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

Tony Hoong, CPA

Corporate Accounting Intern

The CPA Dude

Founder

FirmOS Inc.

Chief Revenue Officer

Shredded Saints

Finance

DoorDash

Indirect Tax Manager

Uber

Senior Indirect Tax Analyst

• Launched Marketplace Facilitator in 23 States
• Advise and Collaborate with Finance, Legal, and Operations on Indirect Tax Impacts
• Manage and Oversee 1500 Returns for Sales and Use Tax, Gross Receipts, and Indirect Tax Returns
• Train, Mentor, and Develop 4 people on the team on indirect tax, accounting, and systems

Indirect Tax Analyst

Novogradac & Company LLP

Senior Accountant

KPMG

State and Local Tax Associate

Risk Assurance Intern

State and Local Tax Intern

UnitedHealth Group

• Updated 3 monthly Blackline account reconciliation trend reports to comply with company standards
• Prepared and posted 80 journal entries to the general ledger in PeopleSoft to log transactions
• Used Essbase (Excel tool) to pull financial data from the general ledger to prepare 8 adjustment summaries to correct misbalances in the company’s common stock balances

At FirmOS, we eliminate tedious work so you can focus on building a future-ready firm.

With experience scaling a seven-figure firm, we deliver AI-driven automation, real-time dashboards, and hands-on implementation 🤝
✔︎ Automate Tasks: Free up your team.
✔︎ Optimize Workflows: Remove bottlenecks.
✔︎ Drive Growth: Generate high-value leads.

What Makes Us Unique?
FirmOS is built by CPAs who understand your challenges.

Acting as your Chief Automation Officer, we provide a master dashboard for real-time insights and data-driven decisions. Our integrated AI agents handle setup and optimization, helping you build lasting value.
Key Services:
🤖 AI-Powered Automation: Streamline operations and reclaim time.
📊 Custom Dashboards: Monitor performance and make smarter decisions.
🚀 Scalable Growth: Simplify business development and hiring.

What Clients Are Saying:
➝ “Since we started with FirmOS, we’ve booked 66 discovery calls, grown Google search impressions by 400%, and added over 4,000 LinkedIn followers. Their approach saved me 40 hours a week and clients worth $50,000–$200,000 in lifetime value.” – Stewart Robinson, CPA, ABV, CFE, MST (Biotech CPA)
➝“FirmOS streamlined my operations, helped me recruit, and introduced advanced technology to make my work more efficient. Their team is responsive, professional, and always there when needed.” – Aaron Ready, CPA (The Non-Profit CFO)

Why FirmOS?
Embracing AI and automation is essential. FirmOS helps you build an efficient, scalable practice with long-term value. Beyond technology, we’re here to help you achieve your goals.

Ready to transform your firm?
📤 Book a call today | go.firmos.ai/book


FOR SMALL BUSINESSES OR INDIVIDUALS SEEKING TAX ADVISORY:
With years of experience helping clients across the U.S., I provide tax and accounting services to help you maximize savings and secure your financial future.

Our Services:
✔︎ Tax Planning: Minimize tax liabilities.
✔︎ Projections & Filing: Ensure compliance.
✔︎ Bookkeeping: Maintain precise records.
✔︎ Business Formation: Guidance on structuring your business.

Client Success Stories:
➝ Maximized Savings: Helped clients qualify for Real Estate Professional Status and leveraged cost segregation to reduce tax burdens.
➝ Strategic Refunds: Used the short-term rental loophole to secure substantial refunds.
➝ Personalized Strategies: Reduced tax liabilities for clients with complex situations.

Visit thecpadude.com to learn more 😃

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Mark Stovel, CPA

Tony Hoong, CPA

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