Communication and Person- focused
Our motto is to have complete communication with our clients. Our full service accounting firm will ensure that you are always met with accuracy, experience and above all else knowledge. KATA wants to make your accounting needs seamless. Find out how we can help!
Jonathan Carter is the founder of KATA Accounting Solutions and is widely considered a thought-leader in accounting and technology. In 2018, he was awarded the Inspire Accountant Award for contributions to the future of the industry. A Quickbooks Elite ProAdvisor and Intuit All-star currently, he was also a member of the inaugural Intuit Accountant’s Council. In his spare time, Jonathan likes to spend time with his friends and family and spend time outdoors, camping, cottaging, and fishing.
Bob is a CPA who has had a four-decade career in Accounting ranging from working in the “Big” accounting firms to working in both the public and private sectors, independent consulting and teaching. His experiences have ranged from liquor companies, oil and gas, insurance, regulated utilities, mortgage brokerage, real estate, healthcare to baby-food and non-profit organizations. He was recently awarded the Lifetime CPA designation by the Institute. Bob leads the corporate tax and financial planning segments of KATA Accounting Solutions and has a lot of experience building complex financial models. In his free time, he enjoys woodworking, travel and stock market research.
Nerie has significant bookkeeping experience and is a tremendous learner of technology. Bringing her hospitality, oil & gas and financial industry experience to KATA Accounting, Nerie can understand most business models and the administration of them with ease. She has the capacity to adapt to situations and deliver excellent customer experiences with her strong attention to detail. She has 3 young girls and no spare time.
Larry has significant controllership experience having formerly led the finance department for a major sporting goods company. In his spare time, you’ll find Larry cheering on the Toronto Maple Leafs or at his local golf course.
“ I have thoroughly enjoyed partnering with him & look forward to continuing our collaborative relationship in the future.” –
Tania Franolic, Owner of Legal-Eagle Admin Services
Why Work With Us?
“Jonathan integrated budgeting into our Quickbooks® Enterprise software and created reports that allow management to track progress and plan for the future”
VP of Finance and Administration
“The CRA was garnishing my wages to collect taxes owed from many years ago. Jonathan built custom budgeting tools for me and helped me become compliant with the CRA, resulting in a reduced total that was paid off faster”