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.
|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|
|APPEL & PARTNERS, Chartered Accountants, Montréal||1996-1998|
|Fuller Landau, Chartered Accountants, Montréal||1994-1996|
|Fuller Landau, Chartered Accountants, Montréal||1989-1994|
|Deloitte Haskins & Sells, Montréal||1984-1989|
|Bick, Ansky, Minkoff & Kozlick Chartered Accountants, Montréal||1980-1984|
|Uniform Final Examination C.A||1982|
|Diploma in Public Accountancy
Concordia University, Montreal,
|Bachelor of Commerce, Accountancy
Concordia University, Montreal,
|Institute of Chartered Accountants of Ontario||1983|
|Quebec Order of Chartered Accountants||2013|
|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|