Virtual CFO Services

Empowering your Organization’s Financial Success

Benefits of Hiring a Virtual CFO

Having a dedicated virtual CFO is a strategic necessity to empower businesses to navigate the complexities of financial management with precision and foresight. Having a thorough assessment of the company’s performance, enables stakeholders to make informed decisions grounded in both actual historical data and carefully forecasted results.


Access high-level financial expertise without the cost of a full-time CFO.


Scale services based on financial needs for adaptability.

Risk Management

Identify and mitigate financial risks to protect the business.


Adjust services to accommodate business growth.

Financial Reporting and Analysis

Provide accurate and timely financial reports for informed decision-making.

Compliance and Regulation

Ensure adherence to financial regulations and compliance requirements.

Strategic Financial Planning

Develop and execute strategic financial plans aligned with business objectives.

Access to Specialized Skills

Tap into diverse industry experience for specialized knowledge.

Improved Cash Flow Management

Optimize cash flow for a healthy financial position.

Cost Reduction Strategies

Assess and implement cost-saving measures for improved profitability.

Focus on Core Competencies

Allow business leaders to concentrate on core activities by outsourcing financial management.

Objective Financial Advice

Bring an unbiased perspective to financial decision-making.

TMP Virtual CFO Services

Financial Planning

  • Craft strategic financial plans aligned with your business objectives.
  • Develop short-term and long-term financial goals for sustainable growth.

Cash Flow Management

  • Implement robust cash flow strategies for improved liquidity.
  • Analyze cash flow patterns and optimize working capital to enhance financial stability.


  • Create detailed budgets that serve as roadmaps for financial success.
  • Monitor and adjust budgets to optimize resource allocation and efficiency.

Strategic Financial Advice

  • Offer expert advice on financial matters crucial to your business.
  • Collaborate with leadership to make sound financial decisions that align with your overall strategy.


  • Utilize advanced forecasting techniques to anticipate market trends and financial outcomes.
  • Provide insights to help you make informed decisions based on future projections

Financial Modeling

  • Develop sophisticated financial models tailored to your business needs.
  • Leverage modeling for scenario analysis and decision support, allowing for strategic planning and risk mitigation.

How Virtual CFO Services Propel  Fundraising Success

Financial Readiness

  • Strategic Planning: Develop a compelling financial plan that aligns with investor expectations, showcasing your business’s growth potential.
  • Budgeting and Forecasting: Present meticulous budgets and forecasts, providing a clear roadmap for fund utilization and milestones.

Optimized Financial Models

  • Custom Modeling: Craft detailed financial models that demonstrate potential returns and risks, offering investors a comprehensive view.
  • KPI Summary: Highlight and summarize Key Performance Indicators (KPI) that financiers look for to assess the potential of your business.

Strategic Communication

  • Pitch Deck Development: Tailor persuasive pitches, highlighting key financial metrics, growth strategies, and ROI potential.
  • Due Diligence Support: Streamline due diligence with organized financial documentation, facilitating thorough assessments.

Negotiation Support

  • Deal Structuring: Collaborate on deal structures aligned with business goals and investor expectations.

Important Key Performance Indicators (KPI) Investors Look

Revenue Growth

Consistent and scalable growth over time.

Profitability and Margins

Efficient operations and profit generation.

Customer Acquisition Cost (CAC) and Lifetime Value (LTV)

Efficient customer acquisition and long-term value.

Burn Rate

Sustainable spending of capital.

Churn Rate

Retention in subscription or recurring revenue models.

Customer Retention

Indicates customer loyalty and revenue stability.

Cash Flow and Working Capital

Positive cash flow and effective working capital management.

Market Share and Positioning

Competitive positioning and market capture.

Return on Investment (ROI)

Financial returns and achievement of strategic milestones.

Key Milestones and Metrics

Clear roadmap with measurable milestones.

When to Hire a Virtual CFO

Hiring a Virtual Chief Financial Officer (CFO) is a strategic move that can transform the financial trajectory of your business. Consider engaging a Virtual CFO when:

Scaling Operations

Navigate growth with scalable financial expertise.

Financial Complexity

Address intricate financial challenges and expansions.

Strategic Planning

Align financial considerations with strategic goals.

Specialized Insights

Access industry-specific financial expertise.

Financial Performance

Optimize profitability, cash flow, and cost-saving measures.

Funding Rounds

Prepare compelling financial models for investors.

Project-Based Needs

Engage for specific projects or financial system implementations.

Financial Controls

Strengthen internal controls, risk management, and compliance.

Interim Leadership

Provide continuity during executive transitions.

Cost-Effective Management

Access high-level financial expertise without full-time costs.

Decision-Making Support

Analyze critical decisions for informed choices.

Board meeting preparation

Summarize financial analysis and updates on the company's current financial performance.

Industries we serve

Technology and E-Commerce



Health and Wellness

Financial Services

Real Estate and Brokage

Digital Currency

Professional Corporations

Why Us

Financial Education

We prioritize educating our clients, equipping them with the knowledge to make sound financial decisions for their future success.

Seasoned Experts

Our experienced team offers deep expertise, ensuring reliable and comprehensive solutions for all accounting and tax needs.​

Personalized Solutions

Tailoring our services to each client's unique circumstances, we deliver customized solutions that address specific goals and challenges effectively.​

Modern Approach

Embracing cutting-edge technologies and innovative methods, we provide efficient and forward-thinking accounting and tax services to meet the demands of today's business landscape.​


A Virtual CFO is a financial professional who provides comprehensive financial guidance remotely. Unlike a traditional CFO, a Virtual CFO operates off-site, leveraging technology to deliver expertise without the need for a physical presence. This provides flexibility and cost-effectiveness without compromising on strategic financial insights.

Our Virtual CFO services are designed to be adaptable across various industries. From startups to established enterprises, our team has experience in diverse sectors such as technology and e-commerce, construction, retail, health and wellness, financial services, real estate and brokage, digital currency, professional corporations. Our approach is tailored to the unique needs and challenges of each industry we serve.

Absolutely. Our Virtual CFO services are crafted with scalability in mind. Whether you’re navigating a period of growth, facing financial challenges, or simply need ongoing support, we can tailor our services to meet your specific business rhythm.

Data security is a top priority for us. We utilize state-of-the-art encryption and follow industry best practices to ensure the confidentiality and integrity of your financial information.We also offer a robust NDA for all of our clients- to ensure their proprietary information is protected.

A Virtual CFO plays a crucial role in optimizing business performance by providing strategic financial insights, analyzing key performance indicators, and offering recommendations for growth. Our team collaborates with you to understand your goals and align financial strategies to maximize your business’s potential.

Absolutely. Our Virtual CFO services are not limited to specific geographical locations. We leverage technology to bridge distances, ensuring that businesses across Canada can access our expertise remotely. Your location does not hinder our ability to provide valuable financial guidance.

A Virtual CFO can assist in tasks such as budget creation, financial forecasting, variance analysis, and trend identification. Their expertise goes beyond numbers, providing actionable insights for strategic decision-making.

The timeline for results varies based on the complexity of your business and the specific services required. However, our goal is to deliver meaningful insights and improvements promptly, aligning with your business objectives.

Absolutely. Virtual CFOs can play a pivotal role in preparing financial documentation for fundraising, creating investor-ready pitch decks, and fostering positive investor relations by providing transparent financial reporting.

Virtual CFOs actively assess potential risks, create risk mitigation strategies, and implement measures to safeguard your business’s financial stability. They work collaboratively with you to develop a proactive approach to risk management.

We understand that business needs can vary. While some engagements may be project-based, others may involve ongoing support. Our flexible approach allows for tailored solutions without strict minimum commitments.

Yes, a Virtual CFO is equipped to seamlessly integrate with your existing accounting systems. They can work with popular accounting software to ensure a smooth flow of financial information.

Absolutely. We offer one-time financial assessments to provide a snapshot of your business’s financial health. This can include a review of financial statements, identification of potential improvements, and recommendations for optimizing financial performance.

Virtual CFOs play a crucial role in tax planning by analyzing financial data, identifying tax-saving opportunities, and working collaboratively with tax professionals to ensure compliance. Their insights contribute to an effective and strategic approach to tax management.



Quarterly financial analysis, Quarterly one- on- one meetings, Cloud Bookkeeping set-up, Annual tax strategy analysis, System Apps Integration

$8500 / per hour


Monthly financial analysis, Monthly one- on- one meetings, Annual Budgeting, Tax planning and quarterly review, Company structure strategy, Set-up Cloud Bookkeeping, Internal control analysis and IT system integration

$1,500 / per hour


Monthly financial analysis, monthly one- on- one meetings, Quarterly Budgeting, tax planning and quarterly review, Company structure strategy, set-up Cloud Bookkeeping, internal control analysis, Financial model preparation, Board meeting preparation, KPI tracking, and IT system integration

$3,000 / per hour


Please fill in this questionnaire and we’ll get back to you with a quote

$1,500 +HST

Next Steps

Step 1

Please fill in this questionnaire

Step 2

Schedule a consultation with one of our CPAs to receive a final quote and a checklist of the required data.

Step 3

Upload requested data onto cloud folder shared

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Have a question, an idea, or just want to learn more about Triple M Professional Corp.? We’re all ears. Fill out the form or Email us and we’ll connect with you soon.

Markham Office
675 Cochrane Dr East Tower 6th Floor, Markham, ON, L3R 0B6
Toronto Bay Street Office
401 Bay Street, 16th Floor Toronto, ON, M5H 2Y4
San Francisco Office
590 California Street 16th Floor, San Francisco, CA 94104
New York Office
555 Madison Ave 5th Floor Manhattan,
NY 10022
Toronto King Street West Office
100 King Street West, Suite 5600, Toronto, ON, M5X 1C9
Markham Office
675 Cochrane Dr East Tower 6th Floor, Markham, ON, L3R 0B6
Toronto Bay Street Office
401 Bay Street, 16th Floor Toronto, ON, M5H 2Y4
San Francisco Office
590 California Street 16th Floor, San Francisco, CA 94104
New York Office
555 Madison Ave 5th Floor Manhattan,
NY 10022
Toronto King Street West Office
100 King Street West, Suite 5600, Toronto, ON, M5X 1C9