Your Canadian Tax Accountant
A Tax Accountant That Puts People First
Accounting and tax solutions designed for real people.
Communication is the most important foundation to any relationship.
Our caring team speaks like normal humans – no Accountantese.
We want all our customers to understand their financial situation.
Be comfortable asking questions.
Communication | Collaboration | Connection
If your accountant isn’t getting back to you, it’s time for a change.
KATA Accounting wants to make your finances easy to understand.
Find out how we can help!
Customers Love KATA
“I love plants and nature – numbers not so much. I’ve been through many bookkeepers in my 40 years of business and it’s such a pleasure to have a company I can finally rely on.”— Sean James | Environmental Consultant & Landscaping Designer Sean James Consulting & Design
“KATA Accounting Solutions is an amazing accounting firm. The KATA team is very friendly, knowledgeable and supportive. They have always done an outstanding job and I completely trust them with my business needs.”— Akeem Gardner, LLB | Entrepreneur & CEO Canurta
“The KATA team has been amazing! Their communication and simplicity throughout our professional relationship has been more than I could have asked for. Super accommodating and thorough with all my business’ accounting needs – highly recommended.”— Catherine Nikkel | Marketing Content Creator, Copywriter & Storyteller Catherine Nikkel
Accounting & Tax Solutions Team
Jonathan Carter, CPA, CMA
Jonathan Carter is the founder of KATA Accounting Solutions Professional Corporation. Always listening to customers and improving processes, he is widely considered a thought-leader in accounting and tax solutions using technology.
In 2021, Jonathan was distinguished with the Intuit Insightful Accountant 2021 Top 100 ProAdvisor award. He received this award again in 2022. Jonathan was also awarded the Inspire Accountant Award in 2018 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.
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.
Customer & Bookkeeping Manager
Nerie is a tremendous learner and understands a wide range of technology tools. She is an even better bookkeeper who truly pays attention to all the little details. But her strongest skill is her ability to manage projects to deliver seamless accounting and tax solutions.
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.
Nerie has three young girls and no spare time, but tends to volunteer with her community anyways.
Bookkeeping Solutions Specialist
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 managed our Social Media and Digital Marketing, and is still a vital part of the team.
In her spare time, she likes learning and spending time with her beautiful daughter.
Tim Eix, DCS
Accounting & Tax Solutions Technician
Tim is one of the most practical accounting technicians in the industry. Offering friendly service, communicated in terms that are easy to understand.
Tim holds an Honours Diploma of Accounting. While completing his diploma, he received several awards including the Karkheck Bloomberg LLP Accounting Award. He also has years of tax prep experience for individuals and small businesses from Canadian CPA firms.
With another Honours Diploma of Publishing, Tim specializes in digital web content. Tim is capable of understanding both the artistic side and the business aspect of the creative industry.
Outside work Tim studies nature through wilderness hiking and photography.
Tanya Roy, DCS, CPB
Accounting Solutions Technician
Tanya loves bookkeeping and she is always looking for ways to improve processes, accuracy and save time with technology. She is the first member of the bookkeeping services team to obtain Advanced QuickBooks Online certification.
Tanya has twenty years of experience with small and medium sized companies in many industries. She obtained a Diploma in Business Administration – Accounting and a diploma in Financial Services, and has a CPB designation. Tanya is also certified in QBO, Xero and Sage Cloud.
In her free time Tanya enjoys the beach and water sports like kayaking and paddle boarding. She enjoys travel and recently completed French classes.
Julia Katsivo Carter
Julia is into all things marketing, brand storytelling, and customer focused technology and processes. She’s worked with small businesses, Fortune 500 companies, the Canada Revenue Agency and entrepreneurs for over 20 years and enjoys helping others do well and thrive with elegant and simplified solutions that don’t complicate life and work. A life-long learner with degrees and certifications in the Arts, Communications and Advanced Coaching techniques, Julia loves to learn about human behaviour and impact. When she’s not dreaming up ways to make assets and processes look and work better, she spends time with family, friends, in nature, or digging into an ever-growing list of fiction and non-fiction literature.