Cofidest

What Cofidest does

Cofidest is a French privately-held accounting and audit firm (Société d'Expertise Comptable et de Commissariat aux Comptes) founded in 1976 and headquartered in Thonon-les-Bains. The firm operates as a multi-entity group with 13 regional offices across the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions of France plus a Swiss office in Geneva (FGRD Fiduciaire Genève SA). It serves more than 6,500 clients and employs over 200 professional collaborators, processing more than 7,000 pay slips each month. The firm is registered with the Ordre des Experts-Comptables and the CNCC (Compagnie Nationale des Commissaires aux Comptes), giving it the statutory authorizations required to deliver legally mandated audit and accounting services.

The service portfolio spans core professional services (accounting/bookkeeping, statutory audit, tax compliance and optimization, HR/payroll) and adjacent advisory modules (business creation, business transfer, business management, private wealth management, companies in difficulty, real estate, non-profit sector, recruitment under the CofidJob brand, HR consulting, LMNP furnished rental, consolidation, legal services, and marketing/communication). Technology infrastructure consists of third-party integrations rather than proprietary platforms: the Silae payroll system (with the Silae My Performance 2026 label), the Isagri-powered GED MOBILE document management tool (version 24.20.002 released in 2024), EIC's Demat Box dematerialization platform, and TeamViewer for remote support. Custom professional training is offered under the Cofidest Formations sub-brand and holds Qualiopi certification valid through October 2025.

Revenue is generated through a hybrid of recurring subscription-style engagements (accounting, payroll, audit) and project-based professional services (tax, legal, transfer/acquisition advisory, training, marketing). Pricing is quote-based and not publicly disclosed, with rates calibrated to client business form, revenue band, and headcount. Go-to-market is sales-led and relationship-driven, with 13 physical offices providing regional proximity and direct client engagement, supported by an online quote request flow, a 24-hour callback service, and an online client portal. Primary customer segments are French SMEs, mid-market businesses, entrepreneurs, non-profits, real estate operators, and high-net-worth individuals in the two core French regions and the Geneva border area.

Name

Cofidest

Legal name

Cofidest SAS

Website

https://cofidest.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

101–250 employees

Short description

Cofidest is a French privately-held accounting, audit, tax, payroll, and business advisory firm founded in 1976, operating 13 regional offices across Auvergne-Rhône-Alpes, Bourgogne-Franche-Comté, and Geneva, serving more than 6,500 SMB, mid-market, non-profit, and HNW clients with over 200 professional collaborators.

Ownership category

akta.pro rank

Headquarters

HQ city

Thonon-les-bains

HQ country

France

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Expertise Comptable (Accounting Services): Core accounting services including bookkeeping, financial statement preparation, and ongoing accounting support for businesses
2. Commissariat aux Comptes (Audit): Legal audit services for SAS, SARL, SA companies and associations, expressing opinions on annual accounts
3. Fiscalité (Tax Services): Tax declaration management, tax optimization, assistance with tax audits and disputes
4. Social/Payroll Services: Payroll processing, social compliance, and HR administration services - over 7,000 pay slips per month
5. Professional Training: Customized professional training services with certification options across multiple domains
6. Legal Services: Legal formalities, corporate governance, capital operations, business transfer and acquisition support
7. HR Consulting Services: HR strategy, recruitment (CofidJob), compensation planning, talent development
8. LMNP Services: Non-professional furnished rental services for real estate investors
9. Consolidation Services: Voluntary and legal consolidation of group accounts for financial reporting
10. Marketing & Communication Services: Digital marketing, branding, web design, SEO, social media management, and graphic design
11. Private Wealth Management: Financial, legal, and tax advisory for personal wealth management and estate planning

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels6 records

Core offering

Cofidest is a French accounting and statutory audit firm offering bookkeeping, financial statement preparation, statutory audit, tax declaration and optimization, payroll processing, and a broad suite of advisory services including business creation, business transfer, business management, private wealth management, real estate, non-profit sector, HR consulting, legal, consolidation, and marketing/communication. The firm operates 13 regional offices across Auvergne-Rhône-Alpes, Bourgogne-Franche-Comté, and Geneva, serving more than 6,500 clients with over 200 professional collaborators and producing more than 7,000 payslips per month.

Product overview

Cofidest is a French accounting and auditing firm (Société d'Expertise Comptable et Commissariat aux Comptes) operating as a unified multi-office practice with 13 regional entities across Auvergne-Rhône-Alpes, Bourgogne-Franche-Comté, and Geneva, Switzerland. The portfolio is organized around core professional services (accounting, statutory audit, tax, and HR/payroll — producing over 7,000 payslips monthly) supplemented by advisory modules (business creation, business transfer, business management, private wealth management, companies in difficulty, real estate, non-profit sector), specialized services (recruitment under the CofidJob brand, HR consulting, LMNP furnished rental, consolidation, legal, marketing & communication), and custom training with Qualiopi certification. Digitally, the group offers a client portal, GED MOBILE document management (Isagri-powered), and Demat Box dematerialization. The structure includes branded subsidiaries such as Cofidest Audit, Cofidest Resources, Cofidest GUERRAZ Audit, and BNC Conseil.

Differentiator

Problem solved

Functional benefit

Brands

• CofidJob: Recruitment service that accompanies companies through the key stages of the recruitment process, including job offer writing, CV selection, pre-selection interviews, and candidate presentation.
• Cofidest Formations

Products and services

• Expertise Comptable (Accounting Services) Core accounting services including bookkeeping (in-house, outsourced, or hybrid), financial statement preparation, and accounting review missions for SMEs, artisans, merchants, and professionals across all sectors.
• Audit & Commissariat aux Comptes Statutory audit services expressing an opinion on annual accounts for SAS, SARL, and SA entities, plus voluntary and legal consolidation of accounts for groups.
• Fiscalité (Tax Services) Tax declaration management, tax optimization, real estate taxation, personal income tax (IR, IFI), tax credits and exemptions, and assistance during tax audits and disputes.
• Social / Gestion de la Paie (HR & Payroll) Social and payroll management services producing over 7,000 payslips per month, covering hiring, termination, social rights, and using Silae software with 'Label Silae My Performance 2026' certification.
• Création d'Entreprises (Business Creation) Business creation advisory including project validation, business plan design, legal form selection, financing and aid acquisition, and launch support for new entrepreneurs.
• Transmission d'Entreprises (Business Transfer) Business transfer and acquisition advisory including company valuation, fiscal optimization, negotiation support, target search, business plan establishment, and financing acquisition.
• Gestion d'Entreprises (Business Management) Business management advisory including strategic planning, financial forecasts and budgets, dashboard tools (business, treasury), financial analysis, analytical accounting, and internal control procedures.
• Gestion Privée (Private Wealth Management) Private wealth management advisory covering matrimonial regimes, family law, tax optimisation, real estate devices, capitalisation contracts, furnished rental (LMNP), structured funds, life insurance, and estate planning.
• Entreprises en Difficulté (Companies in Difficulty) Prevention and resolution of business difficulties including early warning identification, treasury relief, payment deadline negotiations, new financing solutions, creditor negotiations, and collective proceedings preparation.
• Immobilier (Real Estate) Real estate sector accounting and tax advisory for promoters, real estate agencies, fund managers, and property administrators, covering investment and financing plan monitoring, operational tracking, and real estate VAT management.
• Secteur Non Marchand (Non-Profit Sector) Accounting and management services for associations, foundations, and works councils since 1976, covering annual accounts, financial transparency, regulatory compliance, and new funding research.
• CofidJob (Recruitment) Recruitment service covering job offer creation, CV selection, reference checks, pre-selection interviews, candidate presentation, and response to non-retained applications.
• Service Conseil RH (HR Consulting) HR consulting covering attractiveness and retention strategy, recruitment of administrative profiles, audit and organisational benchmarking, competency development plans, remuneration plans, and SIRH implementation support.
• Service LMNP (Furnished Rental) Non-professional furnished rental (Location Meublée Non Professionnelle) advisory including activity registration, adapted accounting, tax regime selection, fiscal optimisation, and comprehensive support from creation to daily management.
• Service Consolidation Accounting consolidation services for groups of companies including voluntary consolidation and legal consolidation, account regrouping, consolidated financial statements production, intra-group eliminations, and regulatory compliance.
• Service Juridique (Legal Services) Legal services covering company creation and dissolution, legal formalities, governance and partner relations, capital operations and restructuring, transmission and acquisition, and legal compliance monitoring.
• Service Marketing & Communication Integrated communication agency offering digital communication (website creation, SEO, social media management, SEA campaigns, newsletters), branding (logo creation, graphic charter), and print design (posters, brochures, flyers, business cards).
• Formations Sur-Mesure (Custom Training) Custom professional training programmes covering production, quality tools, risk analysis, industrial maintenance, automation, electrical engineering, machine safety, communication, management, project management, English, payroll, and accounting. Qualiopi certified.

Quantifiable outcome

• Over 7,000 pay slips processed monthly
• +2 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Ten partnerships are on record, tiered minor, core and moderate.

• SNDEC – Syndicat National du DécolletageminorOthersProfessional industry association partnership for the machining (décolletage) sector, providing industry-specific expertise and networking
• CCI – Chambres de commerce et d'industriecoreStrategic or Co-development PartnerFrench Chambers of Commerce and Industry partnership providing business support, networking, and referral services
• ESF – Ecole du ski françaisminorOthersPartnership with French Ski School for professional services and training support in the mountain tourism sector
• Media SantéminorOthersHealthcare media partnership for industry-specific content and communications in the health sector
• SilaecoreTechnology or IntegrationPayroll software provider enabling automated payroll processing for over 7,000 pay slips monthly; holder of Silae My Performance 2026 label
• Adecco TrainingminorChannel Partner/ Reseller/ DistributorTraining distribution partnership for professional training services across France
• RandstadminorGTM or Marketing PartnerHR services partnership for recruitment support and professional training services
• La Région Auvergne-Rhône-AlpesmoderateGTM or Marketing PartnerRegional government partnership providing funding and support for professional training initiatives
• Anthogyr FranceminorOthersDental equipment manufacturer client and training services partner
• MecachromeminorOthersAerospace and automotive precision components company - client and training services partner

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• KPMG France: Big 4 professional services firm in France offering audit, tax, and advisory across all client tiers. Comparable in core audit/accounting offerings but serves larger enterprises and has national rather than regional concentration.
• BDO France: Mid-tier international accounting network in France offering audit, tax, and advisory. Similar service mix to Cofidest (accounting, audit, payroll, advisory) but with broader national coverage and mid-market focus.
• Deloitte France: Big 4 professional services firm offering audit, tax, consulting, and advisory in France. Overlaps with Cofidest on audit and accounting but addresses a much larger enterprise client base with broader consulting capabilities.
• Grant Thornton France: Mid-tier international audit and advisory firm in France serving mid-market companies. Comparable on audit and advisory lines, with similar service breadth but a more nationally distributed client base.
• Mazars: International audit, accounting, tax, and advisory firm with significant French presence. Comparable on statutory audit (Commissariat aux Comptes) and accounting services, but with broader geographic and client reach.
• PwC France: Big 4 firm providing audit, tax, legal, and advisory services across France. Comparable on audit and accounting services; serves larger national and international clients than Cofidest's regional SMB focus.
• Baker Tilly France: Mid-tier accounting and advisory network in France serving SMBs and mid-market companies. Comparable in core accounting, audit, and payroll services, with a multi-office French regional model.

Direct peers

• In Extenso: French accounting and consulting network focused on SMBs, artisans, and agricultural businesses with a regional office model very similar to Cofidest. Directly comparable in customer segments, multi-service approach, and regional French footprint.
• Cerfrance: French cooperative network of accounting and advisory firms specializing in SMBs, agriculture, and small enterprises. Comparable in regional multi-office structure, professional services breadth, and French SMB customer focus.
• Fiducial: Large French accounting and advisory firm serving SMBs, artisans, and small enterprises. Closely comparable target customer base (PME/ETI) and one-stop-shop service model including payroll, legal, and business consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Cofidest
• Facebookfacebook.com/Cofidest

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries14 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 Cofidest