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

  • ★★★★★ — Nicole Smith

    My husband and I were looking for some advice on a short time frame with regards to purchasing a piece of farmland. We had an offer in hand and a peculiar clause that we needed advice on. Adam Carter was prompt, detailed and courteous in all dealings with us. He helped us meet our deadline, understand the consequences of each available option and now establish our small farming enterprise. We cannot thank him and the team at Munro’s enough. Highly recommend their services.

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  • ★★★★★ — Glenn Elliott

    Drew and Simon offer an amazing service at Munro’s as professional accountants and I have been using them for over 10 years now. Their customer service is second to none and I always receive prompt and reliable advice. Well done guys, keep up the great work!!

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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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  • ★★★★★ — Adrian van Bart

    I came over to Australia with a highly complicated cryptocurrency investing and trading portfolio. I never realised that I had to declare this in my tax returns as I had never cashed out into my bank account. I soon discovered that every transaction is taxable irrespective of whether or not you cash out. I contacted Munro’s in an outright panic and was put through to Cherie and explained everything to her. She immediately put me at ease and took control of my situation. From the start it was evident that I was in the care of a real professional tax consultant. I handed her a nightmare on a plate (3 years of highly complicated transactions) and she seamlessly worked through it. Cherie has incredible knowledge and experience and through this, Munro’s saved us thousands of dollars. I will remain at Munro’s until the very end. Thank you Cherie, you are the most knowledgeable and professional tax consultant that I have ever dealt with.

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  • ★★★★★ — Tom Mackie

    Great first experience at Munro’s.

    Thanks Rama!

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  • ★★★★★ — Mike Eames

    Drew and the team at Munros have managed our tax for the past 4-5 years. Drew has the expertise to resolve all our queries and always provides excellent service. We would highly recommend Drew and team.

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  • ★★★★★ — Kevin Connor

    When I first discovered Munro’s and spoke to Drew, it was clear that they would be the perfect solution to my accounting issues. Owing to the nascent nature of crypto, I struggled to find a firm knowledgable and confident enough to handle my vast transaction history, across many networks and numerous wallets.

    Working closely with Rama, I have experienced nothing but prompt and clear communication at all times. I continue to be impressed with the accuracy, clarity and professional services I receive.

    In my experience, I have found Munro’s services are always provided with courteous and bespoke correspondence.

    Many thanks and congratulations to 50 years.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Tim Guest

    Had a longstanding relationship with Munro’s for over a decade. Mike has always gone over and above for me and has my highest recommendation. Thank you.

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  • ★★★★★ — Greg Hill

    Congratulation on achieving 50 years in business! We made the move to Munro’s in 2015 and have since received sound professional advice & services for all accounting, taxation, business development and succession planning needs, to us personally, to our family and to our group of companies. We have found your services to be efficient, effective and of the highest caliber. Many thanks from the Hill Group.

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  • ★★★★★ — Greg Hill

    Congratulation on achieving 50 years in business! We made the move to Munro’s in 2015 and have since received sound professional advice & services for all accounting, taxation, business development and succession planning needs, to us personally, to our family and to our group of companies. We have found your services to be efficient, effective and of the highest caliber. Many thanks from the Hill Group.

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  • ★★★★★ — 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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  • ★★★★★ — Traviss Orr

    Thanks Drew and Michael, great job 👍

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  • ★★★★★ — Robert Klein

    Real pleasure dealing with Munro’s. Drew Pflaum in particular was very helpful in providing tailored advice promptly and professionally.

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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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  • ★★★★★ — The Ramsay Family

    Wonderful support and response from the team at Munros. We have been with them for many years covering both business and personal matters. It is a credit to both past and present staff.

    Thank you

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  • ★★★★★ — Louise Maguire

    I required some complicated advice from a business accountant on an urgent matter. It involved legal issues and advice as well as accounting advice.
    I contacted Drew Pflaum of Munro’s via the website, and he got back to me very promptly.
    Drew showed that he was well able and indeed very keen to think outside the square.
    Nothing was too much trouble and he has some very valuable professional contacts that he is able to consult with if needed.
    With Drew’s obvious intelligence and honesty coupled with an enviable network of contacts, and his keen desire to achieve the best results possible in a timely manner, I have no hesitation in recommending him for any sort of business accounting advice.

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  • ★★★★★ — Byron McDonald

    I have been a Munro’s client for the past few years and they have professionally and patiently assisted me with complicated crypto tax returns. Everyone on their team is extremely friendly and I highly recommend Munros to anyone.

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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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  • ★★★★★ — 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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  • ★★★★★ — Joe and Wendy McKinley

    Thank you to all the Staff members of Munro’s who have cared for our business over the last 50 years.
    Always competent and friendly.

    Best wishes for the future.

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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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  • ★★★★★ — 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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  • ★★★★★ — Nathan Pintabona

    Professional, insightful and always supporting. Christine and Munro’s has helped me through all avenue’s and queries regarding investment, tax return, property, super and general finance. Really appreciative of their work and highly recommend!

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  • ★★★★★ — Frances Morrell

    Munros have been a wonderful support over the last 50 years. Christine , Simon and previously Barry, have taken tremendous care of all my accounts and have even managed not to laugh at the state of my annual paperwork, that is, when I eventually submit it.

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  • ★★★★★ — Cris Yanez

    Extremely professional, attention to detail and a knowledgeable team. Working with Drew and the team at Munro’s was a pleasure.

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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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  • ★★★★★ — Jacob Holmes

    Genuine, honest, reliable accountants that actually care about their clients businesses/companies. They fixed all of my previous accountants errors without being asked, and put in a lot of work to get the job done right moving forward. You get what you pay for. They go above and beyond. Special shout out to my fantastic crew; Sanjay, Paul, Drew, Michelle and Finlay.

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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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  • ★★★★★ — 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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  • ★★★★★ — Jesse Allan

    Just met these guys on an initially consultation call. Can’t speak highly enough about them in the short time I’ve used their services. Their advice on the call and their follow up afterwards is the best I’ve seen. Highly recommend and looking forward to the continuing relationship. Thanks a lot Drew and Cherie.

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  • ★★★★★ — Moira and Don

    Munro’s have been our accountants, both for business and personal, for 50 years.  During that time we have been really happy with the work done for us.  The personel have always been professional, welcoming and efficient form the person at the front desk who greets you, to the people who handle your work.

    Congratulations and best wishes for the future.

    PS It does help that Simon supports the right footy team but he is not as good at tipping as he is at accounting!

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  • ★★★★★ — Duane Healey

    Great business accountants. Helped with company tax return. Convenient location and nice office in Perth. Special thanks to accountant, Drew Pflaum. Highly recommended.

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