Practical Business Services for Small Business Success

Supporting businesses with tailored advice and hands-on help since 1997  – from the leading Australian Small Business Accounting Firm & Women’s Regional Professional in 2023 & Australian Regional/Suburban Accounting Firm in 2024

Running a business comes with its challenges – but the right support can make all the difference. At Palfreyman Chartered Accountants, we offer a full suite of business services designed to give you clarity, control and confidence. From mentoring and staff training to bookkeeping and strategic planning, we work with you to build a business that works for you. Whether you are just starting out or looking to scale, our local expertise and practical approach means you will never be faced with it alone. 

As the 2024 Australian Accounting Awards “Regional/Suburban Firm of the Year”, the 2023 Australian Small Business Champions “Accounting Firm of the Year” and the 2023 Women in Finance Awards “Regional Professional of the Year”, you can be reassured we understand businesses – working with small businesses is our heart and soul. 

Running a small business can be isolating – but you don’t have to do it alone. Our business mentoring and coaching services are designed to help small business owners gain clarity, build confidence and achieve real growth. We offer one-on-one support to help you:

  • Make informed financial and strategic decisions
  • Tackle operational challenges
  • Improve profitability and sustainability
  • Set and track meaningful business goals

We understand the Hunter Valley and regional economy, and the unique challenges you face. Our mentoring approach is practical, supportive and tailored to your individual goals. 

Accurate books are the foundation of a successful business. We offer professional accounting and bookkeeping services that save you time, reduce stress and keep your finances in top shape. Whether you are a sole trader, company or family-run trust, we will help you with:

  • Ongoing bookkeeping support
  • Bank reconciliations
  • Payroll processing
  • Financial statement preparation
  • Compliance with ATO requirements including BAS and IAS lodgments

Let us take care of the numbers so you can focus on running your business. 

Choosing the right accounting software is key to managing your business effectively. We help you select, set up and use cloud-based solutions like Xero, MYOB and QuickBooks, with support that includes:

  • Software selection tailored to your industry
  • Setup and customisation
  • Training and support for you and your staff
  • Integration with payroll and inventory

Whether you are transitioning to digital or streamlining an existing system, we make it simple.

Confident, capable staff are a business’s greatest asset. We provide customised staff training in bookkeeping, accounting software, payroll and compliance processes. Training is available on-site or online and includes:

  • Xero, MYOB & QuickBooks training
  • Payroll compliance (STP, super and awards)
  • Bookkeeping best practices
  • Tailored sessions for admin and finance staff

Empower your team with the skills they need to support your business’s success.

Keeping your company compliant with ASIC requirements doesn’t have to be a headache. We provide efficient and reliable company secretarial services to help you stay on top of your legal obligations. Our services include:

  • Company formations and structure advice
  • ASIC lodgments and updates
  • Annual statement management
  • Shareholder and director changes and obligations

Let us manage the paperwork while you focus on running your business.

A clear plan helps you take control of your business’s future. Our strategic planning services are designed to help small business owners move from reactive to proactive. We work closely with you to:

  • Clarify your business vision and goals
  • Identify growth opportunities and risks
  • Develop practical, actionable business plans
  • Improve financial performance and resilience

We help you build a business that supports the lifestyle you want – with a roadmap to get there. 

What makes us different

At Palfreyman Chartered Accountants, we are more than just accountants – we are your partners in business. Based in the Hunter Valley, we understand the unique pressures and opportunities facing regional small businesses. Our approach is personal, proactive and practical. We take the time to get to know your business, support your goals and deliver advice that makes a real difference – not just at tax time, but all year round.

Local Expertise, Regional Focus

We know the Hunter Valley economy, regional landscapes and what small businesses need to thrive.

Personalised Support

You will never feel like just another client - we are here to guide, not just to tick boxes.

End-to-End Service

From mentoring to compliance, we provide complete support so your business runs smoother and smarter.

The Australian Construction Industry Forum has for the last seventeen years engaged the accounting services of Palfreyman Chartered Accountants, and we greatly value their services. We have found the staff to be knowledgeable, caring, highly efficient and very helpful. Their expert understanding of MYOB has been much appreciated by our small office team, and the preparation of accounts for auditing has been outstanding.
Dr James Cameron
Dr James CameronExecutive Director of the Australian Construction Industry Forum
After becoming dissatisfied with the services of another accounting firm, we looked around and found Palfreyman Chartered Accountants. We had a consultation with Simone, finding her very professional and met the friendly team at Palfreyman Chartered Accountants. Safe Act Pty Ltd working with Palfreyman Chartered Accountants, has found good communication with only a phone call away, not waiting for a call back. Palfreyman Chartered Accountants was able to point us in the right direction for positive growth and relieve the pressure of financial reporting.
Gregory Allen
Gregory AllenPrincipal Advisor, Safe Act Pty Ltd
Before launching our small business we turned to Simone, who advised us and structured the whole framework of the operation. She has provided a wealth of information and guidance and worked very hard to keep us on track. We could not have managed without the support of Simone and her team.
Noel HarrisonDirector, OOSHcare Pty Ltd
I feel comfortable and confident with the team at Palfreyman’s. They are a lovely, bright group of people. I have needed some very unusual advice and Simone and her team have helped beyond my expectations. I’m more than happy to recommend Palfreyman Chartered Accountants for business establishment and accounting advice.
Our Village Project / CoWork Space
I would like to thank Simone from Palfreyman Chartered Accountant for her time in helping me establish Hunter Hands of Hope. She is amazing, such a genuine, gentle and kind hearted soul.
Melissa GontierFounder, Hunter Hands of Hope
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Let's build your business success together.

Fill out the form below to request a consultation with our experienced Accounting and Advisory team today.