Meeting between an accountant and an entrepreneur facilitated by a broker in Quebec

Accounting broker in Quebec: what is it and how does it work?

21/5/2026

Accounting broker in Quebec: what is it and how does it work?

Are you looking for an accountant for your business in Quebec, but don't know where to start? Feeling overwhelmed by the number of accounting firms available and worried about making the wrong choice? You are far from alone. Every year, thousands of Quebec entrepreneurs face the same challenge: how to find THE right accountant for their business reality?

That's exactly where the accounting broker comes in, a concept that is revolutionizing the way Quebec entrepreneurs find their accounting specialist. Just as a mortgage broker helps you find the best loan or an insurance broker directs you to the ideal policy, an accounting broker analyzes your needs and matches you with the accounting specialist who is the perfect fit for your situation.

In this complete guide, you will discover what an accounting broker is, how this service works in Quebec, why it is an advantageous solution for your business, and how Bankeo created the first accounting brokerage service in the province. Whether you are a new entrepreneur, a growing SME, or a company that wants to change accountants, this guide will give you all the keys to understand and use this innovative service.

Entrepreneur comparing different accountants with the help of a broker

What is an accountant broker?

Definition and Role of the Accounting Broker

An accounting broker is a specialized intermediary that facilitates the meeting between entrepreneurs who are looking for an accountant and the accounting firms that offer their services. Unlike a simple directory or a directory, the accountant broker plays an active role in the selection process:

  • It analyzes your specific needs : size of the company, turnover, industry, location, budget, required services (accounting, taxation, bookkeeping, payroll, etc.)
  • He looks in his network for accountants who match your profile
  • It presents you with the best options based on your criteria
  • He accompanies you throughout the process until the signing of the mandate with the chosen accountant

The accounting broker therefore acts as your ally in the search, by taking advantage of his expertise in the Quebec accounting market and his network of contacts to save you precious time and avoid unpleasant surprises.

Comparison with brokers in other fields

If the concept of an accountant broker seems new to you, that's normal: it is directly inspired by proven models in other sectors that you are already familiar with in Quebec:

The mortgage broker :

  • Analyzes your borrowing capacity and needs
  • Compares offers from dozens of financial institutions
  • Negotiate the best terms for you
  • Accompanies you until the signing of your loan
  • Free service for the buyer (paid by the financial institution)

The insurance broker :

  • Assesses your risks and personal/business situation
  • Shop for insurance policies with several insurers
  • Recommends the best coverage at the best price
  • Manages renewals and claims
  • Compensated by insurer's commission

The accounting broker (Bankeo):

  • Analyzes your accounting and tax needs
  • Access to a network of 1,500+ firms in Quebec
  • Matches you with the accountants best suited to your reality
  • Accompanies you until the signing of the mandate
  • 100% free service for the entrepreneur

In each of these cases, the broker acts as an independent advisor who works in your interest, not in the interest of a specific provider. This is the strength of the brokerage model.

Why this concept is new in Quebec

Accounting brokerage is a recent concept in Quebec for several reasons:

  1. Fragmented market : There are more than 40,000 CPAs in Quebec according to the Ordre des CPA du Québec, spread across thousands of firms of all sizes. It is difficult for an entrepreneur to find his way around.
  2. Opaque pricing : Unlike other professional services, accounting rates are often not publicly displayed, making it difficult to compare.
  3. Increasing specialization : Accountants are increasingly specializing by industry (construction, real estate, techno, catering). Finding the one who knows YOUR reality becomes crucial.
  4. Need for support : Entrepreneurs want to be guided in their choice, not just receive a list of names.

Bankeo was founded in 2022 precisely to fill this void: to offer Quebec entrepreneurs a personalized accounting brokerage service, based on the model of the mortgage brokers they know and trust. Since then, more than 12,000 entrepreneurs have been successfully matched through this service.

The main takeaways

  • An accounting broker is an intermediary who facilitates meetings between entrepreneurs and accounting firms in Quebec.
  • The broker analyzes your needs, accesses a vast network of accountants, and matches you with the best options for your business.
  • The model is inspired by mortgage brokers and insurance brokers, two well-established concepts in Quebec.
  • The service is 100% free for the contractor, with no hidden fees or obligations.
  • Bankeo launched the first accounting brokerage service in Quebec and has already matched more than 12,000 entrepreneurs.

How does an accounting broker work?

The accounting brokerage process is simple, fast, and completely personalized. Here are the 4 key steps in the accounting pairing with Bankeo:

Step 1 - Analysis of your business needs

It all starts with a thorough analysis of your situation. A Bankeo expert takes the time to understand:

  • Your company : sector of activity, legal form, number of employees, turnover
  • Your accounting needs : accounting, bookkeeping, tax returns (T2, CO-17), payroll, tax planning, auditing, etc.
  • Your budget : How much are you willing to invest in your accounting services?
  • Your preferences : location (physical office vs. online), availability, technological tools used
  • Your current challenges : accounting delays, bad past experience, specific needs related to your industry

This step is usually done with a 15-20 minute phone call, supplemented by an online questionnaire if necessary. The objective: to have a complete picture of your reality as an entrepreneur.

Step 2 - Personalized matching in the network of accountants

Once your needs are well understood, the Bankeo team takes action. With a network of 1,500 partner accounting firms in all regions of Quebec, the broker performs algorithmic and human matching :

  • Filtering by criteria : location, size of the firm, sector expertise, pricing, technological tools
  • Checking availability : Is the accountant accepting new clients in your profile?
  • Qualitative analysis : reputation of the firm, customer reviews, real specialties
  • Final selection : the broker selects the accountants best suited to YOUR situation

Unlike a generic quote platform that sends your request to 10 accountants at random, the broker does a targeted screening job to present you with only the best options.

Quebec entrepreneur using an online accounting brokerage service

Step 3 - Introduction of the selected accountants

The broker then presents you with the selected accountants with all the relevant information:

  • Full profile of the firm : size, years of experience, certifications, specialties
  • Sector expertise : does this accountant know your industry well (construction, real estate, catering, techno, etc.)?
  • Services offered : complete catalogue of available services
  • Transparent pricing : price list, billing model (flat rate vs. hourly), estimated costs for your profile
  • Availability : Timelines to start collaboration

The broker then arranges meetings (face-to-face or virtual) between you and the selected accountants. You decide how many accountants you want to meet with – there is no set number. Some entrepreneurs prefer to meet 2-3 options to compare, others are satisfied with a single ultra-targeted recommendation.

Step 4 - Accompaniment until the signing of the mandate

The role of the broker does not stop at the presentation. He accompanies you throughout the selection process :

  • Preparing for meetings : questions to ask, documents to bring
  • Analysis of proposals : helps to compare the offers received
  • Negotiation if necessary : clarification of rates, adjustment of services
  • Facilitation of the signature : verification of the contract, transition if you change accountants
  • Post-match follow-up : If the relationship isn't working out as expected, the broker can help you find a better option

The broker's objective is simple: to ensure that you have a successful long-term collaboration with the accountant who perfectly matches your needs.

StepDurationBroker ActionsWhat you do
1. Needs analysis15-20 minNeeds assessment call, questionnaire, analysis of your company profileAnswer questions about your business, your needs, your budget
2. Personalized matching24-48hSearch in the network of 1,500+ firms, filtering, availability check, final selectionNo action required – the broker does the work
3. Presentation of Options1-2 weeksSending accounting profiles, organization of meetings, briefing before each meetingMeet the selected accountants, ask your questions, compare proposals
4. Signing of the mandate1-2 weeksAssistance with contract analysis, transition facilitation, post-match follow-upChoose your accountant, sign the mandate, start the collaboration

Total process time : between 2 and 4 weeks on average, depending on your availability and the complexity of your needs.

Accounting Broker vs. Traditional Methods

Now that you understand how an accountant broker works, let's see how this service compares to traditional methods of finding an accountant in Quebec.

The CPA Order's directory - advantages and limitations

The Ordre des CPA du Québec offers an official directory that allows you to find chartered professional accountants throughout the province.

Advantages :

  • Comprehensive and up-to-date list of CPAs in good standing in Québec
  • Verification of certification and professional status
  • Search by region, city or postal code
  • Free and accessible to all

Limitations :

  • No personalized matching : you have to sort through hundreds of names yourself
  • No information on specialties : impossible to know if the CPA knows your industry well
  • No pricing : you must call each firm to get a quote
  • No easy comparison : difficult to evaluate options side-by-side
  • No support : you are alone in your approach

The CPA Order's directory is an excellent tool for verifying that an accountant is certified, but it does not help you choose the right accountant for your business.

Word-of-mouth - why it's not always reliable

Many entrepreneurs find their accountant by referral : a friend, a business partner, their banker, another executive. This is a common method, but it has its limitations.

Advantages :

  • Trusted recommendation from someone you know
  • Direct testimony on the quality of service
  • Sometimes faster than doing an extensive search

Limitations :

  • Different needs : What works for your friend may not work for you. A construction company does not have the same needs as a tech startup.
  • Industry expertise : The recommended accountant may be great, but do they really know YOUR industry?
  • Availability : Does the recommended accountant accept new clients? Is it available within your deadlines?
  • Pricing : The price that was right for your contact may not fit your budget.
  • No comparisons : You only have one option, with no benchmark.

Word-of-mouth can be a good place to start, but it shouldn't be your only method of selection. As Protégez-Vous points out, it is important to compare several options before making your choice.

Generic submission platforms - what's the catch?

Several websites offer to put you in touch with accountants via a quote request form. You fill out the form, and you receive calls or emails from several firms.

Advantages :

  • Quick access to multiple accountants
  • Ability to compare prices
  • Free service for the contractor

Limitations (and pitfalls):

  • No filtering : your request is sent to all accountants in the network, without checking for relevance
  • Call volume : you may receive 5-10 calls from practices that are not necessarily suitable for your profile
  • Hard selling : Some firms are paid per lead (per contact), which can create sales pressure
  • No support : once the contacts have been received, you are alone to analyze the proposals
  • Variable quality : no guarantee on the expertise or reputation of the firms presented

Bidding platforms may seem convenient, but they are often a source of frustration for contractors who find themselves inundated with calls and proposals that are difficult to compare.

Consultation between a CPA accountant and an entrepreneur in Quebec

The Accounting Broker - the customized solution

The accountant broker combines the best aspects of each method while eliminating their disadvantages:

  • Verified network : more than 1,500 partner firms certified according to Bankeo's qualitative criteria, with active validation of expertise and reputation
  • Personalized recommendation : Like word-of-mouth, but based on your specific profile, not your friend's
  • Access to multiple options : like submission platforms, but with smart filtering that presents you with only the best options
  • Comprehensive support : unlike all other methods, you have an expert who guides you from start to finish
  • Free Service : Like all the above methods, the service is completely free for you
MethodPersonalized matchingNetwork AccessEasy comparisonSupportCost
CPA Order Directory✓ (exhaustive)Free
Word of mouth& cross; (1 option)Free
Submission platform✓ (unfiltered)±Free
Accounting Broker (Bankeo)✓ (1,500+ practices)Free

The advantages of going through an accounting broker

Now, let's go over the concrete benefits you get from using an accountant broker like Bankeo.

Considerable time savings

Looking for an accountant on your own can easily take up 10 to 20 hours of your time:

  • Google search and directory lookup: 2-3 hours
  • Calls for preliminary information: 3-5 hours
  • Meetings with 3-5 accountants: 5-10 hours
  • Proposal analysis and negotiation: 2-3 hours

With an accounting broker, you only spend 2-4 hours on the process:

  • Needs Intake Call: 15-20 minutes
  • Meetings with selected accountants: 2-3 hours
  • Final decision with the help of the broker: 30 minutes

The broker does the research, screening, and coordination for you, allowing you to focus on what you do best: keeping your business running.

Access to a large network of accountants

By using a broker like Bankeo, you have access to a network of 1,500+ partner accounting firms in all regions of Quebec:

  • Mid-sized regional firms
  • Small local firms specialising in industry
  • Independent accountants (CPAs, accounting technicians, accounting clerks)

This diversity ensures that you will find the accountant that fits your exact needs, whether you are self-employed, a growing startup, or an established SME with complex needs.

Matching based on your reality

The broker doesn't just send you a random list of accountants. He or she performs a personalized matching according to:

  • Your industry : construction, real estate, restaurants, technology, retail, professional services, etc.
  • Your business size : self-employed, micro-enterprise, SME 10-50 employees, large SME 50+ employees
  • Your budget : budget accountant, mid-range, or high-end firm
  • Your location : local accountant or fully online service
  • Your specific needs : advanced tax planning, audit, financing, R&D, exporting, etc.

This matching ensures that the accountants you meet are truly qualified to support you, not just available.

100% free and non-binding service

Bankeo's accounting brokerage service is completely free for Quebec entrepreneurs. You pay nothing:

  • No registration fee
  • No search or matching fees
  • No matchmaking fees
  • No obligation to choose one of the accountants presented

Why is the service free for you? Bankeo is remunerated by file opening fees and service fees invoiced to partner accounting firms. These fees are the same for all firms and do not affect the price of your accounting services. Bankeo checks this element before approving an accountant in its network. You pay the same rates as if you contacted the firm directly.

Neutral and independent support

The accounting broker acts as your independent advisor. Unlike an accounting firm that sells you its own services, the broker has no interest in referring you to a specific accountant. Their goal is to find you the best match for your business, as this is what ensures a successful long-term collaboration.

This neutrality is valuable for:

  • Evaluate proposals : the broker helps you compare offers objectively
  • Negotiate if necessary : the broker can intervene to clarify rates or adjust services
  • Troubleshoot issues : If the relationship with the accountant isn't working as expected, the broker can help you find a better option

Good to know

Is the accounting broker regulated in Quebec?

Unlike accountants (CPAs) who are regulated by the Ordre des CPA du Québec, accounting brokers are not governed by a specific professional order. However, brokers must comply with Quebec consumer protection and advertising laws.

Bankeo is committed to the highest ethical standards in its brokerage service: confidentiality of client information, transparency on the business model, and quality of the network of partner accountants (all certified according to more than 10 qualitative criteria specific to Bankeo).

Who can benefit from an accountant broker?

The accountant brokerage service is for all entrepreneurs and businesses in Quebec who are looking for an accountant or who want to change accountants. Here are the profiles that benefit the most:

New entrepreneurs starting their business

If you're just incorporating your business or are in the start-up phase, finding the right accountant from the start is crucial. A good accountant doesn't just fill out your returns: they help you structure your finances, choose the right legal form, optimize your taxation, and avoid costly mistakes.

The accounting broker is particularly useful for new entrepreneurs because:

  • You have no experience in selecting an accountant
  • You need tailor-made advice for your specific situation
  • You want to avoid choosing the wrong accountant and having to change after 6 months
  • Looking for an accountant who understands the challenges of startups and offers budget-friendly pricing

Growing SMEs that need specialized expertise

Is your business growing, your accounting needs are becoming more complex, and your current accountant is no longer enough? This is a good time to go through a broker.

Growing SMEs often need:

  • Advanced tax planning : salary vs. dividend optimization, estate planning, corporate restructuring
  • Strategic financial management : cash flow forecasting, profitability analysis, dashboards
  • Financing and fundraising : audited financial statements, due diligence preparation
  • Complex compliance : interprovincial GST/QST, U.S. sales taxes, R&D credits

The broker will help you find a firm that has the industry expertise and growth capacity to support your business in its trajectory.

Companies that want to change accountants

Are you not satisfied with your current accountant? There are many reasons to change accountants :

  • Service too slow or repeated errors
  • Lack of proactive advice
  • Rates too high for the value received
  • Accountant who doesn't understand your industry
  • Poor communication or lack of availability

Changing accountants may seem complicated, but with the help of a broker, the process is simple and frictionless :

  • The broker helps you identify what went wrong with your current accountant
  • He finds a new accountant who exactly meets your expectations
  • It facilitates the transition (transfer of files, communication with the former accountant if necessary)
  • It provides post-change follow-up to ensure that the new relationship gets off to a good start

Industries with complex accounting needs

Some industries have very specific accounting needs that require specialized sector expertise:

  • Construction : project-based accounting, retention payments, CCQ payroll, tax deductions for heavy equipment
  • Real estate : rental management, depreciation of buildings, current expenses vs. capital, RL-31 slip
  • Catering : tip management, perishable inventory, GST/QST on service vs. goods, tight margins
  • Technology : R&D credits, stock options, SaaS and recurring revenues, venture capital financing
  • Self-employed persons : home office deductions, eligible expenses, GST/QST instalments

The accounting broker has extensive knowledge of the network of accountants who specialize in each industry. They can pair you with an expert who knows the specific challenges of your industry and can offer you tailored strategic advice.

Bankeo, the leading accounting broker in Quebec

Now that you understand what an accounting broker is and how this service works, let us introduce you to Bankeo, the pioneer of accounting brokerage in Quebec.

Our mission: to simplify the search for an accountant

Bankeo was founded in 2022 with a simple yet ambitious mission: to revolutionize the way Quebec entrepreneurs find their accountant.

Our founders themselves experienced the frustration of looking for an accountant adapted to their reality as entrepreneurs. They found that:

  • Entrepreneurs waste valuable time searching for and comparing accountants
  • Quebec's accounting market is fragmented and difficult to navigate
  • Rates are often not transparent
  • There is no personalized matching service like for mortgages or insurance

Bankeo has therefore created the first accounting brokerage service in Quebec, based on the proven model of mortgage brokers. Today, we're proud to have helped more than 12,000 entrepreneurs find the perfect accountant for their business.

1,500+ partner firms across Quebec

Bankeo works with a network of 1,500+ partner accounting firms in all regions of Quebec:

  • Montreal and Laval : 600+ firms
  • Quebec and the Capitale-Nationale region : 200+ firms
  • Montérégie, Laurentians, Lanaudière : 300+ firms
  • Other regions of Quebec (Outaouais, Estrie, Mauricie, Saguenay, etc.): 400+ firms

Our network includes:

  • Medium-sized regional firms : for established SMEs looking for solid expertise and personalized service
  • Small specialized firms : for entrepreneurs who want a local accountant who knows their industry well
  • Independent accountants : CPAs, accounting technicians and accounting clerks for self-employed workers and micro-enterprises

All our partner firms have been evaluated and certified according to more than 10 qualitative criteria specific to Bankeo. Our network includes accounting clerks, accounting technicians, CPAs and tax specialists, ranked according to our selection grid to bring out the best profiles according to the needs of each entrepreneur.

12,000+ entrepreneurs matched since 2023

Since our launch, we have helped more than 12,000 Quebec entrepreneurs find their ideal accountant. Our clients represent a wide variety of industries:

  • Construction and renovation
  • Real estate and rental management
  • Restaurants and hotels
  • Information Technology and Startups
  • Retail & E-commerce
  • Professional services (consultants, lawyers, doctors, dentists)
  • Manufacturing and distribution
  • NPOs and community organizations

Our customer satisfaction rate is 95%+, and the vast majority of our customers stay with the accountant we matched with them after 2 years of collaboration.

A completely free service for entrepreneurs

The Bankeo brokerage service is 100% free for Quebec entrepreneurs. You pay nothing for:

  • Analysis of your needs
  • Personalized matching in our network
  • Presentation of the selected accountants
  • The organisation of the meetings
  • Support until the signing of the mandate
  • Post-match follow-up

Bankeo is remunerated by file opening fees and service fees invoiced to partner firms. These fees do not affect the rate for your accounting services. You pay the same rates as if you contacted the firm directly.

How our personalized matching works

Bankeo's matching process combines technology and human expertise to find you the ideal accountant:

  1. Needs analysis : A Bankeo expert takes the time to understand your business, your needs, your budget and your preferences during a 15-20 minute call.
  2. Algorithmic matching : Our platform analyzes our database of 1,500+ firms to identify accountants who match your criteria (industry, location, size, services, rates).
  3. Human validation : A Bankeo expert validates the results of the algorithm, checks the availability of accountants, and selects the best options according to your specific profile.
  4. Personalized presentation : We introduce you to the selected accountants with a complete profile (expertise, rates, availability) and organize the meetings according to your availability.
  5. Ongoing support : We remain by your side throughout the process to answer your questions, help you compare proposals, and facilitate the signing of the mandate.

This hybrid approach (technology + human) allows us to combine the speed of automation with the relevance of human judgment, to guarantee you a superior matching.

Find your ideal accountant in 48 hours with Bankeo

100% free brokerage service - Access to 1,500+ firms in Quebec - Personalized matching

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How to choose a good accountant broker?

If you're considering going through an accounting broker, here are the 5 key criteria to evaluate to make sure you're choosing a quality broker:

Criterion 1 - The extent of the network of accountants

A good broker should have access to a large and diverse network of accounting firms. The wider the network, the more likely you are to find the accountant who exactly matches your needs.

Questions to ask :

  • How many accounting firms are part of your network?
  • Does your network cover all regions of Quebec?
  • Do you have accountants who specialize in my specific industry?
  • Do you work with firms of all sizes?

Bankeo : Network of 1,500+ partner firms throughout Quebec, including regional firms, small specialized firms and independent accountants (CPAs, technicians, clerks).

Criterion 2 - The quality of the matching process

The heart of the brokerage service is the matching between your needs and the accountants available. A good broker should have a rigorous process that combines technology and human expertise.

Questions to ask :

  • How do you analyze my needs? (online questionnaire, phone call, meeting?)
  • How do you select the accountants you introduce to me?
  • Is the matching done by an algorithm, by a human, or both?
  • How many accountants will you introduce me? Can I choose how many I encounter?

Bankeo : In-depth analysis by phone call (15-20 min), hybrid matching (algorithm + human validation), presentation of the best options according to YOUR needs.

Criterion 3 - Transparency on accountants' fees

A quality broker should give you a clear idea of the rates you can expect from the accountants they present to you. Price transparency is essential to avoid unpleasant surprises.

Questions to ask :

  • Do you provide me with an estimate of the rates before the matches?
  • Do the network's accountants have standardised fee schedules?
  • Will I receive written quotes with clear prices?
  • Are there any hidden fees I should be aware of?

Bankeo : Presentation of estimated rates as soon as the accountants are presented, detailed written submissions, total transparency on costs.

Criterion 4 - Post-match support

The broker's work should not stop at the signing of the mandate. A good broker offers post-match follow-up to ensure that the relationship with the accountant gets off to a good start.

Questions to ask :

  • Do you follow up after the mandate is signed?
  • What happens if the relationship with the accountant doesn't work as expected?
  • Can you help me change accountants if necessary?
  • Do you offer support for the transition if I change accountants?

Bankeo : Systematic post-match follow-up, assistance in case of problems with the accountant, help with the change of accountant if necessary.

Criterion 5 - Opinions and testimonials from entrepreneurs

Finally, as with any service, customer reviews are a valuable indicator of the broker's quality. Look for testimonials from entrepreneurs who have used the service.

Questions to ask :

  • Do you have testimonials or case studies of satisfied customers?
  • What is your customer satisfaction rate?
  • How many entrepreneurs have you matched to date?
  • Do you have any Google reviews or verifiable recommendations?

Bankeo : 12,000+ twinned entrepreneurs, 95%+ satisfaction rate, verifiable Google reviews, customer testimonials available on request.

Good to know

Be wary of brokers who push you to a specific accountant

A quality broker should remain neutral and work in YOUR best interest, not in the interest of a particular accounting firm. If a broker insists heavily that you choose a specific accountant, that's a red flag.

At Bankeo, our goal is always to find you the best match, regardless of the firm. Our interest is your long-term satisfaction, because this is what guarantees a long-lasting relationship and a satisfied customer.

Frequently asked questions about the accountant broker

1. Is an accounting broker regulated in Quebec?

Accounting brokers are not governed by a specific professional order like CPAs (regulated by the Ordre des CPA du Québec). However, they must comply with Quebec's consumer protection and advertising laws. Bankeo is committed to respecting the highest ethical standards: confidentiality, transparency, and network quality (all our partners are certified according to more than 10 qualitative criteria specific to Bankeo).

2. How much does it cost to work as an accountant broker?

The Bankeo brokerage service is 100% free for entrepreneurs. You pay nothing for the analysis of your needs, matching, the presentation of accountants, or support. The price you pay to the accountant is not affected by our services.

3. Why is the service free?

Bankeo is remunerated by file opening fees and service fees invoiced to partner accounting firms. These fees are the same for all firms and do not affect the price of your accounting services. Bankeo checks this element before approving an accountant. You pay the same rates as if you contacted the firm directly.

4. Do I have to accept the proposed accountant?

Absolutely not. The Bankeo service is non-binding. If none of the accountants presented are suitable for you, you are free not to follow through. You can also ask Bankeo to present you with other options until you find the accountant that suits you perfectly.

5. How many accountants will I meet?

It's up to you. Bankeo does not impose a fixed number of accountants to meet. Some entrepreneurs prefer to meet with 2-3 accountants to compare, others are satisfied with a single ultra-targeted recommendation. We adapt to your preferences and availability.

6. Can the broker help me if I already have an accountant but want to change?

Yes, absolutely. Many of our clients use Bankeo precisely to change accountants. We help you identify what went wrong with your current accountant, find a new accountant who better meets your expectations, and facilitate the transition (transfer of files, communication with the previous accountant if necessary).

7. Does Bankeo work with all accountants in Quebec?

Bankeo has access to a network of 1,500+ partner firms throughout Quebec. These partners were selected and evaluated according to more than 10 qualitative criteria specific to Bankeo. Our network includes accounting clerks, accounting technicians, CPAs and tax specialists. We rank partners according to our selection grid and contractors' requests to bring out the best profiles at all times.

8. How long does the matchmaking process take?

The entire process usually takes between 2 and 4 weeks, depending on your availability and the complexity of your needs. The matching phase itself is fast (24-48 hours). The rest of the time depends on how long it takes to set up meetings with the accountants and for you to analyze the proposals received.

9. Is the Bankeo service really free?

Yes, the service is really free for entrepreneurs. You pay nothing, neither now nor later. Bankeo is remunerated by file opening fees and service fees invoiced to partner firms. These fees are the same for everyone and do not affect your accounting rates. Bankeo checks this element before approving an accountant.

10. What is the difference between Bankeo and online submission platforms?

Generic submission platforms send your request to several accountants who then contact you directly. You often receive 5-10 calls from different practices, without screening or support. Bankeo, as a broker, does targeted selection work : we analyse your needs, we look in our network for the most suitable accountants, and we present you with only the best options. We then accompany you throughout the process until the signing of the mandate. It's the difference between receiving 10 unsolicited calls and being guided by an expert to the right choice.

Conclusion: the accountant broker, a new way to find your accountant in Quebec

The accounting broker represents a real innovation in the way Quebec entrepreneurs find their accounting specialist. Inspired by the proven model of mortgage brokers and insurance brokers, accountant brokerage offers a personalized, efficient and free solution to simplify your search.

The key advantages of accounting brokerage :

  • Time saving : 2-4 hours instead of 10-20 hours of research
  • Access to a vast network : 1,500+ firms across Quebec
  • Personalized matching : based on your industry, size, budget, specific needs
  • Free service : no cost to the contractor, your accounting rates are not affected
  • Complete support : from the analysis of your needs to the signing of the mandate
  • Neutrality : the broker works in your interest, not in the interest of a specific firm

Whether you're a new entrepreneur starting your business, a growing SME that needs specialized expertise, or a business that wants to change accountants, an accountant broker can save you valuable time and the costly mistakes of a bad choice.

Bankeo, a pioneer in accounting brokerage in Quebec since 2022, has already helped more than 12,000 entrepreneurs find the ideal accountant for their business. Our mission is simple: to revolutionize the search for an accountant by offering a personalized, transparent and 100% free matching service.

Ready to try accountant brokerage? Find out how Bankeo can help you choose the right accountant for your business in just a few clicks.

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Sources and references

  1. Ordre des CPA du Québec - Code of ethics and official directory of chartered professional accountants
  2. Ordre des CPA du Québec - Find a CPA - Official directory of members
  3. Protégez-Vous - How to choose your accountant - Consumer guide on selecting an accountant
  4. Les Affaires - The 25 largest accounting firms in Quebec in 2026 - Statistics on the Quebec accounting market
  5. Quebec Accounting Network - Network of Accounting Professionals

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