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

Owner

EadiePayne, LLP

Business Services Accountant

GYL CPAs and Advisors

Staff Accountant

Roorda, Piquet & Bessee, Inc. CPAs (RP&B CPAs)

LenShaw Financial Group, Inc.

Bookkeeper

Robert Half

Toll Brothers

Assistant Accountant

Certified Public Accountant | Certified QuickBooks ProAdvisor (Advanced) | Outsourced Accounting and Tax Services | Full Charge Bookkeeper | Tax Accountant | CPA Exam Coach | Change Agent | Encourager | Mentor

I am an extremely detailed, thorough, diligent, highly organized CPA seeking to partner with innovative, creative, untraditional, forward-thinking CPAs, EAs, and CFOs anywhere in the US. If you are local to Houston, I would be open to commuting to your office (if you have one) periodically, if necessary.

SERVICES: I provide bookkeeping and various accounting services to clients all year round (monthly, quarterly, annual bookkeeping; audit support; payroll tax returns, sales tax returns, property tax returns; 1099's; all things accounting), as well as prepare individual and business tax returns. This allows me to be a well-rounded accountant and a trusted business advisor for clients.

SOFTWARE: I am a QuickBooks ProAdvisor. I've worked at firms that used both CCH Axcess and ProSystem fx: Engagement, Document, Practice, Time, and AnswerConnect. I've also used Thomson Reuters: Accounting CS, UltraTax CS, FileCabinet, Practice CS, Checkpoint.

CULTURE: I work remotely and have very flexible hours. I also work very untraditional days and hours. This is why I chose the entrepreneurial lifestyle – it promotes a healthy work/life balance. My mental health is of utmost importance and it must be prioritized if we are to have healthy collaborative communication. 

If you want to work with me:

1) Management must understand that I am a human being before an employee. Management must be empathetic to various life circumstances and understand that I have responsibilities outside of work – wOrK dOeS nOt cOmE beFoRe mE. 🫠

2) Management must be capable of giving and receiving feedback in a timely manner, having hard conversations that result in solutions not silence, and leaving room in budgets and schedules for research, questions, and unforeseen circumstances.

3) Management must have realistic expectations when it comes to workloads, budgets, and project progression.

The smartest person in the room doesn't have all the answers, they ask the most questions. So let's have a conversation to see if we can possibly work together.

taplio

The Battle

Mark Stovel, CPA

Lindsey Garcia, CPA, MSA

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?