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

  • ★★★★★ — Tim

    I have been a client of Munro’s for 2 years and am very happy with their service. They have saved me a lot of time, effort, and money.

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  • ★★★★★ — Pond Family

    Highly recommend Munro’s accounting firm AAA +++

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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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  • ★★★★★ — 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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  • ★★★★★ — Andy & Mary

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Noeline Kellow

    I started working at Munro’s in 1979, spent my life there (besides stopping to have a family) & retired from Munro”s in December 2022. Great place to work & made lifetime friends.

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  • ★★★★★ — Noeline Kellow

    I started working at Munro’s in 1979, spent my life there (besides stopping to have a family) & retired from Munro”s in December 2022. Great place to work & made lifetime friends.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — FK aus

    Munro’s provided me with the exact accounting and tax advice I needed. I highly recommend Munro’s to anyone who is searching for a professional accounting firm that goes the extra mile to help their clients.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — 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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  • ★★★★★ — Nicole Sedgwick

    Congratulations Munro’s on reaching this significant milestone!

    Our family business has been with Munro’s since its establishment 50 years ago. They have supported our business through 3 generations and we are confident that our relationship will continue to grow for many years to come. They are professional, reliable and understanding and we think of them like an extension of our family. We would highly recommend them to anyone!

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  • ★★★★★ — Moree Grazing Co, Tambellup WA

    We have been clients of Munro’s (and Donald F Munro & Assoc. before that) for more than 50 years and have always found them to be right on point with their advice and work. Nothing is too much trouble to research and the responses always given in easy-to-understand language. We love that the K.I.S.S principle is used (keep-it-simple-stupid!) We can’t thank Simon and Carl enough for the great service that they provide. I have also, in community roles, worked with Barry Virgo and Ian Arblaster over the years on Co-operative business and their knowledge was second to none.

    Thank you and congratulations Munro’s on 50 years + in business.

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  • ★★★★★ — Moree Grazing Co, Tambellup WA

    We have been clients of Munro’s (and Donald F Munro & Assoc. before that) for more than 50 years and have always found them to be right on point with their advice and work. Nothing is too much trouble to research and the responses always given in easy-to-understand language. We love that the K.I.S.S principle is used (keep-it-simple-stupid!) We can’t thank Simon and Carl enough for the great service that they provide. I have also, in community roles, worked with Barry Virgo and Ian Arblaster over the years on Co-operative business and their knowledge was second to none.

    Thank you and congratulations Munro’s on 50 years + in business.

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  • ★★★★★ — Maneesha Kulasekera

    I highly recommend Munro’s for their brilliance and hard work. Saul, Sanjay and the Munros team are highly capable and passionate in their dealings with their clients and have been a strong pillar in navigating through my Taxes and Accounting over the past few years. They are exceptionally knowledgeable in their field of expertise and up to date with the latest policies/requirements and very easy to work with as they understand the client’s needs. I want to express my sincere gratitude and thanks to especially Saul and Sanjay for their professionalism, great advise, friendly attitude and major efforts in assisting me with my Taxes/ accounting. I couldn’t have asked for a better team than Munro’s.

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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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  • ★★★★★ — 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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  • ★★★★★ — Reuben Crocker

    The team is very responsive to emails and their communication is good. I was dealing with Brian and Saul.

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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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  • ★★★★★ — 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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  • ★★★★★ — Daniel Stefanelli

    Pleasure working with you guys and one of the best decisions to move forward in our family business with Munros. Utmost professionalism right from answering the phone to all of your advice and support.

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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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  • ★★★★★ — 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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  • ★★★★★ — 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+++++

    read more

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Business Accounting

 

Accounting & Tax Services

Business Advisory

 

Business Advice Services

Asset & Wealth Protection

 

Asset Protection Services

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