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.
Thank you to Mike and Munro’s for your expertise, professionalism and patience.
Drew has been exceptional. Very knowledgeable, easy to understand, timely with his responses, he came in to bat for us when we needed someone to do that. Highly, HIGHLY recommend.
As soon as I saw that Munro’s were recommended by the cryptocurrency tracking app CoinTracking for tax advice, I knew they must be absolute pros.
Munro’s will be my accountants for life now. Nothing was too much trouble and everything has gone so smoothly.
Here’s what Carl fixed for me for my latest tax return:
reconciled complex history from various crypto exchanges, some of which are now defunct, which I had spent several days trying to get various AI models to assist with to no avail
fixed my balance issue in CoinTracking to accurately reflect my position
Corrected purchase and sales history for employee shares scheme
Adjust various mistakes from my previous accountants and carry forward the adjustments
Scrutinised previous tax returns to adjust missed capital losses from a kitchen renovation completed over a decade ago on an investment property that can now be used to offset future capital gains.
Provide clear advice on every single thing I asked with no hesitation. It’s so obvious that these guys have seen it all and done it all.
Because I’m with Munro’s now, I feel SO much more confident about some big financial moves where the nightmarish tax implications would otherwise boggle the mind.
Thank you so much!
By the way, I wasn’t asked to do this review or sent one of those “please review us on Google” emails. I am posting this because I’m so happy with the service I was provided, it sells itself and I suppose a perfect 5 star rating with 140+ reviews is a testament to the fact that all of Munro’s customers have a similar experience to me. If you have complex tax affairs I don’t think you’ll find anyone better.
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
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
David and I have been loyal clients of Munros for many years—I think since we were married in 1962. David made all the decisions in those early years. I became a more active partner as we worked with Ted Wilhelm and Ian Arblaster until their retirement. We then worked with Christine Prasetia for our financial, accounting, taxation and our wills until David’s death in May, 2017. Christine has patiently guided me through taking up the reins of our business venture. She is very efficient and totally reliable in all our dealings. I feel fortunate to have Christine as my accountant and business advisor. Thanking you, Val McAlpine
Great first experience at Munro’s.
Thanks Rama!
This is such a great team! I was behind in my crypto accounting and I received clear instructions and assistance to bring all of my accounting up to date this year. I recommend Munro’s to everyone, especially people using crypto currency. This team are experts in this field!
From the moment we met Simon Strawbridge we were impressed and put at ease by his personable manner. We knew our taxation assessment was in competent and knowledgeable hands.We have been with Munro’s for 8+ years. During this time Drew Pflaum assisted us with BAS issues, which was greatly appreciated easing another financial burden. All the staff whom have assisted us through the years have been highly professional and always pleasant. In particular those at the reception desk always helped us with a smile. Even when reception was not attended, someone was quick to assist us. Munro’s make taxation assessment time a breeze. Thank you Munro’s. Congratulations on 50 years of excellent service
We are 3rd generation clients.
Munros are more than accountants they have a general interest in the wellbeing of our business.
Munros are forward thinking business organisers and friends
We wish them well for the next 50 years
I highly recommend Munro’s for their brilliance and hard work. Saul, Sanjay and the Munros team are highly capable and passionate in their dealings with their clients and have been a strong pillar in navigating through my Taxes and Accounting over the past few years. They are exceptionally knowledgeable in their field of expertise and up to date with the latest policies/requirements and very easy to work with as they understand the client’s needs. I want to express my sincere gratitude and thanks to especially Saul and Sanjay for their professionalism, great advise, friendly attitude and major efforts in assisting me with my Taxes/ accounting. I couldn’t have asked for a better team than Munro’s.
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