In this article, we’re going to discuss some simple and smart tax-planning (and other planning) tasks that will help you pay less tax and secure Continue reading
Jonathan Carter, CPA, CMA, CPB
CPB Ignite 2024 Key Takeaways
What is CPB? A CPB is a Certified Professional Bookkeeper. Certified Professional Bookkeepers of Canada is the premier bookkeeping designation organization in Canada. CPB ensures Continue reading
Why CPA and CPB Need to Partner
(For the context of this article, we are focused on small businesses, not large corporations.) What is a CPA Most Canadians have an idea of Continue reading
My Advice to a Young Adult
At QuickBooks Get Connected, I had the opportunity to speak with a young person who works for an app partner. After quite a bit of Continue reading
Financial Education Starts at Home
In our last article, I wrote about some of the early things I discovered about building positive relationships between my son and money. To summarize, Continue reading
Teaching My Son About Money
Where do I start? Our Journey As a first-time father and an accountant, I am beginning the journey of educating myself about teaching my son Continue reading
Collaboration and A Cookie
Who doesn’t love a cookie? Today, most people would simply go out and buy a cookie, but it’s relatively easy to make them. Mix some Continue reading
Get Connected 2024 Takeaways
Jonathan’s Take In this article, I will highlight what I thought were some of the most important takeaways from QuickBooks #GetConnectedCAN in Toronto. This article Continue reading
Rental Properties – Taking the Leap
With a serious housing crisis, there are a lot of opportunities available to prospective landlords. However, caution and due diligence need to be taken to ensure Continue reading
Keeping It in the Family
Capital Gains Reserve The Capital Gains Reserve is a tool that allows individuals to absorb capital gains over several years. Although it can be used Continue reading