounting, and bookkeeping services tailored to CPAs, consultants, healthcare, and biotech startups. Our team of seasoned professionals, including CPA-certified leaders with decades of combined experience in Fortune 500 companies and startups, specializes in cash flow management, financial forecasting, mergers and acquisitions, and SEC reporting. We deliver comprehensive solutions from day-to-day bookkeeping to strategic CFO advisory, enabling clients to focus on growth while ensuring compliance and operational efficiency.Our services include monthly financial packages, audit coordination, and customized financial modeling to prepare businesses for future sales or acquisitions. With a client-centric approach, we prioritize transparency, accuracy, and personalized support to build long-term partnerships grounded in trust and measurable results.
Services
Virtual CFO
Bookkeeping
Accounting
Financial Forecasting
Mergers & Acquisitions
Details
- Year established: 2015
Highlights and features
- We offer 20+ years of experience in healthcare and biotech accounting.
- Our team includes CPA-certified professionals with Fortune 500 expertise.
- We provide tailored financial forecasting and M&A advisory services.
- Our virtual CFO solutions reduce overhead while maximizing growth.
- We prioritize client trust through transparent and accurate reporting.
Associations and certifications
- CPA
- CGMA
What people say
Internal accounting team
Focus on growing business
Highly recommend
Grown over 250%
Stress minimized
Services
Virtual CFO
Our Virtual CFO service provides strategic financial leadership, including KPI identification, banking relationship management, and detailed financial forecasting. We help businesses prepare for growth, acquisitions, or sales by organizing data rooms, refining financial statements, and creating 5-year business plans.
Bookkeeping
We handle accounts payable, accounts receivable, payroll, fixed assets, and inventory management. Our bookkeeping services ensure accurate financial records, enabling clients to focus on core operations while maintaining compliance with tax and regulatory requirements.
Financial Forecasting
Our financial forecasting service creates data-driven models to guide business decisions. By analyzing historical data and market trends, we help clients project revenue, manage cash flow, and allocate resources effectively for sustainable growth.
Mergers & Acquisitions
We support businesses through mergers, acquisitions, and divestitures by preparing due diligence materials, valuing assets, and modeling financial scenarios. Our expertise ensures clients maximize value while minimizing risks during complex transactions.
Audit Coordination
We streamline interactions with tax accountants and audit firms, advocating for clients to ensure accurate reporting and compliance. Our team minimizes disruptions by managing documentation and communication, reducing stress during audit processes.
People
Jaime Davison
President & CEO
CPA-certified leader with 20+ years in healthcare, biotech, and Fortune 500 companies. Specializes in virtual CFO services, mergers and acquisitions, and financial strategy for startups.
Donabella Amores
VP Bookkeeping & General Manager
CPA with 17 years of experience in accounting and operations. Oversees bookkeeping teams and ensures compliance for U.S. and international clients, with prior leadership in manufacturing finance.
Mayra Rodriguez
VP Operations & CFO
Operations expert with 15 years in startup consulting. Focuses on scaling businesses through process optimization, team building, and strategic financial management for entrepreneurs.
Questions
What industries do you specialize in?
We specialize in healthcare, biotech startups, and small businesses across manufacturing, technology, and B2B services.
How does your virtual CFO service work?
Our virtual CFO provides strategic financial guidance, including KPI tracking, forecasting, and M&A support, tailored to your business needs.
Do you handle tax compliance?
Yes, we coordinate with tax professionals to ensure accurate filings and compliance with federal and state regulations.
Can you assist with business sales or acquisitions?
Yes, we prepare financial documentation, model scenarios, and advise on valuations for business transactions.
What are your service hours?
We operate Monday-Friday 7:00-17:00, Saturday 7:00-12:00, and Sunday/Holidays 8:00-10:00 PST.
