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Bankeo Pro connects your firm with entrepreneurs willing to entrust their accounting to us.
The observation
Finding clients for an accounting firm still largely relies on manual prospecting and word of mouth, two slow and unpredictable channels. Online advertising, on the other hand, is expensive and doesn't guarantee qualified leads. As a result, many firms have available production capacity but no reliable client flow.
20 to 30% of your hours are spent on business development, instead of billable projects. TimeCraft Advisory and SPOTIO, 2026
67 to 79% of practices rely on word of mouth for growth. A channel that cannot be controlled. AICPA, CAS Benchmark Survey, 2022
An online lead costs approximately $70 and increases annually, with no guarantee of quality. LocaliQ/WordStream, 2025, American landmark
How does it work?
You submit your documents. Bankeo verifies your registration with the order before any contact is made.
You specify your sectors, the size of the company concerned, your services and your geographical area.
Les demandes correspondant à votre profil vous sont envoyées, souvent sous 48 heures.
You focus on the accounting. Bankeo takes care of the acquisition and matching.
The value?
You receive targeted requests, not a list of names to call.
You only pay for deals actually completed through Bankeo.
Bankeo manages the acquisition and matching, you manage the mission.
More than 15,000 applications received since 2023.
Reclaim the 20-30% of hours wasted on prospecting. We deliver pre-qualified leads. TimeCraft Advisory, 2026
The model
With Bankeo Pro, there are no fixed fees or subscriptions. You only pay fees when a deal is finalized: a file opening fee and a service fee, according to a schedule provided upon registration. The amount is known in advance; there are never any commissions on your fees.
Aucun frais fixe, aucun abonnement. Des frais par dossier conclu, connus d'avance.
You only pay for deals actually completed through Bankeo.
No upfront fees: you only pay once the case is closed.
The acquisition cost
contre 5 000 à 25 000 $ payés d'avance par les canaux classiques (TimeCraft Advisory, 2026) ; des frais seulement au dossier conclu
Each client is presented to you exclusively. You only pay for completed deals, never for a budget at risk.
Vous raisonnez en chiffres, nous aussi : un coût connu d'avance, payé seulement au résultat, pour une fraction du coût des autres canaux.
Exclusive, never before shared
Shared leads, the market standard
1 request → 4 or 5 firms
You race to be the first to respond, you lower your prices to win, and you even pay for leads that never respond.
Bankeo: the exclusive
1 client → just you
Each client is presented to you personally. No price wars, no wasted budget, and you only pay for results.
Compliance
Bankeo Pro is designed to comply with professional regulations. You remain solely responsible for your services, your fees, and your independence. And if a client relationship becomes complicated, Bankeo is there to support you.
Every Chartered Professional Accountant (CPA) in our network is verified with their professional order, and their status is regularly reviewed to ensure they remain compliant and in good standing. This is our guarantee of a reliable network, everywhere. Canada .
The evidence |
“As a growing CPA, I appreciate simplicity and accessibility. Bankeo allows me to manage my practice online with just a few clicks and access a network of high-quality accountants and clients. The personal and direct approach is exactly what I was looking for. I recommend Bankeo to all accounting professionals.”
“Quite by chance, I saw a business opportunity to expand my client base simply and in a tailored way. I signed up and met with an account manager to set up my account. Since then, I have doubled my client base while refocusing my role within my firm. Thank you to the professional and attentive Bankeo team.”
Brian, our founder, explains the idea behind Bankeo: the right match between an entrepreneur and their accountant, and what that changes for your firm.
The comparison
Concrete examples
At the start, everything depends on the volume of clients, and that's precisely what's lacking. Cold calling is slow and exhausting.
With Bankeo Pro
A firm that fills up from day 1, with the Bankeo team behind you to support you, not just send you leads.
Your bookkeeping workload keeps you busy without helping you grow. You're aiming for review engagements and more profitable cases, but you don't get to choose your clients.
With Bankeo Pro
You move upmarket and improve performance by choosing your clients, supported by the Bankeo team at every stage.
Receiving tax bills from individuals or files that do not correspond to your situation wastes your time and energy.
With Bankeo Pro
You finally get the clientele you want, with a partner who adjusts their approach with you, not just a simple lead provider.
After registration
Joining Bankeo Pro doesn't end with registration. Our team sets up your account with you and supports you every step of the way, from your initial profile to the regular monitoring of your files.
Registration with the professional body and insurance verified before any contact is made.
Services offered, sectors mastered, software and languages: you define the profile that attracts your ideal clients.
You activate your payment method. You are only charged for transactions actually completed through Bankeo.
Service agreement, engagement letter and confidentiality: the contract remains between you and your client, under your name.
A 30-minute slot to assess each prospect and verify that the file is suitable for you.
Regular follow-ups with the Bankeo team to adjust your priorities and develop your practice.
Frequently asked questions
Avec Bankeo Pro, aucun frais fixe ni abonnement. Vous payez des frais uniquement quand un dossier est conclu : un frais d'ouverture de dossier et des frais de service, selon une grille communiquée à l'inscription. Un montant connu d'avance, et vos honoraires restent entièrement à vous.
Vos honoraires restent entièrement à vous : Bankeo se rémunère par des frais par dossier conclu, un frais d'ouverture de dossier et des frais de service, selon une grille communiquée à l'inscription. Un montant connu d'avance. Aucun frais fixe, aucun abonnement : pas de dossier conclu, pas de frais.
Bankeo Pro is designed to comply with professional regulations. You remain responsible for your services, your fees, and your independence. And if a client relationship isn't working out, Bankeo will support you in resolving it.
Entrepreneurs who have expressed an accounting need and who match the profile you have defined: sector, company size, services sought and geographical area.
Le jumelage se fait souvent en 48 heures. Une fois votre profil actif, les demandes correspondantes vous sont envoyées au fil de l'eau.
No. You retain control over the requests you accept, based on your ability and interest in the case.
Each request goes through a qualification stage before matching, to verify the actual need and the match with your firm profile.
Yes. You define your geographic area, your target sectors, and the services you offer. Matching is done on this basis.
The terms of engagement are specified in the Bankeo Pro contract when you register with the partner network.
Bankeo verifies the firm's registration with its professional body before any contact is made. This allows them to offer entrepreneurs a network of verified accountants.
The client is yours. The relationship, the project, the fees, and the contract remain in your name and under your responsibility, just as with any other client. Since we also support entrepreneurs, we simply ask for transparency regarding the introductions made by Bankeo. Our role is to bring you the right client, not to interfere in your relationship.
The team
Bankeo est une équipe québécoise, joignable, qui bâtit le réseau avec vous.
Each accountant recommended by Bankeo is evaluated according to the Bankeo Index: liability insurance, professional registration, actual business, client reviews, and expertise in their sector. This is what reassures entrepreneurs and what gives value to your place in the network.
Discover the Bankeo indexAdvice for your practice
Practical guides, drawn from data from 15,000+ requests received, to find clients, set your prices and build a successful practice.
The key guide: acquisition channels, real costs and methodology for a predictable customer flow.
Read the guide →CAC, LTV and channel comparator: what a new accounting client really costs.
Read the guide →To position oneself using the benchmarks of the Barometer and to revise one's prices without losing customers.
Read the guide →Reduce attrition and increase the value of each case, year after year.
Read the guide →How many customers can you actually serve? Calculate and plan your capacity.
Read the guide →Turning an incoming prospect into a closed deal: preparation, structure, follow-up.
Read the guide →Un réseau sélectif : on active les cabinets qui tiennent les standards de l'Indice Bankeo. La sélection garantit la qualité du jumelage, des deux côtés.
Join Bankeo's network of partner accountants.
Each mandate comes from an entrepreneur who has raised their hand, who has a clear need, and who 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 even take the stage.
Pré-inscription en 2 minutes, gratuite. Les conditions complètes vous sont remises avant de signer. Un membre de l'équipe vous contacte pour configurer votre compte.
Partners
Bankeo surrounds itself with partners who help accountants to develop, enhance and transfer their practice.
Scroll down to see all partners →
Star PartnerAcheter ou vendre un cabinet comptable. Un accompagnement entièrement gratuit.
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