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 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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  • ★★★★★ — 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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  • ★★★★★ — Robynne Richards

    Munro’s are an honest, reliable, on the ball, and personable business. The family feel engendered has been highly regarded by our family for over 40 years.

    Congratulations on a significant and well deserved creditable milestone, with best wishes for what we are sure will be a successful future.

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  • ★★★★★ — and away

    Very happy with the service provided by Drew and Cherie.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Margaret

    Congratulations to Munros on reaching its 50 Year Milestone!  This excellent firm has efficiently handled our Family’s affairs for 45 years, and into its 3rd Generation.

    We have been grateful for conscientious and good advice from Ted and now from Mike.  Roll on the next 50 Years!

    Best wishes from the Hodgson Family.

    5 Stars!

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  • ★★★★★ — Mike

    For nearly ten years, Munros has consistently provided me with excellent service. Drew has been a pioneer in handling crypto tax matters, even before it was a thing. I can’t imagine finding a more approachable and professional outfit. I anticipate a lasting partnership, despite a few questionable football team preferences.

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  • ★★★★★ — D C

    Munro’s is delivering excellent results for me. My initial engagement was a complex situation comprising of many years of outstanding returns in both the traditional and cryptocurrency space. Drew, Sanjay and Saul were able to rise to the challenge and managed the whole process including preparation, lodgement and dealing directly with the ATO. They have always been friendly, responsive, diligent and provide actionable advice based on observations they have made from my data and by also understanding my personal goals and objectives.

    I am confident I have the right team by my side with Munro’s and I highly recommend Munro’s to anyone looking for top quality service and advice.

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  • ★★★★★ — Paul Davis

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

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  • ★★★★★ — Sarah & Rob Comer

    We worked with Ben and his team from MUNRO’s accountants in Perth during a business purchase and due diligence process, and were absolutely impressed with their service. Their attention to detail and strong, practical advice gave us complete confidence throughout. Highly recommend for any Perth business looking for reliable and professional support.

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  • ★★★★★ — Sarah & Rob Comer

    We worked with Ben and his team from MUNRO’s accountants in Perth during a business purchase and due diligence process, and were absolutely impressed with their service. Their attention to detail and strong, practical advice gave us complete confidence throughout. Highly recommend for any Perth business looking for reliable and professional support.

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  • ★★★★★ — Val McAlpine

    David and I have been loyal clients of Munros for many years—I think since we were married in 1962. David made all the decisions in those early years. I became a more active partner as we worked with Ted Wilhelm and Ian Arblaster until their retirement. We then worked with Christine Prasetia for our financial, accounting, taxation and our wills until David’s death in May, 2017. Christine has patiently guided me through taking up the reins of our business venture. She is very efficient and totally reliable in all our dealings. I feel fortunate to have Christine as my accountant and business advisor. Thanking you, Val McAlpine

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  • ★★★★★ — Eric Mastro

    Munro’s were able to take complicated tax matters like cryptocurrency trading income for a new company and turn it in to a simple solution for me. Drew has always been amazingly patient and helpful, answering emails quickly and taking the time to respond thoroughly so the matter could be clearly understood. Highly recommended for any tax accounting needs!!

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  • ★★★★★ — Gautam Sathivel

    One of the best decisions we made was switching our accounting services to Munro’s. Especial thanks for Saul and Brian for their extensive knowledge, understanding our business requirement, goals and most importantly keeping us compliant. Extremely happy to engage with this organisation and team.

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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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  • ★★★★★ — Matt Mckinley

    Drew, Simon and the team at Munro’s have been our family and business accountants for many years now. They provide excellent service and advice. We would not hesitate to recommend them to others.

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  • ★★★★★ — 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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  • ★★★★★ — MG

    Drew and the team helped me with my tax returns, especially reporting on cryptocurrency trading done in previous years. I highly recommend seeking their services for all tax/accounting matters, especially cryptocurrency trading. Thanks guys!

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  • ★★★★★ — Esteban Aguilar

    Thanks Mike and the team for making it easy to process my personal tax and for answering all my questions and concerns around CGT.

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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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  • ★★★★★ — 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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  • ★★★★★ — Arky Abbott

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

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  • ★★★★★ — Arky Abbott

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

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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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  • ★★★★★ — Suzanne Wyatt

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

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  • ★★★★★ — Jennifer Fox

    A big shout out to Mike and his team at Munro’s for the outstanding work you’ve done on our accounts and returns!!

    From our very first interaction with Mike, we had a great feeling about engaging with Munro’s, and you’ve more than delivered.

    It’s been such a relief to know our business and personal accounts are in such capable hands.

    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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Matt R

    Drew and the team made my 2019 tax return easy. They also made an alteration to my 2018 tax return and I had an unexpected return. Highly recommended.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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