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.
A couple of the main things to think about as to whether we would be the right fit are:
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.
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.
video key points
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:
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.
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:
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:
If you could also please provide a copy of your most recently completed financial statements that will be helpful.
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.
Typically followed with Due Diligence Advice
From $2,000 (excl. GST)
Pre-Purchase Sanity Check & Structuring AdviceOften combined with a Strategy Planning Workshop
$4,000 (excl. GST)
Tax Minimisation Strategies ReportIncludes Financial Statements
From $3,000 (excl. GST)
Business Tax ReturnClaims of being a ‘Top 2% ranked Australian Accounting Firm‘ (and similar claims) are based on two separate assessments conducted by Munro’s on 9-10 August 2023 and 1 December 2023. The ranking is derived from a comparison of the total of each accounting firm’s overall star rating multiplied by each firm’s quantity of reviews as shown on Google Maps. A total of 4,235 Australian accounting firms listed on Google Maps were identified for the earlier assessment, and a total of 4,301 for the latter assessment, which may not represent a complete list of Australian accounting firms. Munro’s claims are based on Munro’s best estimation and represent a snapshot collected at the time of each assessment. If the assessment was to be conducted today, then it is likely that Munro’s ranking would have changed – Munro’s may or may not be in the Top 2% today. Also, the methodology does not account for other potentially relevant factors such as quality of service, expertise, or client satisfaction beyond Google Maps reviews.
video key points
Presented by: Drew Pflaum
video transcript
In December 2023, we conducted a review of Australian accounting firms on Google Maps, based on star rating and quantity of reviews.
Out of the 4,301 Australian accounting firms we identified on Google, Munro’s ranked number 44, placing us in the Top 2% of Australian Accounting Firms. We’re thrilled to share this fact with you and share those reviews on our website. We’d also like to thank all our clients who left us those wonderful reviews.
Thank you.
Excellent accounting service with a deep understanding of tax implications for SMSFs.
I was very impressed with Munro’s accounting service. Before I engaged with Munro’s, I met with accountants across Australia, but I decided to go with Munro’s because of their breadth and understanding of taxation.
Brian from Munro’s was able to quickly and efficiently complete my 2023 tax returns, and also provided additional advice and expertise on how I could better structure my affairs.
Originally, I briefed Munro’s to wind back my SMSF due to the administrative burden of managing it. However, Munro’s was able to clearly understand my affairs and prepare the tax documentation in a way that reduced the administrative burden. I was so impressed with their service that I decided to continue with the SMSF after all.
I highly recommend Munro’s to anyone looking for an accounting service with a deep understanding of taxation and SMSFs.
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.
Drew was extremely helpful and professional. Highly recommend!!
Thanks very much Rama & Christine! … and Drew 🙂 Although I’m based in Sydney I have been using Munros’ for my SMSF and other accounting matters for many years now and they have always been exceptionally professional, friendly and knowledgeable. I have great peace of mind knowing they have my back especially with some of my more complicated crypto matters. They are up to date with new regulations, always polite and I feel genuinely care about my circumstances. Being in Perth is actually an advantage for me as I’ve often communicated by email and phone after my normal busy working hours which has proved very convenient. Highly recommended!
Congratulations Munro’s… on your 50th year celebration.
It has been a pleasure working with you, since we opened our business 8 years ago. In particular, Ben Paul has been supporting us for the whole journey so far and we can highly recommend his expertise & friendly service.
Geoff, Doug & Yvonne Harwood
Josephine and the Munros team have looked after our accounting affairs for more then 10 years. I am incredibly pleased with the quality of the service they provided. They are professional, trustworthy and patient all the time. Highly recommend Munros.
Extremely professional, attention to detail and a knowledgeable team. Working with Drew and the team at Munro’s was a pleasure.
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.
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.
Drew is absolutely amazing and very informative regarding tax purposes.
If you are a NZ citizen and not already an Australian citizen, then you need to book a time with Drew.It was a breath of fresh air speaking with Drew as our previous accountants could not relay a definitive answer for some of the questions we had, and Drew answered it without a second thought.
Seeking information regarding tax can be a daunting subject and not everyone explains it in Layman’s term, and that’s where Drew fits that topic.
Definitely gained a couple more clients and has definitely earnt our business going forward.
Thanks Drew 👍🏾
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