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

SmartPoint Financial 

Owner

RCCS - Rofeh Cholim Cancer Society 

Chief Financial Officer

HCS - Human Care Services 

Israel Kaufman CPA PC

Accountant

Future Care Consultants

Fractional CFO | I help $1M-$25M business owners who are passionate about growing their business, but finances is not their "thing" | We help you maximize profits and optimize cash flow | Tax Advisor

“How can a fractional CFO help me?” 

If you have this question, you are not alone.  

 
Let me explain in a nutshell.  
 

Usually, a business has a bookkeeper and a tax accountant. 
 
The bookkeeper handles all the day-to-day transactions, at year end, the bookkeeper hands over an annual summary to the tax accountant who uses it to file taxes. 
 
But what if you need help with the following stuff: 
 
💲 Budgeting 
💲 Profit analysis 
💲 Cash flow forecasting 
💲 Budget vs Actual analysis 
💲 Technical support to your Bookkeeper 
💲 A better, more reliable accounting system
💲 And a lot of other crucial financial analysis stuff 
 
But you can't afford to hire an in-house CFO which costs anywhere between $150,000 and $400,000 a year (not a typo:)). 
 
What do you do 🤔 
 
You hire a fractional CFO firm, which gives you access to an experienced CFO, but for a “fraction” of the cost 💰 
 
My firm, SmartPoint Financial, provides outsourced CFO services, professional remote bookkeeping and tax advisory. 

I have spent the last 15 years as a CFO/Accountant - from smaller clients in an accounting firm to managing large financial teams as a CFO of companies as large as $40 million in sales and 500 employees 🏢  

I have a deep love for ambitious small-to-midsized businesses owners who have built great companies and now want to get their finances in order.

Looking forward  to hearing from you

taplio

The Battle

Mark Stovel, CPA

Yechiel Steinberg, CPA

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