Pro Gestion

What Pro Gestion does

Pro Gestion is a privately held Quebec-based professional services and consulting firm founded in 1993, operating from three offices across Montreal, Quebec City, and Sainte-Thérèse. The firm delivers a multidisciplinary advisory practice built around five service pillars: SR&ED (Scientific Research and Experimental Development) tax credit consulting, accounting and taxation, pay equity compliance, strategic planning, and financing research and applications. Its core differentiator is a 100% dedicated SR&ED practice that combines scientific and engineering expertise (chemistry, biology, agronomy, biotechnology, electrical engineering, IT) with chartered professional accountant (CPA) and CRHA/CPHR credentials, enabling end-to-end claim preparation, optimization, and government audit defense for the Canada Revenue Agency and Revenu Québec.

The firm's revenue model is anchored by contingency-based, performance-linked fees on SR&ED engagements — clients pay only after tax credits are successfully obtained, with no upfront fees or security deposits and free preliminary eligibility assessments. Pay equity compliance work, accounting, taxation, strategic planning, and financing services supplement the SR&ED practice with recurring engagement structures tied to Quebec's Pay Equity Act compliance obligations, corporate tax cycles, and growth-stage advisory needs. The customer base is horizontal and fragmented, serving CCPCs, public corporations, partnerships, sole proprietorships, Canadian trusts, SMEs, large enterprises, and Quebec employers with 10+ employees across industry verticals including aerospace, pharma/biotech, manufacturing, IT, energy, and agriculture.

Go-to-market is sales-led and direct, relying on the company's professional website (with SEO-optimized content and an indicative SR&ED Calculator tool), a toll-free number with dedicated service-line extensions, and direct email contact. Pro Gestion does not develop proprietary technology products and has no disclosed AI/ML capabilities, patents, or trademarks; its competitive moat derives from regulatory expertise, multidisciplinary talent credentials, and 30+ years of institutional reputation in the Quebec consulting market.

Name

Pro Gestion

Legal name

Pro Gestion

Website

https://pro-gestion.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

Pro Gestion is a Quebec-based multidisciplinary consulting firm founded in 1993 that helps Canadian businesses optimize SR&ED tax credit claims, navigate pay equity compliance, and access accounting, strategic planning, and financing services across five advisory pillars.

Ownership category

akta.pro rank

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. SR&ED Tax Credit Consulting Services: Performance-based consulting fees for helping companies identify, prepare, optimize, and defend SR&ED (Scientific Research and Experimental Development) tax credit claims. The firm charges fees only after tax credits are successfully obtained, aligning their compensation with client outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Pro Gestion provides professional consulting services to Canadian businesses, public corporations, institutions, and non-profits, organized around SR&ED tax credit consulting, accounting and taxation, pay equity compliance under Quebec's Pay Equity Act, strategic planning and market analysis, and business financing advisory. Core service delivery is performed by senior multidisciplinary consultants (CPAs, CRHA-certified HR professionals, scientists, and engineers) on a contingency basis for SR&ED and on standard professional-fee terms for the other practice areas.

Product overview

Pro Gestion is a consulting firm (not a software company) offering professional advisory services organized around five core pillars: SR&ED Tax Credits (consulting for R&D tax incentive claims), Accounting Services (bookkeeping, payroll, tax, audit), Strategic Consulting (planning, market analysis, export strategies), Pay Equity Compliance (DEMES, exercises, programs), and Financing Services (research and application). The SR&ED Tax Credits service includes sector-specific expertise for aerospace, AI, manufacturing, pharma/biotech, chemicals, construction, energy, environment, IT/electronics, textiles, and agriculture. Pay Equity services cover calculations, committee formation, and compliance across Quebec and Canada. The portfolio is service-based with no software products; an internal SR&ED calculator tool provides indicative estimates for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• SR&ED Tax Credits Consultation Services Comprehensive consulting service to help Canadian businesses identify, prepare, optimize, and defend Scientific Research and Experimental Development (SR&ED) tax credit claims with federal (CRA) and provincial (Revenu Québec) authorities. Serves CCPCs, public corporations, partnerships, sole proprietorships, and trusts across manufacturing, aerospace, AI, pharma/biotech, chemicals, construction, energy, environment, IT/electronics, textiles, and agriculture sectors. Fees are contingency-based with no upfront cost.
• Taxation Services Professional tax services for SMEs, businesses, and self-employed professionals covering income tax for self-employed workers, corporate tax, partnership taxation, trusts, and strategic tax planning to ensure compliance, reduce tax liability, and improve financial performance.
• Audit and Assurance Services Independent audit and assurance services including audit engagements, review engagements, compilation engagements (Notice to Reader), and due diligence for business acquisitions.
• Accounting Services Complete bookkeeping services, GST/QST returns preparation, payroll deductions, and financial statement preparation for businesses and SMEs.
• Pay Equity Services Turnkey pay equity compliance services including pay equity exercises, programs, maintenance audits, DEMES filings, committee formation, and Federal Contractors Program support for employers in Quebec, Ontario, and across Canada subject to the Pay Equity Act.
• Strategic Planning Services Turnkey strategic planning services to help businesses define long-term vision, mission, strategic objectives, and practical implementation roadmaps for sustainable growth.
• Export Plan Services International market expansion services including market evaluation, competitor analysis, export strategy development, and multi-market expansion planning.
• Financing Research and Application Services Business financing services including financing research, grant applications, loan applications, and financial solution identification from banks, investors, and government programs.
• Project Financing Services Specialized project financing services for real estate acquisition, technology purchases, equipment financing, construction projects, R&D projects, and working capital.

Quantifiable outcome

• Organizations may recover up to 74% of qualifying R&D payroll expenditures through SR&ED tax credits
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO Canada: BDO Canada is a national accounting and advisory firm with a dedicated R&D tax incentives (SR&ED) practice serving CCPCs and larger corporations across Canada. It competes for the same SR&ED claimant clients as Pro Gestion and overlaps on audit, tax, and advisory services, but at materially greater national scale.
• KPMG Canada: KPMG Canada's R&D Incentives practice advises Canadian corporations on SR&ED, tax credits, and related innovation incentives, alongside full-service audit, tax, and advisory offerings. It competes for the same SR&ED client pool but at Big Four scale with global methodology and technology tooling.
• Deloitte Canada: Deloitte Canada's R&D Tax Services practice serves enterprise and mid-market clients on SR&ED claims, government audit defense, and broader tax strategy. It overlaps with Pro Gestion's SR&ED offering and broader accounting and consulting footprint, but with materially larger resources and cross-border coverage.

Direct peers

• Raymond Chabot Grant Thornton: Raymond Chabot Grant Thornton is a large Quebec-rooted accounting and advisory firm offering audit, tax, SR&ED advisory, and strategic consulting to Canadian SMEs and enterprises. It is the closest direct peer to Pro Gestion in terms of Quebec base, SME focus, and multidisciplinary service mix including SR&ED.
• RSM Canada: RSM Canada operates a national network providing accounting, tax, and a dedicated R&D tax credits (SR&ED) practice to mid-market Canadian businesses. Like Pro Gestion, it serves CCPCs and larger firms pursuing SR&ED claims, but with a national footprint and broader cross-border capability.
• Crowe Soberman: Crowe Soberman is a Canadian accounting and advisory firm serving SMEs and mid-market clients with tax, audit, SR&ED-related advisory, and strategic consulting. It is comparable to Pro Gestion in target market and multidisciplinary service mix, though anchored in Toronto rather than Quebec.
• MNP LLP: MNP LLP is one of Canada's largest mid-market accounting and advisory firms with a dedicated SR&ED practice and broad advisory offering to SMEs and enterprises nationwide. It mirrors Pro Gestion's mix of SR&ED, accounting, and advisory but with significantly more partner coverage and regional depth.
• Richter LLP: Richter is a Montreal-based accounting and advisory firm with audit, tax, and business advisory services including support to R&D-intensive companies. Its Quebec base and multi-disciplinary approach make it a strong direct peer to Pro Gestion despite its focus on owner-managed and mid-market businesses.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/pro-gestion-inc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pro Gestion