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CPA Partner Network

Accountancy Partnerships

SOL pairs business consulting with experienced CPA partners for compliance reporting, tax planning coordination, financial insight and growth planning.

Qualified CPA partners Compliance reporting Strategic growth planning
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Accountancy Partnerships consultation
Service Standards

Professional support from first enquiry to final delivery

Every SOL service is built on clear communication, scoped deliverables, secure payments and ongoing visibility in your client portal.

Clear scope before work starts

Each service is confirmed against your goals, timeline, inclusions and the business information we need.

Practical deliverables

You receive genuinely useful documents, setup work, reports, website assets, campaign plans or compliance materials, depending on your service.

Client portal visibility

Track service payments, requests, documents, updates, support tickets and deliverables in your client portal.

Human support

SOL keeps communication simple, with consultations, follow-ups, support updates and clear next actions.

  • Australian business support
  • Specialist NDIS service planning
  • Secure payment workflow
  • Client document handling
  • Admin-reviewed service updates
  • Responsive website experience

Need help choosing the right service?

Book a consultation and SOL will confirm the right package or next step before you pay.

Client Journey

What happens after you choose a service

A simple, professional path from enquiry to payment, portal access, document review, delivery and support.

  1. 1. Enquiry or consultation

    You share your goals, service type, timeline and business details so SOL can confirm the right direction.

  2. 2. Scope confirmed

    Inclusions, exclusions, required documents, communication method and next steps are agreed before work begins.

  3. 3. Service payment

    You pay securely through the service payment page once the amount and service are agreed.

  4. 4. Portal access

    Your client portal shows service records, payment history, requests, documents and updates.

  5. 5. Documents and requests

    You upload requested documents or raise support tickets, and our team reviews, verifies and responds.

  6. 6. Delivery and follow-up

    SOL delivers your work, progress updates, next actions and support outcomes for the service you purchased.

Service Details

Accountancy Partnerships: scope, process, timeline and FAQs

A clear breakdown of who this service is for, what you receive, how delivery works, and what to expect before booking or paying.

Who this is for

  • Businesses that need bookkeeping, payroll, BAS coordination or finance process guidance.
  • Owners who want their records organised before working with registered professionals.
  • Businesses needing accounting software setup or referral coordination.

What you get

  • General finance process guidance and record organisation.
  • Bookkeeping, payroll, BAS or accounting partner coordination, as scoped.
  • Referrals to registered BAS, tax or accounting professionals when formal advice is required.
  • A clear disclaimer wherever work is consultancy only.

Process

  • Send an enquiry or book a free consultation.
  • SOL confirms the scope, information needed, fixed price and timeline.
  • You pay securely through the service payment page when you are ready to proceed.
  • Work begins, documents are reviewed with you and progress updates appear in your client portal.

Timeline

  • Initial review: within 1 business day.
  • Setup or catch-up timing depends on record volume and software access.
  • Formal lodgement and tax timeframes depend on registered professionals and ATO requirements.

Payment clarity

Only make a service payment after SOL confirms your scope, service type, agreed amount, and next step. If you are unsure, book a consultation first.

After payment tracking

After payment, clients can use the client portal to track service records, requests, documents, tickets, admin updates, and deliverables.

FAQs

Do I have to pay before talking to SOL?

No. We always confirm the right service and scope with you first, so you only pay for what you need.

How do I track the progress of my service?

Your client portal shows service records, documents, requests, progress updates, support tickets and payment history in one place.

Can the service be tailored to my business?

Yes. Scope, deliverables and timing are adjusted to suit your business, budget and goals.

Ready to confirm the right package?

Book a consultation before payment if you are unsure about scope, timeline, or inclusions.

Book Consultation
Overview

Accounting Partnerships That Support Profitable Growth

01

Compliance reporting aligned with your business obligations.

02

Financial performance insights for smarter decisions.

03

Tax planning and preparation coordinated with qualified professionals.

04

Strategic planning for expansion, funding and scale.

05

Regular financial health checks and partner referrals.

Why SOL

Leave the Numbers to Us

Every service is scoped before paid work begins, with practical deliverables and a clear next step for your business.

  • A collaborative CPA network focused on accuracy and compliance.
  • Advice matched to your goals and how your business operates.
  • Growth planning from financial structure through to expansion.
Get Started

Start Your Accountancy Partnership Enquiry

Share a few details and the SOL team will confirm the right scope, package and next step for your situation.

Make a Service Payment