KATA Puts People First

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.”  We want all our customers to understand their financial situation and be comfortable asking questions.

People | Knowledge | Technology

If your accountant isn’t getting back to you, 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!

Communicate | Collaborate | Innovate

Meet the Team

Cloud Accountant in Canada

Jonathan Carter, CPA, CMA

Principal Accountant | Founder | Author | Thought Leader | Innovator | Technology Expert

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 along with 99 other accounting industry leaders.

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.

Jonathan also serves his community.  He was tapped to lead the transition for the Japanese Canadian Cultural Centre where he has served on the board in various capacities since 2016.

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)

Project Specialist | Accounting Technician | Web Publisher

Tim is one of the most customer-centric accounting technicians in the industry.

Combining bookkeeping and tax preparation experience from CPA firms (and an honours CGA-accredited accounting diploma) with remote tech support and customer service experience from the Canadian telecommunications industry, Tim sees opportunity at the crossroads of business and technology.

Tim supports the customers of KATA Accounting Solutions Professional Corporation with friendly service, communicated in terms that are easy to understand.

With another honours diploma in publishing, and experience web publishing for small businesses, Tim is taking this very website to new heights.

Being an environmentalist and minimalist in business is challenging, yet Tim believes that both customers and society in general benefit from reducing waste in business.

Outside of work, Tim is a creative nature photographer and avid wilderness hiker.

KATA Accounting Solutions Professional Corporation

We know our stuff.

KATA Winner of 2021 Top 100 ProAdvisor

Modern | Technology | Ecosystems

QuickBooks Online Advanced Certificate
QuickBooks ProAdvisor Elite Badge
QuickBooks ProAdvisor Online Badge
Xero Accounting Cloud Software
Dext Receipt Bank Automated Documentation Technology
Hubdoc document management software technology

Compassionate | Thoughtful | Thorough

I trust KATA and the team and I appreciate I can always reach out for assistance when required.

Lance Philips | Filmmaker, TSN Personality & Sports Media Guru

Jack Abbey Productions

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

Very professional and focused on customer service. I would highly recommend using KATA for all your accounting needs.

Nick Franolic | Consultant

Lean 6 Solutions

Our customers love us!

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