Groupe Sofirex

What Groupe Sofirex does

Groupe Sofirex is a privately held French accounting and business advisory firm (SARL, €50,000 capital) headquartered in Roanne, France, with a secondary office in Charlieu. Founded in 1983, the firm has operated for over 40 years serving TPE/PME clients in the Loire region (Auvergne-Rhône-Alpes), with vertical specializations in agriculture, BTP/construction, CHR (cafés/hôtels/restaurants), liberal professions, associations, and growth-stage startups. Its service portfolio spans core expertise comptable (accounting, tax compliance, corporate law, HR/payroll via SILAE), management consulting (dashboards, cost analysis, business valuation), an in-house insurance brokerage pole (Pôle Courtage) for executive protection and retirement, digital/IT solutions (CEGID, Yooz, SILAE, MEG, Loop portals), and a professional training catalog currently pursuing Qualiopi certification. The firm has no proprietary technology platform; instead, it integrates third-party SaaS tools to deliver client-facing services and positions its digital transition support (especially for the September 2026 French electronic invoicing mandate) as a differentiated offering.

The firm operates on a quote-based, fee-for-service professional services model across all revenue streams, with no publicly disclosed pricing. Go-to-market is dual: sales-led through direct advisory relationships and annual "rendez-vous bilan" meetings, combined with a community-led motion anchored in biennial 450-attendee conferences, thematic 250-client information evenings, local sports sponsorships (Chorale de Roanne, Roannais Basket Féminin, Hockey Club de Roanne), and RSE initiatives (VALORISE waste-recycling partnership). Since approximately 2015-2016, Sofirex has been a member of Alliance EURUS, France's leading grouping of independent accounting/audit/advisory firms (~40 structures, 250+ associates, 2,500+ collaborators), with partner Thierry Barnet serving on the alliance's Board of Directors and COMEX. The firm is owner-operated, bootstrapped, and has no disclosed external investment or M&A activity.

Name

Groupe Sofirex

Legal name

SOCIETE FIDUCIAIRE REGIONALE D'EXPERTISE COMPTABLE - SOFIREX

Website

https://sofirex.fr

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

51–100 employees

Short description

Groupe Sofirex is a Roanne-based French accounting and business advisory firm founded in 1983, serving TPE/PME clients in the Loire region across accounting, tax, HR, legal, brokerage, and digital solutions, with a secondary office in Charlieu and Alliance EURUS network membership.

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Pricing, Revenue & Commercial Analytics (BPAHALAM)

Keywords

• Accounting and bookkeeping services
• Tax advisory services
• Payroll and HR services
• Business consulting services
• Insurance brokerage services

Headquarters

HQ city

Roanne

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Expertise Comptable (Accounting): Core accounting services including bookkeeping, accounting updates, annual accounts, tax returns, and financial statements preparation. This is the foundational revenue stream for the firm.
2. Fiscalité (Tax Advisory): Tax compliance and advisory services including income tax declaration support, VAT guidance, and tax optimization. Sofirex also has an in-house tax lawyer for litigation and control assistance.
3. RH & Droit Social (HR & Employment Law): HR management services, payroll processing (via SILAE), social formalities, employment law support, and recruitment assistance.
4. Droit des Sociétés (Corporate Law): Corporate legal services including assembly organization, minutes drafting, capital restructuring, and legal formalities.
5. Gestion & Conseil (Management Consulting): Management advisory including dashboard/indicators setup, cost analysis, business planning, company valuation, and strategic accompaniment.
6. Pôle Courtage (Brokerage): Insurance and social protection brokerage including health insurance, provident/fund protection, retirement planning, and employee collective schemes. Serves business owners, professionals, and companies.
7. Solutions Digitales & Informatiques (Digital/IT Solutions): Sale and support of accounting software (CEGID, Loop), electronic invoicing platforms (Yooz), payroll software (SILAE), and billing tools (MEG). Includes digital transition support for electronic invoicing compliance.
8. Formations Professionnelles (Professional Training): Professional training catalog covering accounting software (MEG, CEGID/SOF en ligne), financial statement analysis, and other business topics. Declared activity under number 8242 023 6942 with the Prefect of Auvergne-Rhône-Alpes. In process of Qualiopi certification.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Groupe Sofirex delivers integrated accounting, tax, payroll/HR, corporate-law, and management-consulting services to small and mid-sized businesses in the Loire region of France, complemented by an insurance brokerage pole (health, provident, retirement), digital-tools deployment (CEGID, Yooz, SILAE, MEG, LOOP) for electronic-invoicing readiness, and a Qualiopi-track professional training catalog. Services are sold on a fee-for-service, quote-based engagement model delivered through direct advisory relationships from offices in Roanne and Charlieu, with no self-serve or transactional channel.

Product overview

Groupe Sofirex is an independent accounting and business advisory firm (SARL) headquartered in Roanne, France, operating since 1983 with approximately 40 years of experience. The firm offers a comprehensive suite of services organized around its core accounting, taxation, legal, and HR expertise, supplemented by specialized add-on modules including management dashboards (Tableau de Bord), cost analysis, electronic invoicing solutions, IT/digital tools, a training catalog, and a dedicated insurance brokerage pole (Pôle Courtage) for executive protection and retirement planning. Clients access digital tools via integrated third-party platforms — CEGID, Yooz, SILAE, Mon Expert en Gestion (MEG), and LOOP — all accessible through Sofirex's client portal (Espace Client). The firm also participates in the Alliance EURUS network, a national grouping of independent accounting firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Expertise Comptable (Accounting & Bookkeeping) Core chartered-accounting and bookkeeping services for SMBs, covering financial-statement preparation, bookkeeping, accounting updates, and compliance with French accounting standards (plan comptable général). Audience: SMB owners, dirigeants, and finance leads.
• Fiscalité (Tax Advisory & Compliance) Tax advisory and compliance services covering corporate tax, income tax, VAT, and fiscal optimisation for businesses and individuals, including in-house tax-lawyer support for litigation and tax-control assistance.
• Droit des Sociétés (Corporate Law) Corporate legal services including company formation, governance, assembly organisation, minutes drafting, capital restructuring, and legal formalities for SMB clients.
• Focus RH – Expert RH (HR & Social Law) Outsourced HR management and social-law services covering recruitment support, onboarding, payroll administration (via SILAE), employment contracts, and social formalities for SMB employers.
• Piloter son Entreprise (Business Performance Management) Management consulting service combining dashboards, cost analysis, financial forecasting, company valuation, and startup support for strategic decision-making by SMB dirigeants.
• Pôle Courtage – Prévoyance, Santé & Retraite (Insurance Brokerage) Insurance brokerage services for executive and business protection — health insurance (mutuelle), provident/insurance contracts, retirement planning, and collective employee schemes — operated by specialists Amandine Deal and Bérangère.
• Solutions Digitales / Informatiques (Digital & IT Solutions) Digital-tools deployment service reselling and supporting third-party platforms for clients: collaborative accounting (CEGID, LOOP), electronic invoicing (Yooz), payroll (SILAE), and billing (MEG Mon Expert en Gestion), with setup, training, and ongoing support.
• Facture Électronique (Electronic Invoicing Deployment) Service preparing SMB clients for mandatory French electronic-invoicing reform (September 2026 deadline), including certified Plateforme Agréée selection (e.g., Yooz), tool compatibility checks, and process restructuring.
• Catalogue de Formations (Professional Training Catalog)

Quantifiable outcome

• In the 2025 waste recycling partnership with VALORISE, Roanne site: 1,947 kg of paper and cardboard collected, 97.4 hours of social integration work generated, and 2,921 kg of CO₂ avoided. Charlieu site: 409 kg collected, 20.5 hours of work generated, and 614 kg of CO₂ avoided.

Named customers4 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

15 partnerships are on record, tiered core and minor.

• VALORISEcoreOthers · 1 January 2022VALORISE is a local Atelier Chantier d'Insertion (social integration workshop) in Roannais, founded in 2010, specializing in collection, sorting, and recycling of paper, cardboard, ink cartridges, batteries, pens, light bulbs, cables, and other office waste. Sofirex has partnered with VALORISE for over two years as part of its RSE commitment. In 2025, Sofirex's Roanne site recycled 1,947 kg of paper/cardboard (generating 97.4 hours of integration work and avoiding 2,921 kg CO₂), and its Charlieu site recycled 409 kg (generating 20.5 hours and avoiding 614 kg CO₂). VALORISE serves 850 clients across 1,000+ sites within 50km of Roanne.
• Alliance EURUScoreStrategic or Co-development Partner · 1 January 2016Sofirex has been a member of Alliance EURUS since 2016 (~10 years as of 2025). EURUS is France's leading groupement of independent firms in accounting, audit, and advisory, comprising ~40 structures, 250 associates, and 2,500+ collaborators. The alliance provides collective intelligence, best practice sharing, access to Lumi School training academy, innovation communities (including Dayclic tech forum), and governance participation. Sofirex partner Thierry Barnet serves on both the EURUS Board of Directors and the COMEX.
• Pâtisserie / Chocolaterie DuperrayminorOthersMaster artisan chocolate and pastry maker based in La Clayette. Client of Sofirex and trusted partner for the firm's annual Easter egg gifting operation. Duperray has provided artisanal chocolates for several years, embodying Sofirex's values of proximity, trust, and quality.
• YoozcoreTechnology or IntegrationYooz is a major electronic invoicing/dematerialization platform and an authorized Platforme Agréée (PA) under France's electronic invoicing reform. Sofirex partnered with Yooz to deploy dematerialization solutions to its clients in preparation for the September 2026 electronic invoicing deadline. Yooz representatives presented at Sofirex's January 2026 client information evening (250 attendees).
• CEGIDcoreTechnology or IntegrationCEGID is a leading French accounting and business management software provider. Sofirex uses and resells CEGID's collaborative accounting portal (Le Portail CEGID) as its primary accounting platform for client engagements and offers SOF'en ligne training on CEGID.
• SILAEcoreTechnology or IntegrationSILAE is an online payroll solution used by Sofirex to manage client payroll processing. Sofirex provides clients with access to the SILAE payroll portal (sofirex.silae.fr) as part of its HR and payroll service offering.
• MEG Mon Expert en GestioncoreTechnology or IntegrationMEG Mon Expert en Gestion is a billing and cash register software tool offered by Sofirex to clients. Sofirex provides training on MEG for devis and facturation (quote/billing) as part of its digital solutions mission.
• Loop LogicielscoreTechnology or IntegrationLoop Logiciels provides collaborative accounting software portals. Sofirex offers clients access to the Loop private customer space as part of its accounting digital ecosystem, complementing CEGID and other tools.
• Lumi School (by Alliance EURUS)coreImplementation/ SI/ Consulting PartnerLumi School is the EURUS alliance's training school for the management, audit, and advisory professions. It offers modern learning paths including AI and No-Code training. Sofirex's IT team participated in an Lumi School AI/No-Code training to prepare for electronic invoicing and digital transformation. Lumi School is accessible to Sofirex collaborators as a membership benefit.
• Chorale de RoanneminorOthersLongstanding local basketball club partnership (historique partenaire). Sofirex has been a partner of Chorale de Roanne for many years, supporting the club through its sports commitment and community engagement program.
• Roannais Basket FémininminorOthersLongstanding local women's basketball team sponsorship. Sofirex supports Roannais Basket Féminin as part of its commitment to local sports and territorial anchoring.
• Hockey Club de Roanne (Les Renards)minorOthersLocal hockey club sponsorship. Sofirex supports the Roanne hockey team 'Les Renards' throughout the season, with team members gathering at the local rink for matches.
• Pasta NonnaminorOthersRoanne-based Italian restaurant and caterer. Pasta Nonna provided the lunch/cocktail for Sofirex's September 2025 annual cohesion day, bringing together all collaborators from Roanne and Charlieu sites.
• Bertrand ChocolatierminorOthersRoanne-based master chocolatier who conducted an interactive chocolate tasting workshop (grand crus, dome chocolates) during Sofirex's September 2025 cohesion day, strengthening team bonds through a local artisan experience.
• Maison COMBAZminorOthersCatering/restaurant provider that prepared the cocktail dinatoire for Sofirex's November 2025 electronic invoicing client evening (250 clients), held at the Salle des fêtes de Pouilly-Les-Nonains.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fiducial: Fiducial is France's largest SMB-focused accounting, legal, and payroll firm with a national branch network. Directly comparable to Sofirex in serving artisans, traders, and small businesses with bookkeeping, tax, HR, and advisory services across France.
• BDO France: BDO France is a mid-tier international accounting and advisory network with strong SMB and mid-market focus. Directly comparable to Sofirex in serving French SMBs with accounting, tax, payroll, and advisory services across multiple regions.
• RSM France: RSM France is a mid-tier international accounting network providing audit, tax, and consulting to mid-market companies. Comparable to Sofirex in advisory and accounting service mix serving French SMB clients.
• Baker Tilly France: Baker Tilly France is a mid-tier accounting and advisory network offering audit, tax, and consulting to French SMBs and mid-market clients. Comparable to Sofirex in service breadth and French SMB client orientation.
• Grant Thornton France: Grant Thornton France is a mid-tier international accounting network serving mid-market and growth-stage companies. Comparable to Sofirex in advisory, accounting, and tax services with similar mid-market client focus in France.
• In Extenso (member of Deloitte): In Extenso is a French national network of accounting, tax, and advisory firms specializing in SMBs (artisans, retailers, farmers, professionals). Directly comparable to Sofirex in serving the same French SMB segments with similar one-stop-shop service models.

Broad incumbents

• KPMG France: KPMG France is a Big Four member offering audit, tax, and advisory across enterprise and mid-market clients. Comparable to Sofirex in tax, accounting, and management consulting service lines but at a much larger scale and with a different target segment.
• Deloitte France: Deloitte France is a Big Four advisory and accounting firm with broad audit, tax, consulting, and legal practices. Comparable to Sofirex across tax, accounting, and HR/legal advisory, though serving larger national and international clients.

Emerging players

• Pennylane: Pennylane is a French fintech platform offering automated accounting, invoicing, and financial management tools to SMBs and their accountants. Comparable to Sofirex as an emerging player addressing the same SMB accounting workflow with technology-led solution rather than traditional advisory.
• Indy: Indy is a French fintech providing automated accounting and tax tools for freelancers and small businesses. Comparable to Sofirex in serving French SMBs with accounting and tax needs, but through self-serve technology rather than traditional advisory relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC7Mnk26w9yohFscjvAblXWg
• Facebookfacebook.com/GroupeSofirex
• LinkedInlinkedin.com/company/groupe-sofirex/posts/?feedView=all
• Instagraminstagram.com/groupe_sofirex
• Xx.com/groupesofirex

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Groupe Sofirex