At Munro’s, we are more than just accountants; we are trusted confidants and savvy advisors, there for clients through the twists and turns of business, life and beyond.
From the exhilarating moment of starting or acquiring a business, through the day-to-day challenges of compliance and operations, to the nuanced complexities of problem-solving and improvement, we’re there.
We journey with you through twelve distinct phases of your life, offering assistance tailored to each stage. Always grounded by a personable touch.
The twelve distinct phases are:
- Commencing Business:
Providing assistance when you need help with starting, buying or inheriting a business.
- Running Business:
When you need help with ordinary compliance, such as annual tax returns and quarterly business activity statements.
- Problem Solving – Big and Small:
Providing advice when you need help with non-compliance and unusual compliance matters, such as defending your business from ATO audit, bank, competitor, employees, council, or other third parties.
- Improving Business:
When you need help with business improvement.
- Building & Protecting Non-Business Wealth:
Providing help regarding such things as investments and family wealth protection.
- Succession Planning:
When you need help with planning to exit your business.
- Retirement Planning:
When you need help with planning for retirement.
- Estate Planning:
When you need help with planning for death.
- Exiting Business:
Providing advice when you need help with closing, selling or handing down your business.
- Retirement Assistance:
There for you when you need help with non-compliance matters in the later years in life, which can include such things as helping move into a retirement home, going to the bank, going to the post office, going into hospital and seeing your lawyer.
- Estate Administration:
Providing accounting assistance when needed for your deceased estate after you die.
- Supporting & Assisting Beneficiaries:
Providing them with help after you die, which can include assistance with testamentary trusts and ongoing accounting for entities that have been passed along.
Ultimately, through mutually beneficial long-term relationships, we are honoured to be a safe set of hands. Trusted confidants and savvy advisors in business and life.
