Looking for an accountant for your business in Quebec but don't know where to start? Feeling swamped by all the accounting firms out there and worried about making the wrong choice? You're definitely not alone. Every year, thousands of Quebec entrepreneurs face the same challenge: how to find THE right accountant for their specific business situation?
That's exactly where an accountant advisor comes in – it's a game-changer for how Quebec entrepreneurs find their accounting pro. Just like a mortgage advisor helps you find the best loan or an insurance advisor points you to the ideal policy, an accountant advisor looks at your needs and matches you with the accounting specialist who's a perfect fit for your situation.
In this complete guide, you'll discover what an accountant advisor is, how this service works in Quebec, why it's such a great solution for your business, and how Bankeo created the province's first accountant brokerage service. Whether you're a new entrepreneur, a growing SME, or a business looking to switch accountants, this guide will give you all the info you need to understand and use this innovative service.

An accountant advisor is a specialist who helps entrepreneurs find the right accounting firm. Unlike a simple directory, they play an active role in the selection process:
So, an accountant advisor is your partner in the search. They use their expertise in the Quebec accounting market and their network to save you precious time and help you avoid any bad surprises.
If the idea of an accountant advisor seems new to you, that's totally normal! It's actually inspired by proven models from other industries you're probably already familiar with here in Quebec:
Mortgage advisors:
Insurance advisors:
Accountant advisors (Bankeo):
In each of these cases, the advisor acts as an independent advisor who works in your best interest, not for a specific provider. That's the real strength of the brokerage model.
Accountant brokerage is a pretty new idea in Quebec for several reasons:
Bankeo was founded in 2022 precisely to fill this gap: to offer Quebec entrepreneurs a personalized accounting brokerage service, modeled after the mortgage advisors they know and trust. Since then, this service has received more than 15,000 requests from entrepreneurs .
The accountant brokerage process is simple, fast, and totally personalized. Here are the 4 key steps to getting matched with an accountant through Bankeo:
It all starts with a thorough analysis of your situation. A Bankeo expert takes the time to understand:
This step usually involves a 15-20 minute phone call, plus an online questionnaire if needed. The goal is to get a full picture of your entrepreneurial journey.
Once your needs are fully understood, the Bankeo team takes action. With a network of over 1,500 accountants spread across all regions of Quebec, the advisor performs an algorithmic and human matching process .
Unlike a generic platform that just sends your request to 10 random accountants, our advisor does some targeted selection work to only show you the best options.

Our advisor then introduces you to the selected accountants with all the important info:
Our advisor then sets up meetings (in-person or virtual) between you and the selected accountants. You decide how many accountants you want to meet – there's no set number. Some entrepreneurs like to meet 2-3 options to compare, while others are happy with just one super-targeted recommendation.
Our advisor's job doesn't end with just introductions. They'll be with you throughout the entire selection process:
Our advisor's goal is simple: to make sure you have a successful long-term partnership with the accountant who's a perfect fit for your needs.
| Step | Timeline | What the Advisor Does | What You Do |
|---|---|---|---|
| 1. Your Needs Analysis | 15-20 min | We'll have a chat to understand your needs, send you a quick questionnaire, and analyze your business profile. | Answer questions about your business, what you're looking for, and your budget. |
| 2. Personalized Matching | 24-48h | Searching a network of 1500+ accountants, filtering, checking availability, final selection | No need to do anything – we'll handle it! |
| 3. Presenting Your Options | 1-2 weeks | We send you accountant profiles, set up meetings, and give you a quick rundown before each one. | Meet the accountants we've picked for you, ask all your questions, and compare their proposals. |
| 4. Signing the Agreement | 1-2 weeks | We help you review contracts, make the transition smooth, and follow up after you've found your match. | Pick your accountant, sign the agreement, and kick off your new partnership! |
Total time for the whole process: usually between 2 and 4 weeks, depending on how available you are and how complex your needs are.
Now that you get how an accountant advisor works, let's check out how this service stacks up against the usual ways of finding an accountant in Quebec.
The CPA Order of Quebec has an official directory where you can find Chartered Professional Accountants all over the province.
Pros :
Limitations:
The CPA Order's directory is a great tool to check if an accountant is certified, but it doesn't help you choose the right one for your business.
Lots of entrepreneurs find their accountant through recommendations: a friend, a business partner, their banker, another executive. It's a common method, but it has its limits.
Pros :
Limitations:
Word-of-mouth can be a good starting point, but it shouldn't be your only way to choose. As Protégez-Vous points out, it's important to compare several options before making your decision.
Several websites offer to connect you with accountants through a quote request form. You fill out the form, and then you get calls or emails from different firms.
Pros :
What to watch out for :
Submission platforms might seem handy, but they often cause a lot of frustration for entrepreneurs who get swamped with calls and proposals that are tough to compare.

An accountant advisor brings together the best parts of each method while getting rid of the downsides:
| Method | Personalized Matching | Access to a network | Easier comparison | Support | Cost |
|---|---|---|---|---|---|
| CPA Order Directory | ✗ | ✓ (comprehensive) | ✗ | ✗ | Free |
| Word of mouth | ✗ | ✗ (1 option) | ✗ | ✗ | Free |
| Submission platform | ✗ | ✓ (unfiltered) | ± | ✗ | Free |
| Accountant Advisor (Bankeo) | ✓ | ✓ (1500+ accountants) | ✓ | ✓ | Free |
Let's now take a look at the real benefits you get by using an accountant advisor like Bankeo.
Searching for an accountant yourself can easily take 10 to 20 hours of your time:
With an accountant advisor, you'll only spend 2 to 4 hours on the process:
The advisor does the research, filtering, and coordination work for you, letting you focus on what you do best: running your business.
By using an advisor like Bankeo, you have access to a network of 1,500+ partner accountants spread across all regions of France:
This variety ensures you'll find the perfect accountant for your needs, whether you're a freelancer, a growing startup, or an established SME with complex needs.
The advisor doesn't just send you a random list of accountants. They do personalized matching based on:
This matching makes sure the accountants you meet are truly qualified to help you, not just available.
Bankeo's accountant matching service is completely free for Quebec entrepreneurs. You won't pay a dime:
Why is the service free for you? Bankeo gets paid through file opening and service fees charged to our partner accounting firms. These fees are the same for all firms and don't affect the cost of your accounting services. Bankeo checks this before approving any accountant for its network. You'll pay the same rates as if you contacted the firm directly.
Your accountant advisor acts as your independent advisor. Unlike an accounting firm that's trying to sell you their own services, the advisor has no interest in steering you towards a specific accountant. Their goal is to find you the best match for your business, because that's what makes for a successful long-term partnership.
This neutrality is super helpful for:
Are accountant advisors regulated in Quebec?
Unlike accountants (CPA) who are regulated by the Order of CPAs of Quebec, accountant advisors aren't governed by a specific professional order. However, advisors must still follow Quebec's consumer protection and advertising laws.
Bankeo is committed to respecting the highest ethical standards in its brokerage service: confidentiality of customer information, transparency on the business model, and quality of the network of partner accountants (all verified according to more than 10 quality criteria specific to Bankeo).
Our accountant brokerage service is for all entrepreneurs and businesses in Quebec looking for an accountant or wanting to switch. Here are the types of businesses that benefit the most:
If you've just incorporated your business or are in the startup phase, finding the right accountant from the get-go is super important. A good accountant doesn't just fill out your tax returns; they help you structure your finances, pick the right legal setup, optimize your taxes, and avoid expensive mistakes.
An accountant matching service is super helpful for new business owners because:
Your business is growing, your accounting needs are getting more complex, and your current accountant just isn't cutting it anymore? That's a good time to use an accountant matching service.
Growing small businesses often need:
The accountant matching service will help you find a firm that has the industry expertise and growth capacity needed to support your business as it grows.
Not happy with your current accountant? There are many reasons to switch accountants:
Switching accountants might seem complicated, but with the help of an accountant matching service, the process is simple and smooth:
Some industries have really specific accounting needs that require specialized expertise:
An accountant advisor has in-depth knowledge of the network of accountants specializing in each industry. They can match you with an expert who understands your sector's specific challenges and can offer tailored strategic advice.
Now that you get what an accountant advisor is and how this service works, let us introduce you to Bankeo, the pioneer of accountant brokerage in Quebec.
Bankeo was founded in 2022 with a simple yet ambitious mission: to completely change how Quebec entrepreneurs find their accountants.
Our founders themselves experienced the frustration of looking for an accountant who truly fit their entrepreneurial needs. They noticed that:
Bankeo therefore created the first accounting brokerage service in Quebec, based on the proven model of mortgage advisors. Today, we are proud to have received over 15,000 requests from entrepreneurs looking for the ideal accountant for their business.
Bankeo works with a network of 1500+ accountants spread across all regions of France:
Our network includes:
All our partner firms have been evaluated and verified according to more than 10 Bankeo-specific quality criteria . Our network includes accounting clerks, accounting technicians, CPAs, and tax specialists, ranked according to our selection grid to highlight the best profiles based on each entrepreneur's needs.
Since our launch, we have received over 15,000 requests from Quebec entrepreneurs looking for their ideal accountant. Our clients represent a wide variety of sectors:
Our client satisfaction rate is over 95%, and most of our clients stick with the accountant we matched them with even after 2 years of working together.
Bankeo's matching service is 100% free for Quebec entrepreneurs. You won't pay a dime for:
Bankeo gets paid through setup fees and service charges from our partner firms. But don't worry, these fees don't change how much you pay for your accounting services. You'll pay the exact same rates as if you reached out to the firm directly.
Bankeo's matching process brings together technology and human expertise to find your perfect accountant:
This mix of tech and human touch lets us combine the speed of automation with the smart insights of human judgment, so you're guaranteed a top-notch match.
100% Free Brokerage Service - Access to 1,500+ Accountants in Quebec - Personalized Matching
Find my accountantIf you're thinking about using an accountant advisor, here are the 5 key things to look at to make sure you pick a good one:
A good advisor should have access to a huge and varied network of accounting firms. The bigger the network, the better your chances of finding the exact accountant you need.
Things to ask:
Bankeo : Network of 1,500+ accountants throughout France, including regional firms, small specialist firms and independent accountants (CPAs, technicians, clerks).
The main thing about a brokerage service is matching your needs with available accountants. A good advisor should have a solid process that mixes technology with human expertise.
Things to ask:
Bankeo: We do an in-depth analysis through a phone call (15-20 min), use a hybrid matching approach (algorithm + human validation), and present the best options based on YOUR specific needs.
A good advisor should give you a clear picture of what accountants charge when they introduce you. Transparent pricing is key to avoid any nasty surprises.
Things to ask:
Bankeo: We show you estimated fees right when we introduce accountants, give you detailed written quotes, and are totally upfront about all costs.
An advisor's job shouldn't end once you sign the agreement. A good advisor checks in after you've been matched to make sure your relationship with the accountant gets off to a good start.
Things to ask:
Bankeo: We always follow up after we connect you, help if you have any issues with your accountant, and assist if you need to switch accountants.
Finally, just like with any service, customer reviews are a valuable indicator of an advisor's quality. Look for testimonials from entrepreneurs who have used the service.
Things to ask:
Bankeo : 15,000+ requests from entrepreneurs received since 2023, 95%+ satisfaction rate, verifiable Google reviews, customer testimonials available on request.
Watch out for advisors who try to push you towards a specific accountant
A good advisor should stay neutral and work in YOUR best interest, not for a specific accounting firm. If an advisor strongly insists you choose a specific accountant, that's a red flag.
At Bankeo, our goal is always to find you the best match, no matter the firm. We care about your long-term satisfaction, because that's what makes for a lasting relationship and a happy client.
Accounting advisors are not governed by a specific professional order like CPAs (who are regulated by the Ordre des CPA du Québec ). However, they must comply with Quebec laws regarding consumer protection and advertising. Bankeo is committed to upholding the highest ethical standards: confidentiality, transparency, and network quality (all our partners are vetted according to more than 10 Bankeo-specific quality criteria).
Bankeo's brokerage service is 100% free for entrepreneurs. You won't pay a dime for us to analyze your needs, find matches, introduce you to accountants, or guide you through the process. The price you pay the accountant isn't affected by our services.
Bankeo gets paid through file opening fees and service fees charged to our partner accounting firms. These fees are the same for all firms and don't affect the cost of your accounting services. Bankeo checks this before approving any accountant. You'll pay the same rates as if you contacted the firm directly.
Absolutely not! Bankeo's service comes with no obligation. If none of the accountants we introduce you to feel right, you're totally free to walk away. You can also ask Bankeo to show you other options until you find the perfect accountant for you.
It's totally up to you. Bankeo doesn't force you to meet a set number of accountants. Some entrepreneurs like to meet 2-3 accountants to compare, while others are happy with just one super-targeted recommendation. We adapt to your preferences and availability.
Yes, absolutely! Many of our clients use Bankeo specifically to switch accountants. We help you figure out what didn't work with your current accountant, find a new one that better meets your expectations, and make the transition smooth (like transferring files and communicating with your old accountant if needed).
Bankeo provides access to a network of over 1,500 accountants across Quebec. These partners have been selected and evaluated according to more than 10 Bankeo-specific quality criteria. Our network includes accounting clerks, accounting technicians, CPAs, and tax specialists. We rank partners according to our selection grid and the needs of entrepreneurs to ensure we always have access to the best profiles.
The whole process usually takes between 2 to 4 weeks, depending on your availability and how complex your needs are. The matching part itself is quick (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 review the proposals you get.
Yes, the service is really free for entrepreneurs. You don't pay anything, not now, not ever. Bankeo gets paid through file opening fees and service fees charged to our partner firms. These fees are the same for everyone and don't affect your accounting rates. Bankeo checks this before approving any accountant.
Generic quote platforms send your request to several accountants who then contact you directly. You often get 5-10 calls from different firms, with no filtering or guidance. Bankeo, as an advisor, does targeted selection work: we analyze your needs, search our network for the best-suited accountants, and only present you with the top options. We then guide you through the entire process until you sign the agreement. It's the difference between getting 10 unsolicited calls and being guided by an expert to the right choice.
The accountant advisor is a real game-changer for how Quebec entrepreneurs find their accounting specialist. Inspired by the proven model of mortgage and insurance advisors, accountant brokerage offers a personalized, efficient, and free solution to simplify your search.
Key benefits of using an accountant broker:
Whether you're a new entrepreneur just starting out, a growing small business needing specialized help, or a company looking to switch accountants, an accounting advisor can save you tons of time and help you avoid expensive mistakes from picking the wrong one.
Bankeo , a pioneer in accounting brokerage in Quebec since 2022, has already received over 15,000 requests from entrepreneurs looking for the ideal accountant for their business. Our mission is simple: to revolutionize the search for accountants by offering a personalized, transparent, and 100% free matching service.
Ready to give accounting brokerage a try? Find out how Bankeo can help you pick the right accountant for your business in just a few clicks.
Try Bankeo's accounting brokerage - It's free, no strings attached!
Start My SearchGeneral information provided for guidance purposes only, reflecting current 2026 tax rules. It does not replace the advice of a CPA: always consult a professional for your specific situation.
Bankeo account pairing is 100% free, always. You only pay your accountant directly.
We can present you with the right accountant from our network, for your needs, with as many profiles as you require.
We will support you for as long as necessary. We will remain by your side.
Your request will be processed within a maximum of 48 working hours.