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 ReturnOur 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.
Sorry, I can’t join you in your celebration on 1st September.
However, I wish to thank you for all your wonderful service for more years than I can remember, especially Simon, Carl and Annette.
The team is very responsive to emails and their communication is good. I was dealing with Brian and Saul.
We are delighted with the friendly, knowledgeable and efficient service Simon and his team provide.
We have tested Simon’s patience and humour over the years but he has always managed to come through with a smile.Thank you to Simon and his team!
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.
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 🙂
My husband and I were looking for some advice on a short time frame with regards to purchasing a piece of farmland. We had an offer in hand and a peculiar clause that we needed advice on. Adam Carter was prompt, detailed and courteous in all dealings with us. He helped us meet our deadline, understand the consequences of each available option and now establish our small farming enterprise. We cannot thank him and the team at Munro’s enough. Highly recommend their services.
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.
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
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!
High quality and professional advise. I would highly recommend Munro’s if you are looking for a quality team to work with.
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