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

Maxim One

Founder

Maxim Management Chartered Accountant

Partner

Avail LLP Chartered Professional Accountants

Serve small business owners and entrepreneurs to meet their professional goals.

Virtual accounting and bookkeeping.

Cloud based business automation.

Corporate and personal tax.

Financial reporting.

Management consulting.

Im focused on anything that makes accounting and finance cooler. Right now, that involves digital transformations and business improvement services. I'm the virtual partner which means I'm responsible for our staff and clients experience in the cloud.

CliQue Advisor

Founder of a FinTech start up that empowers accountants to improve the financial well being if their clients.  Clique Advisor does this by:

- Making it easy for people to understand and  act on financial insights;
- Making it easy for all parties to see the plan;
- Automating the KPI reporting for business owners;
- Learning how users engage with the financial data;
- Moving financial data to the cloud safely;
- Helping accountants identify sales opportunities quickly; and
- Automating time consuming service events;

Founder and CEO

DS Holdings

Directly responsible for profitability and quality control for various business unit outputs.

Managed risk and financial objectives through relationships between lenders, accountants, lawyers, fund managers, engineers, and insurance brokers.

Identified and investigated emerging business opportunities, and in collaboration with the President, provided timely and effective executive oversight to expand operations and increase profits.

Developed annual budgets and established and maintained internal controls for new business units.

Readily adapted to changing business environments while maintaining budget and driving profits.

Managed staff and maintained accountability to segment objectives, while assisting individuals to achieve personal and professional goals.

Chief Operating Officer

Lethbridge College

Managed funded programs, assisting program heads to achieve budget goals and compliance with funding.

Facilitated communication between funding providers and program administrators.

Completed monthly funding reports and oversaw program controls.

Coordinated budget transfers and spending to maximize funding.

Assisted program administrators in understanding funding agreements and budgets.

Agency Accountant

Meyers Norris Penny

Member of professional standards group and audit group, which were responsible for establishing a final interpretation of financial reporting requirements/policy in high risk audits.

Ensured compliance with government regulations, funding agreements and internal controls.

Assisted organizations in the implementation and improvement of accounting systems.

Communicated and trained all levels of professionals on new and existing reporting requirements.

Provided analysis of internal controls and processes to ensure maximum efficiency.

Developed IFRS and Public Sector GAAP financial statements including financial statement notes and schedules.

Prepared external filing (GST, T1's, T2's, T4's and T5's).

Chartered Accountant

I'm a psychology and finance enthusiast with a bias for automating all the boring tasks in accounting. 

In 2012, I was really close to quitting my career as a professional CPA. I hated the outdated processes and reactionary relationships. I spent most of my days telling people "what they should have done" instead of helping them create their future.

There was no way I was going to spend 30 years doing that. So...I built the exact career I wanted.

In, 2014 I founded and sold one of Canada's first virtual accounting firms. Since, then, my professional life has centered around our founding tagline "Accounting - BUT cooler". We needed a better experience. 

PS, back then, most CPAs thought cloud accounting was stupid. In fact, most firms thought the typical client would never hire an accountant online. Can you believe that? 

Well, not everyone hated the idea. Clients loved it and I got a few awards.

I won a top 40 under 40 in my hometown
A Career Virtuoso from my College
And a Distinguished Service Award from CPA Alberta

Through my acquisition, I joined a mid-sized firm as a partner. It was a cool experience BUT once again, I hated seeing people miss opportunities. I can't stand being an advisor trapped in a historian's job. 

Sooooo, recently I founded a technology to help people organize their chaotic financial lives. I wrote my CFP, sold my practice, and closed the door on a 5-year journey as a partner in a mid-sized firm. 

I'm hellbent on spending my time doing something meaningful. Something worthwhile. Old-school accounting isn't it for me. It's gotta be something cooler.

taplio

The Battle

Mark Stovel, CPA

Obed Maurice

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