Your Accounting Partner for a Successful Community
Passionate About Empowering Business Growth Through Financial Expertise
My Finance Resource provides comprehensive accounting, finance, and consulting services to empower businesses throughout their journey. We understand the unique challenges faced by startups and small businesses, and we tailor our strategies to meet your specific needs and goals.
Who We Are
Our team comprises experienced and certified professionals with deep expertise in accounting, finance, and operations. Led by Jaime Davison, CPA, CGMA, we combine strategic thinking with practical implementation to deliver impactful results. We're also supported by a talented team of dedicated and experienced accountants and financial professionals.
Our Mission
Our mission is to be your trusted partner in financial success. We strive to:
- Promote financial clarity: Provide accurate and timely accounting information that empowers you to make informed business decisions.
- Optimize performance: Implement strategies to streamline workflows, improve cash flow, and enhance profitability.
- Minimize risks: Develop robust financial plans and risk mitigation strategies to safeguard your business.
- Drive growth: Offer strategic guidance and support to achieve your long-term business goals.
Accounting & Bookkeeping
- Comprehensive accounting support, including accounts payable, receivable, payroll, fixed assets, and inventory management.
- Monthly financial statements and package with P&L, Cash Flow, and Balance Sheet.
Financial Consulting & Advisory
- Virtual CFO services to guide your business toward financial success.
- Business valuations and mergers & acquisitions preparation.
- Tax and audit support to minimize your tax burden and navigate audits with ease.
Specialized Solutions
- Healthcare & Biotech Accounting: Specialized expertise in handling the complex accounting needs of healthcare and biotech startups.
- Start-up Support: Comprehensive guidance from inception through established growth.
- Eldercare Accounting: Customized solutions designed to meet the unique financial needs of eldercare providers.
Working with My Finance Resource, you can expect
- Personalized attention: We take the time to understand your business goals and tailor our services to meet your needs.
- Transparency and communication: Regular reports and clear communication throughout the process.
- Proactive solutions: We proactively identify potential issues and suggest improvements.
- Client-focused approach: We are dedicated to exceeding your expectations and building a lasting relationship with you.
Exceptional Experience with My Finance Resource
The reviews provided are overwhelmingly positive, with all five authors awarding the company 5 stars. The common thread among these reviews is the exceptional service and expertise provided by Jaime Davison, the President & CEO of My Finance Resource (MFR). The reviewers have all experienced significant improvements in their business lives since working with MFR, citing Jaime's professionalism, attention to detail, and calm approach as key factors.
Key Benefits
The reviewers highlight the following benefits of working with MFR:
- Professionalism and attention to detail in bookkeeping and financial services
- Improved financial clarity and control
- Quick turnaround times
- Expert knowledge and guidance on financial issues
- Trustworthiness and responsiveness
- Friendly and helpful demeanor
Testimonials
Stan K. shares his dramatic improvement in his business life after switching to MFR, praising Jaime's professionalism and calm approach to financial matters. Clarice J. commends the team for their quick turnaround and ability to help with PPP forgiveness. Kimberly A. gushes about the entire accounting and bookkeeping team, describing them as "amazing" and "complete pros." Larry Comp praises Jaime as one of the brightest financial executives he's ever worked with, highlighting her trustworthiness and responsiveness. Jeffrey M. lauds Jaime for being straightforward, honest, efficient, and cost-effective.
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