Before introducing you to an accountant, Bankeo screens them based on more than 20 criteria, so you don’t have to. Here’s exactly what we check.
Find my accountantAre they really insured? Are they actually registered with their professional association? Do they have real, satisfied clients? Do they understand your industry? Verifying all of this yourself takes hours of phone calls and cross-checking. Most business owners don’t do it, and find out too late.
Before an accountant joins our network and is introduced to you, they undergo the Bankeo Trust Index, a screening process involving more than 20 criteria. We do the work for you, for free. You’ll only meet accountants who have already passed the screening process.
We verify that the accountant has up-to-date professional liability insurance. In practical terms: if an error slips into your tax returns, you won’t be the only one to bear the consequences. That’s the safety net of a true professional.
We verify that the business is registered and has a verifiable history and track record. No anonymous profiles or fake addresses: you know exactly who you’re entrusting your financials to.
For accountants who are CPAs, we verify that they are indeed registered and in good standing with their professional association (CPA Québec, CPA Ontario). We do not ask for copies of diplomas: we check for active registration, which is the only thing that matters.
We verify that the accountant has worked with real clients who can attest to their services. A verifiable reputation, built through real-world experience, not just a blank page or empty promises.
We focus on expertise in your industry: food service, construction, technology, healthcare, real estate, and NPO’s. An accountant who speaks your language and understands your tax deductions and obligations. That’s what makes for a good fit.
What about the other criteria? That’s our formula, the one that helps us find not just any accountant, but the right one for you. We save you the trouble of checking everything yourself: you get to make the final choice, for free and with no obligation.
for free, we’ll find the right match for your situation, and we’ll be there for you every step of the way.
Find my accountant
