Aktif comptable professionnel agréé

What Aktif comptable professionnel agréé does

Aktif comptable professionnel agréé inc. is a Montreal-based chartered professional accounting (CPA) firm founded in 2010 by Daniel Vézina, LL.M. Fisc., CPA. The firm delivers accounting, tax, and advisory services to individuals, self-employed workers, immigrants, startups, small and medium enterprises (SMEs), foreign companies establishing operations in Canada, and estate executors in the Greater Montreal region. Its core product set includes bookkeeping and accounting for SMEs, personal and corporate tax preparation and planning, advisory ("service-conseil"), and specialized offerings such as virtual CFO services ("VP Finance virtuel"), performance analysis, voluntary disclosure, and tax audit support. The firm's technology backbone is the Xero cloud accounting platform, on which the firm is a certified advisor; services are delivered through customizable monthly fixed-fee subscription packages combining cloud-based bookkeeping with virtual CFO support.

The business model is a professional services subscription: clients pay recurring monthly fixed fees rather than transactional or hourly billing, with pricing customized to client complexity and undisclosed publicly. The go-to-market is sales-led and relationship-driven, relying on direct outreach, professional networking, referrals, and a website callback form; marketing presence is concentrated on LinkedIn and Twitter. Revenue streams include recurring professional accounting services, Xero-based cloud accounting packages, and tax preparation and planning. The firm operates from a single headquarters at 2237 avenue Blanchard, Montréal (Québec) H3J 1C1, with approximately 22 employees. It is privately held and founder-controlled, with no disclosed external institutional investment, subsidiaries, or M&A activity.

Name

Aktif comptable professionnel agréé

Legal name

Aktif comptable professionnel agréé inc.

Website

https://aktif-cpa.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Aktif CPA is a Montreal-based chartered professional accounting firm serving individuals, immigrants, self-employed workers, SMEs, startups, and foreign companies in the Greater Montreal region with bookkeeping, tax, advisory, and virtual CFO services delivered on the Xero cloud accounting platform via monthly fixed-fee subscriptions.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

Keywords

• Accounting services
• Tax preparation
• Bookkeeping services
• Cloud accounting
• Business advisory

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Monthly fixed-fee package pricing for accounting, tax preparation, and advisory services delivered through cloud-based Xero platform with virtual VP Finance support
2. Cloud Accounting Xero Services: Xero-based bookkeeping and accounting services with customizable monthly packages and fixed fees
3. Tax Preparation and Planning: Corporate and personal tax return preparation, tax planning strategies, and compliance services

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Aktif comptable professionnel agréé is a Montreal-based CPA firm that delivers professional accounting, tax, and advisory services to individuals and businesses in the Greater Montreal area. Core offerings include bookkeeping, corporate and personal tax preparation and planning, cloud-based accounting delivered through the Xero platform, and strategic business consulting. Services are packaged into customizable monthly fixed-fee engagements, with a virtual VP Finance option for businesses.

Product overview

Aktif comptable professionnel agréé is a Montreal-based accounting firm offering a unified suite of professional accounting, tax, and advisory services. The core offering consists of accounting/bookkeeping, taxation, and consulting services delivered through multiple specialized service lines targeting individuals, immigrants, self-employed workers, SMEs, foreign companies, and startups. The firm operates with XERO cloud accounting platform as its technology backbone, providing real-time financial data management and collaborative working capabilities. Additional service modules include voluntary disclosure, tax audit assistance, virtual CFO services, and performance analysis. Founded in 2010 by Daniel Vézina, the firm emphasizes technological innovation combined with professional expertise to deliver efficient accounting services.

Differentiator

Problem solved

Functional benefit

Products and services

• Comptabilité et tenue de livres pour PME (SME Bookkeeping and Accounting)
• Services comptables pour particuliers (Personal Tax Services) Personal income tax preparation, deduction and credit optimization, personal income tax reduction, and voluntary disclosure assistance for individual clients.
• Services comptables pour immigrants (Immigrant Accounting Services) Accounting and tax advisory for immigrants, including tax residency determination, navigation of the Canadian tax system, financial projections, and Quebec/Canada tax return preparation.
• Services comptables pour travailleurs autonomes (Self-Employed Accounting) Accounting for self-employed workers including bookkeeping, sales tax (TPS/TVQ) management, income/expense tracking, and annual tax preparation with income tax reduction strategies.
• Services comptables pour sociétés étrangères (Foreign Company Services) Accounting and tax services for foreign companies establishing operations in Canada, including tax planning, financial projections, Canadian tax compliance, and strategic business advisory.
• Services comptables Cloud XERO (Xero Cloud Accounting) Cloud-based accounting delivered through the Xero platform, providing real-time financial data, collaborative working, and integration with other cloud applications at fixed monthly rates.
• Services pour entreprises en démarrage (Startup Services) Advisory for new businesses covering incorporation, TPS/TVQ compliance, bookkeeping setup, and financial planning from inception.
• Fiscalité (Tax Advisory and Preparation) Tax advisory including corporate tax planning, tax return preparation, monitoring of legislative changes, and corporate income tax reduction strategies.
• Service-conseil (Advisory Services) Professional advisory providing deep financial knowledge, strategic business counsel, and assistance with financial decision-making for clients.
• Services pour liquidateurs de succession (Estate Liquidator Services) Tax guidance and accounting services for individuals designated as estate liquidators, including estate taxation, final tax returns, and testamentary trust management.

Named customers1 record

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

One partnership is on record.

• XerocoreTechnology or IntegrationAktif CPA is a Xero certified advisor, offering cloud-based accounting services through the Xero platform. They provide real-time financial data, collaborative working capabilities, and integration with other cloud applications for their clients. Xero partnership enables the firm to offer modern cloud accounting solutions as part of their service offerings.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Others

• Comptable CPA.ca / Ordre des CPA du Québec: Professional order governing CPAs in Quebec. Not a competitor, but the regulatory and professional-services ecosystem that defines Aktif's market structure, scope of services, and continuing education requirements.

Direct peers

• Baker Tilly Canada: Canadian mid-tier accounting firm with Quebec presence offering assurance, tax, and advisory services. Comparable SME-focused practice model with similar subscription-style and fixed-fee engagement structures.
• Richter LLP: Montreal-based accounting and advisory firm where Aktif's founder previously worked (RSM Richter). Offers corporate tax, business advisory, and cloud-accounting services to similar SME and mid-market clients in the same Montreal market.
• Raymond Chabot Grant Thornton: Quebec-headquartered mid-tier accounting and advisory firm serving SMEs, individuals, and public sector clients across the province. Directly comparable as a Montreal-rooted full-service CPA firm offering bookkeeping, tax, and advisory, but at materially greater scale than Aktif.
• MNP LLP: Canadian mid-tier accounting, tax, and business advisory firm with strong presence in Quebec. Offers comparable SME-focused accounting, tax planning, and cloud advisory services and is actively acquiring smaller Quebec CPA practices.
• BDO Canada: Canadian mid-tier accounting and advisory firm with multiple Quebec offices. Provides directly comparable assurance, tax, and consulting services to SMEs, individuals, and foreign companies entering Canada.

Broad incumbents

• KPMG Canada: Big 4 accounting firm where Aktif's founder previously worked in corporate tax. Operates broadly across audit, tax, and advisory for large enterprises, overlapping with Aktif in corporate tax and foreign-company services but at vastly greater scale.
• Deloitte Canada: Big 4 firm with significant Montreal presence offering tax, audit, and consulting. Competes for the upper end of Aktif's foreign-company and SME advisory segment but does not target small local firms as core clients.
• PwC Canada: Big 4 firm with a Montreal office providing tax, advisory, and assurance services. Overlaps with Aktif in tax planning and foreign-company advisory for SMEs entering Canada, but serves a much larger client segment.

Regional players

• IKO Compétences Comptables: Smaller Montreal-area CPA firm offering similar bookkeeping, tax, and advisory services to SMEs and individuals in Quebec. Comparable in scale and service mix, illustrating the fragmented local competitive landscape Aktif operates in.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/aktif_cpa
• LinkedInlinkedin.com/company/aktif-comptable-professionnel-agr-

Compliance2 records

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 Aktif comptable professionnel agréé