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

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

I collaborate solo and small CPA firms and wealth planners deliver high-impact tax planning to their clients - without becoming tax planning experts themselves. My team and I focus on providing high impact, high value add CCPC Tax Planning opportunities in three verticals:1. Corporate Reorganizations 2.Trust and Estate Planning 3.LCGE OptimizationFor CPAs: You're great at compliance. Tax returns, filings, and CFO services the work that keeps businesses running and growing. But you know your business owner clients need proactive tax planning - and you don't have the bandwidth or systems to deliver it.That's where I come in.I handle the complex tax planning engagements. You keep 100% of the compliance revenue that follows. No revenue split. No additional workload. Just recurring fees from clients who now need ongoing support.One CPA partner added $67K in annual compliance revenue last year from planning clients we worked on together.For Wealth Planners:Your high-net-worth clients expect holistic planning.But when they ask about tax strategy, you're stuck referring them out - and hoping they come back. Here's the reality: advisors lose clients every year because they can't deliver comprehensive planning. Tax is the missing piece.I partner with wealth planners to bring tax planning expertise to your clients. You keep the advisory relationship and AUM. I handle the planning work. Your client sees you as the complete solution.One advisor I work with retained 2 clients last year (combined $4M AUM) specifically because we delivered tax planning together.How It Works:This is a referral partnership model. You stay in your lane.I stay in mine. We both win. Most importantly, your clients get the proactive planning they're asking for.If you're a solo/small CPA firm or wealth planner ready to add high-value tax planning without the overhead, let's talk.DM me "Tax" and I will send you a calendly link for us to connect.

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Mark Stovel, CPA

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