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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

Category Bookkeeping

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  • Archive by category "Bookkeeping"
  • Dec, Mon, 2025
  • Jonathan Carter, CPA, CMA, CPB
The Year-End Playbook:

Mastering Year-end and Tax Compliance for Canadian Small Businesses “Cash is king (or queen),” they say, and nowhere is that truer…

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  • Dec, Tue, 2025
  • Jonathan Carter, CPA, CMA, CPB
Creating a Beautiful Year-End File

A Summary This article summarizes the series released in late December 2024 about creating a beautiful year-end file. For further details,…

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  • Oct, Wed, 2025
  • Amna Khan
A Collaborative Checklist: 

Sniff-Test Questions to Ask Your Bookkeeper About AP, AR, Banking, and Credit Cards. As a business owner, you rely on your…

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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, Wed, 2025
  • Miranda Brown-Clarke
A Day in the Life of a Cloud Bookkeeper

The traditional image of a bookkeeper might involve stacks of paper and a cluttered desk–but for a cloud bookkeeper, the reality…

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  • May, Tue, 2025
  • Tanya Roy
Why Your Bookkeeper is Talking About Robots: AI Scams

I know, you’re probably thinking, “What’s my bookkeeper doing talking about AI?” But trust us, this isn’t some sci-fi tangent. It’s…

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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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  • Sep, Tue, 2024
  • Tanya Roy
What is a Certified Professional Bookkeeper (CPB)?

A Certified Professional Bookkeeper (CPB) is a recognized designation for bookkeeping professionals in Canada. This certification demonstrates a high level of…

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  • Sep, Tue, 2024
  • 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…

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  • Creating a Beautiful Year-End File
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