Frequently asked questions from firms

How much does Bankeo Pro cost for my firm?

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.

How is Bankeo Pro compensated?

No commission on your fees: Bankeo charges a fee per file, an account-opening fee, and service fees, according to a fee schedule provided upon registration. No fixed fees, no subscription: no closed cases, no fees.

Is this in compliance with my professional association’s rules?

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.

What kinds of clients will I be getting?

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.

How long will it take for me to receive requests?

Matching is often done within 48 hours. Once your profile is active, matching requests will be sent to you as they come in.

Am I required to accept all requests?

No. You retain control over which requests you accept, based on your capacity and interest in the case.

How does Bankeo evaluate applications?

Each request goes through a qualification process before being matched, to verify the actual need and ensure it aligns with your firm’s profile.

Can I choose my region and sectors?

Yes. You define your geographic area, your target sectors, and the services you offer. Matching is based on this information.

Is there a minimum contract term?

Yes, and it’s clear: the Bankeo Pro partnership is a one-year contract, automatically renewed, which either party may choose not to renew by providing 90 days’ written notice. A business volume target is established jointly upon signing. All terms and conditions are provided to you in writing before you sign.

How does Bankeo verify law firms?

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.

Who owns the client?

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 services provided by Bankeo. Our role is to connect you with the right client, not to interfere in your relationship.

How do I sign up for Bankeo Pro?

Fill out the registration form, then set up your firm’s profile: geographic area, target sectors, services offered, and capacity. Once your membership in the professional association has been verified, your profile becomes active, and relevant requests are sent to you as they come in.

Does Bankeo Pro cover my region?

Bankeo is expanding across Canada, province by province, starting with Quebec, where the network and volume of requests are the highest. You define your geographic area and receive requests from that region.

How is this different from buying leads?

Bankeo does not sell lists of cold contacts. Every lead comes from a business owner who has expressed a genuine need; it is qualified before matching, and you pay nothing until a deal is closed. You pay for a customer, not for an uncertain lead.

Can I pause my profile or leave the network?

Yes. You manage your availability: you can reduce or suspend the receipt of requests based on your capacity. The terms for withdrawing from the network are specified in the Bankeo Pro contract.

What happens if the relationship with a client doesn’t work out?

Bankeo remains involved after the matching process is complete. If the relationship isn’t a good fit, for you or the client, we’ll work with you to resolve the issue. Since we also follow up with the business owner, we can help them find a better match if needed. You retain full responsibility for your assignment and your fees.

Is there an exclusivity agreement?

No, there are no exclusivity restrictions on your client base: you can continue to develop your client relationships as you see fit. The Bankeo Pro agreement simply requires transparency regarding the cases presented by Bankeo, which ensures a fair model for everyone.

Who can I contact if I have questions?

A Bankeo team supports firms in the network, both before and after registration. You can reach us at contact@bankeo.ca or at +1 855 720 3250.

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