Accounting advisor in Quebec: What is it and how it works?

Accounting advisor in Quebec: What is it and how it works?

Are you looking for an accountant for your business in Quebec, but don’t know where to start? Do you feel overwhelmed by the number of accounting firms available and worried about making the wrong choice? You’re far from alone. Every year, thousands of Quebec entrepreneurs face the same challenge: How to Find THE Right Accountant for their business needs?

That’s exactly where the accounting advisorcomes in, a concept that’s revolutionizing the way Quebec entrepreneurs find their accounting specialists. Just as a mortgage broker helps you find the best loan, or an insurance advisor guides you toward the ideal policy, an accounting advisor analyzes your needs and matches you with the accounting specialist who’s the perfect fit for your situation.

In this comprehensive guide, you’ll learn what an accounting advisor is, how this service works in Quebec, why it’s a beneficial solution for your business, and how Bankeo created the province’s first accountant matching service. Whether you’re a new entrepreneur, a growing small business, or a business that wants to change accountants, this guide will give you all the information you need to understand and use this innovative service.

What is an accounting advisor?

Definition and role of an accounting advisor

A accounting advisor is a specialized intermediary who connects entrepreneurs looking for an accountant with accounting firms offering their services. Unlike a simple directory or phone book, the accounting advisor plays an active role in the selection process:

• They analyze your specific needs : business size, revenue, industry, location, budget, services required (accounting, tax, bookkeeping, payroll, etc.)
• They search their network for Accountants who match your profile
• It presents you with the best options based on your criteria
• They guide you through the entire process until the engagement agreement is signed with the chosen accountant

An accounting advisor acts as your ally in your search, leveraging its expertise in the Quebec accounting market and its network of contacts to save you valuable time and help you avoid unpleasant surprises.

Comparison with advisors in other fields

If the concept of an accounting advisor seems new to you, that’s normal: it’s directly inspired by proven models in other sectors that you’re already familiar with in Quebec:

The Mortgage Broker :

• Assesses your borrowing capacity and needs
• Compare offers from dozens of financial institutions
• Negotiates the best terms for you
• Stays with you until your loan is signed
• Free service for the buyer (paid for by the financial institution)

The insurance broker :

• Assess your risks and your personal/business situation
• Compare insurance policies from multiple insurers
• Recommends the best coverage at the best price
• Manages renewals and claims
• Paid by the insurer

The Accounting Advisor (Bankeo) :

• Analyze Your Accounting and Tax Needs
• Access a network of over 1,500 accountants in Quebec
• Connects you with the accountants best suited to your situation
• Supports you all the way through to signing the engagement agreement
• Service 100% free For Entrepreneurs
• Paid by the network’s accountants: a fee per file, with the amount known in advance

In each of these cases, the advisor acts as a independent advisor who works in Your Interest, rather than that of a specific provider. That’s the real strength of the advisor model.

Why this concept is new in Quebec

Accountant matching is a relatively new concept in Quebec for several reasons:

1. A 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 can be difficult for a business owner to navigate this landscape.
2. Lack of Transparency in Fees : Unlike other professional services, Accounting Fees are often not publicly disclosed, which makes it difficult to compare them.
3. A Growing Specialization : Accountants are increasingly specializing by industry (construction, real estate, tech, food service). Finding one who understands YOUR specific situation is crucial.
4. A need for guidance : Entrepreneurs want guidance in making their choice, not just a list of names.

Bankeo was founded in 2022 specifically to fill this gap: to offer Quebec entrepreneurs a service of personalized accountant matching, modelled after the mortgage brokers they know and trust. Since then, this service has received more than 15,000 requests from entrepreneurs.

How an accounting advisor works

The accountant matching process is simple, fast, and fully customized. Here are the 4 key steps of the accountant matching with Bankeo:

Step 1 - analyzing your business needs

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

• Your Business : industry sector, legal structure, number of employees, revenue
• 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 backlog, past negative experiences, or specific needs related to your industry

This step is usually handled by a 15- to 20-minute phone call, supplemented by an online questionnaire if necessary. The goal: to get a complete picture of your situation as an entrepreneur.

Step 2 - personalized matching within the network of accountants

Once we fully understand your needs, the Bankeo team springs into action. With a network of 1,500+ accountants located in every region of Quebec, the advisor performs Algorithmic and human matching :

• Filter by criteria : location, firm size, industry expertise, pricing, technology Tools
• Checking Availability : Does the accountant accept new clients based on your profile?
• Qualitative Analysis : firm reputation, customer reviews, areas of expertise
• Final Selection : The advisor selects the accountants best suited to YOUR situation

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

Step 3 - introduction to the selected accountants

The advisor then presents you with the Selected Accountants with all the relevant information:

• Full Firm Profile : size, years of experience, certifications, areas of expertise
• Industry Expertise : Does this accountant have a good understanding of your industry (construction, real estate, restaurants, tech, etc.)?
• Services Offered : Complete list of available services
• Transparent Pricing : pricing chart, billing model (flat rate vs. hourly), estimated costs for your profile
• Availability : Timelines for Starting the Partnership

The advisor then organizes meetings (in person or virtual) between you and the selected accountants. You decide how many accountants you’d like to meet, there’s no set number. Some business owners prefer to meet with 2-3 options to compare, while others are satisfied with a single, highly targeted recommendation.

Step 4 - support through the signing of the engagement agreement

The advisor’s role doesn’t end with the initial introduction. They’ll guide you through the process Throughout the selection process :

• Preparing for Meetings : Questions to Ask, Documents to Bring
• Analysis of Proposals : Help comparing the offers you’ve received
• Negotiation if necessary : Clarifying fees, tailoring services
• Signature Facilitation : contract review, transition if you switch accountants
• Post-Matching Follow-Up : If the relationship doesn’t work out as expected, the advisor can help you find a better option

The advisor’s goal is simple: to ensure that you have a Long-term, successful partnership with the accountant who’s the perfect fit for your needs.

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

Accounting advisor vs. Traditional methods

Now that you understand how an accounting advisor works, let’s take a look at How this service compares to traditional methods of finding an accountant in Quebec.

The ordre des CPA du Québec directory: advantages and limitations

L'Ordre des CPA du Québec offers an official directory that helps you find Chartered Professional Accountants throughout the province.

Benefits :

• Comprehensive and up-to-date list of CPAs in good standing in Quebec
• Verification of Certification and Professional Status
• Search by region, city, or postal code
• Free and accessible to everyone

Limits :

• No personalized matches : You have to sort through hundreds of names yourself
• No information on areas of expertise : It’s impossible to know if the CPA is familiar with your industry
• No pricing : You have to call each firm to get a quote
• No comparison tool available : It’s hard to compare the options side by side
• No support : You’re on your own in this process

The Ordre des CPA directory is an excellent tool for verifying that an accountant is certified, but it doesn’t help you choose the right accountant for your business.

Word of mouth: why it isn’t always reliable

Many entrepreneurs find their accountant through recommendation : a friend, a business partner, their banker, or another executive. It’s a common approach, but it has its limitations.

Benefits :

• A trusted recommendation from someone you know
• Firsthand Account of the Quality of Service
• Sometimes faster than conducting an extensive search

Limits :

• Different Needs : What works for your friend doesn’t necessarily work for you. A construction business doesn’t have the same needs as a tech startup.
• Industry Expertise : The recommended accountant may be excellent, but do they really know YOUR industry?
• Availability : Does the recommended accountant accept new clients? Are they available within your timeframe?
• Pricing : The price that worked for your contact might not fit your budget.
• No comparison : You have only one option, with no point of reference.

Word of mouth can be a good starting point, but it shouldn’t be your only selection method. As pointed out by Protégez-Vous, it’s important to Compare several options before making your choice.

Generic quote platforms, what’s the catch?

Several websites offer to connect you with accountants through a quote request form. You fill out the form, and you receive calls or emails from several accounting firms.

Benefits :

• Quick Access to Multiple Accountants
• Compare prices
• Free Service for Entrepreneurs

Limitations (and Pitfalls) :

• No filtering : Your request is sent to all accountants in the network, without verifying its relevance
• Call Volume : You may receive 5-10 calls from firms that aren’t necessarily a good fit for your profile
• Aggressive Selling : Some firms are paid per lead (per contact), which can create sales pressure
• No support : Once you receive the leads, you’re on your own when it comes to analyzing the proposals
• Variable quality : No guarantee regarding the expertise or reputation of the firms featured

Quote comparison platforms may seem convenient, but they are often a source of frustration For entrepreneurs who find themselves overwhelmed by calls and proposals that are hard to compare.

The accounting advisor, a customized solution

An accounting advisor combines the best aspects of each method while eliminating their drawbacks:

• Verified Network : Over 1,500 accountants, vetted according to Bankeo’s quality criteria, with active verification of their expertise and reputation
• Personalized Recommendation : Like word of mouth, but based on your specific profile, not your friend’s
• Access to Multiple Options : Like quote comparison platforms, but with smart filtering that shows you only the best options
• Comprehensive Support : Unlike all other methods, you have an expert to guide you from start to finish
• Free service : Like all the methods listed above, this service is completely free for you

The benefits of using an accounting advisor

Let’s now take a look at the Tangible benefits that you get by using an accounting advisor like Bankeo.

Significant time savings

Finding an accountant on your own can easily take 10 to 20 hours of your time:

• Google search and directory lookups: 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 advisor, you only spend 2 to 4 hours on the process:

• Initial consultation call: 15-20 minutes
• Meetings with selected accountants: 2-3 hours
• Final decision with the advisor’s help: 30 minutes

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

Access to an extensive network of accountants

By using an advisor like Bankeo, you have access to a network of 1,500+ accountants Partners located throughout all regions of Quebec:

• Medium-Sized Regional Firms
• Small, local firms specializing by industry
• Independent accountants (CPAs, accounting technicians, bookkeepers)

This variety ensures that you’ll find The accountant who’s exactly right for your needs, whether you’re a self-employed professional, a growing startup, or an established SME with complex needs.

Matching based on your situation

The advisor doesn’t just send you a random list of accountants. They perform a Personalized matching Based on:

• Your Industry : construction, real estate, food service, technology, retail, professional services, etc.
• Your business size : self-employed individuals, micro-businesses, SMEs with 10-50 employees, large SMEs with 50+ employees
• Your Budget : budget accounting firm, mid-range firm, or high-end firm
• Your location : Local accountant or fully online service
• Your Specific Needs : advanced tax planning, auditing, financing, R&D, exports, etc.

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

100% free service with no obligation

Bankeo’s accountant matching service is Completely free For Quebec entrepreneurs. You pay nothing:

• No registration fees
• No search or matching fees
• No referral fees
• You are under no obligation to choose one of the accountants listed

Why Is the Service Free for You? Bankeo is compensated by file-opening fees and service fees billed to partner accounting firms. These fees are the same for all firms and do not affect the rate for your accounting services. Bankeo verifies this before approving an accountant for its network. You pay the same rates as if you were contacting the accounting firm directly.

Impartial and independent guidance

An accounting advisor acts as your independent advisor. Unlike an accounting firm that sells you its own services, an accounting advisor has no vested interest in directing you to a specific accountant. Its goal is to find you The Best Match for your business, because that’s what ensures a successful long-term partnership.

This impartiality is valuable for:

• Evaluating Proposals : The advisor helps you compare offers objectively
• Negotiate if necessary : The advisor can step in to clarify rates or adjust services
• Solving Problems : If your relationship with your accountant isn’t working out as expected, an advisor can help you find a better option

Who can benefit from an accounting advisor?

The accountant matching service is intended for All entrepreneurs and businesses in Quebec who are looking for an accountant or want to switch accountants. Here are the profiles that benefit the most:

New entrepreneurs starting their own businesses

If you’ve just incorporated your business or are in the startup phase, finding the right accountant from the very beginning is crucial. A good accountant does more than just file your tax returns: they help you organize your finances, choose the right legal structure, optimize your tax situation, and avoid costly mistakes.

An accounting advisor is particularly helpful for new entrepreneurs because:

• You have no experience When choosing an accountant
• You need Tailored advice for your specific situation
• You want to avoid choosing the wrong accountant and having to switch after 6 months
• You’re looking for an accountant who understands the challenges startups face and offers Customized rates for those on a tight budget

Growing SMEs that need specialized expertise

Is your business growing, are your accounting needs becoming more complex, and is your current accountant no longer enough? Now is the right time to work with an advisor.

Growing small and medium-sized businesses often need:

• Advanced Tax Planning : Optimizing Salary vs. Dividends, 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 advisor will help you find a firm that has the industry expertise and the growth potential necessary to support your business on its growth path.

Businesses looking to switch accountants

Are you dissatisfied with your current accountant? The reasons why change accountants are many:

• Slow service or repeated errors
• Lack of Proactive Advice
• Fees That Are Too High for the Value Received
• An accountant who doesn’t understand your industry
• Poor communication or lack of availability

Switching accountants may seem complicated, but with the help of an advisor, the process is Simple and seamless :

• The advisor helps you identify what hasn’t been working with your current accountant
• They’ll find a new accountant who meets your exact needs
• It facilitates the transition (transfer of files, communication with the previous accountant if necessary)
• It provides a Post-change follow-up to ensure that the new relationship gets off to a good start

Industries with complex accounting needs

Certain industries have accounting needs very specific that require specialized industry expertise:

• Construction : project-based accounting, holdbacks, CCQ payroll, tax deductions for heavy equipment
• Real Estate : rental property management, property depreciation, operating expenses vs. capital expenditures, RL-31 slip
• Foodservice : tip management, perishable inventory, GST/QST on services vs. goods, tight margins
• Technology : SR&ED credits, stock options, SaaS and recurring revenue, venture capital financing
• Self-Employed Individuals : Home Office Deductions, Eligible Expenses, GST/QST Tax Instalments

An accounting advisor has a in-depth knowledge of the network of accountants specializing in each industry. They can match you with an expert who understands the specific challenges of your sector and offer tailored strategic advice.

Bankeo, quebec’s first accounting advisor

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

Our mission: to simplify the search for an accountant

Bankeo was founded in 2022 with a simple but ambitious mission: Revolutionizing the way Quebec entrepreneurs find their accountants.

Our founders themselves experienced the frustration of searching for an accountant suited to their situation as entrepreneurs. They found that:

• Entrepreneurs waste valuable time searching for and comparing accountants
• The accounting market in Quebec is fragmented and difficult to navigate
• Fees are often not transparent
• There is no such service as Personalized matching as there is for mortgages or insurance

Bankeo has therefore created the first accountant matching service in Quebec, based on the proven model of mortgage brokers. Today, we’re proud to have received more than 15,000 requests from entrepreneurs looking for the ideal accountant for their business.

1,500+ accountants across Quebec

Bankeo works with a network of 1,500+ accountants located throughout 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 small and medium-sized businesses seeking 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 bookkeepers for self-employed individuals and microbusinesses

All of our partner firms have been evaluated and verified according to More than 10 quality criteria unique to Bankeo. Our network includes bookkeepers, accounting technicians, CPAs, and tax specialists, ranked according to our selection criteria to highlight the best candidates based on each business owner’s needs.

Over 15,000 requests from entrepreneurs received since 2023

Since our launch, we have received more than 15,000 requests from Quebec entrepreneurs looking for their ideal accountant. Our clients come from a wide variety of industries:

• Construction and Renovation
• Real Estate and Rental Management
• Restaurant and Hospitality Industry
• Information Technology and Startups
• Retail and 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 clients continue to work with the accountant we matched them with after two years of collaboration.

A completely free service for entrepreneurs

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

• Analyzing Your Needs
• Personalized matching within our network
• Introducing the Selected Accountants
• Organizing Meetings
• Support Through the Entire Process Until the Mandate Is Signed
• Post-Matching Follow-Up

Bankeo is compensated through account setup fees and service fees billed to partner firms. These fees do not affect the rates for your accounting services. You pay the same rates as if you were to contact the accounting firm directly.

How our personalized matching works

Bankeo’s matching process combines Technology and Human Expertise to help you find the ideal accountant:

1. Needs Assessment : A Bankeo expert takes the time to understand your business, your needs, your budget, and your preferences during a 15- to 20-minute call.
2. Algorithmic matching : Our platform analyzes our database of over 1,500 accountants to identify those who match your criteria (industry, location, size, services, rates).
3. Human verification : A Bankeo expert validates the algorithm’s results, verifies the availability of accountants, and selects the best options based on your specific profile.
4. Personalized Overview : We introduce you to carefully selected accountants with complete profiles (expertise, rates, availability) and schedule meetings based on your availability.
5. Ongoing Support : We’re here to support you every step of the way to answer your questions, help you compare offers, and facilitate the signing of the agreement.

This hybrid approach (technology + human) allows us to combine the speed of automation with the relevance of human judgment, to ensure you get a top-quality match.

How to choose a good accounting advisor?

If you’re considering using an accounting advisor, here are the 5 Key Criteria to evaluate to make sure you choose a quality advisor:

Criterion 1 - the size of the accountant network

A good advisor must have access to a Extensive and Diverse Network of accounting firms. The larger the network, the better your chances of finding the accountant who perfectly meets 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 accounting firms of all sizes?

Bankeo : A network of over 1,500 accountants throughout Quebec, including regional accounting firms, small specialized firms, and independent accountants (CPAs, technicians, and clerks).

Criterion 2 - the quality of the matching process

At the heart of the matching service is the Matching your needs with available accountants. A good advisor must have a rigorous process that combines technology and human expertise.

Questions to Ask :

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

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

Criterion 3 - transparency regarding accountants’ fees

A reputable advisor should provide you with a clear idea of the fees what you can expect from the accountants they introduce to you. Price transparency is essential to avoid unpleasant surprises.

Questions to Ask :

• Do you provide me with a rate estimate before our meetings?
• Do the accountants in the network have standardized fee schedules?
• Will I receive written quotes with clear prices?
• Are there any hidden fees I should be aware of?

Bankeo : Estimated rates provided as soon as accountants are introduced, detailed written quotes, and complete transparency on costs.

Criterion 4 - post-matching support

An advisor’s work shouldn’t end when the engagement agreement is signed. A good advisor offers a Post-matching 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 out as expected?
• Can you help me switch accountants if necessary?
• Do you offer support during the transition if I switch accountants?

Bankeo : Systematic follow-up after matching, assistance if there are issues with the accountant, and help with switching accountants if necessary.

Criterion 5 - reviews and testimonials from entrepreneurs

Finally, as with any service, the Customer Reviews are a valuable indicator of an advisor’s quality. Look for testimonials from business owners who have used the service.

Questions to Ask :

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

Bankeo : Over 15,000 requests from business owners received since 2023, 95%+ satisfaction rate, verifiable Google reviews, and client testimonials available upon request.

Frequently asked questions about accounting advisors

1. Are accounting advisors regulated in Quebec?

Accounting advisors are not governed by a specific professional body, unlike CPAs (who are regulated by the Ordre des CPA du Québec). However, they must comply with Quebec’s consumer protection and advertising laws. Bankeo is committed to upholding the highest ethical standards: confidentiality, transparency, and network quality (all our partners are vetted based on more than 10 quality criteria specific to Bankeo).

2. How much does an accounting advisor’s service cost?

The Bankeo matching service is 100% free For entrepreneurs. You pay nothing for the analysis of your needs, the matching process, introductions to accountants, or ongoing support. The fee you pay the accountant is not affected by our services.

3. Why is the service free?

Bankeo is compensated through account setup fees and service fees billed to partner accounting firms. These fees are the same for all firms and do not affect the rate you pay for accounting services. Bankeo verifies this before approving an accountant. You pay the same rates as if you were contacting the firm directly.

4. Am I required to accept the proposed accountant?

Absolutely not. The Bankeo service is obligation-free. If none of the accountants listed are a good fit for you, you’re free to move on. You can also ask Bankeo to suggest other options until you find the accountant who’s the perfect fit for you.

5. How many accountants will I meet?

It’s up to you. Bankeo doesn’t require you to meet with a set number of accountants. Some business owners prefer to meet with 2-3 accountants to compare options, while others are satisfied with a single, highly targeted recommendation. We adapt to your preferences and schedule.

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

Yes, absolutely. Many of our customers use Bankeo precisely to change accountants. We help you identify what didn’t work out with your current accountant, find a new accountant who better meets your needs, and facilitate the transition (transferring files, communicating with your former accountant if necessary).

7. Does Bankeo work with all accountants in Quebec?

Bankeo has access to a network of 1,500+ accountants throughout Quebec. These partners have been selected and evaluated based on more than 10 quality criteria specific to Bankeo. Our network includes bookkeepers, accounting technicians, CPAs, and tax specialists. We classify our partners based on our selection criteria and entrepreneurs’ requests to ensure we always highlight the best candidates.

8. How long does the matching process take?

The entire process usually takes between 2 and 4 weeks, depending on your availability and the complexity of your needs. The matching process itself is quick (24-48 hours). The rest of the timeline depends on the time needed to schedule meetings with the accountants and for you to review the proposals you receive.

9. Is the Bankeo service really free?

Yes, the service is Truly free for entrepreneurs. You pay nothing, not now, not later. Bankeo is compensated through account setup fees and service fees billed to partner firms. These fees are the same for everyone and do not affect your accounting rates. Bankeo verifies this before approving an accountant.

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

Generic quote platforms send your request to several accountants, who then contact you directly. You often receive 5-10 calls from different accounting firms, with no filtering or guidance. Bankeo, as an advisor, provides a targeted selection : We analyze your needs, search our network for the most suitable accountants, and present you with only the best options. We then guide you through the entire process until the engagement agreement is signed. That’s the difference between receiving 10 unsolicited calls and being guided by an expert toward the right choice.

Conclusion: Accounting advisor, a new way to find my accountant in Quebec

The accounting advisor represents a true innovation in the way Quebec entrepreneurs find their accounting professionals. Inspired by the proven model of mortgage and insurance advisors, accountant matching offers a solution Personalized, efficient, and free to simplify your search.

The key benefits of accountant matching :

• Save time : 2-4 hours instead of 10-20 hours of research
• Access to an extensive network : 1,500+ accountants throughout Quebec
• Personalized Matching : based on your industry, size, budget, and specific needs
• Free service : No fees for business owners; your accounting rates remain unchanged
• Comprehensive Support : From analyzing your needs to signing the agreement
• Neutrality : The advisor works in your best interest, not in the interest of a specific firm

Whether you’re a new entrepreneur starting a business, a growing SME in need of specialized expertise, or a company looking to switch accountants, an accounting advisor can save you valuable time and help you avoid the costly mistakes that come with making the wrong choice.

Bankeo, a pioneer of accountant matching in Quebec since 2022, has already received more than 15,000 requests from business owners looking for the ideal accountant for their business. Our mission is simple: Revolutionizing the Search for an Accountant by offering a personalized, transparent, and 100% free matching service.

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

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 Member Directory
3. Protégez-Vous - How to Choose an Accountant - Consumer Guide to Choosing an Accountant
4. Les Affaires - The 25 Largest Accounting Firms in Quebec in 2026 - Statistics on the Quebec accounting market
5. Réseau Comptable Québec - Network of accounting professionals