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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

  • Home
  • 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…

Read more
  • 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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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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