Simone Palfreyman | Principal
Palfreyman Chartered Accountant

Simone Palfreyman is a nationally recognised small business advisor, accounting principal and thought leader based in the Hunter Valley Vineyards region. As the leader of a successful boutique accounting firm, Simone is passionate about building a workplace culture where people thrive, clients feel genuinely supported, and quality work remains at the centre of every engagement. Her firm and professional achievements have been recognised through several major awards, including Accountant of the Year at the 2025 Women in Finance Awards, Regional Professional of the Year at the 2024 Australian Accounting Awards, and Accounting Practice of the Year at the 2023 Australian Small Business Champion Awards.

Appearances:

Day 1 @ 14:30

Panel: The Firm of the Future

Optimizing Firm Profitability & Efficiency - Internal KPI Tracking: Monitoring the metrics that matter for firms—realization rates, utilization rates, and average revenue per client (ARPC).
Standard Operating Procedures (SOPs): Productizing your services so workflows run smoothly whether the firm partners are involved or not.
Trimming the Client Tail: Strategies for firing D-list clients to free up capacity for high-margin, A-list accounts.

Sarah Clayton, Managing Director, Freshwater Taxation