Virtual CFO

Get a Virtual CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.

If your business is ready to grow, we provide once-a-month virtual CFO services to help you fine-tune your financials, increase cash flow, and secure the capital you need to scale.

Get the financial insight to move your business forward confidently.

Who We Are

CPAs

Dedicated CPAs committed to simplifying your finances, maximizing savings, and guiding your business to success with personalized, professional tax and accounting solutions.

Experienced

We have extensive experience collaborating with small business owners across various industries, including healthcare, automotive, construction, and e-commerce, among others.

Advisors

We’ll guide you towards growing a more profitable and successful business. We’ll give you a plan and steps to follow so that you can have more profit and more cash flow than last year-every year.

Who We Work With

Business owners whose business depends heavily on them know that without their constant attention, everything feels like it might fall apart. Many find themselves stuck in a Catch-22—wanting to grow but needing more cash to do so, yet struggling to generate more cash without first expanding. They often lack a simple, clear way to pinpoint what’s working and what’s not. And when it comes to making their business more profitable and sustainable, they’re unsure of the next steps to take.

What We'll Do For You

You and your CFO will meet for about an hour each month and give you two things:

An Action Plan – your CFO will give you a short list of the most important next steps that need to happen that month.

A Scoreboard – a very clear way to understand the performance of your entire business.

…all so that you will stay on track to have a growing, more profitable, and successful business.

Track your profit and cash flow each month

Analyze what’s working – and what’s not each month

Why We're different?

Unmatched Expertise

Unlike business coaches or consultants, we understand the financial impact of every decision you make in your business and can give you financial guidance.

We believe in your success, and with our proven CFO system, we provide the expertise and tools to optimize your financial performance, drive profitability, and support sustainable business growth.

Beyond Numbers

Unlike accountants or ‘fractional’ CFOs we understand the entire business (not just the numbers!) and provide strategic guidance.

Just More

At Damas Tax Advisors, we deliver more (da-mas) to overwhelmed and stressed-out business owners who want to have a growing, more profitable, and successful business.

Unbeatable Results

With our packaged Virtual CFO service, you’ll pay just one flat fee per month. No hourly billing. Just results.

JUST A FEW OF THE COMPANIES WE’VE SUPPORTED OVER THE YEARS

One Clear Path to a Successful Business

Have a Plan

You (and the key members of your team) will know exactly what to focus on each month to have a more profitable business.

Finally Understand your Business

You’ll finally understand the financial health of your business every single month … and know what to do about it.

You no longer have to be in this by yourself. Your CFO will be your ‘go-to’ financial guide. You’ll meet with your CFO monthly; however, you’ll have unlimited access to your CFO each month.

Get a Financial Guide

Are you in the business owner’s trap?

Challenge #1

You need cash to grow your business, but you don’t know how to get more cash.

Challenge #2

You’re an expert in your field, but not necessarily an expert in business and financials.

Challenge #3

You don’t understand the financial health of your business.

Because of these challenges, it’s no wonder that most businesses fail.

So, how do you escape the business owners trap?

By transforming from an ‘industry expert’ who happens to run a business to running your business like a professional, with the numbers driving the decision-making.

That’s why we exist. We provide simple financial training and services just for business owners so you can have a growing, more profitable, and highly successful business…

…all without the overwhelm that typically comes with understanding numbers and financials.

About us

• Damas Tax Advisors’s mission is to help business owners succeed and make more money.

• As a boutique CPA firm, we provide personalized, one-on-one service to our clients.

• We pride ourselves on our responsiveness and always return phone calls promptly.

• We specialize in helping small business owners have a growing and more profitable business.

We know first-hand what it feels like to be overwhelmed, lonely, confused, and frustrated.

Ana Kairis, CPA, CFO, MSA

But, we also know what it feels like to have a business that’s financially healthy, and is producing more revenue, more profit and more cash (that we can take out of the business) than ever before.

And, we’re on a mission to help as many business owners as possible have that kind of business.

A business where you can

• finally take time off

• finally earn real money

A business that works for you…

…instead of you working so hard for the business.

Schedule a Right Fit Call

We may not be a right fit for you, but you also may not be a right fit for us. The only way to tell is to schedule a 20-minute ‘right fit call’.

On this call, the Virtual CFO will learn more about your business and determine if it’s a right fit for both of us. If it is, we’ll tell you more about our service, the fee, and you can decide if it makes sense to continue.

Financial Statements Increase Productivity

Our productivity services are all about giving you the right tools and information to grow your business. We’ll make sure you’re on the right track from the start, with a focus on helping you reach your goals. Accurate and timely financial statements guide the savvy business owner through the path of increasing profits and cashflows.

Take your business to the next level

Budgeting and forecasting tools can be confusing if you’re not regularly using them. Damas Tax Advisors love to handle this stuff! We understand how important it is to have a good budget for your business. It helps you assess performance, prepare for the future and make key changes in your business. We can create a budget, forecast and plan that keeps you and your team on track. Budget reports together with financial statements are invaluable tools for the manager to make adjustments and improve business conditions.

Prepare for the future by increasing your cashflows

Damas Tax Advisors will also help you manage your cashflow. We know it’s a problem for many businesses and we have the expertise to help out. With our detailed cashflow plans you’ll be able to see how cash flows in and out of your business and understand which areas need improvement. Talk to Damas Tax Advisors and get out of that cashflow squeeze today.

Understand business performance with the right financials

How can you make smart business decisions without the right information? If you don’t understand what’s happened in your business already and which direction you’re heading in, you won’t be able to grow. We’ll prepare a detailed financial performance reports with graphs, charts and visual indicators of how your business is running. This financial statement shows you your strengths and weaknesses and where to improve. The goal of real-time financials is to increase productivity. But we don’t just leave it at that. We’re actually here to help. Our team will give you advice that helps you grasp the “low hanging fruit” opportunities in your business.

Plan ahead

We speak to many business owners who are working long hours, trying to juggle business and family life. It gets overwhelming and doesn’t leave much time at the end of the day. We get it, we’re business owners too. When business owners get busy, there are a few things that tend to get dropped and strategic planning is one of them. It’s hard to make the time to prepare for the future when the present is so busy. But an important part of running a business is working on the business. We make this process really simple. We’ll work with you to create a plan that’s specific to you, your business and your goals. Then we’ll give you the guidance and support to put it into action. We’ll sit down with you regularly to check how you’re going and make changes as needed.

Check your progress

You’ll get so much more than just a set of reconciled accounts from us. Damas Tax Advisors actually want you to improve your productivity and profitability. We’ll prepare a report package that contains your profit and loss statements, balance sheet and cashflow analysis reports. We also prepare detailed visual graphs and charts to show you how you’ve performed in the last period. You can monitor your business’ performance with our monthly management reporting service which are all based on your KPIs and goals. Talk to our team to find out more about our advanced business reporting and forecasting tools. Get ready to improve your productivity with professional financials reports.

Accurate and timely financial reports

Increase productivity with the right tools

Cloud ERP Accounting systems produce real-time results with useful financial data and statements. Some of the many useful features included in cloud ERP software packages are:

• Dashboard: Get an instant snapshot of business performance to enable you to focus on what really matters. Dashboards provide a wide selection of displays and charts, easy drag-and-drop dashboard creation and the ability to gain a comprehensive view of performance with financial and non-financial KPI reporting.

• Reporting: A powerful management reporting tool is designed to help customers or businesses make informed decisions to achieve better business outcomes. Reporting saves you time and effort, allows for complete flexibility, has extensive customization options and the ability to share insights. Productivity increases when on-time financials are used for analysis.

• Forecasting: Effective budgeting and cashflow forecasting can mean the difference between business success and failure. Budget creators, forecasting and scenario builders allow you to plan for the future.

• Consolidation: Multi stores corporations, franchisees, not for profits and subsidiaries gain the tools to consolidate multiple businesses numbers. Aggregate, rank and benchmark in easy to export reports. ERP tools take the pain out of creating multi-entity reports where comparisons are key.

The CFO Process

According to the SBA, most businesses fail. In fact, half of all businesses never make it to
their fifth birthday.

Half!

They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective
employees, lack of cash, no profit, no demand, wrong location, and on and on…).

However, the main reason they fail is because no one was guiding the business owner on how
to have a more profitable and higher cash flowing business.

If they did, these businesses would not have failed. Period.

It’s not enough to

• be an expert at your business

• to have an accountant

• to get a “business coach”.

What you need is someone that can do three things for you every single month.

• Someone to track profit and cash flow.

• Someone to analyze the strengths and weaknesses.

• Someone to propose corrective actions.

This is what an outsourced CFO does for big businesses. We believe that all businesses (large or small) need someone like this. That’s why we exist.

We created a unique and affordable service just for businesses that are producing revenue between $500k and $5m a year.

We’ll match you with a Virtual CFO who you’ll meet with each month.

Your CFO will guide you through what we call the One Clear Path every single month.

The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.

Schedule a Right Fit Call