About Us

Guiding Your Financial Future

KATA Accounting Solutions Canada Team

KATA Puts People First

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 Atlas 365 Incorporated

“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

Meet the Team

Cloud Accountant in Canada

Jonathan Carter, CPA, CMA

Principal Accountant | Founder | Thought Leader | Innovator

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 technology. 

In 2021, Jonathan was distinguished with the Intuit Insightful Accountant 2021 Top 100 ProAdvisor award. He 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.

Cloud Accountant in Canada

Nerie Gonzales

Customer Project Manager | Bookkeeper Plus | Administrative Specialist

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.

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.

Cloud Accountant in Canada

Candice Martinez

Social Media Manager | Graphic Designer | Bookkeeper Plus | Administration 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 manages 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.

Cloud Accountant in Canada

Tim Eix, DCS (CGA Accredited)

Accounting Technician | Project Specialist | Web Publisher

Tim is one of the most customer-centric accounting technicians in the industry. Offering friendly service, communicated in terms that are easy to understand.

Tim holds a CGA Accredited 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 businesses at CPA firms.

With another honours diploma in digital publishing, Tim manages this very website. But there’s more – Tim strives to make digital Sheets and documents that are easy to use for non-accountants.

Outside work Tim studies nature through wilderness hiking and photography.

Tanya Roy, DCS

Accounting Technician

Tanya loves bookkeeping and she is always looking for ways to improve processes, accuracy and save time with technology.

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. She is certified in QBO, Xero and Sage Cloud.

In her free time she enjoys the beach and water sports like kayaking and paddle boarding. She enjoys travel and is currently taking French classes.

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