SP Solutions

What SP Solutions does

SP Solutions Pty Ltd is a Melbourne-based business consulting and accounting firm founded by Sam Polimeni, a CPA with over 30 years of industry experience. The firm operates from a North Melbourne headquarters with a secondary office in Campbellfield, employing approximately 13 professionals across director, associate director, operations, senior accountant, intermediate accountant, graduate accountant, bookkeeping, intern, corporate secretarial, and administrative roles. SP Solutions is a CPA Practice with liability coverage under Professional Standards Legislation, and its team includes both CPA and CA qualified professionals.

The firm delivers an integrated suite of professional services spanning business profitability advisory, business and tax strategy, accounting, tax planning and compliance, wealth strategies (investment, retirement, estate planning), succession planning, property investment advisory, and business education programs delivered via workshops and seminars. Underlying technology is standard accounting and financial advisory software — no proprietary platform, integrations, APIs, or AI capabilities are disclosed. Services are priced on a quote-per-assignment basis, ex-GST with 10% GST applied, with 14-day payment terms and corporate/secretarial work requiring upfront payment.

SP Solutions targets Australian SMB owners and operators, particularly business owners at start-up to scaling stages, wealth advisory clients, succession planning candidates, and property investors, with a horizontal segmentation approach. Its GTM is hybrid: direct sales-led client engagement supported by community-led credibility built through client testimonials (Driveworks, Stainless Services, Egan National Valuers) and referral relationships (e.g., Small Business Big Marketing's Tim Reid), supplemented by organic social, email/newsletter, and event-based educational channels. The firm is privately held with no disclosed institutional investors, funding rounds, M&A activity, patents, partnerships, or expansion beyond Victoria.

Name

SP Solutions

Legal name

SP Solutions Pty Ltd

Website

https://spsol.com.au

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

SP Solutions is a Melbourne-based CPA and CA-qualified business consulting and accounting firm that delivers tax planning, business advisory, wealth, succession, and property investment services to Australian SMB owners across start-up to scaling stages.

Ownership category

akta.pro rank

Headquarters

HQ city

Campbellfield

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Fee-based professional services model providing business advisory, tax planning, accounting, and wealth management services. The firm provides fee estimates for each assignment and operates on a team-based approach to deliver services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

SP Solutions is a CPA Practice providing business advisory, accounting, tax planning, and wealth management services to business owners. Its portfolio covers business profitability advisory, tax strategy, succession planning, wealth strategies, property investment advisory, and business education workshops delivered by a team of CPA and CA qualified accountants through personalized, team-based client engagements.

Product overview

SP Solutions is a Melbourne-based business consulting and accounting firm offering a comprehensive suite of advisory services. The portfolio consists of professional services including Business Profitability Services, Wealth Strategies, Succession Planning, Accounting Services, Business Advisory, Education Programs, Tax Planning, Property Investment, and strategic consulting. These services are delivered by a team of CPAs and CAs through a collaborative, client-focused approach rather than as a software product or platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advisory
• Accounting Services
• Tax Planning
• Wealth Management
• Succession Planning
• Property Investment Advisory
• Business Education Programs
• Corporate Secretarial Services

Quantifiable outcome

• Improved net operating profit for clients (example: client improved profit by $580 while paying both owner wages)

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights5 records

Broad incumbents

• H&R Block Australia: Large Australian tax preparation and accounting services provider serving individuals and small businesses with a broader, more standardized portfolio. Overlaps with SP Solutions on SMB and individual tax/accounting clients.
• BDO Australia: Australian arm of global accounting network offering business advisory, tax, and wealth services as part of a much broader portfolio including audit, international tax, and large-enterprise services. Overlaps on SMB/mid-market business and tax advisory.

Emerging players

• Pilot: US-based SMB-focused tech-enabled accounting services firm offering bookkeeping, tax, and CFO advisory. Comparable SMB customer base and integrated accounting/advisory service model, but differentiated by tech-enabled delivery.
• Bench Accounting: US SMB-focused tech-enabled bookkeeping and financial advisory firm serving comparable small business clients. Adjacent rather than direct given geographic and tech-platform differences, but relevant for SMB accounting services benchmarking.

Direct peers

• Kelly Partners Group: ASX-listed Australian accounting and advisory network focused on SMBs with multi-office model and integrated tax/business/wealth services. Highly comparable in target market, service mix, and team-based Australian delivery model.
• William Buck: Australian accounting and advisory firm with strong SMB and mid-market focus and integrated tax/business advisory offerings. Comparable in client segments, service lines, and Australian geographic presence.
• Pitcher Partners: Australian mid-tier accounting, audit, and business advisory firm serving SMB and mid-market clients with integrated tax and advisory services. Directly comparable in client focus, service breadth, and Australian geographic footprint.
• RSM Australia: Mid-tier Australian accounting and advisory firm offering business advisory, tax, and wealth services to SMB clients. Comparable in target customer, service portfolio, and multi-office Australian delivery model.
• Prosperity Advisers Group: Australian advisory firm providing accounting, business advisory, and wealth services to SMBs and individuals. Comparable in integrated service model and SMB/mid-market target market.
• Switzer Financial Group: Australian wealth and business advisory firm targeting business owners and high-net-worth individuals with wealth strategies and business coaching. Comparable in audience, wealth-strategies emphasis, and SMB-owner positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WixStudio
• LinkedInlinkedin.com/company/sp-solutions-accountants-and-advisors
• Xx.com/SPSolutionsPty

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 SP Solutions