Pass Conseils

What Pass Conseils does

Pass Conseils (legal entity: PASS CONSEILS SAS) is a French private consulting and accountancy firm (cabinet de conseil et d'expertise-comptable) founded in 2018 and headquartered in Paris, with additional offices in Lyon and Bordeaux. The firm provides professional services across seven practice areas: accounting (Expertise comptable), tax advisory (Fiscal), legal advisory (Juridique), social and HR expertise (Expertise Sociale & RH), training (Formation), audit, and business advisory (Conseils & Accompagnements). It targets six distinct client segments — business creators, SMEs and startups, liberal professions, notary offices (Notariat), works councils (CE/CSE), and associations — with a documented specialization in the notary vertical where it operates a dedicated pole covering SPFPL planning, horodatage, SEL/SAS structure transitions, and tariff change advisory.

The firm's commercial proposition centers on a 100% dematerialized operating model: client work is conducted through digital channels, supported by a proprietary client portal (Espace Client) at app.passconseils.com and electronic signature capability. This digital infrastructure is presented both as a productivity asset and an environmental commitment. GTM is sales-led and relationship-driven, combining content marketing (an active blog covering fiscal, accounting, and regulatory topics), free online appointment scheduling across offices, free quote requests, and LinkedIn presence.

The firm is a member of the Ordre des Experts-Comptables (OEC) IDF and reports 11–50 employees. Pricing is not publicly disclosed; services are quoted on a per-engagement basis with multi-year contracts typical. Revenue, ownership structure beyond the editorial lead Steeve Lopez, and any external funding are not publicly disclosed. The company is registered under SIRET 840 083 075 00027 and operates as an SAS (Société par Actions Simplifiée).

Name

Pass Conseils

Legal name

PASS CONSEILS SAS

Website

https://passconseils.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Pass Conseils is a French accounting and consulting firm serving SMEs, notary offices, liberal professions, and CSE/CE bodies across Paris, Lyon, and Bordeaux with fully dematerialized accounting, tax, legal, HR, audit, and advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services (Expertise Comptable): Core accounting services including bookkeeping, financial statement preparation, and accounting advisory for various client types including notaries, liberal professionals, SMEs, associations, and CSE/CE bodies.
2. Tax Advisory (Fiscal): Tax consulting services covering corporate tax, personal income tax, VAT, and industry-specific tax matters for professionals and businesses.
3. Legal Services (Juridique): Legal advisory services for business structure decisions, corporate governance, and regulatory compliance.
4. HR and Social Expertise (Expertise Sociale & RH): Social and human resources consulting including payroll management, employee relations, and HR compliance for businesses and CSE/CE organizations.
5. Training Services (Formation): Professional training services, particularly for accounting staff in notary offices on new regulatory and structural changes.
6. Audit Services: Audit services for companies and CSE/CE bodies requiring independent financial review.
7. Business Consulting (Conseils & Accompagnements): Advisory and accompaniment services for business creation, development strategy, and performance optimization.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Pass Conseils is a French consulting and accountancy firm (cabinet de conseil et d'expertise-comptable) delivering accounting, tax, legal, HR/payroll, audit, training, and business advisory services. The firm serves business creators, SMEs, liberal professionals, notaries, works councils (CSE/CE), and associations across France through offices in Paris, Lyon, and Bordeaux, supported by a 100% digital client portal and dematerialized working methods.

Product overview

PASS Conseils is a consulting and accounting firm (cabinet de conseil et d'expertise-comptable) offering a comprehensive suite of professional services including accounting (Expertise comptable), tax advisory (Fiscal), legal services (Juridique), social & HR expertise (Expertise Sociale & RH), training (Formation), audit, and advisory & accompaniment services. The firm operates with a modern approach, emphasizing digital solutions and dematerialized working methods, supported by a proprietary client portal (Espace Client) for client interactions. Services are delivered across multiple sectors including business creation, SMEs, liberal professions, notaries, works councils (CE/CSE), and associations, with physical offices in Paris, Bordeaux, and Lyon.

Differentiator

Problem solved

Functional benefit

Products and services

• Expertise Comptable (Accounting Services) Full accounting services including bookkeeping, financial statement preparation, and accounting advisory for SMEs, notaries, liberal professionals, CSE/CE bodies, and associations.
• Fiscal (Tax Advisory) Tax advisory and compliance services covering corporate tax, personal income tax, VAT, and sector-specific tax matters for professionals and businesses.
• Juridique (Legal Advisory) Legal advisory services for corporate structures, contracts, business structure decisions, and regulatory compliance.
• Expertise Sociale & RH (HR and Payroll) Social and human resources expertise including payroll management, labor law compliance, employee relations, and HR consulting for businesses and CSE/CE organizations.
• Formation (Training Services) Professional training services, particularly for accounting staff in notary offices, covering new regulatory and structural changes.
• Audit Audit services for companies and CSE/CE bodies requiring independent financial review and internal control assessment.
• Conseils & Accompagnements (Business Advisory) Advisory and accompaniment services for business creation, development strategy, performance optimization, and management consulting.
• Espace Client (Digital Client Portal) A 100% digital client portal providing online access for clients to manage accounts, exchange documents securely, and interact with the firm through dematerialized processes.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves1 record

Expansion highlights5 records

Emerging players

• Pennylane: French fintech building an all-in-one financial management platform for accountants and SMEs. Emerging technology-enabled competitor addressing the same SME and small-cabinet market that PASS Conseils serves, representing a digital disruption vector to traditional advisory models.

Direct peers

• BDO France: French member firm of the BDO international accounting network, providing audit, tax, legal, and advisory services to mid-market companies. Comparable in multi-disciplinary service suite and mid-market focus, though operating at larger scale.
• RSM France: French member firm of RSM International, offering audit, tax, and consulting services to mid-market enterprises. Comparable in mid-market positioning and comprehensive service suite.
• Baker Tilly France: French accounting and advisory network member of Baker Tilly International, serving SMEs and mid-market clients with audit, tax, and consulting services. Comparable mid-market positioning and multi-office French footprint.
• Grant Thornton France: French member firm of Grant Thornton International, providing audit, tax, and advisory services to mid-market and growth companies. Comparable in serving dynamic mid-market clients with full-service professional offerings.
• Crowe France: French member firm of Crowe Global, providing accounting, tax, and advisory services to mid-market businesses and professionals. Comparable service breadth and client segment focus.
• In Extenso: Leading French accounting and consulting network with nationwide presence serving SMEs, liberal professions, and associations across France. Highly comparable to PASS Conseils in service mix, target segments (PME, professions libérales, associations), and multi-office regional model.
• Fiducial: Major French accounting, legal, and HR advisory firm serving SMBs, entrepreneurs, and professionals nationwide. Direct comparable in offering breadth (accounting, tax, legal, payroll), target SME/professional clientele, and consultative sales approach.

Broad incumbents

• KPMG France: Big Four firm with extensive French operations across audit, tax, legal, and advisory. Provides overlapping capabilities to PASS Conseils' service lines but targets larger enterprise and international clients.
• Mazars: Major international audit, tax, and advisory firm with significant French presence serving mid-market through large-cap clients. Overlaps with PASS Conseils in accounting, tax, and advisory services but operates at much larger scale and broader portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PassConseils/?ref=bookmarks
• LinkedInlinkedin.com/company/11858373
• Xx.com/PassConseils

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Pass Conseils