Fortis Accounting Partners

What Fortis Accounting Partners does

Fortis Accounting Partners is a privately-held, chartered accounting firm headquartered in Sydney CBD (101 Bathurst Street) with a secondary office in Concord, NSW. Founded in 2007 by Partners John Kalachian and Henry Zhao, the firm delivers a full suite of professional accounting, tax, and advisory services to Australian individuals, families, small-to-medium businesses, large family groups, and international clients establishing operations in Australia.

The firm's service portfolio spans individual tax returns, company accounting and ASIC compliance, full-service accounting (bookkeeping, BAS, payroll/STP, year-end tax planning), Self-Managed Superannuation Funds (SMSF), business advisory, and a dedicated 'Conducting Business in Australia' offering for foreign entrants. Service delivery relies on mainstream cloud accounting platforms (XERO, MYOB, QuickBooks) integrated with Australian regulatory systems (ATO Single Touch Payroll), with no proprietary technology layer. Financial planning is delivered through a related entity, Fortis Financial Planning Pty Ltd, operating as an Authorised Representative of Count Financial Limited.

The firm operates on a fee-for-service professional services model with tail

Name

Fortis Accounting Partners

Legal name

Fortis Accounting Partners

Website

https://fortisap.com.au

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Fortis Accounting Partners is a privately-held, Sydney-based chartered accounting firm founded in 2007 that provides tax, compliance, SMSF, and business advisory services to individuals, SMEs, large family groups, and international clients establishing operations in Australia.

Ownership category

akta.pro rank

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Tax Services: Fee-for-service professional services including individual tax returns, company accounting, full-service accounting, SMSF services, and business advisory. Pricing is tailored to client needs with complimentary initial discovery sessions and free 15-minute consultations available. Monthly or quarterly billing options offered for ongoing services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Fortis Accounting Partners is a Chartered Accounting firm that prepares and lodges individual tax returns, delivers full-service company accounting (bookkeeping, BAS, payroll, ASIC compliance, financial statements), administers Self-Managed Superannuation Funds (SMSF), advises international businesses entering Australia on entity setup and compliance, and provides business advisory and tax planning. The firm also offers financial planning through affiliated entity Fortis Financial Planning Pty Ltd as an Authorised Representative of Count Financial Limited.

Product overview

Fortis Accounting Partners operates as a full-service accounting and financial services firm offering a comprehensive suite of services through five core offerings: Individual Tax Returns Service (personal tax lodgement and planning), Company Accounting Services (business compliance and reporting), Full Service Accounting (bookkeeping, BAS, payroll, and software implementation), Conducting Business In Australia (market entry services for international businesses), and Self-Managed Superannuation Funds services (SMSF compliance and tax planning). The firm also provides supplementary resources including business, personal, and SMSF profile checklists, plus monthly tax due date updates. Financial planning is delivered through affiliated entity Fortis Financial Planning. The firm specializes in Accounting, Income Tax, GST, Tax Planning, Business Structures, Business Advisory, Superannuation, and Property services.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Returns Service Preparation and lodgement of individual income tax returns covering wages, interest, dividends, capital gains, rental income, deductions, and receipts/expenses reconciliation, for individuals, investors, and families in Australia.
• Company Accounting Services Comprehensive company accounting and tax compliance for Australian businesses including financial statement preparation, payroll handling and STP compliance, ASIC compliance, strategic business planning, and tax return preparation.
• Full Service Accounting End-to-end accounting solution covering bookkeeping assistance, annual accounting and minutes, BAS preparation, STP arrangements, tax return lodgements, XERO software implementation, strategic business planning, year-end tax planning, and SMSF optimisation for ongoing clients.
• Conducting Business In Australia Specialised market-entry and ongoing services for international businesses and investors entering Australia, including entity establishment, government registrations, accounting software setup (XERO), payroll configuration, reporting obligations (STP/BAS), trademark registration, and ongoing accounting support.
• Self-Managed Superannuation Funds (SMSF) Services Self-Managed Superannuation Fund services including SMSF setup, tax planning strategies, investment property purchases using loan arrangements within the fund, ongoing fund compliance, and direct liaison with auditors on behalf of clients.
• Financial Planning Services Financial planning services (investment, wealth, and retirement advice) provided through affiliated entity Fortis Financial Planning Pty Ltd, operating as an Authorised Representative of Count Financial Limited (AFSL 227232), bound by Count's Privacy Policy and Professional Partner arrangement with the Financial Planning Association of Australia.

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

One partnership is on record.

• Count Financial LimitedcoreOthersFortis Financial Planning Pty Ltd provides financial planning services as an Authorised Representative of Count Financial Limited. Fortis is bound by Count's Privacy Policy and operates under Count's Professional Partner arrangement with the Financial Planning Association of Australia Limited.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HLB Mann Judd: Australian mid-tier chartered accounting network offering tax, audit, advisory, and SMSF services to SMEs, family groups, and high-net-worth individuals. Comparable service mix and target client base to Fortis.
• Nexia Australia: Mid-tier accounting network in Australia providing tax, advisory, and audit services to SMEs and growing businesses. Comparable in service breadth and client profile to Fortis.
• RSM Australia: Mid-tier accounting firm providing tax, audit, advisory, and SMSF services to SMEs and mid-market clients. Directly comparable to Fortis in client profile (business enterprises, family groups, individuals) and service breadth.
• William Buck: Australian mid-tier accounting and advisory firm with strong SME and private client focus including tax compliance, business advisory, and SMSF. Direct overlap with Fortis's core offerings.
• Crowe Australasia: Mid-tier chartered accounting and advisory firm with Australian presence offering tax, audit, advisory, and SMSF services to SMEs and family groups. Comparable client profile and service mix to Fortis.
• Pitcher Partners: Australian mid-tier chartered accounting and advisory firm with strong SME, family business, and SMSF practice. Closely mirrors Fortis's target segments (individuals, family groups, business enterprises) and SMSF focus.
• BDO Australia: Mid-tier chartered accounting and advisory firm in Australia offering tax, audit, SMSF, and business advisory. Comparable to Fortis across the core service menu but with substantially greater scale and national footprint.
• PKF Australia: Mid-tier accounting and business advisory firm in Australia serving SMEs, family businesses, and individuals with tax, audit, and advisory services. Direct overlap with Fortis's core services.
• Grant Thornton Australia: Mid-tier chartered accounting firm offering tax, advisory, audit, and business services. Overlaps with Fortis on SME and private client tax and advisory work.

Direct peers

• Kelly+Partners: Australian accounting and advisory firm group focused on private clients, family groups, and SMEs with multi-office model. Highly comparable to Fortis in segment focus and boutique-to-mid positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FortisAP
• Facebookfacebook.com/fortisaccountingpartners
• LinkedInlinkedin.com/company/fortisap

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Fortis Accounting Partners