Jonathan Carter, CPA, CMA, CPB, Author at KATA ACCOUNTING SOLUTIONS

Jan, Tue, 2024
Jonathan Carter, CPA, CMA, CPB

National Bookkeeping Week

This year, Certified Professional Bookkeepers of Canada (CPB Canada) launched the first-ever National Bookkeeping Week. It’s important to recognize the professionals…

Dec, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

Thank you (CPB award)/ year in review

In September 2023, several KATA team members had the pleasure of attending CPB Ignite in Toronto, Canada. CPB Canada is the…

Dec, Thu, 2023
Jonathan Carter, CPA, CMA, CPB

2025 T1 Personal Tax Return FAQ

This is a republish of our T1 FAQ from 2025 with updated information for 2026. What is the Tax-Free First Home…

Dec, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

Why Short-Term Rental Expenses May Be Denied

Key Items to Watch None of the measures mentioned in the 2023 Fall Economic Statement have received Royal Assent. They are…

Nov, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

Preparing your Business for Year-end

“By failing to prepare, you are preparing to fail” Benjamin Franklin What kind of year-end service do you need? Understanding the…

Oct, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

How to pay more for bookkeeping services (final part)

In part one of our satirical look at how to pay more for bookkeeping services, we looked at the danger of…

Oct, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

How to pay more for bookkeeping services (part 4)

Accurate bookkeepers understand the bookkeeping cycle and how bookkeeping works. They know how taxes and deadlines can make or break a…

Oct, Tue, 2023
Jonathan Carter, CPA, CMA, CPB

How to pay more for bookkeeping services (part 3)

We hear this all the time: “But my buddy buys a new truck every year! My friend says I can write off my pet food!” Don’t listen to non-professionals when it comes to your personal finances. Often, people will misinterpret or flat-out take inappropriate deductions. Just because someone else is unethical does not make it okay for you to do so.