Marcil Lavallee

What Marcil Lavallee does

Marcil Lavallée is a privately held Canadian chartered professional accounting firm founded in 1980 by Bernard Marcil and Serge Lavallée. Headquartered in Ottawa with additional offices in Gatineau, Quebec and Embrun, Ontario, the firm serves a bilingual (French/English) client base across the National Capital Region. Its service portfolio spans assurance and certification (audit, review, compilation engagements), taxation (personal, corporate, estate, and consumption tax planning), advisory (business valuation, diagnostics, succession, and transfer), and specialized practices for SMBs, self-employed professionals, not-for-profit and charitable organizations, and public/parapublic enterprises. The firm is staffed by approximately 18 partners and 120+ employees.

The firm's core technology is INDX, a proprietary cloud-based accounting platform that delivers subscription-based bookkeeping, payroll management, training, consulting, and integration with client business tools. INDX represents the firm's principal productized offering and shifts a portion of revenue from project-based engagements toward a recurring model. The firm is also a member of Moore Global Network Limited (113-country international accounting alliance) and an Expert Partner of Quebec's Centre de transfert d'entreprises du Québec (CTEQ), extending its reach for cross-border and business transfer mandates.

Marcil Lavallée monetizes primarily through professional services fees (audit, tax, advisory, valuation) delivered via direct partner-led client engagement, complemented by recurring INDX subscriptions. Go-to-market is sales-led, with top-of-funnel demand generated through LinkedIn, Facebook, Instagram, monthly tax bulletins, quarterly Moore North America publications, YouTube testimonials, and free public finance webinars. The firm has no external institutional investors, no parent company, and no disclosed funding rounds, operating as an independent partnership.

Name

Marcil Lavallee

Legal name

Marcil Lavallée

Website

https://marcil-lavallee.ca

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

101–250 employees

Short description

Marcil Lavallée is a bilingual Canadian chartered accounting firm founded in 1980, serving SMBs, professionals, not-for-profits, and public-sector clients across the Ottawa–Gatineau region with assurance, tax, advisory, and INDX cloud bookkeeping services.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Estate, Gift & Trust Valuation (BPAHANAL), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Accounting services
• Tax planning
• Audit engagements
• Business advisory
• Cloud accounting

Headquarters

HQ city

Ottawa

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Traditional accounting firm revenue from audit, review, compilation engagements, bookkeeping, tax compliance, and consulting services for SMBs, professionals, and not-for-profit organizations
2. Tax Advisory Services: Personal and corporate tax planning, estate planning, wealth management, and tax reorganization services
3. Business Transfer Services: Business valuation, strategic planning, negotiation, due diligence, financing, and integration services for mergers, acquisitions, and business sales
4. INDX Cloud Accounting: Subscription-based cloud accounting services including bookkeeping, payroll management, and accounting support

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Marcil Lavallee provides audit, review, compilation, bookkeeping, tax compliance, and tax planning services for small and medium businesses, professionals, and not-for-profit organizations. It also delivers business transfer (M&A) advisory, business valuation, diagnostic and action plan consulting, and wealth/estate planning services. The firm operates INDX, a cloud-based accounting platform providing subscription-based bookkeeping, payroll, training, and accounting support.

Product overview

Marcil Lavallée is an accounting and advisory firm offering a comprehensive suite of professional services organized around its cloud-based accounting platform INDX. The core offering consists of accounting expertise and certification services (audit, review, compilation engagements), taxation services (personal and corporate tax planning), and specialized services for SMBs, professionals, and not-for-profit organizations. Supporting services include business transfer advisory (mergers, acquisitions, sales), diagnostic and action planning, and business valuation with financial projections. The firm serves a bilingual clientele across the Ottawa-Gatineau region with 80 professionals including 15 partners.

Differentiator

Problem solved

Functional benefit

Brands

• INDX: Cloud-based accounting technology platform offered by Marcil Lavallée, providing bookkeeping, payroll management, training and accounting support services.

Products and services

• SMB Services (PME) Accounting and assurance services for small and medium businesses including audit engagements, review engagements, compilation engagements, bookkeeping, internal control evaluation, due diligence, and financial compliance audits.
• Professional Services Comprehensive services for professionals including tax compliance, financial statements, income splitting, optimal fee planning, estate planning, tax reorganization, consulting services, wealth management, insurance review, and succession planning.
• Not-for-Profit Organizations Services Specialized accounting and advisory services for non-profit organizations covering governance and operational needs.
• Accounting Expertise and Certification Full range of certification services including audit engagements, review engagements, compilation engagements, bookkeeping and accounting advice, internal control evaluation, due diligence, and special purpose financial compliance audits.
• Taxation Services Tax planning and compliance services including personal tax and financial planning, corporate tax planning, will and estate planning, and consumer taxes for businesses and non-profits.
• Business Transfer Services Merger, acquisition, and business sale/purchase advisory services including business valuation, strategic planning, negotiation, due diligence, synergy identification, financing, and integration support.
• INDX Cloud-Based Accounting
• Diagnostic and Action Plan Business diagnostic services including situation analysis, objective definition, action plan development, budget preparation, and ongoing guidance and follow-up support.
• Business Valuation and Financial Projections Valuation and forecasting services covering future cash flows, profitability analysis, competitive positioning, intangible asset valuation, negotiation support, strategic planning, and investor attraction.

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Moore Global Network LimitedcoreStrategic or Co-development PartnerMarcil Lavallee is a member of Moore Global Network Limited, one of the largest accounting and global consulting groups worldwide with presence in 113 countries. This membership provides access to international expertise and resources for serving multinational clients.
• Centre de transfert d'entreprises du Québec (CTEQ)coreStrategic or Co-development PartnerMarcil Lavallee is an expert partner of CTEQ, Quebec's leading business transfer centre. This partnership fosters the success of business purchase or sale projects in Quebec through personalized and confidential support throughout the process.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Xero: Cloud accounting platform targeting SMBs and accountants; competes with Marcil Lavallée's INDX offering for the bookkeeping and managed-accounting workflow in the same customer base.

Broad incumbents

• BDO Canada: National mid-market accounting and advisory network serving similar SMB and not-for-profit clients across Canada, but with a much broader portfolio and national footprint.
• Baker Tilly Canada: Canadian mid-market accounting network with strong presence across Ontario and Quebec serving owner-managed businesses, not-for-profits, and professionals.
• Deloitte Canada: Big 4 firm with strong NCR presence serving public/parapublic and large private clients, increasingly encroaching into the SME advisory segment.
• KPMG Canada: Big 4 firm with significant Ottawa operations serving public-sector, SMB, and professional clients; represents both incumbent competition and a talent drain for mid-sized firms.
• Grant Thornton Canada: International accounting network's Canadian member firm; competes in advisory and audit for mid-market clients and professional-service firms, with comparable SMB focus.

Direct peers

• Raymond Chabot Grant Thornton: Quebec-headquartered accounting and advisory firm with strong SME, tax, and business transfer practices — directly comparable client base and bilingual French capability.
• Mallette: Quebec-based accounting and professional services firm serving SMEs and individuals with audit, tax, and advisory offerings, overlapping closely with Marcil Lavallée's SME and professional segments.
• PSB Boisjoli: Quebec-based chartered professional accounting firm providing audit, tax, and advisory services to SMBs — comparable regional structure and service mix.
• MNP: One of Canada's largest mid-market accounting and business advisory firms serving SMBs, professionals, and not-for-profits nationally — closely matches Marcil Lavallée's core segments and service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/marcillavallee
• LinkedInlinkedin.com/company/marcil-lavall-e
• Instagraminstagram.com/marcillavallee

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

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 Marcil Lavallee