About

About Us:

Our History

  • Founded in 2014, KATA Accounting Solutions Professional Corporation is a registered CPA firm in good standing with CPA Ontario.  We work with CPA students to help them achieve their PERT requirements, but we do not do audits nor reviews.
  • Over the years, KATA and its team members have won multiple awards including:
    • 2023 CPB Firm of the Year
    • 2024 CPB New Professional Leader of the Year
    • 2021 – 2023 Insightful Accountant Top 100 ProAdvisor
    • 2024 & 2025 Insightful Accountant Top 50 International ProAdvisor
    • 2018 Inspire Accountant Award
  • We are highly involved with CPB Canada and have been involved with Intuit for years.  Jonathan, our founder, was one of the initial members of the Intuit Accountant’s Council.
  • We serve Canadian individuals and Canadian small businesses anywhere in the world (30 countries so far) with personal, corporate and simple trust tax returns, compiled financial statements, bookkeeping as a subscription service, rollovers, and other accounting services.
  • We build custom accounting and bookkeeping ecosystems leveraging cloud-based accounting platforms, OCR (Optical Character Recognition) technology, machine learning and AI.  We are built on Google Workspace and use QuickBooks Online or Xero as the anchors for the accounting ecosystems we deploy.  We are regularly learning about new technologies and applications out there, but avoid evaluating them until they are more proven (we want to avoid shiny-object syndrome.)
  • We are trusted advisors for several bookkeeping firms and are focused on building relationships over having transactions.

Our Mission

To provide a people-first approach to accounting and bookkeeping solutions online for Canadian businesses and individuals.

Our Vision

To help Canadians build sustainable businesses, live better lives and preserve their family wealth by leveraging cloud-based accounting services.

Our Values

  • Our tag line is, “Communicate, Collaborate, Create,” and we take it to heart.  Communication is our top value, followed by teamwork and leading to the creation of beautiful solutions for clients, and balanced lives for our team.
  • We are a tech-leveraged, forward-looking company with a start-up mentality.
  • We believe in delivering our work correctly, completely and on time.
  • We are a people-first company and provide more opportunities for freedom and balance for our team than most people could ever imagine.
  • We are all human.  We believe in teamwork and lift each other up to keep moving forward.  We are committed to each other, our clients and ourselves, and are committed to better living.
  • We believe in continual improvement, learning and growth, both for our organization and our team.  For this reason, we have a mindset, balance and productivity coach as a part of our team.
  • We are extensively networked with other firms and believe in collaborating to provide the best outcomes for our clients.  Coopetition instead of competition.
  • We are a different kind of firm.