FREE Initial Meeting With A Business Accountant Based In Perth

To get started working with our business accountants, we need to arrange a Get To Know Each Other meeting.

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This is a free meeting (businesses only) that is typically around an hour in length and helps us both determine if we are a good fit.

Clients We Work Best With

A couple of the main things to think about as to whether we would be the right fit are:

  1. Do you want the confidence and peace of mind of going with high-quality accountants and business advisors?
  2. Do you already generate $1million+ in revenue, or do you plan to grow your business to $1million+ in revenue? (We help businesses with $0 to $100m+ turnover.)

If the answer to both those questions is yes, then we are most likely a great fit, no matter what stage of business you are in.

Price For Future Services

Typically, from here it is less about “can we help you” given you’ll find out during our meeting that we definitely can, it’s more about “do you want to pay for high-quality advice and assistance?”

We’re quite upfront about this and hopefully you can appreciate we bring up price early in our correspondence for the simple purpose of making sure neither of us are wasting our time if you’re not willing to pay for our premium service offering – As a high-quality accounting and business advisory service provider we have a minimum annual price of $3,000.

Trying to keep this topic short, we have a fair pricing policy (click the link to see the menu of prices too), which in essence is about saying we offer a premium accounting service and want to work with clients who want this. If that’s you, then we look forward to helping you grow your business well into the future with wealth protected and taxes legally minimised.

More about the specifics of the meeting are below.

Meeting Agenda

The meeting can take place in-person at our Perth headquarters, or if you’re located elsewhere in Australia then we can also do the meeting over Zoom.

During the meeting we typically cover these items:

  1. We obtain your consent to record the meeting. This is for quality control and efficiency. We use secure AI software to help prepare meeting notes, which allows us after the meeting to more quickly respond to what you need.
  2. We discuss your expectations of the meeting to align on what we will and won’t address during the meeting.
  3. We let you know that no question is off limits and please interrupt us if we’re not making sense. We know that tax and accounting can be complex and whilst we always try our best to make things understandable, we appreciate that it’s difficult to understand and we’re more than happy to explain things in different ways and several times to help you understand.
  4. We let you tell your story – what are you planning, what’s your situation and goals, and what challenges would you like our help with.
  5. We’ll add our experienced insights to help you understand how we can help you with those matters.
  6. We can provide a short history about Munro’s, what our firm stands for and what clients say about us.
  7. We will outline our recommendations of how to proceed after the initial meeting.
  8. We will check back in to see if you agree that expectations of the meeting have been satisfied and ensure you don’t leave uncertain of what will happen next.

Before the Meeting

To allow us to best prepare for the meeting and assign to an appropriate accountant, we request the following information about the business and your/owner’s circumstances:

  1. What are the main reasons for you seeking our help? What help do you want from us?
  2. What does the business do?
  3. Who are the owners?
  4. What is the business structure? Sole trader / partnership / family trust / unit trust / company?
  5. How much revenue do you make/anticipate making on an annual basis?
  6. What profit do you make/anticipate making on an annual basis?
  7. How many employees do you have/anticipate having?
  8. How much of the owner’s money has/is going to be injected into the business?
  9. Are you taking out a loan? If so, approximately how much? Do you have equity in assets (e.g. real estate) to use as security for the loan?
  10. What, if any, other income do the owners and their partners (e.g. wife/husband/spouse) make on an annual basis and from what (e.g. employment/rentals/investments)?
  11. What assets do the owners and their partners own, including the approximate value and amount of any associated loans?
  12. What are your medium to long-term plans for the business(es)?

If you could also please provide a copy of your most recently completed financial statements that will be helpful.

After the Meeting

After the initial meeting, if we both want to work together, then we typically get to work on fully scoping the services you need and agreeing to a mutually beneficial engagement agreement with clear pricing terms for the first 12 months.

We look forward to meeting with you soon.

BOOK FREE INITIAL MEETING WITH BUSINESS ACCOUNTANT

Most Popular First Engagement Services

Initial Business Acquisition Advice

Typically followed with Due Diligence Advice

From $2,000 (excl. GST)

Pre-Purchase Sanity Check & Structuring Advice

Advanced Tax & Asset Protection Strategies Report

Often combined with a Strategy Planning Workshop

$4,000 (excl. GST)

Tax Minimisation Strategies Report

Company / Trust / Partnership Tax Return

Includes Financial Statements

From $3,000 (excl. GST)

Business Tax Return

Munro's, where client service matters

Top 2% ranked Australian Accounting Firm

Play Ranking Explained

  • ★★★★★ — Greg Berlin

    Munros have been doing my family tax returns for the past 3 years, and I’ve been nothing but delighted with the service they’ve offered. They took on a relatively complex set of returns, including sharing of CGT benefits between myself and my partner, and did exactly what I hoped they’d do, and more. Not only that, they always went above and beyond to explain what they have done and why, keeping us happy and at ease at all times during the tax return processes.

    And to top it off, their knowledge of the crypto space is phenomenal, as are the tools they’ve developed to report and get the best possible returns with cryptos in mind.

    Give them a try, I guarantee you won’t be disappointed.

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  • ★★★★★ — Faye Sanderson

    Munro’s have helped build our business from strength to strength for over 40 years! No problem or question has ever been too large or too small and all have been dealt with in a timely and efficient manner. Thanks to Simon, Carl and the team for your continual excellent service.

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  • ★★★★★ — Andy & Mary

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  • ★★★★★ — Kevin Yuen

    Recently when I approached Saul and Drew at Munro’s regarding a tricky cryptocurrency investment situation they were very helpful in assisting. They are very knowledgeable about the area and their insights and recommendations were very much appreciated.

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  • ★★★★★ — Dawn Phillips

    Munro’s have been dealing with our taxes for a couple of years now, and have always been right onto anything to do with crypto and any other aspects of the industries we work in. Always friendly, helpful and professional.

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  • ★★★★★ — Tom Robson

    Drew and the team have been excellent from the day we began our journey with Munro’s. They’ve always been prompt with communication and provide advice that is clear and easy to understand. We’ve been very happy with their service over the last 3 years and look forward to working with them into the future. Thanks Drew, Nick, Simon and Carl!

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  • ★★★★★ — Asif Raza

    Drew was extremely helpful and professional. Highly recommend!!

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  • ★★★★★ — Mark Howlett

    Got terrific service and advice from Drew. Simple, informative and a quick response time too. Would recommend.

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  • ★★★★★ — Suzanne Wyatt

    Thank you to Mike and Munro’s for your expertise, professionalism and patience.

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  • ★★★★★ — Robert Elliott

    Brilliant accounting firm I have trusted for almost 30 years with all of my business and personal accounting. Their service is second to none.

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  • ★★★★★ — Michael Sasse

    Congratulations Munro’s on 50 years. I think my father must have been one of Donald’s and Barry’s earliest clients. Their names were ever present around the breakfast table when I was hopping on a school bus. I reflected with Christine a few months ago that the most important people in life were my family, my accountants, my GP and and Gough Whitlam. In no particluar order. (Why Gough Whitlam? He gave me a free university education and stopped the Vietnam ballot a year before it was my turn. And I have never voted labor). Thanks to Ian, Melissa, Christine, Noeline and Rama. Ever professional.

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  • ★★★★★ — Peter D

    Munro’s are by far the best accounting firm I’ve ever dealt with it. My accountant Carl is very good at what he does and I would highly recommend him and the entire Munro’s team. They provide the most amazing customer service, absolute pleasure to deal with, incredible attention to detail and extremely experienced in all aspects of accounting for business, crypto, derivatives, property etc. I’m confident to say Munro’s have my business for life.

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  • ★★★★★ — Peter D

    Munro’s are by far the best accounting firm I’ve ever dealt with it. My accountant Carl is very good at what he does and I would highly recommend him and the entire Munro’s team. They provide the most amazing customer service, absolute pleasure to deal with, incredible attention to detail and extremely experienced in all aspects of accounting for business, crypto, derivatives, property etc. I’m confident to say Munro’s have my business for life.

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  • ★★★★★ — Stephen Vella

    We first met Mike Beer 25 years ago, when he was assigned to our account by his employer at the time. When Mike moved to Munro’s, we decided to transfer our business to follow him as we were so impressed with both his professionalism and his character.

    We have never regretted our decision to keep our business with Munro’s and Mike, who we think of as a good friend first and a total professional second for the excellent service he and his company have provided.

    Congratulations Munro’s on your anniversary!

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  • ★★★★★ — Jaxius

    Drew and Cherie are the best accountants that I’ve had so far with their lightning quick responses to my trivial questions. They actually take the time to explain what they are doing and why. Highly trusted and recommended.

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  • ★★★★★ — Kurt Courtney

    Drew provided great tax advice tailored to our circumstances. His guidance was clear, easy to understand and is expected to save us thousands. Munro’s accountants are fantastic, highly recommend.

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  • ★★★★★ — Ferrante Alvarezdetoledo

    Happy 50 years !!! I joined Munro’s in 1974 just close to when the accounting firm had started, Don Munro was my accountant at the time and helped greatly in all my various problems and successes and he still remained a very dear friend to me; now Simon Strawbridge is looking after me and I can only praise all the work that he has been doing for me not only in accounting, but also in advising my various legal problems and investments.

    I can only say well done to the whole team and hope that I will still be their client in the coming years.

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  • ★★★★★ — Stan

    Munros are a quality accounting firm. My accountant Rama is very thorough with his work and attention to detail, I would recommend him to anyone who is involved in cryptocurrencies. Keep up the good work guys 🙂

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  • ★★★★★ — Chloe Pritchard

    I was looking for a business advisor for my small business in the Perth area and stumbled across Munro’s. On the website I was able to conveniently book an initial meeting with them to find out how I could achieve long term growth. One of their business accountants, Drew, promptly replied back and even helped accommodate a meeting on an earlier date. I met with him at their Perth office, and he was beyond helpful. After the meeting he followed up with an email, comprehensively outlining what we had discussed with great tips to help me move forward with growing my business. I really appreciated that Munro’s was willing to take the time to meet with me and help me even though my business is still a little too small to pursue Munro’s services. Drew didn’t try and upsell me and was so helpful and realistic with what I should do at this current stage in my business.

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  • ★★★★★ — Jenny Bourke

    We followed Mike Beer when he joined Munros and have been with them ever since. Mike has been a huge help over many years. He is always available to answer even the most basic/ extraordinarily naive questions, and always with a generous and helpful attitude.

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  • ★★★★★ — Graeme Bassett

    We are delighted with the friendly, knowledgeable and efficient service Simon and his team provide.
    We have tested Simon’s patience and humour over the years but he has always managed to come through with a smile.

    Thank you to Simon and his team!

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  • ★★★★★ — Donovon Shaw

    Thanks very much Rama & Christine! … and Drew 🙂 Although I’m based in Sydney I have been using Munros’ for my SMSF and other accounting matters for many years now and they have always been exceptionally professional, friendly and knowledgeable. I have great peace of mind knowing they have my back especially with some of my more complicated crypto matters. They are up to date with new regulations, always polite and I feel genuinely care about my circumstances. Being in Perth is actually an advantage for me as I’ve often communicated by email and phone after my normal busy working hours which has proved very convenient. Highly recommended!

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  • ★★★★★ — Troy Nesbitt

    Congratulations to Munro’s for achieving 50 years of service to WA, with a special thanks to Mike and his team for looking after us through our business, personnel and financial journey.

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  • ★★★★★ — Paul Davis

    Very professional and communicative, will use again next year. Thank you.

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  • ★★★★★ — Paul Davis

    Very professional and communicative, will use again next year. Thank you.

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  • ★★★★★ — Shelly Forrester

    At HiscoNFE we use Munro’s for all of our tax and accounting advice and we are always impressed with the quality of their service. The team at Munro’s is extremely knowledgeable, professional, helpful and affordable and Drew in particular is a guru when it comes to anything that involves tax. On the rare occasion where Simon has suggested we get a second opinion for a complex tax matter, the Munro’s advice has always been proven to be spot on! We highly recommend the team at Munro’s and we are very grateful for their support over the last 10 years. Sincere thanks from the owners at HiscoNFE!

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  • ★★★★★ — Bushy 996

    I have to give a shout out to Munro’s. They were very professional and quick to respond to my tax and accounting questions. Awesome job guys, Thanks 👍

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  • ★★★★★ — Cole King

    Drew is absolutely amazing and very informative regarding tax purposes.
    If you are a NZ citizen and not already an Australian citizen, then you need to book a time with Drew.

    It was a breath of fresh air speaking with Drew as our previous accountants could not relay a definitive answer for some of the questions we had, and Drew answered it without a second thought.

    Seeking information regarding tax can be a daunting subject and not everyone explains it in Layman’s term, and that’s where Drew fits that topic.

    Definitely gained a couple more clients and has definitely earnt our business going forward.

    Thanks Drew 👍🏾

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  • ★★★★★ — Brad Johnson

    Thanks Drew, your guidance into my situation was very helpful. I’m sure your knowledge and expertise will be required in the future for ongoing decisions. Highly recommended!!

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  • ★★★★★ — Doug Harwood

    Congratulations Munro’s… on your 50th year celebration.

    It has been a pleasure working with you, since we opened our business 8 years ago. In particular, Ben Paul has been supporting us for the whole journey so far and we can highly recommend his expertise & friendly service.

    Geoff, Doug & Yvonne Harwood

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  • ★★★★★ — Steve Nunn

    Mike and the team at Munro’s have managed our personal and business affairs for over 20 years consistently achieving excellent results. Now in retirement we continue to be totally confident with Mikes advice. Congratulations Munro’s on 50 wonderful Years.

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  • ★★★★★ — ak jp

    We have been looked after by accountant Mr Carl Hansen. We are very grateful for his help on our tax matters. He is very thorough, knowledgeable and easy to approach. Highly recommend!

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  • ★★★★★ — Jason Park

    I’m glad my sister introduced me to Carl, he has a wealth of knowledge, great at complex problem solving, always helpful and very attentive. Would give 10 stars if I could.

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  • ★★★★★ — Bev Margetts

    Mike has been most helpful and professional with our accounting, superannuation and taxation affairs. We had transferred some years ago from a less than professional person and now very pleased to be with Munro’s. Congratulations on 50 years and best wishes for a long and successful future.

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  • ★★★★★ — Laura Hooton

    Great Firm. Have been dealing with Christine for a few years and she is always there for advice and willing to help. Highly recommend.

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Discover Our Key Services & Solutions

Business Accounting

 

Accounting & Tax Services

Business Advisory

 

Business Advice Services

Asset & Wealth Protection

 

Asset Protection Services

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