Virtual CFO

Unlock Profit & Growth with Expert CFO Guidance

doctors dentists in gowns

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.

  • We are CPAs (Certified Public Accountant) and CFOs (Chief Financial Officer).
  • We have extensive experience collaborating with small business owners across various industries, including healthcare, automotive, construction, and e-commerce, among others.
  • 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.

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.

Track your profit and cash flow each month

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

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.

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

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

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.

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

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.

Get a financial guide

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.

Are you in the business owner’s trap?

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

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

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

cfo clients working together

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 growingmore profitable, and highly successful business…
…all without the overwhelm that typically comes with understanding numbers and financials.
Ana Kairis, CPA, CFO, MSA

  • 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.

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.

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.

The next step is to schedule your Right Fit Call.

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.

Infographic your vision to steps increase cash flow.

Your Trusted Partner for Financial Growth

Get in touch to schedule your appointment and unlock your business full potential.