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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.
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:
- Do you want the confidence and peace of mind of going with high-quality accountants and business advisors?
- 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.
Read Key Points & Transcript
Free Meeting To Get To Know Each Other
video key points
- Embarking on a business journey involves identifying and permanently fixing root causes of problems, while proactively mitigating future issues to gain a sustainable competitive advantage.
- Initial engagement with us begins with a straightforward Book Now process for a complimentary meeting, which can be conducted virtually or at our Perth headquarters, designed to understand your passion, envisioned future, and challenges needing resolution.
- We advocate for simple, yet effective solutions, emphasising the importance of a collaborative effort for genuine, lasting outcomes, underscoring our commitment to not wasting resources on superficial attempts.
- Our approach is transparent, with a focus on joint conviction and investment in time and resources as the foundation for delivering exceptional value, supported by a fair pricing policy aimed at achieving collective wins for you, your team and our firm.
Presented by: Saul Segal
video transcript
We’re so excited for you.
You’re somewhere along your business journey and just about ready to have your problems solved. Getting to the root cause of problems and permanently fixing them.
And what’s even more exciting, going forward, you’ll be proactively mitigating problems before they arise and working on the scientifically verified high impact areas of your business, capable of propelling you to a sustainable competitive advantage and all the benefits which come with that.
So, please give us about three to four minutes to explain how we get started.
Firstly, what you need to do is hit that Book Now button and schedule a free Get to Know Each Other meeting. We can do this virtually over Zoom, or you can come into our headquarters in Perth.
You’ll need to set aside 1.5 hours for the meeting. It doesn’t typically take that long – usually more like an hour – but set aside enough time just in case.
At the meeting, you’re going to tell us all about your passion, the future you want to be living, and the problems you need help fixing.
We’re going to hear you out, and start to introduce things which might help fix them.
It’s unlikely that anything we propose will be too complex – since simple solutions can work wonders. But, we’ve got to be upfront, nothing’s going to be easy. Otherwise, you would have already done it.
As we discuss your problems, we’ll let you know if we can solve them, together. The ‘together’ part is vital. Without joint effort and conviction, it’s as simple as this, there’ll be no lasting solution.
We hate seeing people waste precious time and resources on half baked attempts. When people work with us, they give it their all.
So, either during or following the meeting, if you say you want our help, and we say we’re in, we’ll all be in it together. Working passionately to really solve your problems.
What’ll get you on board, to work with us, is entirely up to you. All we ask is that you be open and honest with us – as we will be with you. Letting us know what outcome you need, and what constraints or barriers, if any, you feel might be getting in the way.
And, what’ll get us on board, to work with you, is a strong sense – a commitment – that you’re genuinely going to invest the time and resources to fix things. That’s how we both gain the confidence that we’ll deliver exceptional value to you. By knowing you’re going to be in it, just as much as we are.
Regarding price, before you’re charged even one cent, we’ll be very clear with you what things are going to cost. We have a fair pricing policy, which can be distilled down to this:
We partner with clients who are looking for win-win-win situations.
That’s wins across the board for:
- you;
- your employees/customers;
- our staff and our business.
Provided that is something you are also looking for, then we’re confident in achieving successful outcomes for you, at a fair price.
Hopefully that’s addressed any queries you might have. If so, you know what to do now, book the meeting. If you’re still not sure, you can personally give me a call. My name’s Saul Segal and you can call me via the office on 08 9427 5200.
We look forward to meeting with you very soon.
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:
- 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.
- We discuss your expectations of the meeting to align on what we will and won’t address during the meeting.
- 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.
- 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.
- We’ll add our experienced insights to help you understand how we can help you with those matters.
- We can provide a short history about Munro’s, what our firm stands for and what clients say about us.
- We will outline our recommendations of how to proceed after the initial meeting.
- 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:
- What are the main reasons for you seeking our help? What help do you want from us?
- What does the business do?
- Who are the owners?
- What is the business structure? Sole trader / partnership / family trust / unit trust / company?
- How much revenue do you make/anticipate making on an annual basis?
- What profit do you make/anticipate making on an annual basis?
- How many employees do you have/anticipate having?
- How much of the owner’s money has/is going to be injected into the business?
- 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?
- 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)?
- What assets do the owners and their partners own, including the approximate value and amount of any associated loans?
- 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.
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 AdviceAdvanced Tax & Asset Protection Strategies Report
Often combined with a Strategy Planning Workshop
$4,000 (excl. GST)
Tax Minimisation Strategies ReportCompany / Trust / Partnership Tax Return
Includes Financial Statements
From $3,000 (excl. GST)
Business Tax ReturnDiscover Our Key Services & Solutions
Business Accounting
Business Advisory
Asset & Wealth Protection
Tell us about your problem and we’ll respond within 1 business day.
- Call Us 1800 818 924
- Email Us enquiries@munros.com.au
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Visit Us
308 Fitzgerald Street
Perth WA 6000