Qualified accountants at the centre.
Whatever it is, a business, a family's affairs or a yacht, the numbers are run by qualified accountants, CA(SA), ACA and AGA(SA), to private-office standard.
Outsourced CFO · Private office · Shoreside purser
One collective, every asset, one purpose: to keep the lives and assets in our care running exactly as they should. Handled with discretion, built on trust.
A little about us
We run the finance, the reporting and the systems behind a business, a family or a yacht, often across more than one currency and country.
We take on a limited number of clients at a time, so each one gets proper attention. Every client has a named contact who knows their affairs, and a founder reviews the work.
Why Soleia
One office across every asset, held to a single standard.
Whatever it is, a business, a family's affairs or a yacht, the numbers are run by qualified accountants, CA(SA), ACA and AGA(SA), to private-office standard.
Automation and reporting sit underneath everything we do, so accounts stay accurate and close to real time. It is where we come from and it grows with you.
A limited number of clients at a time. Every client has a named contact who knows their affairs, and a founder reviews the work.
Services
01 · Outsourced CFO & private office finance
For a growing business, an outsourced, fractional CFO: budgets, cashflow forecasts, board reporting and quarterly review packs, looking ahead rather than only reporting the past. For a family or private office, bookkeeping, reporting and oversight across companies, properties and personal affairs, including the accounts and admin behind a villa. Judgement and discretion, with the numbers always in order.
Outsourced CFO and private office finance →02 · Shore-based purser & yacht accounts
When the paperwork onshore starts to outweigh the boat, it comes to us. A shore-based purser and outsourced CFO for a yacht or fleet: crew payroll and personnel, provisioning and supplier payments, budgets and floats, port and flag documentation, compliance and reporting. Run from shore by qualified accountants, purser trained, so the captain can captain the boat and leave the rest to us.
Shore-based purser and yacht accounts →03 · Custom systems & automation
The engine beneath the rest: automation, reporting and workflow that keep everything accurate and close to real time. The same discipline, offered to clients who want it in their own operations.
The people behind Soleia
Co-founder
Pierre trained as an accountant in South Africa, qualifying as CA(SA) through SAICA and later as ACA with the ICAEW in the UK. He practised across South Africa and the UK in audit, tax and financial reporting. He became a partner and director, serving a large client base, before moving to the UK as an audit manager with Mazars.
He later became group finance director for a multi-entity private office, overseeing reporting, controls and accounts and sitting on its board. He used AI and automation to keep the numbers accurate and current. For business owners, families and captains alike, it means accounts, reporting and compliance handled correctly and on time.
Co-founder
Charlotte trained as an accountant in South Africa, qualifying as AGA(SA) through SAICA. She practised across South Africa and the UK, working mainly in audit, tax and financial reporting. She then joined Xero as a partner consultant and later moved into a global platform lead role, looking after reporting and commercial analysis for an international business while working with large datasets and teams across several markets.
At Soleia she draws on both sides of that background: an accountant's discipline and a real feel for the software and data that keep a business running.
Pierre Louw: CA(SA) (SAICA), BFP ACA (ICAEW), IAMI GUEST purser programme, Xero Specialist Certified.
Charlotte Louw: AGA(SA) (SAICA), IAMI GUEST purser programme, Xero Specialist Certified, Voly certified.
We're in the business of people. The numbers are how we show it: handled quietly, carefully and as if they were our own.
01
A first call to understand you, your assets and what you'd like taken care of.
02
We map what you need across finance, operations and systems, then agree a clear scope with fixed, transparent fees.
03
We take on the detail, including accounts, staff, suppliers, compliance and reporting, then set up the systems behind it.
04
From there it runs: managed day to day, reviewed regularly, reported clearly, with one point of contact across all of it.
What you can count on
Reporting dates, VAT, payroll, port and charter timelines. We work to them, not around them.
Quick to reply, quick to act. You are not left waiting days for an answer.
When something is tangled, we sort it and tell you plainly what we did.
Clear communication, without chasing us for it.
Contact us
Tell us a little about what you'd like taken care of and we'll be in touch to arrange a first call. Every enquiry is handled personally and in confidence.