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

Adian

Adian (Adian Professional Corp, CPA,CA ) provides Tax and Accounting Services to Trades and Real Estate CCPC Owners @ major milestones: 

Business Exits - Accounting and Tax Services to provide highest valuation and sale price for your business from infancy to exit.  

Tax Service examples include: Share structure direction, Reorganization and S85 Rollovers, LCGE Optimization and Multiplication.  Accounting Services would include: Bookkeeping, payroll, Notice to Reader Services* (For some of these services we work in conjunction with other niche service providers)

Estate Planning - Examples would include comprehensive overview to manage: Capital Gains Tax, Estate Freeze, Tax efficient charitable donations, advisory relating to options to provide $ for taxes upon death. Family trust where advantageous.

Inter-generational business transfers - Beginning Jan 1, 2024, new rules are in place to manage family transitions to next generation specifically 1. An Immediate IBT OR 2. A Gradual IBT. The rules are complex and require extensive due diligence to ensure compliance with CRA requirements.

We prefer a collaborative approach with specialists to deliver highest quality of service. Typical specialists that work with us are Lawyers, compliance focused CPA firms, bookkeepers, CFP’s  and corporate insurance specialists.

PS - Website being updated, the current website reflects the previous model of a generalist practice.

Founder

At Adian, we empower business owners to maximize wealth by minimizing their largest lifetime expense: taxes.

As a CPA, CA, I help Canadian business owners reduce their tax bills through strategic tax planning and tax compliance services.

Clients have praised my proactive approach. One noted, "Purvish didn't just exceed our expectations; he surpassed them. He provided top financial advice and connected us with essential specialists like corporate tax lawyers. If you need a financial partner who genuinely cares about your success, look no further than Purvish and his team."

Whether it's leveraging the Lifetime Capital Gains Exemption, wealth preservation through trust and estate planning, or managing family business transfers, I'm here to help you achieve your financial goals. Let's chat about how I can support your company.


Email: purvish@adian.ca
Website: www.adian.ca
Book a call: https://calendly.com/purvish/linkedin-campaign

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Mark Stovel, CPA

Purvish S.

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