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

  • ★★★★★ — Leslie & Joan O'Halloran

    MUNROS what a great team:

    Munros have supported 3 generations of the O’Halloran family from Kojonup over the past 50 years. Starting with Donald Munro when he was Wesfarmers client Accountant.

    We are very grateful for their ongoing support in all accounting matters. Simon, Christine and their team are always willing to help whenever we need it.

    Congratulations on your 50-year celebration. All the best for the future.

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  • ★★★★★ — T K

    I highly recommend Drew and the team at Munros for their excellent accounting services, particularly with investment income as well as their crypto expertise. Thanks Drew.

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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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  • ★★★★★ — 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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  • ★★★★★ — Michael Page

    Accountant Drew was very helpful with a detailed insight to capital gains tax and reset period shall we sell our property. Drew contacted five minutes after I enquired to the office and followed up with this assessment

    The tax tribunal has said that a common-sense assessment applies when considering the varying number of factors and even conflicting circumstances when determining if a house is someone’s main residence. In your case, the Bunbury house may have become your main residence for that short eight week stay if you moved a great deal of personal belonging there. However, a common-sense assessment likely suggests it did not become your main residence (at least on the facts that I know). If it didn’t become your main residence, then the maximum period you can claim the property as your main residence for the period since 2018 is 6 years. I.e. 2018-2014. For the period 2024 onwards, the main residence exemption cannot apply. You could, however, move back in and re-establish it as your main residence and then move out and rent again, which would restart the absentee rule. However, you still would not get the main residence exemption for the period 2024 to the time you moved back in because the maximum 6 years has expired for this current period of absence.

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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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  • ★★★★★ — Jeffrey Chen

    Had run into troubles with my personal tax return and immediately appointed Munro’s to act on this matter. Drew and Adam immediately handled my case and was sorted at God speed. Communication was great with all of them and it was easy to provide them with all the requested information.

    Highly recommend them for all your accounting and taxation matter, including complicated cryptocurrency matters.

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  • ★★★★★ — Chris Johnston

    Drew Pflaum and Munro’s have been Fantastic with my crypto portfolio and their advise on my taxation requirements regarding this. I am also very impressed with their promptness, expertise and dedication in all my accounting matters. I would recommend their services to anyone who wants a professional and up to date accounting firm.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Ivan

    They know what they are doing. No matter how complex your accounting is, Munro’s is the way to go. They also have international experience. Drew and Mike’s expertise and responsiveness won’t disappoint you.

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  • ★★★★★ — Ivan

    They know what they are doing. No matter how complex your accounting is, Munro’s is the way to go. They also have international experience. Drew and Mike’s expertise and responsiveness won’t disappoint you.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — RW

    After “investing” in cryptocurrencies for the past few years I thought my tax return was going to be a nightmare. Cherie and the team at Munro’s have done a fantastic job at making my last two tax returns as easy as possible for me and I will be continuing to use their services in the future.

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  • ★★★★★ — Roger York

    Thanks Drew and Munros for helping me with my taxes.

    Highly recommended

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  • ★★★★★ — Tom Mackie

    Great first experience at Munro’s.

    Thanks Rama!

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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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  • ★★★★★ — Jim Kozmo

    I’m extremely pleased with the services of Munro’s Accountants. They are professional and easy to work with. My situation was not simple yet they completed the task and have provided me with peace of mind going forwards. I would not hesitate to recommend them. AAAAA+++++

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Andy & Mary

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  • ★★★★★ — Effie White

    Christine Prasetia is extremely efficient, always on hand with advice and is a pleasure to work with.

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  • ★★★★★ — Suthee Saisuwan

    Crypto trading is a new thing and I believe, just like many others I had made lots of mistakes not knowing that trading Crypto is a taxable event. Lucky, there is someone knowledgeable about this matter.

    Great education and support in this challenging time I have received from Drew the man!

    The level of communication is top, accurate and precise. They put their heart into the work to help out their client. Highly recommend if you are seeking a Crypto tax return service.

    Thanks Drew the man and Michael.”

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  • ★★★★★ — Alex C

    Munros was really helpful in listening to my situation and taking their time in pointing me to the right direction for my complex tax matters. I high recommend their services!

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  • ★★★★★ — Suzanne Wyatt

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

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  • ★★★★★ — Will S

    The team at Munro’s has been of great assistance to me over the years, with a particular special mention to Drew Pflaum. They’ve helped me navigate some complex tax matters with proactive, insightful, and pragmatic advice. I highly recommend them for anyone seeking expertise in this area. Thank you again to the whole team and especially to Drew.

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  • ★★★★★ — Tom Eldred

    I was clueless when it came to processing my taxes for crypto, having a few years worth to file. Drew and the team were very thorough with their process and made it so simple on my end. Well worth the service.

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  • ★★★★★ — Nick Tighe

    On behalf of our farming family, congratulations on 50 years. We have been with Munros 3 generations starting I think when My Grandmother switched at the start. My late Father always had good dealings with whoever was assigned to us which there have not been too many over the 50 years which I think may be a reflection of the stability and integrity of Munros. Simon Strawbridge who was the new kid on the block back in my fathers day and the rest of the team has always provided us with great service and we thank the whole team for their support over the years.

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