Clients first at Palfreyman

LEADERSHIP: Principal Simone Palfreyman received the Accountant of the Year Award at the 2019 Women in Finance Awards. Photo: Supplied.
LEADERSHIP: Principal Simone Palfreyman received the Accountant of the Year Award at the 2019 Women in Finance Awards. Photo: Supplied.

Palfreyman Chartered Accountants is a small business specialist located in the Hunter Valley wine country region.

Principal Simone Palfreyman said she was proud to offer expert business coaching and mentoring services, alongside taxation services, to clients locally and across the globe.

"By combining the talents of industry leaders in our firm, we are able to provide constant tax planning and strategic management opportunities to our clients to ensure their businesses are always on track and that they understand what their obligations are," she said.

"We have a specific interest in educating and empowering our clients to become better business people, rather than simply providing a service."

The core business activities are complemented by a comprehensive financial planning arm through sister company Palfreyman Wealth.

"We are also committed to educating our clients, our industry and the general public."

In the previous 12 months, Palfreyman Chartered Accountants have presented at the Australian Business Expo in Sydney, were a guest panellist at the Mark Carter 'Let's Talk Business' seminar in Cessnock and provided a tax update at Cessnock Chamber of Commerce business breakfast.

"While accountants have many potential client bases, our target market is small business clients," she said.

"We see small business clients as a sustainable market with potential for significant service growth.

"These clients benefit from mentoring, strategic planning and performance reviews.

"They require taxation, business and software advice and benefit from asset protection and succession planning."

Simone said the unique selling point for Palfreyman Chartered Accountants was quality customer service.

"Our clients receive the greatest respect and the highest level of support available. While this approach to business is not standard, we believe it is the way of the future."

Simone said, while being a finalist is 'a wonderful achievement', it is the process of applying for awards that interests team the most.

"When we ask our team members to sit down and write their submissions, they have to self-reflect on their work and what they have bought to the team.

"This serves to motivate them to continue to work hard to better the firm and the industry, and also assists them to feel confidence about their own skills and identify what they should work to improve on."

For more information, visit: www.palfreyman.com.au

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