Advice when your business needs it, not just when you ask for it.
Welcome to Palfreyman Chartered Accountants, your trusted partner for small business accounting needs. We have been proudly serving the business community since 1997, and we have built a reputation for delivering exceptional accounting services and personalized advice that helps businesses thrive. Our mission is to provide you with advice when your business needs it, not just when you ask for it. With a one-to-one relationship with each of our clients, we offer tailored advice and solutions that address your business' unique needs.
As an award-winning firm, Palfreyman Chartered Accountants has received numerous accolades for our compassionate approach to accounting, including the 2023 Australian Small Business Champion for Accounting Services, the 2019 & 2020 Australian Women in Finance Awards, and the 2018 SMSF and Accounting Awards Overall Excellence winner. Our team of skilled professionals is dedicated to helping you grow your business from the start and overcome any hurdles you may encounter along the way.
Services
At Palfreyman Chartered Accountants, we provide a full range of accounting services to help small businesses succeed. Our specialist industries include health and professional services, trades, vineyards and primary production businesses based in the Hunter Valley and beyond. We offer the following services:
- Accounting: We provide expert accounting services to help you manage your financial records and make informed business decisions. Our team can assist with the preparation of financial statements, budgeting, and forecasting.
- Bookkeeping: Our team can help you stay on top of your day-to-day financial transactions, including bank reconciliations, invoicing, and payroll processing.
- Taxation: We offer taxation services to help you comply with your tax obligations and minimize your tax liability. Our services include income tax returns, GST compliance, and tax planning.
- SMSF: We are experts in self-managed super funds (SMSF) and can help you set up, manage, and administer your SMSF.
- Strategic Planning: We work with you to develop a strategic plan that aligns with your business goals and helps you achieve long-term success.
- Estate Planning: We can help you plan for the future and protect your assets by providing estate planning services that include will preparation, power of attorney, and trusts.
As certified partners of Xero, QuickBooks, MYOB, and Cashflow Manager, we are well-equipped to assist our clients with the latest accounting software solutions. We regularly assist our clients in using these platforms, ensuring that their financial data is accurate and up-to-date.
Specialist Services
At Palfreyman Chartered Accountants, we offer a range of specialist services to help our clients achieve long-term success. Our specialist services include:
- Company Secretarial Services: We can assist with the administration of your company's legal obligations, including the preparation and lodgment of annual returns, and the maintenance of company records.
- Succession Planning: We can help you plan for the future and ensure a smooth transition of your business to the next generation of leaders.
- Superannuation Trusts: We can assist with the establishment and administration of superannuation trusts, ensuring that your retirement savings are managed effectively.
- Justice of the Peace: Our team includes qualified Justices of the Peace who can witness and certify legal documents.
Industry Specialization
We specialize in several industries, including health services, professional services, vineyard industries, equine industry, trades, and primary production businesses. We understand the unique challenges and opportunities of these industries and can provide tailored advice and solutions that help our clients succeed.
Our Team
At Palfreyman Chartered Accountants, our team of skilled professionals is dedicated to helping our clients achieve long-term success. We take pride in our ability to build one-to-one relationships with our clients, providing tailored advice and solutions that address their unique needs.
Contact Us
If you are looking for a Small Business Specialist accountant who offers personalized taxation and advice services to all their clients, look no further than Palfreyman Chartered Accountants. Contact us today for a free consultation.
Title: Palfreyman Chartered Accountants: Exceptional Service and Expertise
Section 1: Overview of Palfreyman Chartered Accountants
Author Melanie Albert, who has a 5-star rating, describes Palfreyman Chartered Accountants as a group of lovely and bright individuals. She highlights the team's exceptional ability to provide unusual advice and their commitment to helping clients beyond their expectations. Melanie is more than happy to recommend Palfreyman Chartered Accountants for business establishment and accounting advice.
Section 2: Key Features and Services
The team at Palfreyman Chartered Accountants is known for their ability to provide comfortable and confident service. They offer expert advice on a wide range of business and accounting issues, making them a valuable resource for clients. Their commitment to going above and beyond their clients' expectations sets them apart from other accounting firms.
Section 3: Testimonial Highlights
Melanie Albert's review highlights the exceptional service provided by Palfreyman Chartered Accountants. She praises the team for their expertise and dedication, stating that they are a "lovely, bright group of people" who have helped her beyond her expectations. Her recommendation of the firm is a testament to their outstanding performance.
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