You choose which cases to accept. Qualified leads based on your profile, and each client is referred exclusively to your firm.
The Situation
Finding clients for an accounting firm still relies on cold calling and word of mouth: slow, unpredictable channels that, above all, don’t let you choose your clients. As a result, many firms end up taking on cases that come their way, even if they’re off-target or low-margin, instead of the clients they really want.
20 to 30% of your time is spent on business development instead of billable work.TimeCraft Advisory and SPOTIO, 2026
67% to 79% of firms rely on word of mouth to grow. It’s a channel you can’t control, and one that chooses your clients for you. AICPA, CAS Benchmark Survey, 2022
An online lead costs about $70 and gets more expensive every year, with no guarantee of quality.LocaliQ/WordStream, 2025, U.S. benchmark
How It Works
Documents submitted, membership in the professional association verified: no matching before.
Sectors, business size, services, location: your profile filters the requests.
Requests that match your profile are sent to you, often within 48 hours. You only accept the ones that suit you.
You handle the project and client relationship; we handle client acquisition and matching.
The Value
You define your profile and accept only the requests that match it. Targeted leads, not just a list of names to call.
A case is never presented to multiple firms. No competition, no price wars.
You only pay for deals actually closed through Bankeo.
Bankeo handles client acquisition and matching; you manage the project.
More than 15,000 requests received since 2023.
Reclaim the 20-30% of hours lost to cold calling. We provide you with pre-qualified leads.TimeCraft Advisory, 2026
The Template
With Bankeo Pro, there are no fixed fees or subscription charges. You pay fees only when a case is closed: an initial case-opening fee and a service fee, based on a fee schedule provided at registration. The amount is known in advance, there’s never a commission on your fees.
Acquisition Cost
compared to $5,000 to $25,000 paid upfront through traditional channels (TimeCraft Advisory, 2026); fees charged only upon closing a deal
Each client is referred to you on an exclusive basis. You pay only for closed deals, never for a risky budget.
You think in terms of numbers, and so do we: a cost known upfront, paid only based on results, for a fraction of the cost of other channels.
Exclusive, never shared
Shared leads: the market standard
1 request → 4 or 5 firms
You rush to be the first to respond, you lower your prices to win, and you even pay for leads that never respond.
Bankeo: Exclusive Access
1 client → just you
Each client is referred exclusively to you. No price wars, no wasted budget, and you pay only for results.
Compliance
Bankeo Pro is designed to comply with professional association regulations. You remain solely responsible for your assignments, your rates, and your independence. And if a client relationship becomes complicated, Bankeo steps in to support you.
Every Chartered Professional Accountant (CPA) in our network is verified with their professional association, and their status is regularly monitored to ensure they remain compliant and in good standing. This is our guarantee of a reliable network across Canada.
The Evidence
“As a growing CPA, I love it when things are simple and accessible. Bankeo lets me manage my accounting firm online with just a few clicks and gives me access to a network of high-quality accountants and clients. The personal, no-nonsense approach is exactly what I was looking for. I recommend Bankeo to all accounting professionals.”
“Quite by chance, I came across a business opportunity to expand my client base in a simple and tailored way. I signed up and met with an account manager to set up my account. Since then, I’ve doubled my client base while refocusing my role within my firm. Thank you to the Bankeo team, they’re professional and attentive.”
Brian, our founder, explains the idea behind Bankeo: finding the right match between an entrepreneur and their accountant, and how this benefits your accounting firm.
The Comparison
Real-world examples
When you’re just starting out, everything depends on the number of clients, and that’s exactly what’s missing. Cold calling is slow and exhausting.
With Bankeo Pro
A practice that fills up starting on Day 1, with the Bankeo team behind you to support you, not just send you leads.
Your bookkeeping workload keeps you busy without helping your business grow. You’re aiming for review engagements and more profitable projects, but you don’t get to choose your clients.
With Bankeo Pro
You’ll move upmarket and boost your returns by selecting your clients, with the Bankeo team supporting you every step of the way.
Receiving individual tax returns or cases that aren’t a good fit for you wastes your time and energy.
With Bankeo Pro
You’ll finally get the clients you want, with a partner who works with you to fine-tune your approach, not just a lead provider.
After registration
Joining Bankeo Pro doesn’t end with registration. Our team will set up your account with you and guide you every step of the way, from creating your initial profile to regularly monitoring your cases.
Professional registration and insurance verified before any matching.
Services offered, industries served, software, and languages: you define the profile that attracts your ideal clients.
You activate your payment method. You are billed only for deals that are actually closed through Bankeo.
Service agreement, engagement letter, and confidentiality agreement: the contract remains between you and your client, under your name.
A 30-minute slot to evaluate each potential client and verify that the case is a good fit for you.
Regular follow-ups with the Bankeo team to adjust your priorities and help your firm grow.
Frequently Asked Questions
With Bankeo Pro, there are no fixed fees or subscription charges. You pay fees only when a case is closed: an initial case-opening fee and a service fee, based on a fee schedule provided upon registration. The amount is known in advance, and you keep 100% of your fees.
You keep 100% of your fees: Bankeo is compensated through a fee per file, an account-opening fee, and service fees, based on a fee schedule provided upon registration. The total amount is known in advance. No fixed fees, no subscription: no closed cases, no fees.
Bankeo Pro is designed to comply with professional association regulations. You remain in control of your assignments, your rates, and your independence. And if a client relationship isn’t working out, Bankeo will help you resolve the issue.
Business owners who have expressed a need for accounting services and who match the profile you’ve defined: industry, company size, services sought, and geographic area.
Matching is often done within 48 hours. Once your profile is active, matching requests will be sent to you as they come in.
No. You retain control over which requests you accept, based on your capacity and interest in the case.
Each request goes through a qualification process before being matched, to verify the actual need and ensure it aligns with your firm’s profile.
Yes. You define your geographic area, your target sectors, and the services you offer. Matching is based on this information.
The terms and conditions of engagement are specified in the Bankeo Pro contract when you sign up for the partner network.
Bankeo verifies that the firm is registered with its professional association before matching them with clients. This allows us to offer business owners a network of vetted accountants.
The client is yours. The relationship, the assignment, the fees, and the contract remain in your name and under your responsibility, just as with any other client. Since we also support the business owner, we simply ask for transparency regarding the matching processes carried out by Bankeo. Our role is to bring you the right client, not to interfere in your relationship.
The Team
Bankeo is a Quebec-based team that’s easy to reach and works with you to build your network.
Every accountant recommended by Bankeo is evaluated according to the Bankeo Trust Index: professional liability insurance, membership in a professional association, a legitimate business, client reviews, and expertise in their field. This is what gives entrepreneurs peace of mind and adds value to your role in the network.
Discover the Bankeo Trust IndexTips for Your Firm
Practical guides, based on data from over 15,000 inquiries received, to help you find clients, set your prices, and build a thriving practice.
The Essential Guide: Acquisition Channels, Actual Costs, and a Method for a Predictable Client Flow.
Read the guide →CAC, LTV, and a comparison of channels: the true cost of a new accounting client.
Read the guide →Use the Barometer’s benchmarks to assess your position and adjust your prices without losing clients.
Read the guide →Reduce attrition and increase the value of each account, year after year.
Read the guide →How many clients can you realistically serve? Calculate and plan your capacity.
Read the guide →Turning an incoming lead into a closed deal: preparation, structure, follow-up.
Read the guide →A selective network: we activate firms that meet the Bankeo Trust Index standards. This selection process ensures the quality of the matching process for both parties.
Join Bankeo’s network of partner accountants.
Every assignment comes from a business owner who has reached out, has a clear need, and has already confirmed that they want to work with an accountant like you. No more pitches and follow-ups that lead nowhere: here, we do the screening before you step in.
Pre-register in 2 minutes, it’s free. You’ll receive the full terms and conditions before signing. A team member will contact you to set up your account.
Partners
Bankeo works with partners who help accountants grow, build value in, and sell their accounting firms.
Scroll down to see all partners →
Featured PartnerAcheter ou vendre un cabinet comptable. Un accompagnement entièrement gratuit.
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