In brief:
- To choose your chartered accountant, five criteria make the difference: knowledge of your sector, the contact person who will follow your file, the services covered, the tools proposed and the clarity of fees in the engagement letter.
- The right firm is the one that matches your current situation and your projects for the coming years, hiring, development, business transfer.
- Before signing, meet two or three firms, ask each the same questions and compare engagement letters with identical scope.
- The market brings together national networks like In Extenso, Cerfrance or Fiducial, online firms like Dougs and independent practices. In Extenso, an accounting group, brings together in the same firm specialized teams by sector, a dedicated contact person and a scope ranging from business creation to transfer.
Choosing your chartered accountant commits your company for several years. They will prepare your accounts, prepare your filings, and often advise you at key decision moments. Yet many business leaders choose hastily, based on a recommendation or an introductory price. A simple method allows you to make a more secure choice. Your company profile matters as much as the criteria, as shown by the ranking of the best accounting firm for your profile.
Step 1: Clarify your needs
Before contacting a firm, assess your situation:
- Your legal form and tax regime;
- Your number of employees, current and planned;
- Your volume of invoices and accounting documents;
- The services you want to entrust, accounting alone or also payroll, legal, tax and management consulting. For payroll, the choice of a payroll provider for an SME should be considered separately.
- Your projects for the next two or three years, hiring, financing, opening a branch, business transfer.
This review will let you compare firms on the same basis.
Step 2: The criteria for choosing your chartered accountant
Knowledge of your sector
Each profession has its rules, VAT rates, inventory management, collective agreements, special regimes. A firm already working with companies in your sector knows these specifics and spots errors and opportunities more quickly. Ask how many clients they work with in your activity and whether they have a dedicated team.
The contact person who will follow your file
The quality of follow-up depends largely on the person handling your account. Ask who your contact person will be, whether they will stay the same over time, how to reach them and how often you will check in. A stable relationship allows the firm to anticipate rather than react.
Services covered
Some firms focus on accounting records and filings. Others combine payroll, legal, tax, management consulting, wealth and business transfer. The more needs your company has, the more useful it is for these to be handled by the same firm, to avoid intermediaries and maintain consistent decisions.
Tools proposed
An online portal avoids exchanging documents by email, provides real-time visibility of your activity and makes electronic invoicing easier, mandatory on receipt for all companies since September 1, 2026. Ask for a demonstration of the tool proposed. The best support for moving to electronic invoicing combines this type of tool and the firm.
Clarity of fees
The engagement letter is the reference document. It specifies the work included, any additional services, how fees are calculated and termination conditions. Compare proposals with identical scope, not on an introductory price.
Step 3: Meet firms and ask the right questions
Meet two or three firms and ask each the same questions:
- What clients in my sector do you work with?
- Who will be my contact person, and how often will we check in?
- What services are included in your proposal, and which would be charged additionally?
- How do we exchange documents daily, and which tool do you use?
- How would you support me if I hire, raise funds or prepare a business transfer?
The way the firm responds, precisely or vaguely, often says as much as the response itself.
The main accounting firm models
In Extenso, an accounting group, follows its 170,000 clients from more than 280 offices, with teams specialized by profile. Other national networks, like Cerfrance, a mutual network of more than 720 offices, or Fiducial, which counts 850 offices according to its official website, also follow very small and small businesses from their offices. Online firms like Dougs support their clients remotely with published rates. Finally, many independent practices operate locally, with specializations unique to each.
Comparative table of accounting firm models
The table below presents the players mentioned by model, from office networks to online firms.
| Firm | Model | Presence | Price |
|---|---|---|---|
| In Extenso | Group held by its partners | More than 280 offices | On quote |
| Cerfrance | Mutual network | More than 720 offices | On quote |
| Fiducial | National network | 850 offices | On quote |
| Dougs | Online firm | Remote support | Published rates |
| Independent practices | Local practice | Local | On quote |
Focus on In Extenso: a firm that brings together these criteria
A national network, an office near you
In Extenso, founded in 1991 and held by its chartered accountant partners, is an accounting group. It brings together 7,300 employees and 332 partners across more than 280 offices, and supports 170,000 clients. Each client is followed by an office near them, with contact persons they can meet.
Specialized teams by profile
In Extenso has developed dedicated offers for tradesmen and shopkeepers, representing more than 40,000 clients, SMEs with more than 10,000 companies supported, professionals, cafes, hotels and restaurants, agriculture, franchises, associations and startups.
All services in the same firm
In Extenso’s offer follows the company lifecycle:
- Create, with the In Extenso Creation Takeover line and its 10-step method;
- Manage, with accounting, payroll (more than 245,000 pay slips monthly), tax, legal, audit and electronic invoicing;
- Develop, with management and piloting, wealth, innovation, financing and international activity;
- Transfer, with business transfer and succession support.
An online management tool
In Extenso clients use Inexweb, which provides real-time access to accounting and bank accounts, integrates electronic invoicing at no extra cost with its Essential Purchases and Sales modules, and allows transmitting payroll elements.
Frequently asked questions
What are the criteria for choosing a chartered accountant?
The main criteria are knowledge of your sector, stability of your contact person, range of services covered, tools proposed and clarity of the engagement letter. You should also verify that the firm can support you in your future projects.
Must I choose a chartered accountant near my location?
Not necessarily, but proximity makes appointments easier, builds knowledge of the local economic landscape and helps follow projects. A network of offices like In Extenso allows you to combine this proximity with the expertise of a large group. For a business in northern France, the comparison of chartered accountancy firms in Lille shows how these models sit side by side in the same metropolitan area.
What is an engagement letter?
It is the contract binding the company to its chartered accountant. It describes the work entrusted, the responsibilities of each party, fees and their terms, as well as duration and termination conditions. It is mandatory.
How do I know if a chartered accountant is registered with the Order?
The Order of Chartered Accountants maintains a public directory of registered professionals, searchable online. Only a registered chartered accountant can keep and present a company’s accounts in independent practice.
Can I change chartered accountants easily?
Yes. You simply need to follow the termination conditions of the engagement letter. The new firm typically organizes handover of the file with the old firm, and many companies choose to change at the end of the financial year.
What advice should I follow before signing with a chartered accountant?
Meet several firms and ask each the same questions about your sector, your contact person, services covered and tools proposed. Then compare engagement letters with identical scope rather than on an introductory price, and verify that the firm can support you in your future projects.
