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

40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇

Desire to find and start conversations with your ideal clients? 
Grab my guide and get all the details: https://leaders-online.com/4cprocess/

Who am I?
Helping B2A (Business to accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 
 ➤ Build a strong personal brand and grow a network of engaged followers. [Influence]
 ➤ Produce content that reaches the right people and positions you as an authority. [Impact]
 ➤ Gain access to leadership and business opportunities. [Income]

Outside of work, you'll catch me spending time outside or riding my horses. 🐎

Why become a thought leader?
 Now more than ever, an online presence is key to succeeding in business. Positioning yourself as a thought leader online enables you to gain access to the opportunities you desire while building trust with the people you serve. 

Who I work with:
✔ Accountants
✔ CPAs
✔ Coaches and consultants that serve the accounting industry
✔ R&D Tax Credit Firms
✔ SaaS companies that offer solutions to the accounting industry 

How I’m different.
Having spent the past 10 years working in marketing, sales, accounting, I have a unique perspective on the intersection between positioning, selling, and running profitable businesses. While working for one of the largest corporations in America, I saw firsthand how many firms missed out on business opportunities because of their lack of online presence, and I don’t want that to happen to you.

When it comes to thought leadership, there's not a one size fits all approach. I've built my online reputation from the ground up and know how to help you do the same.

Together, we’ll increase your influence, impact, and income. 

How it works.
1. Schedule a discovery session.
2. Together, we’ll build a plan that helps position you as a thought leader in your industry, sets you up to have access to the leadership opportunities you desire, and places you in front of your ideal clients. 
3. We’ll support your efforts. From coaching calls to helping you manage your ongoing efforts, we’re with you every step of the way.

Ready to get started? 

Make an appointment here: http://leaders-online.com/

Katie Thomas, CPA

Referrals are earned, not requested.

Average experiences? No one talks about them.

But, a remarkable experience? They create convos.

I explain this in my recent newsletter 
(subscribe: https://lnkd.in/eAq6Xe8X)

I’ll teach you how to build a referral system from scratch.

#accountingandaccountants #business #smallbusiness

2025 Most Powerful Women in Accounting | 40 Under 40 | Top 50 Women in Accounting | Helping accounting firms increase their impact, influence, and income through leadership marketing. 👇

A new YouTube video just dropped! 

And it’s one you won’t want to miss.

I’m diving into something that keeps too many stuck: marketing myths.

Myths that stop you from hitting your true potential. 

Don’t miss it here → https://lnkd.in/gSPm7fTJ

#accountingandaccountants #business #smallbusiness

Google ran the numbers.

Before someone decides to work with you, they need:

- 7 hours of your content

- 11 touch points

- Across 4 different locations

Seven hours sounds like a lot. Eleven touch points sound like a lot. And if you’re only creating short-form content, it could actually take hundreds of interactions before someone is ready.

That’s why relying on a single channel won’t cut it.

Think about where you show up:

Email. Social. A webinar. An in-person event.

The firms that win aren't the ones waiting for referrals to trickle in. They’re the ones consistently putting themselves in front of the right audience over and over again until the trust is built and the decision becomes easy.

If you want to grow, it’s not about doing more work. It’s about showing up in more places.

#accountingandaccountants #business #smallbusiness

Accountants want more than just compliance work.

FloQast surveyed over 200 accountants with 6–10 years of experience. What they found might surprise you:

What these accountants truly want is a fulfilling career.

And fulfilling doesn't mean more compliance. 

It means meaningful work. Work that makes a difference for clients. Work that challenges them and lets them grow.

If you empower your team to pursue that work, two things happen:

Your team becomes happier and more engaged.

Your clients get better service and better results.

The path to growth isn’t just about winning more clients. It’s about creating a team that loves what they do while serving those clients exceptionally well.

#accountingandaccountants #business #smallbusiness

taplio

The Battle

Mark Stovel, CPA

Katie Thomas, CPA

Followers

Posts

Engagements

Likes

Performance ScoreKatie Thomas, CPA's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Mark Stovel, CPA

Katie Thomas, CPA

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Katie Thomas, CPA's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreKatie Thomas, CPA's LinkedIn Performance