Soldo Partners
Soldo Partners is a boutique Chartered Accounting firm in South Perth, Western Australia, founded in 2001 by Frank Soldo and Iain Watson, serving high net worth business owners across diverse industries with accounting, tax, superannuation, wealth creation, and business advisory services.
- Company typePrivate
- Founded2001
- HeadquartersSouth Perth, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Soldo Partners does
Soldo Partners is a boutique Chartered Accounting firm headquartered in South Perth, Western Australia, established in 2001 by partners Frank Soldo and Iain Watson, each bringing over 30 years of experience in commerce and the accountancy profession. The firm delivers a comprehensive professional services suite organized into seven practice areas: Business Services (bookkeeping, accounting, payroll, BAS), Superannuation, Taxation (income tax, GST, capital gains tax, fringe benefits tax, private rulings, objections and appeals), Tax Planning, Wealth Creation, Finance Services, and Business Solutions (succession planning, acquisitions/disposals, business diagnostics). Underlying technology is undisclosed beyond the use of "sophisticated software" for benchmarking in the Business Solutions line; there is no proprietary platform, app, or API surface.
Soldo Partners firmographics
Firmographics- Name
- Soldo Partners
- Legal name
- Soldo Partners
- Website
- https://soldo.com.au
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Soldo Partners is a boutique Chartered Accounting firm in South Perth, Western Australia, founded in 2001 by Frank Soldo and Iain Watson, serving high net worth business owners across diverse industries with accounting, tax, superannuation, wealth creation, and business advisory services.
- Ownership category
- akta.pro rank
Soldo Partners industry classification
Industry- Product category
- Accounting & Advisory Services
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)
- akta.pro secondary industry
- Sell-Side M&A Advisory (FSAEAGAA)
Keywords
Where Soldo Partners is headquartered
LocationHeadquarters
- HQ city
- South Perth
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Soldo Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Professional Accounting Services: Boutique chartered accounting firm providing professional services including taxation, business advisory, bookkeeping, wealth creation, and financial planning. Revenue is generated through professional service fees for ongoing advisory relationships and project-based engagements.
Distribution channels1 record
Soldo Partners product offering
Product offeringCore offering
Soldo Partners is a boutique Chartered Accounting firm established in 2001, delivering partner-led accounting, taxation, superannuation, business advisory, wealth creation, and finance broking services. The firm primarily serves high net worth individuals, business owners, and self-managed super fund clients from its South Perth, Western Australia office.
Product overview
Soldo Partners is a boutique Chartered Accounting firm offering a comprehensive suite of professional services organized into seven core offerings: Business Services (bookkeeping, accounting, financial and management accounting), Superannuation Services, Taxation Services (covering income tax, GST, capital gains tax, fringe benefits tax), Tax Planning, Wealth Creation, Finance Services (including financial modelling), and Business Solutions (covering acquisitions, succession planning, and business diagnostics). These services work together to support clients across the full business lifecycle, from daily bookkeeping through to strategic wealth creation and retirement planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Accounting Services
- Business Advisory
- Self-Managed Superannuation Funds (SMSF)
- Bookkeeping
- Wealth Creation
- Tax Planning
- Finance Broking
Companies that use Soldo Partners
Customer profileSegments2 records
Ideal customer profiles1 record
Soldo Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Soldo Partners partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights2 records
Soldo Partners competitors and assessment
Company assessmentDirect peers
- RSM Australia: Mid-tier Australian accounting firm providing audit, tax, and business advisory to growing businesses and HNW owners. Comparable target market and full-service advisory model.
- William Buck: Australian mid-tier accounting and advisory network serving SMEs, HNW individuals, and family groups with tax, business advisory, and wealth services. Directly comparable boutique-to-mid-tier positioning and service mix.
- Pilot Partners: Western Australia-based boutique chartered accounting firm offering taxation, business advisory, and wealth services to HNW clients. Highly comparable as a regional boutique with similar partner-led service model in the same Perth market.
- PKF Australia: Mid-tier Australian accounting network offering taxation, business advisory, and superannuation services to privately owned businesses and HNW clients. Comparable boutique-network positioning and service scope.
- HLB Mann Judd: Australian mid-tier accounting and advisory network with strong HNW and SME focus across taxation, business services, and wealth advisory. Closely comparable client mix and full-service offering.
- Pitcher Partners: Australian mid-tier accounting and advisory firm serving SMEs, HNW families, and privately held businesses with tax, business advisory, and wealth creation services. Strong direct comparable in client segment and offering.
Broad incumbents
- Crowe Australasia: Mid-to-large tier Australian accounting firm offering audit, tax, and advisory to private businesses and HNW clients. Overlaps with Soldo Partners across SME and private-client tax and advisory services.
- BDO Australia: Large Australian accounting and advisory firm serving SMEs, HNW individuals, and large corporates. Overlaps with Soldo Partners on SME/HNW tax and business advisory but operates at significantly larger scale.
Emerging players
- Prosperity Advisers: Australian accounting and wealth advisory firm targeting HNW individuals and business owners with tax, business advisory, and wealth creation services. Similar boutique positioning and HNW focus.
Regional players
- ShineWing Australia: Australian accounting and advisory firm serving privately held businesses and HNW clients with tax compliance and business advisory. Comparable service mix for the SME/HNW segment.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Soldo Partners social profiles
Digital presenceSoldo Partners compliance and trust
Trust signalCompliance1 record
Soldo Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Soldo Partners leadership team
Management profileNumber of profiles
Profiles2 records
Soldo Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Soldo Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Soldo Partners
What does Soldo Partners do?
Soldo Partners is a boutique Chartered Accounting firm established in 2001, delivering partner-led accounting, taxation, superannuation, business advisory, wealth creation, and finance broking services. The firm primarily serves high net worth individuals, business owners, and self-managed super fund clients from its South Perth, Western Australia office.
Is Soldo Partners a public or private company?
Soldo Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Soldo Partners founded?
Soldo Partners was founded in 2001. It employs 1 to 10 people.
Where is Soldo Partners based?
Soldo Partners is headquartered in South Perth, Australia, in the Oceania region.
How does Soldo Partners make money?
One revenue line is on record: professional Accounting Services.
Who are Soldo Partners's main competitors?
Direct peers on record are RSM Australia, William Buck, Pilot Partners, PKF Australia, HLB Mann Judd and Pitcher Partners. Broad incumbents are Crowe Australasia and BDO Australia. Prosperity Advisers is listed as an emerging player. ShineWing Australia is listed as a regional player.
Does Soldo Partners have an API?
No public API is recorded for Soldo Partners.
What industry is Soldo Partners in?
Soldo Partners's product category is Accounting & Advisory Services. Its primary akta.pro industry code is BPAAAGAF, Fixed Assets Accounting (Capitalization, Depreciation, Asset Register), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its SIC code is 6199.