Collaboration Corner is an ongoing peer-to-peer member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. 2-3 experienced members will host each session.
CPB Canada encourages both experienced members and new members to use this platform to create community and ongoing support around a range of bookkeeping and related practice matters.
Info
This session will help bookkeepers revisit the processes they know with an eye to what the tax preparer is looking for. It will go over the general items for the most common elements of the balance sheet and key risks on the income statement. It will help them determine what they might need to take a deeper look at or consider before sending the information to the tax preparer in order to facilitate a smooth transition and accurate tax filing.
Presenter: Jonathan Carter, CPA, CMA, CPB
Jonathan Carter, CPA, CMA, CPB, is the founder of KATA Accounting Solutions Professional Corporation. Always listening to customers and improving processes, he is widely considered a thought leader in accounting and technology.
In 2021, 2022 and 2023, Jonathan was distinguished with the Intuit Insightful Accountant Top 100 ProAdvisor award. He was also awarded the Inspire Accountant Award in 2018 for contributions to the industry's future. Jonathan is also a QuickBooks Elite ProAdvisor,a former Intuit All-star, and a member of the inaugural Intuit Accountant’s Council.
KATA Accounting Solutions Professional Corporation was awarded Firm of the Year by CPB Canada (Certified Professional Bookkeepers of Canada) for 2023.
When Jonathan is not helping Canadians with their bookkeeping and accounting needs in his full-service cloud-based firm, he likes to spend time with his friends and family. Jon’s interests include Magic the Gathering and time outdoors camping, cottaging and fishing.
Meeting Agenda:
- Informal networking and meal service from 5:00pm-6:30pm (each attendee is responsible for their meal tab)
- Zoom session begins at 6:15pm
- CPB Canada announcements and attendee introductions 6:30pm
- Presentation – 7pm – 8pm
- Informal networking and meeting adjournment 8pm-8:30pm
In Person: The Mill Craft Bar & Kitchen 4810 Calgary Trail NW, Edmonton, AB T6H 5H5
Virtual: Begins at 6:15 PM Zoom link will be provided upon registration.
Contact: Regional Network Chair - Bonnie Jensen-Walker, CPB - Email: bonnie@profitsr4u.ca & Regional Network Chair - Jessica Goodall - cpbedmregionalnetwork@gmail.com
CANCELLATION: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you register and are unable to attend, please email your cancellation notice to your local RNC or regionalnetworks@cpbcan.ca so that the event space can be notified accordingly.
2025 Meeting Schedule:
All upcoming meetings are currently planned to be hybrid, taking place at the same time and in the same in-person location.
July 16, 2025
August 20, 2025
September 17, 2025
October 15, 2025
November 19, 2025
December 10, 2025