Firm Nexus

CEO + Founder

KP9 Interactive

KP9 believes everyone should have access to create powerful augmented reality experiences. Through the Worldcast creative studios, individuals and brands can place their ideas onto reality. No code. No App.

Fractional CFO 

Gyroscope Accounting *Firm Acquired*

• An online CPA accounting firm that provides the best tools and support to small businesses in Canada, by focusing on automation, efficiency, and strategy.
• Developed a distinct approach with no traditional hourly fee structure, an outstanding service, and one where the CPA is a partner in the core business strategy

Managing Partner

IDENT OIL & GAS SIGNAGE

• In addition to Financial Controller duties (see below), responsible for all operations and for managing the custom printing production team 
• Assessed and managed all training and cross-training in a recession environment
• Developed and implemented company-wide tracking mechanisms for operational utilization and efficiency
• Increased efficiency for labour intensive processes by implementing streamlined systems, challenging orthodoxy, and encouraging experimentation
• As part of the management team, achieved a 30% decrease in overhead costs

Operations & Financial Controller

• Responsible for the day-to-day operation of the accounting department, including all month-end processes, coordinating internal control review and implementation, and leading complicated accounting matters (i.e. acquisitions, etc.)
• Worked closely with external auditors in completion of corporate reviews
• Drove department efficiency through training and leveraging ERP (Netsuite) as well as other initiatives
• Oversight of all risk management, treasury/cash, corporate reporting, and tax compliance
• Developed and maintained annual budgets and forecasts, with a focus on cost savings
• Worked closely with shareholders to drive shareholder value

Financial Controller

• Assisted clients with strategic acquisitions in various industries
• Clients were headquartered in Canada and the United States with operations all over the globe
• Worked with national and international EY team members to leverage industry and local expertise
• Performed financial due diligence including:
     (1) Deconstruction and analysis of cashflow projections
     (2) Analysis of quality of earnings and profitability models
     (3) Analysis of quality of net assets, net working capital, as well as debt and debt like item
• Complied reports detailing the results of performed analysis, highlighting negotiation points to mitigate risk and understand the business value

Senior Associate, Transaction Advisory

• Audited large Canadian public and private companies in various industries
• Performed financial statement audits in accordance with IFRS and ASPE, and assisted with tax provision audits
• Clients included oil and gas, telecommunications, entertainment, and beverage, as well as private equity
• Led and supervised small groups between two seven people, acting as liaison with client’s management and other external parties during the audit
• Completed a term in the human capital group, preparing personal tax returns for expatriates residing in Canada and the United States

Senior Staff Accountant, Assurance

Helping Accountants Take Home $250K+ A Year🚀 | Firm Nexus | Fractional CFO

Mark Stovel, CPA

Fradel Levin - Harbour Finance Ltd

- Providing expert financial consultancy to CEOs and business owners by implementing accounting systems that enhance cash flow management and optimize tax efficiency.
- Helping CFOs and accountants utilize their LinkedIn presence for client generation, increase income with fewer clients, and deliver more efficient services.

Managing Director

Blair Group

- Implementation of new accounting and management system
- Deal with accounting for acquisitions, loans and disposals
- Maintain joint venture accounts
- Manage year end accounts process

Finance Manager

Goldstern Creativity Limited

- Reduced annual tax adjustments by 30% through better financial control
- Created periodic reports comparing budgeted costs to actual costs
- Analysed monthly balance sheet accounts for corporate reporting
- Optimised and managed research and development spending through collaboration with key business leaders.

Finance Director

Cash Queen 👑 I help CPAs and CFOs with Value Based Pricing and show you how to build a solid LinkedIn Presence💰 Helping business owners build financial freedom

Hey, I’m Fradel. 👋


A few years ago I was stuck at a low-paying job and working crazy hours. Fast forward to today, my business has unlocked for me the sweet taste of financial freedom.

Sound like a dream? 
Here’s how we can make it happen for you-


👉 FOR CFOs, CPAs & ACCOUNTANTS

Does this sound like you?

🗭 "I KNOW I need to upsell my clients, but I'm not sure how to do it right and what to charge"
🗭 "I need to add advisory CFO services, as I want to help my clients take their business to the next level"
🗭 "I need to build a LinkedIn presence to land high-paying advisory clients"

I CAN HELP.

I am an accountant myself and have built a profitable CFO firm with a team to help me deliver. I'm in the trenches every day and I know exactly what works and what doesn't. 

I show you how to build premium packages so you can command premium prices and close deals like a pro.

Selling is a science. And I’ve successfully used that science with accountants and CPA’s to amp up their LinkedIn strategy and helped them reach $35k+ in recurring revenue on a monthly basis. 💸

Sound like we may be a fit? Send me a DM 


👉 FOR BUSINESS OWNERS:

We provide top-notch bookkeeping, consulting, and CFO services. We mainly work within Construction, retail and service-based industries.

Struggling with tight cash flow, not seeing your bank balance rise, or are stuck in debt and confused about where your money is going???

Worry no more, you are in the right place-

We dive deep into the company's financials and interpret the story to our clients’. 

I use my “CFO Success Method” to analyze the 4 P’s in your business:

🧑‍🤝‍🧑People- Is every team member on the right seat and clear with their role and responsibilities?

🏗️Product- What do you sell and, who is your client ?

🔁Process- What's your process to go from first point of contact, to delivering your service/product?

🤑Profit - We create sales targets, analyze your pricing structure, and help you deal with cash flow issues

Within a few weeks, we create a plan on how we would change things up to achieve YOUR financial goals. 👏

I’ve helped companies pay back over 750k in debt within 3 years of working together.
And I’ve shown others how to double their profits, by helping them focus on the services that are making them money and ditching the ones that aren’t.


Questions?
🤝Send a DM and start a conversation.

📆Or book a call directly on my calendar - TalkToFradel.Com

taplio

The Battle

Mark Stovel, CPA

Fradel Levin ACCA

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