Money N Mind

CFO Consulting
Inc.

Fractional CFO
Consultancy
Services

+1 647-970-5154
Contact Us www.moneynmindcfo.ca
102 Ramage Lane, Toronto, CA
M9C 5S6
DO YOU FACE ANY OF
THESE CHALLENGES ?
Small Companies who do not have any Finance Expert In-house need to consider the
following to have a growing and successful business which generates positive cash flow,
have a clear sense of purpose and be future-ready.

Conduct Market
Research

01
Understand Value Drivers of
Business
It's crucial to understand your value drivers both
in terms of revenue and cost, business model and
financial health of the business.

02
Set Goals for the Business and
measure them
Have clear, measurable and relevant KPIs in the
form of Budgets, Actuals, Balanced Scorecard to
know if we are on track as regards our objectives

03
Understanding impact of
decisions on Cashflow
Cash is King - understand how to generate a
successful and growing business with adequate
cash flows

04
Forward Looking Decision Making
Rather than looking just at rear mirror, use the
current data / industry trends to do various
projections / sensitivity analysis to pivot, as needed.

647-970-5154 abhi_lahiri@moneynmind.fun
 FRACTIONAL
CFO
CONSULTING
WE HELP BUSINESSES TO
GROW AND BEING
SUCCESSFUL WHILE
HAVING PEACE OF MIND

OUR VALUES
ABOUT US Innovation
Formed by Professional CPA (Can), ACA (Ind) having Embracing ‘technology’ for
25 years of work experience with leading Companies staying ahead while
across the World and bringing a one stop shop for understanding business drivers
SME / Start Up with a network of Professionals who
are experts in their related fields such as Bookkepping,
Efficiency
Inculcating the mindset of
Tax Consulting (including complex Transfer Pricing),
‘Doing More with Less’
Shared Service Centre (Ind), Internal / IT Audit, ESG
Consulting, ERP / Data Warehousing etc.
Customer Centricity
Listen to issues and be the
Voice of Reason bringing in
balance and harmony
five what we offer
values to
unlock STRATEGIC MINDS
Translate your Business

your Strategy into FInancial Strategy

with clear goals such as Net
Sales, EBIT, Cash Flow etc.

performance
PEAK PERFORMA CASH CREST
Robust Financial Reporting Pack Accurately predict the
with forward looking KPIs as a peaks and troughs of
part of Balanced Scorecard cash flow based on
which provides clear diagnostics robust forecasting
and actionables for areas of methodology (funding
improvement plans to be worked out
accordingly)

growth / M & a / exit strategy

Growth / M & A / Exit must pass muster based
on strategic and financial fit with the
Company’s Goals based on tax efficient strategy

GOVERNANCE / BOARD advisory

Improvement of governance functions like
compliance, risk management and
effective Board - Management - Investor
relations

Note - It can be customized based on Company’s requirements.

 WHY TO SELECT US ?
About Us
Deep Understanding of how finance can impact businesses
across different stages of life cycle of a Company (200 yrs
of collective Industry experience)

Strategic Advisory with business partnering mindset

(unlike CPA / Consultants who have not lived such life)

We are confident of our ability to deliver

5-10x value, however, if you are not happy
during 90 days, we will refund the entire
money (No Questions Asked)
ACTIVE PRESENCE IN SOCIAL MEDIA /
INDUSTRY FORUMS
PARTNERS WE
COLLABORATE

ASSURANCE
Fenil Sanghvi
Provide services in US / Canada and provide bookkeeping,
Technical Accounting Advisory, Assurance, Accounting
Support Staff upto Fractional Controllers

INT AUDIT, ESG CONSULTING

Raghupathi Rao
(CA, CISA (USA), CFE, CRMA (USA)
CEO & MD of Innowave360, expertise in providing Assurance,
Internal Audit, IT Audit, ESG Consulting, Board Advisory and other
engagements. Having worked as Chief Internal Auditor and CFO for
Fortune 500 Companies.

TAX ADVISORY
Udit Gupta
He specializes in taxes including transfer pricing and
internaiontal tax. He helps corporates achieve their
compliance goals and structure their transactions in a tax-
efficient manner.

SHARED SERVICE CENTRE

Arnab Ghosh
Partner at Positive Momentum and help outsource entire Finance backend
of Companies. Manages Shared Services Centre in India for Accounts
Receivable (AR), Accounts Payable (AP), Payroll, Record to Report incl
reconciliations and Regulatory Compliances. Transforming back end
operations with quality at its core in a cost efficient manner.
 PARTNERS WE
COLLABORATE
(CONTD.)
INVESTMENT PLANNING
Neeraj Mehta, CFP®, CIM
Certified Financial Planner who helps individuals / businesses by
offering Group Benefits to corporate employees, protection for
families with Life, Critical Illness, Disability Policies, and growth of
assets by investing suitably as per clients’ objectives. Assist with
Estate Planning resulting in transferring wealth to the next
generation in a tax efficient manner.

TALENT MANAGEMENT
Arindam Mukherjee
Founder of Talent Intellect, a collaborative powerhouse boasting a shared
passion - "People, Technology and Business" - and an unwavering
commitment to delivering exceptional value.
Driven by over 25 years of diverse, hands-on experience across a
spectrum of HR disciplines at top-tier multinationals.

And, the List continues to Grow...

(One Stop Shop for Small Business Owners

bringing confidence in handling their
Financial Affairs of their Business)