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

  • ★★★★★ — Markus Mark

    Munro’s are an outstanding outfit mastering in complicated tax situations and are highly focussed on providing a client centred approach. I presented Saul with a complicated case of overdue tax’s and substantial crypto and share trading activity. To say that he handled this situation with aplomb is an understatement. He resolved my situation promptly and what seemed to be with ease. Sure it is great to have your taxes done by consummate professionals but for me this is not their best feature. It is the customer service that I received that was outstanding and exceeded my expectations. He was extremely patient and dealt with my constant questioning with a great attitude. Always polite and willing to offer his professional advice I sincerely felt like a had an ally in my corner. Saul was a pleasure to work with and I look forward to next years Tax Time.

    Mark.

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  • ★★★★★ — Julie Snooke

    Mike assisted with our farm succession planning. Thanks to Mike’s in depth knowledge on this subject, this process has been smooth and amicable. We highly recommend Mike and his team for family business succession.

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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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  • ★★★★★ — 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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  • ★★★★★ — Jery

    I engaged Munro’s on line owing to the fact that they claimed a specialisation in share trading. I am not a professional trader, however I presented Munro’s with a complex set of circumstances ranging over a 5-6 year period. To say I was delighted with their level of expertise and professionalism would be an understatement. I reside in Victoria and Munro’s is in WA, so this matter was dealt with entirely on line. The accounting professional that looked after my matter was one of the most helpful service providers I have recently encountered, going as far as assisting with my rather rudimentary IT skill. This firm, through the diligent work of the previously mentioned accounting professionals turned what I thought, was a dire Tax situation into a win for me. I cannot rate this firm highly enough, two other firms wanted me to jump through all sorts of hoops, Munro’s did a magnificent job, with little fuss and all on line. I publicly extend my sincere thanks and gratitude to the person that looked after my matter.

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  • ★★★★★ — Bren Croll

    As soon as I saw that Munro’s were recommended by the cryptocurrency tracking app CoinTracking for tax advice, I knew they must be absolute pros.

    Munro’s will be my accountants for life now. Nothing was too much trouble and everything has gone so smoothly.

    Here’s what Carl fixed for me for my latest tax return:

    reconciled complex history from various crypto exchanges, some of which are now defunct, which I had spent several days trying to get various AI models to assist with to no avail

    fixed my balance issue in CoinTracking to accurately reflect my position

    Corrected purchase and sales history for employee shares scheme

    Adjust various mistakes from my previous accountants and carry forward the adjustments

    Scrutinised previous tax returns to adjust missed capital losses from a kitchen renovation completed over a decade ago on an investment property that can now be used to offset future capital gains.

    Provide clear advice on every single thing I asked with no hesitation. It’s so obvious that these guys have seen it all and done it all.

    Because I’m with Munro’s now, I feel SO much more confident about some big financial moves where the nightmarish tax implications would otherwise boggle the mind.

    Thank you so much!

    By the way, I wasn’t asked to do this review or sent one of those “please review us on Google” emails. I am posting this because I’m so happy with the service I was provided, it sells itself and I suppose a perfect 5 star rating with 140+ reviews is a testament to the fact that all of Munro’s customers have a similar experience to me. If you have complex tax affairs I don’t think you’ll find anyone better.

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  • ★★★★★ — Nick & Katy Formica

    We wish to thank Mike & his team @ Munros for their professional help & service over the past 20 years . Having just recently sold our franchise business after 14 years, Mike has guided us through those times with success & helped us to achieve our family goals within our business. Congratulations on your 50th Anniversary. Looking forward to continue to work with Mike & the team in the near future.

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  • ★★★★★ — Arky Abbott

    Fantastic work. Professional accountants with incredible response times and excellent advice.
    Perfect service

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  • ★★★★★ — Andy & Mary

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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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  • ★★★★★ — Darth Gus

    I have used Munros now for 3 years, and I find them excellent – can highly recommend them to anyone needing a fantastic Accountant!

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  • ★★★★★ — Jamie Little (JAMIETV)

    Professional service, very quick & reliable especially when it involves Cryptocurrency. Went out of their way to assist by a deadline that I had & they were happy to accommodate.

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  • ★★★★★ — Jamie Little (JAMIETV)

    Professional service, very quick & reliable especially when it involves Cryptocurrency. Went out of their way to assist by a deadline that I had & they were happy to accommodate.

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  • ★★★★★ — Ivan Lai

    Friendly staff and excellent service. During the past five years, their team have provided very useful advice on tax savings. Their prompt response and well explanation to my questions are well worth Five Stars. Thanks Josephine, Christine and the team. Highly recommended without hesitation.

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  • ★★★★★ — Gary Lambe

    The Munros Team have exceeded my wildest expectations, with delivering the most competent, friendly and fruitful service. Thanks to their patience, great lines of communication and willingness to take on difficult challenges- they have turned my headaches into happiness. I’d recommend Munros to any Trader using complex or new systems, and maybe feel like their tax situation is an unholy mess. Munros worked hard to really understand the nascent Kinesis Monetary System, with its nuanced trading complexities. Purely due to painstaking efforts to “nut it all out”. Thanks heaps… Absolute Legends!

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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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  • ★★★★★ — Cynthia Johnston

    This is such a great team! I was behind in my crypto accounting and I received clear instructions and assistance to bring all of my accounting up to date this year. I recommend Munro’s to everyone, especially people using crypto currency. This team are experts in this field!

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  • ★★★★★ — Suzanne Wyatt

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

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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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  • ★★★★★ — Klaye Morrison

    I’ve used Munro’s for my past 3 tax returns. They are always very responsive to my enquiries and provide excellent advice when questioned. I now have a much better understanding of the tax obligations within my field of work and my investments thanks to them. It’s definitely worth paying for an accountant who knows what they’re doing! Cheers.

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  • ★★★★★ — Fay & Steve

    Our Munro’s Experience began approximately 38/40 years ago. Steve’s parents were already customers of Munros, in particular Barry Virgo, and we followed suit.

    For the first couple of years we had several changes of Accountants at Munro’s (we always got the newbies and had to ‘train them up’ to know how to get the best deal from the Tax Office for farmers. We became fed up of this system. Our last newbie was Simon Strawbridge. Well, we got him “trained up right proper” then they wanted to give us the next new one, but we stated we weren’t changing.

    Today, Simon is still our go to man. Whilst we understand there have been many very efficient people working in the background on our business affairs, for which we thank them sincerely, we have always maintained our professional relationship with Simon.

    We have been through some big business changes in our farming adventures over these past 40 odd years, and the advice, help and professional assistance has been 100%. At times we didn’t know who to trust to give us the best business advice and we were fortunate to be able to lean on Simon’s vast knowledge to help us make these decisions.

    Our working partnership of having our taxation needs, investment portfolios, wills, etc. linked in with Munros and the great staff has been successful.

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  • ★★★★★ — Carlos Braun

    Have been using Munro’s for many years now and always happy with the thorough and speedy work they do. Highly recommended.

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  • ★★★★★ — Ginny Wu

    Josephine and the Munros team have looked after our accounting affairs for more then 10 years. I am incredibly pleased with the quality of the service they provided. They are professional, trustworthy and patient all the time. Highly recommend Munros.

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  • ★★★★★ — Ginny Wu

    Josephine and the Munros team have looked after our accounting affairs for more then 10 years. I am incredibly pleased with the quality of the service they provided. They are professional, trustworthy and patient all the time. Highly recommend Munros.

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  • ★★★★★ — Ray Norton

    OVER THE LAST 25 YEARS I HAVE ALWAYS ENJOYED GREAT SERVICE FROM IAN ARBLASTER, ANNETTE WHYTE AND OF COURSE BEN PAUL. THANKS FOR ALL THE SUPPORT. RAY NORTON

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  • ★★★★★ — Jeff Hoffard

    From QLD was searching for a accounting firm that could easily handle all my tax dealings including crypto transactions and Carl has been very helpful always just an email away to sort out any concerns I might have.

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  • ★★★★★ — David Boddington

    From the small technical stuff to the sage big picture advice, Simon and team Munro’s have been patiently guiding and safeguarding our family’s financial journey for decades. THANKS !! Here’s to the next 50 years!

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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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  • ★★★★★ — Doreen Wilkinson

    Have been using Munro’s for over 30 years and have been completely satisfied with the friendliness and expert knowledge they provide. I would fully recommend anybody needing an accounting firm to use Munro’s. Well done Simon and the team.

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  • ★★★★★ — Ben Soules

    Excellent advice with very skilled accountants. Not too expensive, for such a specialized and sophisticated service. Committed to the customer, always very professional and helpful. Highly recommended!

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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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  • ★★★★★ — 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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  • ★★★★★ — E M

    Rama and the team at Munro’s provided prompt and thorough crypto tax advice. They are very professional and I highly recommend their services.

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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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