People-first Communication

Communication is the most important foundation to any relationship.  Our full-service accounting team will ensure your understanding by speaking like normal human beings and not speaking “Accountanese.”  It’s vital that you are comfortable asking questions about your situation – It’s YOUR situation and you need to understand it!

“Timely, Accurate and Knowledgeable” are the basics, if your accountant isn’t more than just these things, it’s time for a change.

KATA Accounting Solutions wants to make your accounting needs easy to understand and provide an unforgettable experience.  Find out how we can help!

Candice Martinez

Candice Martinez

Bookkeeper Plus!

Candice brings amazing energy and sunshine to our team every day!  She has a unique perspective and understanding of QuickBooks from her time as a call-centre representative for Intuit.  Her genuine compassion for customers and their situations leads her to be driven and diligent when updating their books and making sure everything is in order.  Candice does far more than just bookkeeping for KATA, she also helps manage our Social Media and Digital Marketing, and is a vital part of the team.  In her spare time, she likes learning and spending time with her beautiful daughter.

Jonathan Carter, CPA, CMA

Jonathan Carter, CPA, CMA

Principal Accountant

Jonathan Carter is the founder of KATA Accounting Solutions Professional Corporation.  He is widely considered a thought-leader in accounting and technology and in 2018, was awarded the Inspire Accountant Award for contributions to the future of the industry.  A QuickBooks Elite ProAdvisor and former Intuit All-star and member of the inaugural Intuit Accountant’s Council, he knows QuickBooks.  Due to this expertise, Jonathan was tapped to lead the transition for the Japanese Canadian Cultural Centre where he has served on the board in various capacities since 2016, currently as Treasurer.  In his spare time, Jonathan likes to spend time with his friends and family, play Magic the Gathering (fellow nerds will understand), and spend time outdoors, camping, cottaging, and fishing.

 

Nerie Gonzales

Nerie Gonzales

Account Manager

Nerie is a tremendous learner and understands a wide range of technology tools.  Bringing her hospitality, oil & gas, and financial industry experience to KATA, Nerie can understand business models and the administration of them quickly.  She has the capacity to adapt to situations and deliver excellent customer experiences with her strong attention to detail and extensive bookkeeping experience.  She has 3 young girls and no spare time (but tend to volunteer with her community anyways).

Tim Eix

Tim Eix

Accounting Technician Plus!

Tim is one of the most customer-centric accounting technicians in the industry. Combining bookkeeping and tax preparation experience from CPA firms with remote tech support and customer service experience from the Canadian tech industry, Tim sees opportunity at the crossroads of business and technology. Tim believes that both clients and society in general benefit from reducing waste in business. Tim is here to support the customers of KATA Accounting Solutions Professional Corporation with friendly service, communicated in terms that are easy to understand. When not working, Tim spends as much time as possible in the wilderness and on nature reserves hiking and taking photos.

Sam Perri, CPA, CA

Sam Perri, CPA, CA

Tax Preparer

Sam brings a charismatic and friendly atmosphere to our team! He has over 31 years of experience in both public accounting and industry. Sam has completed both the in-depth parts 1 and 2 of the CICA in-depth tax course. He has extensive knowledge in the operations of owner-managed businesses among a variety of industries. His compassion and commitment to serving customers are unquestionable. Sam assists in completing tax and accounting work for our customers. In his spare time, Sam enjoys spending time at his cottage in Haliburton with his family.

I have thoroughly enjoyed partnering with KATA Accounting & look forward to continuing our collaborative relationship in the future.” – 

Tania Franolic, Owner of Legal-Eagle Admin Services

Accounting Team

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” 

Robert Hyde, VP of Finance and Administration

“I liked how seamless the whole experience was and the team was able to answer all of my questions.”

Jennifer Phillips, Health Care provider

Virtual Accounting Firm

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