What OCO SOLUTIONS CORP. does

OCO Solutions Corp. is a privately held accounting and financial services firm headquartered at 2237 Madison Avenue in Montreal, Quebec, Canada. The firm delivers a six-service suite — bookkeeping, payroll management, income tax filing, tax planning, financial consulting, and corporate administration/incorporation — to entrepreneurs, self-employed professionals, small and medium-sized enterprises, and individual investors (including property owners) within the Montreal metropolitan area. Service delivery runs on cloud-based accounting infrastructure backed by an unnamed top-10 cloud storage provider, with automated workflows for transaction entry, recurring reminders, document handling, and scheduled reporting, alongside high-performance software for daily transaction monitoring, bank reconciliations, and financial report production.

The business model is professional services revenue under a subscription-based pricing structure billed monthly, with customized packages tailored to each client's business activity level and no hidden fees. GTM is sales-led and consultation-based: prospects are acquired through the bilingual website, phone inquiries, and word-of-mouth referrals, offered a free initial consultation, and onboarded through in-person or virtual appointments. OCO differentiates on bilingual (French/English) service, certified accountants with Quebec and Canadian tax regulation expertise (HST/GST/QST, DAS, CNESST), a 24-hour response commitment, and a "human touch" positioning that explicitly contrasts with automation-heavy competitors.

The firm operates exclusively in the Quebec/Canadian domestic market through a single Montreal office, with no disclosed headcount, revenue figures, funding rounds, partnerships, acquisitions, awards, or patents. No parent company, institutional investors, or external ownership interests are disclosed. The firm's website was active and updated through 2025, and the legal entity is incorporated in Quebec, Canada.

Name

OCO SOLUTIONS CORP.

Legal name

OCO SOLUTIONS CORP.

Website

https://ocosolutions.ca

Company type

Private

Operating status

Operating

Short description

OCO Solutions Corp. is a Montreal-based private accounting firm offering bookkeeping, payroll, tax filing, tax planning, financial consulting, and corporate administration services to entrepreneurs, SMEs, freelancers, and individuals across Quebec, Canada, via bilingual French/English delivery.

Ownership category

akta.pro rank

Headquarters

HQ city

Montreal

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. Accounting and Financial Professional Services: OCO Solutions generates revenue through professional accounting services including bookkeeping, payroll management, tax filing, tax planning, financial consulting, and corporate administration. Revenue is derived from service fees tailored to client business needs, with clear pricing packages adapted to each client's activity level.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

OCO Solutions Corp. is a Montreal-based chartered accounting firm that provides outsourced bookkeeping, payroll management, income tax filing, tax planning, financial consulting, and corporate administration/incorporation services. The firm delivers end-to-end accounting and tax compliance support to entrepreneurs, freelancers, small and medium enterprises (SMEs), and individual clients (property owners, investors) in the Quebec market, operating in both French and English.

Product overview

OCO Solutions is an accounting and financial services firm based in Montreal, Quebec, Canada. The company offers a unified suite of six core accounting services: Bookkeeping, Payroll Management, Income Tax Filing, Tax Planning, Financial Consulting, and Corporate Administration & Incorporation. These services are designed for entrepreneurs, freelancers, small and medium enterprises (SMEs), and individuals, providing end-to-end support for accounting obligations, tax compliance, and financial management. The services integrate with each other to provide a comprehensive financial management solution.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping (Tenue de Livres) Provides accurate and up-to-date tracking of business transactions, including daily transaction entry, monthly financial reporting, and bank reconciliations, for businesses of every size.
• Payroll Management (Gestion des Paies) Provides precise and compliant administration of employee payroll, including salary calculations, hour tracking, pay statements, deductions, and government remittances such as DAS and CNESST compliance.
• Income Tax Filing (Déclaration de Revenus) Manages accurate and comprehensive tax return preparation for businesses, self-employed professionals, and individuals, including tax slips and forms preparation and submission.
• Tax Planning (Planification Fiscale) Helps businesses and individuals anticipate and optimize tax obligations through personalized annual tax planning strategies that integrate with bookkeeping, payroll, and tax filing services.
• Financial Consulting (Conseil Financier) Provides strategic financial advisory services for businesses and individuals, covering budgeting, cash flow analysis, investment planning, and business growth support.
• Corporate Administration & Incorporation (Administration et Constitution en Société) Manages all legal and operational obligations for companies including record-keeping, annual reporting, and corporate structure setup for SMEs and entrepreneurs.

Quantifiable outcome

• Time savings through outsourced accounting allowing business focus

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Regional players

• Mallette LLP: Mallette is a Quebec-based accounting firm offering bookkeeping, tax, payroll, and advisory services to SMBs and individuals across the province — directly comparable in scope and regional focus to OCO.
• Richter LLP: Richter is a Montreal-based accounting and advisory firm with a strong Quebec presence, providing tax, audit, and consulting services to businesses and individuals in the same Montreal market as OCO.
• PSB Boisjoli: PSB Boisjoli is a Montreal-based accounting firm serving Quebec SMEs and individuals with bookkeeping, tax, and advisory services — a regional peer closely comparable to OCO's market focus and service scope.

Direct peers

• Baker Tilly Canada: Baker Tilly is a Canadian mid-market accounting and advisory firm offering bookkeeping, tax, payroll, and consulting services to SMEs — overlapping service delivery model and target segments with OCO.
• Raymond Chabot Grant Thornton: Raymond Chabot Grant Thornton is a Quebec-headquartered accounting firm offering bookkeeping, tax, payroll, and advisory services to SMEs and individuals — a close functional and regional peer to OCO.
• MNP LLP: MNP is one of Canada's largest accounting and business advisory firms with deep Quebec presence, offering bookkeeping, tax, payroll, and consulting services to SMEs and individuals — directly comparable to OCO's service suite at a larger scale.

Broad incumbents

• KPMG Canada: KPMG operates in Montreal and Quebec offering accounting, tax, and advisory services across an enterprise and mid-market portfolio — overlapping capabilities with OCO but at substantially larger scale and a different client mix.
• BDO Canada: BDO Canada provides accounting, tax, payroll, and advisory services nationally with offices in Montreal and Quebec, serving SME and individual clients with substantially the same service mix as OCO but at greater scale and geographic reach.
• Crowe Global (Canada): Crowe Soberman / Crowe Canada provides accounting, tax, and advisory services to Canadian SMEs — a comparable service portfolio to OCO at a larger and more distributed scale.
• Grant Thornton Canada: Grant Thornton provides a similar suite of accounting, tax, payroll, and advisory services for Canadian SMEs, with a Montreal presence serving comparable client segments to OCO.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 OCO SOLUTIONS CORP.