CABINET ROY-PETAT

What CABINET ROY-PETAT does

Cabinet ROY-PETAT is a French chartered accounting and statutory audit firm (Expert-Comptable – Commissaire aux comptes) headquartered in Saint Doulchard, Cher department, operating under the SARL legal form with €200,000 share capital. Founded in 1990 and led by Gérant Marc-Olivier ROY, the firm delivers accounting, auditing, social/HR management, wealth planning, M&A advisory, business organization consulting, and management consulting services to a diverse SME client base spanning business owners, liberal professionals, auto-entrepreneurs, business creators, acquirers, and associations across the Bourges/Cher region.

The firm's core technology layer is the Cegid Quadraweb online management platform, which clients access for quotes, invoicing, purchase tracking, and payment preparation. On top of this it has built a portfolio of branded digital tools — Simul'Auto (vehicle financing optimization), Simul'Investissement (investment/fiscal simulation), Note de frais (expense management), Facturation (invoicing), Indicateurs Flash de gestion (monthly management dashboards), Analyse du coût de revient (cost analysis), and Analyse concurrentielle (competitive analysis) — packaged as add-on modules within its management consulting offering.

Commercially, Cabinet ROY-PETAT operates a sales-led B2B professional services model with personalized local engagement and quote-based pricing that is not publicly disclosed. In 2025 the firm integrated into the Comptafrance Group (now operating as 'Cabinet ROY PETAT by Comptafrance') and is a member of the Synerga network of 47 affiliated cabinets and 1500+ collaborators, providing shared training, Qualiopi certification, and national-level regulatory monitoring. No revenue, funding, or AI capabilities are disclosed.

Name

CABINET ROY-PETAT

Legal name

ROY-PETAT

Website

https://cabinetroy-petat.fr

Company type

Private

Operating status

Operating

Short description

Cabinet ROY-PETAT is a chartered accounting and audit firm (Expert-Comptable) in Saint Doulchard, France, serving SMEs, liberal professionals, and entrepreneurs across the Cher/Bourges region with accounting, audit, HR, wealth, and M&A advisory services, now integrated into the Comptafrance Group.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

People Analytics, Assessment & Psychometrics Consulting (BPAHAGAH)

Keywords

• Accounting services
• Statutory auditing
• Business advisory
• HR social management
• Wealth management consulting

Headquarters

HQ city

Saint Doulchard

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Auditing Services: Professional services including accounting, statutory auditing, social/HR management, wealth management, project management, finance, business acquisition/cession, and business organization consulting.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Cabinet ROY-PETAT is a French accounting and statutory auditing firm (Expert-Comptable and Commissaire aux comptes) that provides professional accounting, tax, social/HR management, wealth/patrimonial planning, business management consulting, M&A (cession/acquisition) advisory, and business organization services to SMEs, liberal professionals, creators, acquirers, auto-entrepreneurs, and associations. Its services are delivered through in-person expert advice at its Saint Doulchard office and supported by cloud-based digital tools (Cegid Quadraweb) for quotes, invoicing, expense management, and management reporting.

Product overview

Cabinet Roy-Petat is a full-service accounting and business advisory firm offering integrated accounting software tools and professional services. The core offering combines expert accounting, tax, and advisory services with digital management tools including Simul'Auto for vehicle financing optimization, Simul'Investissement for investment simulation, Note de frais for expense management, Facturation for complete invoicing, and Indicateurs Flash de gestion for monthly management dashboards. The firm also provides specialized analysis services including Analyse du coût de revient and Analyse concurrentielle, all delivered through the Cegid online management portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Simul'Auto Vehicle financing optimization tool that helps businesses determine the best acquisition and financing options for company vehicles, calculating savings and presenting optimal solutions.
• Simul'Investissement Investment simulation tool that helps businesses validate investment choices and optimize financing modes to achieve fiscal optimization and cost savings.
• Note de frais Complete expense reporting software that provides comfortable and secure management of expense notes for businesses.
• Facturation (Invoicing) Complete invoicing solution covering quotes, invoices, operations tracking, purchases, and payment preparation, delivered as 100% mobile, interactive, and secure features on the Cegid Quadraweb platform.
• Indicateurs Flash de gestion Monthly management reporting platform with commented analysis by expert accountants, providing management dashboards without accounting jargon to facilitate decision-making.
• Analyse du coût de revient Cost analysis service that helps businesses improve profitability by determining optimum selling prices through detailed analytical center studies.
• Analyse concurrentielle Competitive analysis service that enables businesses to understand their competitive positioning and develop strategic advantages.
• Offre de conseils en gestion (Management Consulting) Comprehensive management consulting offering including activity forecasting, flash indicators, cost analysis, business valuation, vehicle financing, investment optimization, expense management, invoicing, and visual balance sheet presentation.
• Comptabilité (Accounting Services) Core accounting, bookkeeping, and financial statement preparation services delivered by expert-comptables for SMEs, liberal professionals, creators, acquirers, auto-entrepreneurs, and associations.
• Commissariat aux comptes (Statutory Auditing) Legal statutory audit and certification of financial statements provided by the firm's commissaire aux comptes for entities subject to audit requirements.
• Social / HR Management (Gestion sociale RH) Payroll processing, social declarations, employment contracts, and HR administration services for clients.
• Patrimoine (Wealth Management) Patrimonial and wealth planning advice for business owners and liberal professionals, including legal, financial, and tax optimization options for assets and real estate.
• Cession / Acquisition Advisory Advisory services supporting business acquisitions and sales, including valuation, due diligence, financing, and transition planning.
• Gestion entreprise (Business Management) Business management consulting including forecasting, performance indicators, cost analysis, and decision support for SME operators.
• Organisation d'entreprise (Business Organization) Consulting services to organize and structure client businesses, including internal processes, governance, and operational efficiency.
• Gestion de projet (Project Management) Project management support for clients implementing business changes, transformations, or specific initiatives.
• Finance Advisory Financial advisory services for clients including financing strategy, investment decisions, and financial optimization.

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• ComptafrancecoreStrategic or Co-development PartnerCabinet ROY-PETAT integrates into the Comptafrance group, gaining access to expanded resources, shared methodologies, and collective expertise while maintaining local presence.
• SynergacoreStrategic or Co-development PartnerNational network of 47 accounting firms with 1500 collaborators. Provides shared training (333 people trained annually), summer universities (250 attendees), exchange meetings (42 per year), and representation across 111 French cities. Offers webinars, certifications (Qualiopi), and professional development resources.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• In Extenso: French network of chartered-accountant and audit firms serving SMEs, liberal professionals, and small businesses across regions – directly comparable in target segments and service mix to Roy-Petat.
• Fiducial: One of France's largest accounting/audit firm networks focused on SMEs, artisans, and small business owners – competes for the same Chef d'entreprise and Auto-entrepreneur client base.
• Baker Tilly France: Mid-tier French accounting, audit, and advisory network serving SMEs and mid-market companies – directly comparable in audit, accounting, and management advisory offerings.
• BDO France: Network of French accounting and audit offices offering accounting, audit, tax, and advisory services to SMEs and mid-market – directly comparable business model and client focus.
• Grant Thornton France: French mid-tier audit and advisory firm with strong regional office coverage serving SMEs and mid-caps – directly comparable for statutory audit and advisory services.

Broad incumbents

• KPMG France: Big Four firm offering the full suite of audit, tax, and advisory services to French SMEs and large enterprises – broader incumbent that overlaps with Roy-Petat on SME accounting/audit but at a much larger scale.
• Deloitte France: Big Four firm with significant French SME/mid-market practice in audit, accounting, and advisory – incumbent competitor with overlapping capabilities but a wider portfolio.

Emerging players

• Pennylane: French fintech-accounting platform automating bookkeeping, invoicing, and expense management for SMEs and accountants – emerging digital competitor that threatens Roy-Petat's traditional service model.
• Dougs: France's leading online chartered-accountant firm targeting freelancers, auto-entrepreneurs, and small businesses – an emerging digital-native peer competing for the same Auto-entrepreneur segment.

Others

• Cegid: Major French cloud-accounting and ERP software vendor whose Quadraweb platform powers Roy-Petat's digital tools – an enabling technology ecosystem player rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

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 CABINET ROY-PETAT