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KATA ACCOUNTING SOLUTIONS

KATA ACCOUNTING SOLUTIONS

COMMUNICATE | COLLABORATE | CREATE

  • Get A Quote
  • Home
  • About
  • Blog
  • Events
  • Careers
  • Solutions
    • Business Accounting & Tax
    • Bookkeeping and Consulting Services
    • Personal & Family Taxes
  • FAQ
  • Resources
  • Contact
  • Privacy

All posts by Jonathan Carter, CPA, CMA, CPB

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  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • Nov, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members

For active duty members of the Canadian Armed Forces (CAF), your service to our country often comes with unique challenges—and equally…

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  • Oct, Thu, 2025
  • Jonathan Carter, CPA, CMA, CPB
Supercharging Your Cash Flow with Invoicing & Payment Automation

“Cash is king (or queen),” they say, and nowhere is that more true than in the world of small business. For…

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  • Sep, Mon, 2025
  • Jonathan Carter, CPA, CMA, CPB
Having an Impact

Everyone likes to know that they make a difference. However, often in our roles, we have trouble seeing how we impact…

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  • Sep, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
CPB IGNITE2025 Takeaways

CPB Ignite is my favourite industry conference of the year. It is an annual conference organized by the Certified Professional Bookkeepers…

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  • Aug, Fri, 2025
  • Jonathan Carter, CPA, CMA, CPB
Summer Slowdowns: Your Perfect Excuse to Catch Up on Your Business Books!

Ah, summer. For many businesses, it brings a noticeable shift in pace. Client requests might slow down, key team members might…

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  • Jul, Fri, 2025
  • Jonathan Carter, CPA, CMA, CPB
I am Canadian!

The Background (and some funny YouTube links…) When I first wanted to write this blog, I was inspired by Joe’s rant,…

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  • Jun, Fri, 2025
  • Jonathan Carter, CPA, CMA, CPB
Your Mid-Year Financial Check-Up

We’re already halfway through 2025! For many, this marks a perfect opportunity to pause, assess their financial standing, and strategize for…

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  • May, Thu, 2025
  • Jonathan Carter, CPA, CMA, CPB
Unlocking Your Legacy: The Basics of Canada’s Employee Ownership Trust (EOT) and Its Game-Changing Tax Breaks

This blog article was written by Gemini and edited by Jonathan Carter, CPA, CMA, CPB.  As you read this article, you’ll…

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  • May, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Guide to Lifetime Capital Gains Exemption

(Written by Gemini, edited by Jonathan Carter, CPA, CMA, CPB) A Quick Note about AI For this blog and a few…

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  • May, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Gone Fishin!

If it’s the second Saturday in May, that’s where you’ll find me. Take a Break It’s important to take breaks. Not…

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