Does your Professional Accountant
know anything about you???

Since 1999, Jeffrey Katz has had a private practice providing management consulting, accounting, financing, financial planning, tax planning and related services to corporations of various types and sizes, as well as individuals, including liaison with client, bankers, auditors and government institutions.

In true Montreal tradition, I am fluent and efficient in both English and French, and have all the credentials anyone could ever want to see in an accounting professional…and more!

I have been in the profession since the early 1980’s, I have more experience than most of my clients can imagine, and, odds are I probably can tell you that I’ve “seen this before”.

But far from harbouring that “seen it all” attitude, I know there are always lessons to be learned from any situation and I always look at problems as a new challenge, especially if I know that it will help someone be better off in the end.

I don’t like the word “No” and will do all I can to get either your financier, banker, tax department, etc.….. to see the issue in a light that best suits you, the client.

“Does anyone give a damn?…”

Have you ever felt that you’re dishing out big money to consulting firms and professionals for basic services that could’ve been performed by juniors, and that these people never once really tried to learn anything about you, your corporation, your family or your estate’s true situation?

Unfortunately, it’s more the norm than the exception, and many clients out there all too aware of this fact. I on the other hand, am authentically interested in you and your aspirations and the well-being of the people you care about.

In a word, if you care about it, I care about it. It’s in my nature.

I often say that if it’s worthwhile, it’s worthwhile trying, and I’m adamant that my clients must always feel they’re getting their money’s worth.

Summing it up, if you’re seeking smarts, well-rounded experience and a personable, caring accounting professional, many people will tell you (and you can check…) that you should definitely call me, Jeffrey Katz CPA. auditor CA.

The Specifics

 

Experience
President / consultant
Jeffrey Katz, CPA. CA.	1999 – present
Establishment and management of a private practice providing management consulting, accounting, financing, financial planning, tax planning and related services to Corporations of various types and sizes including liaison with client, bankers, auditors and government institutions.
Vice President Finance
Nerus Composites Inc	1998-1999
Audit Partner
APPEL & PARTNERS, Chartered Accountants, Montréal	1996-1998
Audit Partner
Fuller Landau, Chartered Accountants, Montréal	1994-1996
Audit Manager
Fuller Landau, Chartered Accountants, Montréal	1989-1994
Audit Manager
Deloitte Haskins & Sells, Montréal	1984-1989
Auditor
Bick, Ansky, Minkoff & Kozlick Chartered Accountants, Montréal	1980-1984
Education
Uniform Final Examination C.A	1982
Diploma in Public Accountancy Concordia University, Montreal,	1982
Bachelor of Commerce, Accountancy Concordia University, Montreal,	1980
Languages
English, French
Professional memberships
Institute of Chartered Accountants of Ontario	1983
Quebec Order of Chartered Accountants	2013
Community activities
Chairman- fundraising one women show, so kiss me already hershel gertz	2007-2008
Vice Chair – Food basket tournament	2001
Secretary – Cedarbrook Golf Club	1997-2000
Board of Directors, Cedarbrook Golf Club	1994-2000
Membership Chairman, Cedarbrook Golf Club	1996-1998
Chairman Just for Kids Foundation Golf Tournament	1988-1996
Board of Directors Just for Kids Foundation	1986-2001
Vice President, B’nai Brith Youth Organization	1994-1995
President, Balfor Lodge	1986
Financial Management Cabinet, B’nai Brith Canada	1990