Accounting firms: less chasing, more advice

How businesses choose an accountant

Most clients still arrive by recommendation: a banker, another business owner, a notary. But before they call, they check. They search the firm's name, look at the Google profile and the website, and want to know three things quickly: do you work with businesses like mine, are you near me or fine with working remotely, and how does onboarding work.

The other moment is a change: a company creation, a growth step, a switch to a new legal form, or a rule that changes for everyone. The French e-invoicing reform is one of those moments. Since 1 September 2026, every company must be able to receive electronic invoices, and large and mid-size companies must issue them through an approved platform; small and micro businesses follow on 1 September 2027. Business owners are searching for plain explanations, and the firm that explains clearly is the one they remember.

Where a firm's time goes

• Collecting documents: bank statements, receipts and payroll items asked for three times, by email, phone and message.
• Answering the same questions: deadlines, what to keep, what changes with e-invoicing, where a filing stands.
• Chasing its own fees: invoices to clients that slip past their due date while everyone is busy with the closing.
• Building reports by hand: monthly dashboards for clients, copied from the software into a spreadsheet and then into an email.
• Following the rules that change: tax and social updates that partners must read and pass on.

What we would build for a firm

• A client portal where each client sees what is missing, uploads documents and follows the status of their file, with access per client. See client portals.
• An unpaid-invoice agent that sends polite reminders on the right dates, in your tone, stops as soon as payment arrives and hands over to a person for difficult cases. In France, the Commercial Code caps payment terms between businesses (30 days by default, 60 days from the invoice date or 45 days end of month when agreed) and late penalties apply without a reminder being needed. See the unpaid-invoice agent.
• Automated reporting: the same monthly figures, prepared from your tools and sent in plain language, checked by a person before they leave. See automated reporting.
• A regulatory watch that reads official sources and summarises what changed for your clients' sectors, with the link to the source every time. See regulatory watch.
• Email triage for a shared mailbox: messages sorted and labelled every few hours, never deleted. See email triage.

Visibility that respects the profession's rules

In France, the code of ethics of chartered accountants (article 152 of the decree of 30 March 2012) allows promotion and canvassing, but asks that communication be decent and restrained, contain nothing inaccurate or misleading, and include no comparative element. So we do not write "cheaper than other firms" or rank you against anyone. We write useful guides on real questions (e-invoicing, company creation, payment terms), with the official source each time, and keep your Google Business Profile accurate. See SEO and local SEO.

Client data stays where it belongs: tools hosted in your name or on a server we run for you, access per person, logs of what agents did, and no client document used to train anything.