Business Details
Trusted Accounting & Business Advisory Services in North Melbourne
SP Solutions is a Melbourne-based business consulting and accounting firm dedicated to transforming business ideas into strategic financial outcomes. Founded by Sam Polimeni, a CPA with over 30 years of industry experience, our team combines deep technical expertise with a client-centric approach to deliver tailored financial strategies. We specialise in business advisory, tax planning, wealth management, and succession planning, working closely with clients to maximise profitability and long-term growth. Our team of certified professionals, including CPA and CA accountants, prioritises understanding each client's unique needs to provide actionable insights. With a proven track record of helping businesses transition from operational challenges to sustainable success, we focus on simplifying complex financial processes while maintaining compliance.Our commitment to education empowers business owners through workshops and seminars on cash flow and operational efficiency. Recognised for our transparent communication and results-driven methodology, we have supported diverse industries, from startups to established enterprises, in achieving measurable financial improvements. Our client testimonials highlight transformative outcomes, including significant profit increases and streamlined succession plans. As a CPA Australia-accredited practice, we uphold the highest professional standards, ensuring reliability and trustworthiness in every service we deliver.
Services
Business Advisory
Tax Planning
Wealth Strategies
Succession Planning
Property Investment
Business Education
Highlights and features
- We offer over 30 years of combined experience in accounting and business advisory.
- Our team delivers tailored strategies aligned with individual business goals.
- CPA and CA accredited professionals ensure compliance and expert guidance.
- Proven success in improving client profitability by up to 580%.
- Comprehensive support covering tax, wealth, and succession planning.
Associations and certifications
- CPA Australia
What people say
Improved net operating profit by 580%
Tailor-made business plan
Smooth transition for next generation
Expert tax compliance support
Proven wealth-building strategies
Services
Business Advisory
Our business advisory services focus on enhancing profitability and operational efficiency. We work closely with clients to develop strategic roadmaps tailored to their specific goals. With expertise in scaling businesses and improving financial performance, we provide actionable insights to drive sustainable growth for startups and established enterprises alike.
Tax Planning
We simplify tax planning with strategies designed to minimise liabilities while ensuring compliance. Our CPA and CA accountants create customised solutions aligned with business objectives. From regulatory adherence to optimising tax positions, we help clients navigate complex frameworks to focus on growth without compliance concerns.
Wealth Strategies
Our wealth management approach focuses on long-term financial security through asset growth and estate planning. We provide tailored advice on retirement funds and investment strategies to build lasting wealth. By aligning financial goals with practical plans, we help clients achieve stability and intergenerational wealth transfer.
Succession Planning
We ensure smooth business transitions through comprehensive succession planning. Our expertise preserves legacy by preparing for leadership changes and intergenerational transfers. By addressing legal and financial aspects, we safeguard business continuity while protecting owners' hard-earned achievements for future stakeholders.
Property Investment
Our property investment services offer strategic guidance for building profitable portfolios. We assist with property selection, risk assessment, and return optimisation. Tailored advice covers market analysis and financial structuring to help clients make informed decisions and maximise their real estate investments.
People
Sam Polimeni
CPA Partner
Founder of SP Solutions with over 30 years in accounting and business advisory. Specialises in strategic growth and tax planning for SMEs. Recognised for transforming businesses through practical financial frameworks.
Sebastian Caruso
CPA Partner
Experienced in wealth management and succession planning. Focuses on long-term financial security for business owners. Brings expertise in cross-generational wealth transfer strategies.
Simon Read
CA Associate Director
Specialises in business advisory and tax compliance. Aims to simplify financial processes for clients. Proven track record in improving operational efficiency for mid-sized enterprises.
Questions
What accounting services does SP Solutions offer?
We provide business advisory, tax planning, wealth management, succession planning, and property investment services tailored to individual client needs.
How does SP Solutions help businesses grow?
We create custom financial strategies to improve profitability, streamline operations, and support scalable growth through expert analysis and actionable insights.
Are your advisors qualified?
Our team includes CPA and CA accredited professionals with decades of combined experience in accounting and business advisory services.
Can you assist with succession planning?
Yes, we specialise in creating seamless transition plans for business owners, ensuring legacy preservation and intergenerational transfer.
Do you work with startups or established businesses?
We support both startups and established enterprises across various industries with tailored financial strategies for their specific needs.
Reviews (4)
Ben Driller
Nov 25, 2017
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The SP Solutions Advisory Team have helped us formulate and execute our business strategy to make sure we achieve our goals. Weve found it really helps to work with people who have an intimate understanding of our business.
Roofrite Guttering & Roofing Systems Pl
Oct 24, 2017
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Under the guidance of SP Solutions, we have doubled our business and we're on our way to having the lifestyle every small business owner dreams of having but struggles to attain
Tolia - The Bookkeeping Station
Aug 13, 2017
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I have been associated with SP Solutions for many years and am always impressed by the level of professionalism and the overall care factor that they have for their clients. SP Solutions is a great team to work with.
Katy Soliman
Jun 14, 2017
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We have been a client of SP Solutions for over 20 years and highly recommend them for all your accounting and advisory needs. The guidance and business advice we receive from SP Solutions is an integral part of our success.
