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

ScaleNorth | NetSuite Solution Provider & Outsourced NetSuite Accounting

☁ NetSuite ☁ Solution Provider 

We provide the systems and finance infrastructure to scale your business and prepare for the future. To accomplish that, we built our team on experienced, Certified NetSuite professionals with deep financial backgrounds and 57% CPAs. 

We enable our clients to leverage the #1 cloud-based ERP system. We sell, implement, optimize, and integrate NetSuite and can even run your accounting functions with our Business Process Outsourcing (BPO) service.

ScaleNorth Advisors was founded by a group of executives and former Big 4 consultants who understand the need for timely accurate financials and rock-solid systems. Using a pragmatic real-world approach, we focus on increasing enterprise value by streamlining business processes and operations, preparing accurate and timely financials, highlighting critical analytics, leveraging cutting edge technology, and preparing for what comes next.

Our services:

NetSuite Subscriptions and Implementations:
- Solutions Architecture
- High Touch Implementation
- Fast Implementation – Financials First
- Data Conversion
- Integration
- Program/Project Management

BPO Accounting Services
- Partial or Full Stack Accounting Outsourcing 
- Reporting & Insights
- Accounting Transactions
- Monthly Close
- Audit or Review Preparation
- Transaction Support

Private Equity and Turnaround Services – NetSuite ERP & Accounting
- ERP Rapid Response for Restructuring, Employee Turnover, Acquisitions, Divestitures, Staff Transitions, Financial Talent Gaps, and Quality of Earnings Responses
- Carve-Outs
- Accounting Triage and Stabilization
- Rapid Implementation – Financials First
- Enhancements, Integrations, and Troubleshooting
- NetSuite Due Diligence

NetSuite Support
- Triage and Project Rescue
- 3rd Party Integrations
- Reports, Saved Searches, and Analytics
- Monthly Support Services
- Modifications
- Additional Modules

Sr. Business Development Manager

Hustle Fund

Angel Squad is an angel syndicate created by Hustle Fund! If you’d like to learn more about Angel Squad, feel free to ping me.

Angel Squad Member

Pasadena Angels

Member and Angel Investor

OrderGuru

Order Guru enables the hospitality industry to serve their customers with a variety of F&B establishments options on one community menu!  Food Halls and Public Markets are simplifying operations utilizing our solution.  

Currently accepting hotels for a pilot run. Picture Resort World Las Vegas’s food hall all on one menu directly to your table or seat in any part of the hotel.  Or hotels with no kitchens and a need for supporting local restaurants to deliver food.

Strategic Advisor

Soapbox, Inc.

Soapbox provides SMBs with end to end fulfillment management leveraging economies of scale and sharing shipping costs savings.  If you’re in DTC scaling or in hyper growth, DM me for an intro to the team!

Paderia

Paderia is renowned in the SoCal market for modern pastries. Highly recommend our eight ounce cookies 🍪 crispy on the edges perfect soft consistency in the middle.  The Portuguese egg tarts can not be beat by any other bakery in the world!  Over $30,000 spent per oven with ingredients shipped from Europe.  Incredible detail and quality.  My friend and founder Nathan did a phenomenal job with the interior design at all locations.  Check out a location!

Angel Investor

Litrinium, Inc.

Revenue Collective

The Revenue Collective is a private, invitation-only organization exclusively for top sales, marketing, operations leaders, and executives worldwide.

Member, Revenue Collective

Optimum Employer Solutions

Head of Channel Sales

Ardius (acquired by Gusto)

Our mission is to democratize tax incentives that reward innovation, giving all companies a bigger opportunity to grow.

Origin Story
In 1981, US Tax legislation was passed, but mostly benefited large enterprises with $100+ Million in revenue. In 2016, the PATH act gave small to medium-sized businesses access to R&D Tax Credit Incentives. Even with the expansion of R&D tax credits in 2016, barriers to access remain. Only select CPAs and top firms have been trained to navigate the new tax laws, and even then the process is excessively time-consuming. That’s where Ardius comes in. Today, Ardius intelligence automates the process, finally making it cost effective to turn your ideas into tax credits.

VP, Head of Business Development

Activating Business Resiliency through Scalable Solutions | Board Advisor | B2B Connector | ERG Evangelist | Strategic Intrapreneur | Philanthropist

Small and medium-size businesses drive innovation, power the U.S. economy and improve our lives.  SMBs are doing incredible work, such as researching cures for deadly diseases, creating innovative technologies, and taking health and wellness to a whole new level. 

Where does this passion for SMBs stem from?? Growing up in the LA area, I watched firsthand as my parents churned businesses without the proper education and guidance.  Integrating my passion through philanthropy and professional networks allows me to help SMBs, founders, and entrepreneurs hit milestones in pursuit of the American Dream.

As Sr. Business Development Manager, I have the privilege of partnering with PE Firms, Fractional CFOs, CPAs, and other trusted advisor to create immediate value to their clients and portfolio companies. 

Businesses today are faced with many challenges, including a tight labor market and increasingly complex compliance laws and regulations. At ScaleNorth, we empower SMBs to focus on growing their business by combining industry-leading NetSuite advisory services with business optimization practices.

Over the past near two decades, I have worked with SMBs to streamline operational efficiencies through scalable Fortune 500 technology systems.  Let's start with a 20-minute conversation with me!  william.chiem@scalenorth.com


Except where expressly indicated otherwise, the postings on this site are my own and do not represent any affiliated organizations’ positions, views, strategies or opinions.

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The Battle

Mark Stovel, CPA

William Chiem

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