Jonathan Carter, CPA, CMA

Founder|Principal Accountant

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 his contributions to the industry’s future. A QuickBooks Elite ProAdvisor, 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.

Nerie Gonzales

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.

Candice Martinez

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. 

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

Marketing Coordinator

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. She enjoys helping others do well and thrive with elegant, 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 and friends, in nature, or digging into an ever-growing list of fiction and non-fiction literature. 

Amna Khan

Junior Cloud Bookkeeper

Amna is a junior cloud bookkeeper with a passion for numbers and a keen eye for detail.

With a degree in Business Administration and Accounting, she comes with a strong foundation in financial management and bookkeeping principles.

Amna is a quick learner, always seeking new challenges and eager to expand her knowledge and expertise in her field.

When she is not working, she enjoys long walks, reading and watching movies with her feline companion and exploring new subjects and ideas.