Guiding Vision & Values

At Shepherdson & Company, everything we do is guided by a clear sense of purpose and responsibility.

Our vision, mission, and values are more than words on a page — they shape the way we work, the relationships we build, and the outcomes we deliver for our clients and the community. They reflect who we are as a firm, what we aspire to achieve, and how we hold ourselves accountable in serving the public good.

  • Our vision is to be the best in what we do — to be well-reputed as a trustworthy, excellent, and reliable partner in providing high-quality services that will contribute to the wellbeing of all our stakeholders and society, in the present and for many generations after.

  • Our mission is to deliver accounting and business advisory services that will bring value, prosperity, and success to our clients — working towards the public interest, underpinned by doing things The Shepherdson Way.

  • Our values include:

    Integrity: We are honest and truthful in our dealings.

    Excellence: We strive for high standards and consistent, outstanding work.

    Respect: We treat others with value, consideration, and courtesy.

    Collaboration: We help people to understand their accounting, finances, and business through education, assistance, and advice.

    Courage: We stand up for what is right, take opportunities, manage risks, and face challenges head-on.

  • The Shepherdson Way is based on the principle of doing unto others as you would want done to you.

    The Shepherdson Way forms our Client Focus Model, in that in all we do, we keep our clients’ needs, wants and satisfaction in mind, and how our actions will affect the community and society as a whole.

    This is the foundation of our vision, mission, and values — to provide such a service that if we were on the other end, we would want to be treated and obtain the same quality of work as if it were being provided to us, and to act towards the public good.

We understand that client fulfilment involves more than delivering services — it’s about building trust and strong, lasting relationships. That’s why we’ve designed our Client Focus Model, drawing inspiration from world-leading research on client engagement.

Our approach incorporates principles from:

  • The Service-Profit Chain (Harvard Business School), which links employee satisfaction to service quality and client loyalty;

  • The Client Relationship Pyramid (Wharton School of Business), which shows how clients move from satisfaction to advocacy;

  • The Co-Creation Model (Yale School of Management), which emphasises collaboration and shared value;

  • The Net Promoter System (Harvard/ Bain & Co), which measures loyalty continuously and act on feedback; and

  • The Consultative Engagement Cycle (Adapted from Harvard Law & Business Schools), where advisors act as trusted partners, not just service providers.

The result is a structured yet flexible framework that ensures every stage of our journey together — from discovery to long-term partnership — is built on communication, transparency, and shared success.

Our Client Focus Model

Close-up of two people in a meeting, one gesturing with their hands, with laptops, notebooks, and a smartphone on the table.

Step 1 Discovery Consultation

We listen to your goals, challenges, and aspirations, and gauge alignment with our offerings.

A workspace with an open laptop, a notebook with a pen, a white ceramic mug, a glass jar with pink flowers, a small jar of honey, and a book on a wooden table near a window.

Step 2 Engagement & Onboarding

Clear agreements, transparent expectations and objectives, and smooth setup.

A woman with long dark hair wearing a peach-colored sweater, gold necklace, and smartwatch standing in a modern office, smiling at the camera. There is a computer monitor, keyboard, mouse, and office supplies on the desk.

Step 3 Performance & Value-Building

Deliver reliable and consistent services, provide solutions and proactive support to build value.

Two women standing at a wooden table, one with a laptop, coffee cup, and green pen, the other holding a pen and pointing at a notepad.

Step 4 Ongoing Feedback & Refinement

Regular check-ins, open communication to evolve with your needs and provide updates on deliverables.

Multiple hands stacking on top of each other in a show of teamwork or unity, with a wooden table and papers in the background.

Step 5 Growth & Long-Term Partnership

Strategic insights and guidance for sustained success, repeat cycle as circumstances require.

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