Jeffrey Katz
More than numbers…
I am Jeffrey Katz.
– CPA, Auditor
I have been in private practice since 1999, providing management consulting, accounting, financing, financial planning, tax planning and other related services to businesses of various types and sizes, as well as to individuals, including liaison with clients, bankers, auditors and government institutions.
Does your Professional Accountant know anything about you?
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.
What Clients Have to Say
Alan Clack
CFO – Corp Sec and Board Member – Java U
“Jeffrey delivers fast, accurate and insightful results. I have known him for a number of years and know that I can always count on him when there are complex issues that I need help on.”
Loretta Levinson
“Jeff is an extremely experienced financial consultant with an extensive understanding of how to maximize the bottom line. He is firm in his convictions, dedicated in his work and always honours his clients’ specific needs first and foremost. It was a pleasure to work with Jeff in the past and I look forward to doing so again in the future.”
Natalie Caron – Director Supply Chain Program Management at Harbor Freight Tools
“Mr Katz has provided great assistance for me and my family as we are dual citizens (Canada/US) and have challenging tax returns to provide to both countries. He is dependable and will work with you for the best results. I highly recommend Jeffrey Katz.”
Peter Sanderson –
Owner, TQMS Inc. and CIS Software
“Jeffrey was the first accountant my business had when I started TQMS Inc. in 1990 (Wow, that’s almost 20 years ago). Needless to say, he does excellent work and has serviced my company, my personal and I have also recomended jeffrey to friends and collegues who he also serves. In addition to accounting services, Jeffrey has always provided me with legal and management expertise.”
Bernard Fried –
Business Growth Professional as CEO, Board Member, or Consultant
“I have known Jeffrey for many years and I can say that he is scrupulous about his effort for his clients and very diligent in understanding the market and competitive situations in which his clients need to find ways to thrive. I heartily recommend him.”
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