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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

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

Did you know it costs most businesses between $15 and $25 to write and mail a cheque? Sometimes, it’s even more! Surprising,…

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  • Mar, Fri, 2025
  • Jonathan Carter, CPA, CMA, CPB
Selling the Assets of a Corporation

This article focuses on Canadian Controlled Private Corporations that are considered small businesses. These are corporations that participate in active businesses…

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  • Feb, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Taxes on Investments

Investing is something that everyone should know about. Let me repeat that, investing is something that everyone should know about. To…

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  • Jan, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
RRSP Planning

Caveat For this article, we are speaking about RRSPs specifically. However, if you qualify for the First Time Home Savings Account…

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  • Jan, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Undocumented Consequences

A bookkeeping system, such as QuickBooks, is not the entirety of a business’ books and records. Your bookkeeping needs to be…

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  • Jan, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Creating a Beautiful Year-End File – Part 3

In Part 1 of this series, we spoke at length about determining what your business needs, the basic information we’ll need…

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  • Dec, Thu, 2024
  • Jonathan Carter, CPA, CMA, CPB
Creating a Beautiful Year-End File – Part 2

In Part 1 of this series, we spoke at length about determining what your business needs, the basic information we’ll need…

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Recent Posts
  • The Year-End Playbook:
  • Creating a Beautiful Year-End File
  • Staff Bonuses and Gifts
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • The Power of the Purse:
Categories
Recent Posts
  • The Year-End Playbook:
  • Creating a Beautiful Year-End File
  • Staff Bonuses and Gifts
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • The Power of the Purse:
Categories
Contact Us

1-800-491-4803

Email

Terms & Conditions

  • The Year-End Playbook:
  • Creating a Beautiful Year-End File
  • Staff Bonuses and Gifts
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • The Power of the Purse:
  • The Year-End Playbook:
  • Creating a Beautiful Year-End File
  • Staff Bonuses and Gifts
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • The Power of the Purse:
  • The Year-End Playbook:
  • Creating a Beautiful Year-End File
  • Staff Bonuses and Gifts
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
  • The Power of the Purse:
  • The Year-End Playbook:
    by Jonathan Carter, CPA, CMA, CPB
    December 15, 2025
    Mastering Year-end and Tax Compliance for Canadian Small Businesses “Cash is king (or queen),” they say, and nowhere is that truer...
  • Creating a Beautiful Year-End File
    by Jonathan Carter, CPA, CMA, CPB
    December 9, 2025
    A Summary This article summarizes the series released in late December 2024 about creating a beautiful year-end file. For further details,...
  • Staff Bonuses and Gifts
    by Jonathan Carter, CPA, CMA, CPB
    December 3, 2025
    A Canadian Employer’s Guide Showing appreciation for your employees’ hard work isn’t just a nice gesture—it’s a smart business strategy. Employee...
  • Tax Talk for the Troops: Key Tax Considerations for Canadian Armed Forces Members
    by Jonathan Carter, CPA, CMA, CPB
    November 11, 2025
    For active duty members of the Canadian Armed Forces (CAF), your service to our country often comes with unique challenges—and equally...
  • The Power of the Purse:
    by Julia Carter
    November 5, 2025
    Managing Expenses for True Outflow Optimization We all feel like we’re racing against time and bills. If you run a small...
  • Supercharging Your Cash Flow with Invoicing & Payment Automation
    by Jonathan Carter, CPA, CMA, CPB
    October 30, 2025
    “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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