What Caelis does

Caelis is an independent consulting, accounting, and audit firm headquartered in Paris, France, operating from two locations in the 8th and 9th arrondissements (10 place de la Madeleine and 12 rue du Helder). Established approximately 30 years ago, the firm employs 55 collaborators, generates roughly €5 million in annual revenue, and serves more than 1,000 clients. Ownership rests with three named partners (Frédéric Siméon, Olivier Bergeron, Philippe Dias) and two Honorary Presidents (Dominique Ferté, Olivier Bietrix), with no disclosed external investors, parent company, or subsidiaries.

The firm operates two core service lines: Audit & Commissariat aux Comptes (statutory audit plus contractual audits including acquisition due diligence, data room reviews, and IPO support) and Conseil et Expertise Comptable (accounting, tax and legal advisory, payroll/HR, financial forecasting, and company formation services). Caelis supplements its professional services with client-facing digital tools — the Mon Expert en Gestion collaborative portal (offering invoicing, cash register, contact databases, and real-time dashboards), a Base documentaire for regulatory resources, YoozBox for invoice digitization, and a Silae employee self-service portal currently under implementation.

Caelis's go-to-market is consultative and relationship-driven, emphasizing proximity, responsiveness, and single-point-of-contact service delivery across the SMB (TPE/PME) market, with selective engagement of larger enterprises and investment funds requiring due diligence or IPO support. Distribution is direct via the two Paris offices; marketing is conducted through the firm website, LinkedIn (CaelisFR), email newsletter, and publications in professional accounting journals. The firm is privately held, operates exclusively in France, and has no M&A history or external capital structure.

Name

Caelis

Legal name

Cælis

Website

https://caelis.fr

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Caelis is an independent Paris-based accounting, statutory audit, and business advisory firm serving over 1,000 French SMB clients, entrepreneurs, and selectively investment funds. With 55 employees and roughly €5 million in annual revenue, it combines traditional professional expertise with proprietary client portals.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Audit & Assurance Services (BPAHABAA), Sustainability & ESG Consulting (BPAHACAK)

Keywords

• Accounting and audit services
• Statutory audit services
• Tax and legal advisory
• Payroll management services
• Financial advisory services

Headquarters

HQ city

Paris

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

Revenue model

1. Expertise Comptable (Accounting Services): Ongoing accounting services including bookkeeping, account reconciliation, financial statement preparation, management reporting, and periodic follow-up. Services for both commercial and liberal professions.
2. Audit & Commissariat aux Comptes: Legal audit missions ensuring regularity, sincerity, and faithful image of annual accounts. Contractual audit services including acquisition audits, data room reviews, and due diligence for company acquisitions. Special missions including contributions, transformations, mergers, and IPO support.
3. Conseil Fiscal & Juridique: Tax and legal advisory services including fiscal follow-up, tax return management, tax credits (Coface, BpiFrance, R&D tax credit), fiscal control assistance, group taxation regimes, and corporate fiscal optimization.
4. Social/HR Services: Payroll management including pay slip preparation and social declarations, HR function outsourcing, annual declarations, employment contract drafting, employee representation bodies, and social audits.
5. Financial Forecasting & Business Planning: Financial forecasting services including 3-year projections, profitability analysis, cash flow budgets, financing plans, investment choices, and company evaluation.
6. Company Creation & Legal Setup: Company formation services including articles of association drafting, shareholder agreements, RCS registration formalities, ACCRE dossier filing, effective beneficiary declarations, and mandatory legal registers setup.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Caelis is an independent Paris-based consulting, accounting, and audit firm delivering ongoing expertise comptable (bookkeeping, account reconciliation, financial statements, management reporting), statutory and contractual audit (Commissariat aux Comptes, acquisition audits, due diligence, IPO support), tax and legal advisory, payroll/HR management, financial forecasting, and company creation services to French businesses. The practice is supported by client-facing digital tools including the Mon Expert en Gestion collaborative portal, a regulatory Base documentaire, YoozBox invoice digitization, and Silae employee self-service.

Product overview

Caelis is an independent consulting, expertise, and audit firm based in Paris, offering a unified service portfolio centered on two core offerings: Audit & Statutory Audit (Audit & Commissariat aux Comptes) and Accounting & Advisory (Conseil et Expertise Comptable). The audit practice covers legal and contractual missions including acquisition audits, due diligence, and IPO support. The accounting practice encompasses account preparation, tax and financial consulting, payroll/HR management, and legal services. Caelis supplements its core services with client-facing digital tools including the Mon Expert en Gestion collaborative portal (featuring invoicing and cash register modules), the Base documentaire for regulatory resources, the YoozBox for invoice digitization, and the Silae employee self-service portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Commissariat aux Comptes

Quantifiable outcome

• Financial forecasting covering 3-year minimum periods for new project financing
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Mazars: Mazars is a French-origin international audit and advisory firm with a strong PME/mid-market practice in France, offering the same multi-disciplinary services (audit, accounting, tax, advisory) as Caelis but at significantly greater scale and geographic reach.
• KPMG France: KPMG France is a Big Four firm offering the full spectrum of audit, tax, and advisory services, including dedicated mid-market and PME practices that overlap with Caelis's service lines and target clients.

Emerging players

• Pennylane: Pennylane is a French fintech offering an all-in-one financial management platform (accounting, invoicing, treasury) targeting the same TPE/PME segment as Caelis, representing the technology-driven threat to traditional accounting firms' mandate base.

Direct peers

• Fiducial: Fiducial is a major French provider of accounting, legal, and payroll services to very small businesses and SMEs, representing the closest scaled competitor to Caelis in the TPE/PME segment.
• BDO France: BDO France is a mid-tier international accounting and audit network serving French SMEs and mid-market companies with audit, accounting, tax, and advisory services — the closest structural analogue to Caelis's positioning, though at materially larger scale.
• Crowe France: Crowe France is a mid-tier audit and advisory network serving French SMEs and mid-market clients, with comparable audit, accounting, tax, and M&A advisory offerings to Caelis.
• Grant Thornton France: Grant Thornton France serves mid-market and growth-stage French companies with audit, tax, and advisory services, including IPO and transaction support — directly comparable to Caelis's PME-focused service mix.
• RSM France: RSM France is a mid-tier international network focused on entrepreneurial and mid-market French clients, offering audit, accounting, tax, and consulting — closely aligned with Caelis's PME/entrepreneur customer profile.
• Baker Tilly France: Baker Tilly France provides audit, accounting, tax, and advisory services to French SMEs and mid-market companies, with a comparable multi-disciplinary offering and similar client segment focus to Caelis.
• In Extenso: In Extenso is a large French accounting and advisory network specializing in TPE/PME and entrepreneurs — overlapping directly with Caelis's customer base and service portfolio, with significantly more regional offices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/caelisfr

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Caelis