Jeffrey Katz CPA. CA. : More than numbers...

More than numbers...

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About Jeffrey Katz

Jeffery Katz Accounting
Jeffrey Katz

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

2015 (C) JEFFERY KATZ
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