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

Seanna Asper, CPA

Financial Accounting Analyst

Cultivated Strategy | Bookkeeping & Consulting

We help construction & professional service firms increase their revenue through improving their business systems and financial decision making by providing fractional CFO, accounting, and tax strategy services.

Services include:
•CFO level strategy & planning

•Full-service accounting
•Budget & forecast creation and review
•Cash flow planning
•Software setup, training, and cleanup

Owner

Northern California SBDC

Small Business Advisor

The University of Alabama

Taught undergraduate courses in financial statement analysis, accounting information systems, and introductory accounting. Conducted research on non-GAAP earnings metrics.

Instructor and Graduate Student

Asper Accounting

Provided contracted accounting and consulting to Byrne Zizzi, CPA clients.

Services included:
•Accounting software setup, training, and cleanup
•Outsourced accounting
•Financial statement preparation
•Budget guidance & review
•Cash flow analysis
•Sales & use tax returns
•Payroll tax return

Byrne|Zizzi CPA, PLLC

•	Functioned as QuickBooks consultant for company clients.
•	Provided consulting services to solve bookkeeping errors and provide best practices training.
•	Brainstormed and assisted clients with maintaining proper separation of duties.
•	Prepared company financials for tax returns.
•	Balanced company financials to tax returns.
•	Compiled financial statements and associated documentation.
•	Completed company valuation projects.

Eastern Carolina Construction, Inc.

•	Overhauled company accounting system to improve project cost tracking. Implemented new estimating software to provide more accurate project estimates to increase company profitability.
•	Assisted in growing business to over $1M in revenue and increasing the scope of projects bid on. 
•	Qualified company as general contractor in North Carolina and Virginia.

Accountant

North Carolina State University

• Assisted professor of an undergraduate business valuation course with preparing course materials.
• Assisted graduate professors with research and course documentation.

Graduate Assistant

KPMG

•	Assisted in rolling forward audit documents
•	Assisted in preparing quarterly documentation for audits
•	Assisted in tying out audit documentation

Summer Audit Intern

Hyman and Robey, PC

•  Worked as a summer intern for five years.
•  Assisted with accounts receivable and accounts payable, including reconciliation, payroll, project tracking, and job costing reports.
•  Used communication and customer service skills to develop and maintain good relationships with vendors and clients.

Summer Intern/Administrative Assistant

· Managed semester budget for programs
· Organized and market programs to residents
· Monitored residential community
· Advised residents

Resident Advisor

I help business owners understand their finances and make strategic decisions | Mom | Lover of all things sailing

If there's one thing I understand, it's the financial highs and lows that business ownership has on families. 

I grew up working in the family engineering & construction companies. I've done admin, field work, accounting and bidding. 

I know the metrics that indicate success and surplus and those that are warning signs for tough times. I know what it's like to survive rough economic conditions in that industry. 

I've taken that experience and coupled it with my background in accounting to help business owners have the information at their fingertips to make the necessary business decisions to grow and succeed.

My goal is to see more families thriving because business owners have more freedom and cash flow than they had before they started working with my firm.

If you’re ready to demystify your financial metrics and get the support you need (and deserve), then let us stand alongside you to help with those big business decisions.

At Cultivated Strategy, we provide fractional CFO and accounting services to growth minded business owners that desire:
• A clear financial strategy
• A step-by-step plan on what they need to do to profitably grow their business
• A strategic partner that will help them navigate the uncertainties that come with a growing multi-6 or 7 figure business

What Clients are Saying:

 “Cultivated Strategy is always thorough and communicative without being over bearing. They provide the perfect amount of guidance and assistance. Coming from the accounting world, I had high expectations for any outsourcing our company was going to invest in. As a husband and wife team, it was important for us to have someone else watching over finances so we can use our energy & skills in the best possible way. We no longer have worries or arguments about compliance or where we stand financially. Our life is a whole lot less stressful.” - Laura Torma, West Sound Utility Construction

“Cultivated Strategy continues to be a life line for my business. Their knowledge and support in looking at my company as a whole both fiscally and managerially is invaluable to me.” - Daphne Robey, Eastern Carolina Construction

Check out www.cultivatedstrategy.com to see if we're a fit for you.

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The Battle

Mark Stovel, CPA

Seanna Asper, CPA

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