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

17/7/2026

Accountant Advisor in Quebec: What It Is and How It Works?

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.

Entrepreneur comparing different accountants with an advisor's help

What's an accountant advisor?

What an accountant advisor is and what they do

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:

  • They look at your specific needs: things like your business size, revenue, industry, location, budget, and what services you need (like accounting, taxes, bookkeeping, payroll, etc.).
  • They search their network for accountants that match your profile.
  • They present you with the best options based on your criteria.
  • They guide you through the whole process until you sign with your chosen accountant.

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.

How they compare to advisors in other fields

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:

  • Analyzes your borrowing capacity and needs
  • Compares offers from dozens of financial institutions
  • Negotiates the best conditions for you
  • Guides you until you sign your loan
  • Free service for the buyer (they're paid by the financial institution)

Insurance advisors:

  • Evaluates your risks and personal/business situation
  • Shops for insurance policies from several insurers
  • Recommends the best coverage at the best price
  • Manages renewals and claims
  • Paid by the insurer

Accountant advisors (Bankeo):

  • Analyzes your accounting and tax needs
  • Access a network of 1,500+ accountants
  • We match you with the accountants who best fit your business.
  • We'll guide you until you sign the agreement.
  • The service is 100% free for business owners.
  • Paid by the network's accountants: a fee per completed case, an amount known in advance.

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.

Why this concept is new in Quebec

Accountant brokerage is a pretty new idea in Quebec for several reasons:

  1. Fragmented Market: There are over 40,000 CPA in Quebec, according to the Ordre des CPA du Québec, spread across thousands of firms of all sizes. It's tough for a business owner to find their way through it all.
  2. Opaque Pricing: Unlike other professional services, accountant fees aren't usually listed publicly, which makes comparing them tricky.
  3. Growing Specialization: Accountants are specializing more and more by industry (construction, real estate, tech, restaurants). Finding one who truly understands YOUR business is becoming super important.
  4. Need for Guidance: Entrepreneurs want to be guided in their choice, not just given a list of names.

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 main takeaways

  • An accountant advisor is an intermediary who helps connect entrepreneurs with accounting firms in Quebec.
  • The advisor 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 advisors and insurance advisors, two concepts that are well-known in Quebec.
  • The service is 100% free for entrepreneurs, with no hidden fees or obligations.
  • Bankeo launched the first accounting brokerage service in Quebec and has already received more than 15,000 requests from entrepreneurs.

How does an accountant advisor work?

The accountant brokerage process is simple, fast, and totally personalized. Here are the 4 key steps to getting matched with an accountant through Bankeo:

Step 1 - Analyzing Your Business Needs

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

  • Your Business: industry, legal structure, number of employees, revenue
  • Your Accounting Needs: accounting, bookkeeping, tax returns (T2, CO-17), payroll, tax planning, audit, etc.
  • Your Budget: how much are you willing to invest in your accounting services?
  • Your Preferences: location (physical office vs. online), availability, tech tools used
  • Your Current Challenges: accounting backlog, bad past experience, specific needs related to your industry

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.

Step 2 - Personalized Matching within Our Accountant Network

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 .

  • Filtering by criteria: location, firm size, industry expertise, pricing, and tech tools
  • Checking availability: is the accountant taking on new clients like you?
  • Qualitative analysis: firm's reputation, client reviews, and actual specialties
  • Final selection: our advisor picks the accountants who are the best fit for YOUR situation.

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.

Quebec entrepreneur using an online accountant brokerage service

Step 3 - Meeting Your Selected Accountants

Our advisor then introduces you to the selected accountants with all the important info:

  • Full firm profile: size, years of experience, certifications, and specialties
  • Industry expertise: does this accountant really know your industry (construction, real estate, restaurants, tech, etc.)?
  • Services offered: a full list of available services
  • Transparent pricing: price list, billing model (package vs. hourly), and estimated costs for your profile
  • Availability: how soon they can start working with you

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.

Step 4 - Support Until You Sign the Deal

Our advisor's job doesn't end with just introductions. They'll be with you throughout the entire selection process:

  • Meeting prep: questions to ask and documents to bring
  • Proposal analysis: help comparing the offers you get
  • Negotiation if needed: clarifying prices and adjusting services
  • Signing facilitation: contract review and a smooth transition if you're switching accountants
  • Post-match follow-up: if things don't work out as planned, our advisor can help you find a better option

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.

StepTimelineWhat the Advisor DoesWhat You Do
1. Your Needs Analysis15-20 minWe'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 Matching24-48hSearching a network of 1500+ accountants, filtering, checking availability, final selectionNo need to do anything – we'll handle it!
3. Presenting Your Options1-2 weeksWe 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 Agreement1-2 weeksWe 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.

Accountant Advisor vs. Traditional Methods

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 Directory – What's Good and What's Not So Good

The CPA Order of Quebec has an official directory where you can find Chartered Professional Accountants all over the province.

Pros :

  • A complete and up-to-date list of all the CPAs in good standing in Quebec.
  • Check their certification and professional status
  • Search by region, city, or postal code
  • Free and accessible to everyone

Limitations:

  • No personalized matching: you have to sort through hundreds of names yourself
  • No info on specialties: impossible to know if the CPA really knows your industry
  • No pricing: you have to call each firm to get a quote
  • No easy comparison: it's hard to compare options side-by-side
  • No support: you're on your own

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.

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

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 :

  • Trusted recommendation from someone you know
  • Direct feedback on service quality
  • Sometimes faster than doing extensive research

Limitations:

  • Different needs: what works for your friend might not work for you. A construction company doesn't have the same needs as a tech startup.
  • Industry expertise: the recommended accountant might be great, but do they really know YOUR industry?
  • Availability: does the recommended accountant take new clients? Are they available when you need them?
  • Pricing: the price that worked for your contact might not fit your budget.
  • No comparison: you only have one option, with no reference point.

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.

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 then you get calls or emails from different firms.

Pros :

  • Quick access to several accountants
  • Chance to compare prices
  • Free service for entrepreneurs

What to watch out for :

  • No filtering : Your request goes out to all accountants in their network, without checking if they're a good fit.
  • Lots of calls : You might get 5-10 calls from firms that aren't necessarily right for you.
  • Pushy sales : Some firms pay for each lead (contact), which can lead to sales pressure.
  • No support : Once you get the contacts, you're on your own to sort through the proposals.
  • Varying quality : There's no guarantee about the expertise or reputation of the firms they show you.

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.

Consultation between a CPA accountant and an entrepreneur in Quebec

The accountant advisor - the personalized solution

An accountant advisor brings together the best parts of each method while getting rid of the downsides:

  • Audited network : more than 1,500 accountants, audited according to Bankeo's quality criteria, with active validation of expertise and reputation
  • Personalized recommendation : It's 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 only shows you the best choices.
  • Full support : Unlike all other methods, you get an expert who guides you from start to finish.
  • Free service : Just like all the methods above, the service is completely free for you.
MethodPersonalized MatchingAccess to a networkEasier comparisonSupportCost
CPA Order Directory✓ (comprehensive)Free
Word of mouth✗ (1 option)Free
Submission platform✓ (unfiltered)±Free
Accountant Advisor (Bankeo)✓ (1500+ accountants)Free

The benefits of using an accountant advisor

Let's now take a look at the real benefits you get by using an accountant advisor like Bankeo.

Huge time savings

Searching for an accountant yourself can easily take 10 to 20 hours of your time:

  • Google searches and checking directories: 2-3 hours
  • Calls to get preliminary info: 3-5 hours
  • Meetings with 3-5 accountants: 5-10 hours
  • Analyzing proposals and negotiation: 2-3 hours

With an accountant advisor, you'll only spend 2 to 4 hours on the process:

  • Initial call to discuss your needs: 15-20 minutes
  • Meetings with selected accountants: 2-3 hours
  • Final decision with the advisor's help: 30 minutes

The advisor does the research, filtering, and coordination work for you, letting you focus on what you do best: running your business.

Access to a huge network of accountants

By using an advisor like Bankeo, you have access to a network of 1,500+ partner accountants spread across all regions of France:

  • Medium-sized regional firms
  • Small local firms specialized by industry
  • Independent accountants (CPA, accounting technicians, accounting clerks)

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.

Matching tailored to your situation

The advisor doesn't just send you a random list of accountants. They do personalized matching based on:

  • Your industry: construction, real estate, restaurants, tech, retail, professional services, etc.
  • Your business size: self-employed, micro-business, small to medium business (10-50 employees), or larger business (50+ employees)
  • Your budget: affordable, 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 makes sure the accountants you meet are truly qualified to help you, not just available.

100% free service with no strings attached

Bankeo's accountant matching service is completely free for Quebec entrepreneurs. You won't pay a dime:

  • No registration fees
  • No search or matching fees
  • No referral fees
  • No obligation to pick any of the accountants we introduce you to

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.

Neutral and Independent Support

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:

  • Evaluating proposals: the advisor helps you compare offers objectively
  • Negotiating if needed: the advisor can step in to clarify prices or adjust services
  • Solving problems: if things don't work out with your accountant as planned, the advisor can help you find a better option

Good to know

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).

Who can benefit from an accountant advisor?

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:

New entrepreneurs just starting their business

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:

  • You have no experience picking an accountant
  • You need custom advice for your specific situation
  • You want to avoid picking the wrong accountant and having to switch after 6 months
  • You're looking for an accountant who gets startup challenges and offers prices that fit small budgets

Growing small businesses that need specialized expertise

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:

  • Advanced tax planning: optimizing salary vs. dividends, succession planning, corporate restructuring
  • Strategic financial management: cash flow forecasting, profitability analysis, dashboards
  • Financing and fundraising: audited financial statements, due diligence prep
  • Complex compliance: interprovincial GST/QST, US sales taxes, R&D credits

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.

Businesses that want to switch accountants

Not happy with your current accountant? There are many reasons to switch accountants:

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

Switching accountants might seem complicated, but with the help of an accountant matching service, the process is simple and smooth:

  • The accountant matching service helps you figure out what didn't work with your current accountant
  • It finds a new accountant who perfectly matches your needs
  • It makes the transition easy (like transferring files and talking to your old accountant if needed)
  • It provides follow-up after the switch to make sure your new relationship starts off great

Industries with complex accounting needs

Some industries have really specific accounting needs that require specialized expertise:

  • Construction: project-based accounting, holdbacks, CCQ payroll, tax deductions for heavy equipment
  • Real Estate: rental management, building depreciation, operating expenses vs capital, Relevé 31
  • Restaurants: tip management, perishable inventory, GST/QST on services vs goods, tight margins
  • Tech: R&D credits, stock options, SaaS and recurring revenue, venture capital funding
  • Self-Employed: home office deductions, eligible expenses, GST/QST installments

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.

Bankeo, Quebec's first accountant advisor

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.

Our mission: making it easier to find an accountant

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:

  • Entrepreneurs waste precious time searching for and comparing accountants
  • The Quebec accounting market is fragmented and tough to navigate
  • Prices often aren't clear
  • There's no personalized matching service like you'd find for mortgages or insurance

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.

1500+ accountants across Quebec;

Bankeo works with a network of 1500+ accountants spread across all regions of France:

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

Our network includes:

  • Mid-sized regional firms: for established small businesses looking for solid expertise and personalized service
  • Small specialized firms: for entrepreneurs who want a local accountant who really knows their industry
  • Independent accountants: CPA, accounting technicians, and bookkeepers for self-employed folks and micro-businesses

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.

More than 15,000 applications from entrepreneurs received since 2023

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:

  • Construction & Renovation
  • Real Estate & Property Management
  • Restaurants & Hospitality
  • IT & Startups
  • Retail & E-commerce
  • Professional Services (consultants, lawyers, doctors, dentists)
  • Manufacturing & Distribution
  • Non-Profits & Community Organizations

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.

A totally free service for entrepreneurs

Bankeo's matching service is 100% free for Quebec entrepreneurs. You won't pay a dime for:

  • Analyzing your needs
  • Personalized matching within our network
  • Introducing you to selected accountants
  • Setting up meetings
  • Support until you sign the agreement
  • Post-match follow-up

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.

How our personalized matching works

Bankeo's matching process brings together technology and human expertise to find your perfect accountant:

  1. Needs Analysis: A Bankeo expert will take 15-20 minutes on a call to really get to know your business, your needs, your budget, and what you're looking for.
  2. Algorithmic matching : Our platform analyzes our database of 1,500+ accountants to identify accountants who match your criteria (industry, location, size, services, rates).
  3. Human Validation: A Bankeo expert double-checks the algorithm's picks, makes sure the accountants are available, and then hand-selects the best options just for you.
  4. Personalized Presentation: We'll show you the selected accountants with a full profile (their skills, prices, and when they're free) and set up meetings whenever works best for you.
  5. Ongoing Support: We're here for you every step of the way to answer your questions, help you compare offers, and make signing the agreement super easy.

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.

Find your perfect accountant in 48 hours with Bankeo

100% Free Brokerage Service - Access to 1,500+ Accountants in Quebec - Personalized Matching

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How to pick a good accountant advisor?

If 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:

Criterion 1 - How big is their accountant network?

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:

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

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

Criterion 2 - How good is their matching process?

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:

  • How do you figure out what I need? (online questionnaire, phone call, in-person meeting?)
  • How do you pick the accountants you show me?
  • Is the matching done by an algorithm, a person, or both?
  • How many accountants will you show me? Can I choose how many I meet?

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.

Tip 3 - Clear pricing from accountants

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:

  • Will you give me an idea of the costs before I meet them?
  • Do the accountants in your network have standard prices?
  • Will I get written quotes with clear prices?
  • Are there any hidden fees I should know about?

Bankeo: We show you estimated fees right when we introduce accountants, give you detailed written quotes, and are totally upfront about all costs.

Tip 4 - Support after we connect you

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:

  • Do you check in after I sign the agreement?
  • What happens if things don't work out with the accountant as planned?
  • Can you help me switch accountants if needed?
  • Do you help with the changeover if I switch accountants?

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.

Tip 5 - What entrepreneurs say

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:

  • Do you have testimonials or case studies from happy clients?
  • What's your customer satisfaction rate?
  • How many entrepreneurs have you matched so far?
  • Do you have Google reviews or verifiable recommendations?

Bankeo : 15,000+ requests from entrepreneurs received since 2023, 95%+ satisfaction rate, verifiable Google reviews, customer testimonials available on request.

Good to know

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.

Common questions about finding an accountant

1. Are accountant advisors regulated in Quebec?

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).

2. How much does an accountant advisor service cost?

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.

3. Why is the service free?

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.

4. Do I have to accept the accountant suggested?

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.

5. How many accountants will I meet?

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.

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

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).

7. Does Bankeo work with all accountants in Quebec?

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.

8. How long does the matching process take?

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.

9. Is Bankeo's service really free?

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.

10. What's the difference between Bankeo and online quote platforms?

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.

Conclusion: Accountant advisors – a new way to find your accountant in Quebec

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:

  • Save time: 2-4 hours instead of 10-20 hours of searching
  • Access to a vast network : +1500 accountants throughout Quebec
  • Personalized Matching: based on your industry, size, budget, and specific needs
  • Free Service: no fees for you, the entrepreneur, and your accounting rates won't be affected
  • Complete Support: we'll be with you every step of the way, from figuring out what you need to signing the agreement
  • Neutrality: our advisor works for you, not for any specific accounting firm

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.

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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 Member Directory
  3. Protégez-Vous - How to Choose Your Accountant - Consumer Guide on Picking an Accountant
  4. Les Affaires - Quebec's Top 25 Accounting Firms in 2026 - Stats on the Quebec Accounting Market
  5. Réseau Comptable Québec - Network of Accounting Professionals
Note

General 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.

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