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 ReturnI have been a Munro’s client for the past few years and they have professionally and patiently assisted me with complicated crypto tax returns. Everyone on their team is extremely friendly and I highly recommend Munros to anyone.
I engaged Munro’s on line owing to the fact that they claimed a specialisation in share trading. I am not a professional trader, however I presented Munro’s with a complex set of circumstances ranging over a 5-6 year period. To say I was delighted with their level of expertise and professionalism would be an understatement. I reside in Victoria and Munro’s is in WA, so this matter was dealt with entirely on line. The accounting professional that looked after my matter was one of the most helpful service providers I have recently encountered, going as far as assisting with my rather rudimentary IT skill. This firm, through the diligent work of the previously mentioned accounting professionals turned what I thought, was a dire Tax situation into a win for me. I cannot rate this firm highly enough, two other firms wanted me to jump through all sorts of hoops, Munro’s did a magnificent job, with little fuss and all on line. I publicly extend my sincere thanks and gratitude to the person that looked after my matter.
I have been a client of Munro’s for 2 years and am very happy with their service. They have saved me a lot of time, effort, and money.
The Munros Team have exceeded my wildest expectations, with delivering the most competent, friendly and fruitful service. Thanks to their patience, great lines of communication and willingness to take on difficult challenges- they have turned my headaches into happiness. I’d recommend Munros to any Trader using complex or new systems, and maybe feel like their tax situation is an unholy mess. Munros worked hard to really understand the nascent Kinesis Monetary System, with its nuanced trading complexities. Purely due to painstaking efforts to “nut it all out”. Thanks heaps… Absolute Legends!
Munro’s are an outstanding outfit mastering in complicated tax situations and are highly focussed on providing a client centred approach. I presented Saul with a complicated case of overdue tax’s and substantial crypto and share trading activity. To say that he handled this situation with aplomb is an understatement. He resolved my situation promptly and what seemed to be with ease. Sure it is great to have your taxes done by consummate professionals but for me this is not their best feature. It is the customer service that I received that was outstanding and exceeded my expectations. He was extremely patient and dealt with my constant questioning with a great attitude. Always polite and willing to offer his professional advice I sincerely felt like a had an ally in my corner. Saul was a pleasure to work with and I look forward to next years Tax Time.
Mark.
Professional service, very quick & reliable especially when it involves Cryptocurrency. Went out of their way to assist by a deadline that I had & they were happy to accommodate.
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.
Brilliant accounting firm I have trusted for almost 30 years with all of my business and personal accounting. Their service is second to none.
Congratulations Munro’s on reaching this significant milestone!
Our family business has been with Munro’s since its establishment 50 years ago. They have supported our business through 3 generations and we are confident that our relationship will continue to grow for many years to come. They are professional, reliable and understanding and we think of them like an extension of our family. We would highly recommend them to anyone!
Very knowledgeable experts on complicated crypto tax matters. I would highly recommend every trader/investor to bite the bullet and seek professional advice from Munro’s.
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