Logan Katz LLP

What Logan Katz LLP does

Logan Katz LLP is a privately held Canadian chartered professional accounting firm headquartered in Ottawa, Ontario, founded in 1994 by David Logan and Gary Katz. The firm delivers a full-service professional offering across personal and corporate taxation, assurance engagements (audit and review), financial statement preparation, business advisory, estate and succession planning, back-office support, and interim controllership. It serves a heterogeneous client base that includes international corporations, locally owned businesses, high-net-worth individuals, professional practices (health, dental, legal, engineering), high-tech startups and entrepreneurs, hospitality operators, real estate investors, construction contractors, independent contractors, and not-for-profit organizations. The firm has built a distinct positioning around technology entrepreneurs through its Technology Entrepreneurship Group (TEG) — handling SR&ED claims, OIDMTC, IRAP incentive applications, SAFE agreements, convertible debt, and ESOPs — and through The Hatchery startup incubation program, which provides free consultations, bookkeeping training, discounted reporting, and meeting room access to early-stage founders.

The firm operates from three Ontario offices (Ottawa headquarters opened 1994, Toronto office opened 2019, and Seaforth office opened 2025) and currently fields over 50 staff across six partners. It is bilingual (English/French) with additional service capability in Hindi, Mandarin, Italian, and Spanish, and provides US-Canada cross-border tax services. Technology infrastructure is built on standard accounting platforms (QuickBooks, QuickBooks Online, SAGE Simply Accounting, Caseware/Caseview, TaxPrep) augmented by GoToAssist remote assistance and a CCHiFirm-powered client portal; no proprietary AI/ML systems are disclosed. Revenue is generated through customized, engagement-based professional services fees that are not publicly disclosed.

Logan Katz monetizes through relationship-driven professional services delivery supported by a community-led, event-driven go-to-market motion. The firm maintains deep ecosystem ties as Professional-in-Residence at the DMZ and through partnerships with Invest Ottawa, Startup Garage (University of Ottawa), Lead To Win (Carleton University), L-Spark, EO Ottawa, and Centuro Global Network, alongside an AGN International affiliate relationship (since 2002) providing access to ~8,800 accountants in 195 firms across 89 countries. Customer acquisition is concentrated in Ontario via direct professional referrals, accelerator pipelines, co-op recruiting at Telfer and Sprott schools, and community sponsorship, with no disclosed enterprise customer concentration. The ownership structure is a partner-held limited liability partnership with no external PE, VC, or parent company.

Name

Logan Katz LLP

Legal name

Logan Katz LLP

Website

https://logankatz.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

51–100 employees

Short description

Logan Katz LLP is a privately held Canadian chartered professional accounting firm founded in 1994, operating three Ontario offices (Ottawa, Toronto, Seaforth) and serving corporations, individuals, tech startups, professionals, and not-for-profit organizations with tax, assurance, advisory, and SR&ED services.

Ownership category

akta.pro rank

Headquarters

HQ city

Ottawa

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting Services: Full-service accounting firm providing high-quality accounting, taxation, and business advisory services to corporations, organizations and individuals. Revenue is generated through professional service fees for tax compliance and planning, assurance engagements, financial statement preparation, and business advisory services.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

Logan Katz LLP is a Chartered Professional Accounting firm delivering accounting, taxation, assurance, and business advisory services to corporations, organizations, and individuals across Ontario. The firm provides tax compliance and planning, assurance engagements, financial statement preparation, SR&ED claims, cross-border US-Canada tax services, outsourced CFO/back-office support, and startup incubation through its Technology Entrepreneurship Group (TEG) and The Hatchery program. Services are delivered through offices in Ottawa (headquarters), Toronto, and Seaforth, supported by membership in the AGN International global network.

Product overview

Logan Katz LLP is a full-service Chartered Professional Accounting firm offering a comprehensive suite of professional services across three main categories: Tax Services (including personal tax, corporate tax, US tax, cross-border taxation, and SR&ED credits), Assurance and Accounting Services (audit, review, financial statements, bookkeeping, and payroll), and Business Advisory Services (estate planning, CFO services, succession planning, strategic planning, and M&A advisory). The firm also operates specialized practices including the Technology Entrepreneurship Group (TEG) for tech clients and The Hatchery startup incubator program. Additional offerings include remote assistance via GoToAssist and a client portal. Services are delivered through offices in Ottawa, Toronto, and Seaforth, with particular expertise in serving high-tech companies, hospitality businesses, professionals, real estate, construction, and not-for-profit organizations.

Differentiator

Problem solved

Functional benefit

Brands

• The Hatchery: A startup incubator program designed to nurture, guide, and support the growth of new business ideas into booming businesses, providing tools, resources, and mentorship.
• Technology Entrepreneurship Group (TEG)

Products and services

• Tax Services Comprehensive tax services covering personal tax preparation, US/Canada cross-border taxation, corporate income tax, indirect tax, estate and trust tax, and SR&ED tax credit claims, provided to corporations, organizations, and individuals.
• Assurance and Accounting Services Assurance engagements (review and audit), financial statement preparation, full-service accounting support including bookkeeping, payroll services, and related compliance work for corporate clients.
• Business Advisory Services Advisory offerings including retirement and estate planning, contracted CFO services, succession and transition planning, business purchase/sale advisory, strategic business planning, and shareholder dispute resolution for business owners and corporations.
• Back Office Support and Interim Controllership Outsourced bookkeeping, financial reporting, payroll processing, and interim controllership services for startups, small businesses, not-for-profit organizations, and international companies needing part-time or transitional finance leadership.
• The Hatchery A startup incubation program providing free consultations, bookkeeping training, discounted reporting packages, meeting room access, and networking resources to support the growth of new entrepreneurs and early-stage businesses.
• Technology Entrepreneurship Group (TEG) Specialized technology practice providing accounting, tax planning, SR&ED claims, OIDMTC, IRAP incentive applications, ESOPs, SAFE agreements, convertible debt, and business advisory services to technology firms from pre-revenue startups through mature enterprises.

Quantifiable outcome

• Over 30 years of continuous operation since 1994
• +1 more outcomes

Named customers1 record

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and supporting.

• AGN InternationalcoreStrategic or Co-development Partner · 1 January 2002Logan Katz became an affiliate of AGN International in 2002, gaining access to a worldwide association of separate and independent accounting and consulting firms. The network includes approximately 8,800 professional accountants in 195 independent firms operating in 89 countries, providing unmatched expertise and resources for serving international clients.
• Invest OttawacoreStrategic or Co-development PartnerLogan Katz maintains a Corporate Partnership with Invest Ottawa, the lead economic development agency for knowledge-based industries in Canada's Capital. The firm provides seminars, mentorship, and professional guidance for businesses at all stages, including Accelerator and Pre-Accelerator programs and Global Expansion team support.
• The DMZ (Toronto Metropolitan University)coreStrategic or Co-development PartnerLogan Katz is a Professional-in-Residence at the DMZ, a world-leading accelerator for tech startups in Canada. The firm provides consultations, workshops, and mentorship support to technology entrepreneurs through this partnership, with partner Kyle Royer serving as Professional-in-Residence.
• University of Ottawa Telfer School of ManagementsupportingGTM or Marketing PartnerProud supporter of the University of Ottawa and its Telfer School of Management. Firm recruits co-op students and graduates, provides professional development opportunities, and participates in student recruiting activities.
• Carleton University Sprott School of BusinesssupportingGTM or Marketing PartnerProud supporter of Carleton University and its Sprott School of Business. Firm participates in Lead To Win program supporting young entrepreneurs in the National Capital Region.
• Startup Garage (University of Ottawa)supportingStrategic or Co-development PartnerThrough the support of Ontario Centres of Excellence, this program offers students work experience and opportunities to learn fundamentals from professional mentors. Logan Katz assists entrepreneurs with their crucial first steps toward future success.
• Entrepreneurs' Organization (EO) OttawasupportingGTM or Marketing PartnerLogan Katz is a partner of EO Ottawa, a global organization of business owners in a connected network of dynamic entrepreneurs supporting one another.
• Centuro Global NetworksupportingGTM or Marketing PartnerKey Global Partner for Canada of Centuro Global Network, an international organization aiming to ease the global expansion process for all businesses.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• KPMG Canada: KPMG is a Big 4 firm with extensive Canada presence and broad enterprise focus. Overlaps with Logan Katz in serving tech-startup and mid-market clients (including competing in SR&ED, cross-border tax, and advisory), but operates at a vastly larger scale with global brand.
• Deloitte Canada: Deloitte is a Big 4 firm with significant Canadian tech and startup practice. Competes with Logan Katz for high-growth tech clients in Ottawa/Toronto, but at much larger scale and with broader service portfolio (strategy, consulting, technology implementation).

Direct peers

• BDO Canada: BDO Canada is a top-5 Canadian accounting and advisory firm with a strong mid-market and SME focus. Directly comparable to Logan Katz in serving owner-managed businesses and growth-stage companies, with overlapping service lines (tax, assurance, advisory) and similar cross-border practice, though at significantly greater scale.
• RSM Canada: RSM Canada is a mid-tier firm focused on middle-market companies, with audit, tax, and consulting services. Comparable to Logan Katz in mid-market positioning and cross-border capability via RSM International, with deeper specialty practices (cybersecurity, transactions).
• Grant Thornton Canada: Grant Thornton is a major mid-tier accounting firm in Canada serving private and mid-market clients with assurance, tax, and advisory services. Closely comparable in target client (private/owner-managed businesses) and service mix, with similar cross-border capabilities via global network.
• Baker Tilly Canada: Baker Tilly is a Canadian mid-tier accounting and advisory network with strong regional presence and focus on private/owner-managed businesses. Comparable in client base and service mix, and similarly structured as a network of locally autonomous firms.
• MNP LLP: MNP is one of Canada's largest mid-tier accounting firms, deeply rooted in SME and owner-managed business advisory with strong presence in Ontario. Comparable to Logan Katz in boutique client service and SME/startup focus, though materially larger in headcount and revenue.

Regional players

• PME Accounting (Ottawa-based regional firms): PKF Canada is a mid-tier network with strong presence in Ontario including Ottawa, focused on private and mid-market clients. Comparable in geographic overlap and SME service mix, particularly relevant as a regional competitor in Logan Katz's core Ottawa market.
• Collins Barrow (now Baker Tilly) / Welch LLP: Welch LLP is a Canadian mid-tier firm with a strong Ottawa and Ontario footprint serving private and mid-market clients. Closely comparable to Logan Katz in Ottawa regional presence, owner-managed client focus, and service mix, though somewhat larger.

Emerging players

• ScaleUP Ventures / Invest Ottawa partner ecosystem (Clarity CFO, Pivotal Accounting): Specialist fractional CFO and accounting firms focused on Ottawa/Toronto tech startups. Direct emerging competitors in Logan Katz's TEG/Hatchery segment, with similar SR&ED, SAFE, and tech advisory offerings but newer and smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Logan Katz LLP