COEPTO

What COEPTO does

COEPTO is a private chartered accountancy and statutory audit firm (cabinet d'expertise comptable et de commissariat aux comptes) headquartered in Toulouse, France, with a secondary office in Cugnaux. Founded in 1997, the firm employs more than 15 collaborators organized into three service poles — Expertise/Audit/Conseil, Social (HR/Payroll), and Legal — and serves over 200 clients across Occitanie. The partner group comprises Jérôme SAVARY, Arnaud DEVANT, and Rémi LAVERNHE as expert-comptables associés, with Romain BALDAN leading the Expertise, Audit & Conseil pole.

The firm delivers seven integrated professional service lines: accounting and tax compliance, HR and payroll, management control and KPIs, legal/company secretarial, digitalization, legal and contractual audit, and acquisition/transmission/valuation. COEPTO does not operate its own proprietary accounting software; instead, it provides clients with a digital portal that federates access to four third-party SaaS platforms — QuadraCONNECT, Yooz, Mon Expert en Gestion, and Dext — covering bookkeeping, invoicing, expense management, and management reporting. The technology stack is therefore integration-led rather than product-led, with the firm's differentiation resting on the bundling of accounting, tax, payroll, legal, audit, and advisory services under a single relationship.

COEPTO generates revenue through fee-for-service professional engagements, billed on a quote/contract basis tailored to each client's complexity. The go-to-market is sales-led and consultation-based: prospective clients reach the firm via phone or website contact form, and engagements are scoped individually. Pricing is not publicly disclosed. The customer base is a long-tail of small and medium enterprises, liberal professions, artisans, industrial groups, associations/sports clubs, and individuals — all served through the two physical offices. The firm holds Order of Chartered Accountants and Compagnie des Commissaires aux Comptes registrations, which confer the statutory authority to sign audit opinions, and operates under French GDPR/RGPD compliance.

Name

COEPTO

Legal name

COEPTO

Website

https://coepto.fr

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

COEPTO is a Toulouse-based chartered accountancy and statutory audit firm serving 200+ SMEs, liberal professionals, artisans, and associations across Occitanie with bundled accounting, tax, payroll, legal, audit, and M&A advisory services delivered through two offices.

Ownership category

akta.pro rank

Product category

Accounting & Audit Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• Accounting services
• Tax advisory
• Payroll management
• Statutory audit
• Business advisory

Headquarters

HQ city

Toulouse

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and bookkeeping services: Core accounting services including bookkeeping, annual accounts preparation, and accounting surveillance
2. Tax services: Tax declaration preparation, tax optimization, and assistance during tax audits
3. HR and payroll management: Payroll processing, social declarations, and HR management services
4. Legal services: Legal operations, statutory compliance, and company secretarial services
5. Audit and certification: Legal and contractual audit services, statutory audit (commissariat aux comptes), and account certification
6. Business acquisition and transmission: Business evaluation, acquisition support, and business transmission/transfer advisory
7. Digitalization services: Digital transformation support and implementation of digital tools
8. Management consulting: Business management, KPIs, dashboards, and decision-making support

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

COEPTO is a chartered accounting and statutory audit firm based in Toulouse, France, delivering integrated professional services across accounting and tax compliance, HR and payroll, legal secretarial work, statutory and contractual audit, business valuation and acquisition/transmission advisory, digital transformation, and management control (KPIs and dashboards). The firm serves over 200 clients through two offices (Toulouse and Cugnaux) with a team of 15+ collaborators led by three partner expert accountants. A client portal provides access to third-party platforms (QuadraCONNECT, Yooz, Mon Expert en Gestion, Dext) for collaborative document handling and account management.

Product overview

COEPTO is a unified accounting and expertise service offering rather than a modular software product. The firm provides seven integrated professional service lines: Accounting and Taxation, HR and Payroll, Management and Control, Legal Services, Digitalization, Legal and Contractual Audit, and Acquisition/Transmission/Valuation. These services are delivered through their team of expert accountants and auditors, with a client portal that provides access to third-party platforms (QuadraCONNECT, Yooz, Mon Expert en Gestion, and Dext) for client account management and document handling. The firm operates two offices in Toulouse and Cugnaux, serving over 200 clients across various sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Taxation (Comptabilité et fiscalité)
• HR and Payroll (RH et Paie)
• Management and Control (Pilotage et gestion)
• Legal Services (Juridique)

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Grant Thornton France: Grant Thornton France is a mid-tier audit and advisory network providing statutory audit, accounting, tax, and consulting services to French businesses. Comparable to COEPTO in offering commissariat aux comptes and chartered accountancy, with broader geographic and sectoral coverage.
• Fiducial: Fiducial is one of France's largest accounting and advisory networks, serving SMEs, artisans, and individuals with bookkeeping, tax, payroll, and legal services. Like COEPTO, it targets TPE/PME clients with bundled professional services and a relationship-led model, though at significantly greater scale and geographic reach.
• Baker Tilly France: Baker Tilly France is a mid-tier accounting and audit network providing statutory audit, accounting, tax, payroll, and advisory services to French SMEs and mid-market companies. Like COEPTO, it offers commissariat aux comptes and chartered accountancy under one roof, with comparable service breadth.
• BDO France: BDO France is a mid-tier accounting and advisory firm delivering audit, accounting, tax, and consulting to French SMEs and mid-market clients. It directly competes with COEPTO's audit and advisory offering while serving larger clients through its network.
• Exco France: Exco is a French network of independent chartered accountancy and audit firms serving SMEs, mid-market companies, and associations. Its decentralized regional partner model and service mix closely mirror COEPTO's structure and target clientele.
• Crowe France: Crowe France is a mid-tier accounting, audit, and advisory network serving French SMEs and mid-market clients. Like COEPTO, it offers statutory audit, accounting, tax, and advisory services with a regional partner-led delivery model.
• Mazars: Mazars is a French-rooted international audit, accounting, tax, and advisory firm. Like COEPTO, it was founded in France with a partner-led model and serves SMEs through to large corporates, making it directly comparable for the audit and advisory practice even if much larger in scale.
• In Extenso: In Extenso is a French network of chartered accountancy and advisory firms serving SMEs, artisans, liberal professions, and associations — a near-identical target customer and service mix to COEPTO. Its decentralized regional office model is closely comparable to COEPTO's Toulouse/Cugnaux setup.

Broad incumbents

• KPMG France: KPMG France is one of the Big Four accounting and advisory firms, providing audit, tax, and consulting across all major French industries. It is a broad incumbent whose SME and mid-market practice overlaps with COEPTO, though its scale and global footprint place it in a different competitive tier.
• Deloitte France: Deloitte France is a Big Four firm offering audit, tax, consulting, and advisory services to French enterprises of all sizes. While primarily serving large and mid-market clients, it competes with COEPTO for higher-growth SMEs and serves as a structural competitive threat at the upper end of COEPTO's addressable market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/coepto-ec

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 COEPTO