Connect and learn with like-minded professionals
We know how important it is to feel supported throughout your career as a bookkeeping professional. CPB Canada has established regional meeting communities across Canada where bookkeepers can share insights, keep up with industry updates and the latest in technology, and make meaningful connections with their peers. Not sure if there’s a meeting in your area? Find a regional meeting community near you.
Info
Jonathan Carter, CPA, CMA, CPB, will present his popular webinar "Preparing a Beautiful Year-End File."
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.
We will have lunch and some special swag celebrating National Bookkeeping Week!
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.
Agenda
1:00 - 2:00 PM - Presentation
2:00 - 3:00 PM - Social gathering with food and beverages (Food and refreshments are at each member's own cost.)
Location: Gahan House - 55 Queen St, Moncton, NB E1C 1K2
Contact: Regional Network Chair - Tanya Roy, CPB - Email: Tanya-Roy@outlook.com.
CANCELLATION POLICY: 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.