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

Soman Stewart Business Valuation & Forensic CPAs

Partner

Berkowitz Pollack Brant Advisors + CPAs

Associate Director

MPI - Business Valuation & Advisory

Assistant Vice President

Financial Research Associates, Inc.

Business Valuation & Litigation Support Manager

Gettry Marcus CPA, P.C.

Business Valuation & Litigation Services Associate

Jason has spent his entire career focused on advising attorneys, business owners and high net worth individuals on matters involving business valuation and forensic accounting, in the context of marital dissolution, probate and trust litigation, commercial litigation, estate/gift taxation and for transaction purposes.

Over his career, Jason has regularly defended his analyses and conclusions for clients in high stakes situations and has testified as an expert witness at hearings, deposition and trials.

Prior to establishing Soman Stewart, Jason formed his own firm after cultivating his skills at prestigious CPA and consulting firms, where he trained under the nation's foremost experts in business valuation and forensic accounting.

Jason earned his bachelor’s degrees from Indiana University’s Kelley School of Business and from Queens College and has completed a certificate program in Advanced Valuation with NYU’s Stern School of Business. He is a CPA licensed in Florida and New York, Accredited in Business Valuation, Accredited Senior Appraiser, Certified Fraud Examiner and a Certified Divorce Financial Analyst® professional.

When Jason’s away from the office, he enjoys spending time with his family and spoiling his wife, daughter and toy poodle.

Education and Credentials​:
-Certified Public Accountant (CPA)
     State of Florida
     New York State
-Accredited in Business Valuation (ABV)
-Accredited Senior Appraiser (ASA) 
-Certified Fraud Examiner (CFE) 
-Certified Divorce Financial Analyst® (CDFA®)
-Bachelor of Science in Business Indiana University Kelley School of Business​
-Bachelor of Arts in Accounting, Queens College 
-Certificate in Advanced Valuation, New York University
-American Society of Appraisers, Principles of Valuation Courses

taplio

The Battle

Mark Stovel, CPA

Jason Soman

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