Lee Monarc Accounting & Advisory

Accounting & Advisory · Perth

Know what your next move means for your money.

Can you afford another hire? Is growth putting pressure on cash? Is that business worth a closer look? Lee Monarc helps you work through the numbers behind decisions like these, alongside your accounting and tax.

Start with three questions
Client logos · client to supply
• CHARTERED ACCOUNTANT · PERTH AND AUSTRALIA WIDE

An advisory partner that understands exactly what you’re building.

Your accounts tell part of the story. Your plans, responsibilities and reasons for running a business tell the rest. At Lee Monarc, we bring those conversations together.

13 yearsAccounting and advisory
Chartered AccountantVivienne Lee
PerthAustralia-wide

Accounting & Advisory

Keep the essentials in order.
Get help with the bigger calls.

Your tax return matters. So does the decision you need to make next month.
Find support for both.

02 · Strategic Capabilities

Keep essentials in order. Get help with the bigger calls.

Explore our core advisory pillars designed for growing private enterprises.

Accounting & tax01 / 04

Good decisions need accounts you can use.

Reliable financial information helps you run your business with confidence. We support your bookkeeping, financial statements, tax returns and company compliance, while helping you plan ahead for tax.

Your financial records Your reporting Your tax position
Cashflow & advisory02 / 04

Profit on paper won’t pay next month’s wages.

Sales can grow while cash gets tighter. Money may be tied up in unpaid invoices, stock or the costs of expansion. We help you find what’s driving the gap and assess what your next commitment would mean.

Understand your cashflow Examine the assumptions Assess your next move
Ongoing support04 / 04

Your business deserves more than a once-a-year conversation.

Lee Monarc Accounting & Advisory connects your accounts and tax with the decisions you make as an owner: where to invest, what you can afford and how to build a business that gives you options.

Your numbers Your business Your direction

Three questions worth asking about your business.

01If sales stopped growing, would cash still cover our commitments?

Growth can disguise pressure. Look at the timing of receipts and payments, not just the sales total.

02What would our next hire or investment do to cash over the coming months?

The upfront cost is only part of the decision. A forecast helps you examine the ongoing commitments and the assumptions behind them.

03Could the business run without me for a month?

Your answer can highlight dependencies worth addressing, whether you want to grow, take time away or eventually sell.

See how financial advisory can help

Core Principles

Four perspectives on building a business that gives you options.

Start with the question
you can’t answer yet.

Let’s start a conversation

The work, in perspective

Every business has a story.

Client stories awaiting approval
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A cashflow decision

Approved client words, imagery and outcomes will appear here.

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Accounting support

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A purchase or transition

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04 · About Us

An accountant who wants to know what you’re building.

Your accounts tell part of the story. Your plans, responsibilities and reasons for running a business tell the rest. At Lee Monarc, we bring those conversations together.

Core Philosophy

What I believe about your business & money.

DECISION-DRIVEN REPORTING

Your accounts should help you make a decision.

A report needs to do more than arrive in your inbox. It should help answer a question about the business: what’s working, where cash is going or what needs to change.

PROFIT VS CASH

Profit and cash need separate conversations.

A profitable business can still struggle to meet its commitments. Looking at both gives you a more useful picture of what the business can afford.

STRATEGIC TIMING

Advice is most useful while you still have options.

Before you buy, restructure or sell, there’s an opportunity to test the assumptions. After you’ve committed, some of those choices have already gone.

OWNER FREEDOM

A business should give its owner options.

That might mean growing, reducing day-to-day involvement or preparing for a future sale. Those goals deserve attention long before you’re ready to step away.

Working Together

What working together should feel like

You can ask the question you think you should already know the answer to.

You don’t need to speak accounting language. Tell me what’s happening in the business and what you’re trying to decide. We can work from there.

I’ll explain the reasoning behind my advice, raise questions that need attention and tell you when we need more information or another specialist’s input.

Closing Invitation

What are you building towards?

I’d like to hear about your business and the decisions ahead.

Start a conversation with Vivienne

Profit on paper won’t pay next month’s wages.

Sales can grow while cash gets tighter. Money may be tied up in unpaid invoices, stock or the costs of expansion. We help you find what’s driving the gap and assess what your next commitment would mean.

Explore business advisory
Illustrative view · not a client report
Video module · intro pending

Your business deserves more than a once-a-year conversation.

Lee Monarc Accounting & Advisory connects your accounts and tax with the decisions you make as an owner: where to invest, what you can afford and how to build a business that gives you options.

About us
Start the Conversation

Bring the question.

Share where your business stands, what you want to achieve and the questions on your mind.

Engagement Journey

How Lee Monarc puts your numbers to work.

Explore the 4 stages from initial diagnostic conversation to decisive financial strategy.

Client engagement quote & metrics · Illustrative preview
First Conversation · Bringing the Question

“Tell us where your business stands, what you want to achieve, and the financial decisions on your mind. You don’t need to speak accounting language.”

V
Vivienne Lee · Chartered AccountantFounder
Timing confirmed in engagement letter
Response
Bring your current question
Preparation
Quoted before work begins
Scope

Services

Six ways to start. Proof comes later.

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Accounting and compliance

Keep your books, financial statements and tax returns in order, with reliable numbers to work from.

Approved client stories are not on this review build.

Explore this service

Accounting and compliance

Keep your books, financial statements and tax returns in order, with reliable numbers to work from.

Explore this service

Business structuring

Starting up, bringing in an owner or changing direction? Check that your structure fits the plan.

Explore this service

Fractional CFO and business advisory

Understand performance and assess your next move with experienced financial guidance.

Explore this service

Business acquisition and due diligence

Understand the financial opportunity and the questions to ask before buying a business.

Explore this service

Succession and exit planning

Prepare for the day you want to sell, step back or pass on what you’ve built.

Explore this service
Panoramic Banner · Strategic Horizon

What’s the decision on your mind?

Tell us what’s happening. You don’t need to know which service to ask for.