
Platform that propels the relationship between entrepreneurs and accounting specialists.
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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.

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:
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.
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 :
The insurance broker :
The accounting broker (Bankeo):
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.
Accounting brokerage is a recent concept in Quebec for several reasons:
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 accounting brokerage process is simple, fast, and completely personalized. Here are the 4 key steps in the accounting pairing with Bankeo:
It all starts with a thorough analysis of your situation. A Bankeo expert takes the time to understand:
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.
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 :
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.

The broker then presents you with the selected accountants with all the relevant information:
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.
The role of the broker does not stop at the presentation. He accompanies you throughout the selection process :
The broker's objective is simple: to ensure that you have a successful long-term collaboration with the accountant who perfectly matches your needs.
| Step | Duration | Broker Actions | What you do |
|---|---|---|---|
| 1. Needs analysis | 15-20 min | Needs assessment call, questionnaire, analysis of your company profile | Answer questions about your business, your needs, your budget |
| 2. Personalized matching | 24-48h | Search in the network of 1,500+ firms, filtering, availability check, final selection | No action required – the broker does the work |
| 3. Presentation of Options | 1-2 weeks | Sending accounting profiles, organization of meetings, briefing before each meeting | Meet the selected accountants, ask your questions, compare proposals |
| 4. Signing of the mandate | 1-2 weeks | Assistance with contract analysis, transition facilitation, post-match follow-up | Choose 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.
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 Ordre des CPA du Québec offers an official directory that allows you to find chartered professional accountants throughout the province.
Advantages :
Limitations :
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.
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 :
Limitations :
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.
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 :
Limitations (and pitfalls):
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.

The accountant broker combines the best aspects of each method while eliminating their disadvantages:
| Method | Personalized matching | Network Access | Easy comparison | Support | Cost |
|---|---|---|---|---|---|
| CPA Order Directory | ✗ | ✓ (exhaustive) | ✗ | ✗ | Free |
| Word of mouth | ✗ | & cross; (1 option) | ✗ | ✗ | Free |
| Submission platform | ✗ | ✓ (unfiltered) | ± | ✗ | Free |
| Accounting Broker (Bankeo) | ✓ | ✓ (1,500+ practices) | ✓ | ✓ | Free |
Now, let's go over the concrete benefits you get from using an accountant broker like Bankeo.
Looking for an accountant on your own can easily take up 10 to 20 hours of your time:
With an accounting broker, you only spend 2-4 hours on the process:
The broker does the research, screening, and coordination for you, allowing you to focus on what you do best: keeping your business running.
By using a broker like Bankeo, you have access to a network of 1,500+ partner accounting firms in all regions of Quebec:
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.
The broker doesn't just send you a random list of accountants. He or she performs a personalized matching according to:
This matching ensures that the accountants you meet are truly qualified to support you, not just available.
Bankeo's accounting brokerage service is completely free for Quebec entrepreneurs. You pay nothing:
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.
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:
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).
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:
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:
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:
The broker will help you find a firm that has the industry expertise and growth capacity to support your business in its trajectory.
Are you not satisfied with your current accountant? There are many reasons to change accountants :
Changing accountants may seem complicated, but with the help of a broker, the process is simple and frictionless :
Some industries have very specific accounting needs that require specialized sector expertise:
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.
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.
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:
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.
Bankeo works with a network of 1,500+ partner accounting firms in all regions of Quebec:
Our network includes:
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.
Since our launch, we have helped more than 12,000 Quebec entrepreneurs find their ideal accountant. Our clients represent a wide variety of industries:
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.
The Bankeo brokerage service is 100% free for Quebec entrepreneurs. You pay nothing for:
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.
Bankeo's matching process combines technology and human expertise to find you the ideal accountant:
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.
100% free brokerage service - Access to 1,500+ firms in Quebec - Personalized matching
Find my accountantIf 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:
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 :
Bankeo : Network of 1,500+ partner firms throughout Quebec, including regional firms, small specialized firms and independent accountants (CPAs, technicians, clerks).
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 :
Bankeo : In-depth analysis by phone call (15-20 min), hybrid matching (algorithm + human validation), presentation of the best options according to YOUR needs.
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 :
Bankeo : Presentation of estimated rates as soon as the accountants are presented, detailed written submissions, total transparency on costs.
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 :
Bankeo : Systematic post-match follow-up, assistance in case of problems with the accountant, help with the change of accountant if necessary.
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 :
Bankeo : 12,000+ twinned entrepreneurs, 95%+ satisfaction rate, verifiable Google reviews, customer testimonials available on request.
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.
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).
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.
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.
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.
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.
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).
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.
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.
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.
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.
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 :
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.
Try accountant brokerage with Bankeo - Free service, no obligation
Start my searchWhether it's filling out the form or talking to our team, we'll get to know you, your business, and the type of bookkeeper you're looking for.
Our solution will find you the 3 accounting specialists that best suit your needs and will contact you at the desired time.
100% free and without obligation, our team will accompany you to ensure the best possible connection with your ideal accountant.
Your request will be processed within a maximum of 48 working hours.