Purchase Order Accountant in United States Houston –Free Word Template Download with AI
PO No. HOU-2025-04782
Accountant Professional Services Engagement
United States Houston, Texas 77002
Purchasing Party (Buyer)
Company: Gulf Coast Energy Partners, LLC
Address: 1200 Smith Street, Suite 4500
City, State, ZIP: United States Houston, TX 77002
Phone: (713) 555-0147
Email: [email protected]
Tax ID (EIN): 74-2839105
Authorized Buyer: Margaret T. Ellison, VP of Finance
Supplier / Service Provider (Seller)
Company: Lone Star Accounting & Advisory Group, PLLC
Address: 3000 Post Oak Blvd, Suite 2100
City, State, ZIP: United States Houston, TX 77056
Phone: (713) 555-0892
Email: [email protected]
Tax ID (EIN): 75-6612048
Authorized Representative: David R. Chen, CPA, Managing Partner
| Field | Details |
|---|---|
| Purchase Order Number | HOU-2025-04782 |
| Date of Issue | June 12, 2025 |
| Required Delivery / Start Date | July 1, 2025 |
| Contract Duration | Twelve (12) months, renewable by mutual written agreement |
| Place of Performance | United States Houston, Texas (Gulf Coast Energy Partners, LLC office, 1200 Smith Street) |
| Currency | United States Dollars (USD) |
| Payment Terms | Net 30 days from invoice date |
| Incoterms | N/A (Professional Services – Local, United States Houston) |
This Purchase Order is issued by Gulf Coast Energy Partners, LLC to formally engage the services of a certified Accountant and the associated professional team provided by Lone Star Accounting & Advisory Group, PLLC. The Accountant shall perform comprehensive financial, tax, and compliance services as outlined below. All services shall be rendered in accordance with Generally Accepted Accounting Principles (GAAP) and applicable federal and Texas state regulations governing the practice of accounting within the United States.
| Line Item | Description of Accountant Services | Unit | Qty | Unit Price (USD) | Extended Price (USD) |
|---|---|---|---|---|---|
| 001 | Monthly financial statement preparation and reconciliation (balance sheet, income statement, cash flow) performed by a licensed Accountant | Month | 12 | $4,500.00 | $54,000.00 |
| 002 | Quarterly tax filing and compliance review (federal, Texas state, and local United States Houston municipal obligations) | Quarter | 4 | $3,200.00 | $12,800.00 |
| 003 | Annual audit support and internal control assessment conducted by the designated Accountant and senior review team | Year | 1 | $18,500.00 | $18,500.00 |
| 004 | Payroll processing and benefits administration for up to 150 employees in United States Houston | Month | 12 | $2,800.00 | $33,600.00 |
| 005 | Budget forecasting, variance analysis, and monthly CFO advisory sessions with the Accountant | Month | 12 | $1,500.00 | $18,000.00 |
| 006 | Accounts payable and receivable management, vendor reconciliation, and cash flow optimization | Month | 12 | $2,200.00 | $26,400.00 |
| 007 | Regulatory reporting and SEC compliance documentation for publicly traded subsidiaries | Quarter | 4 | $5,000.00 | $20,000.00 |
| SUBTOTAL | $183,300.00 | ||||
| Applicable Sales & Service Tax (Texas – 8.25%) | $15,122.25 | ||||
| TOTAL PURCHASE ORDER AMOUNT (USD) | $198,422.25 | ||||
The Accountant assigned to this Purchase Order must hold a valid Texas State Board of Public Accountancy license, a Certified Public Accountant (CPA) designation, and a minimum of ten (10) years of progressive experience in energy-sector accounting within the United States. The Accountant shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence. All work product, including financial statements, tax returns, and advisory memoranda, shall be prepared under the direct supervision of the lead Accountant and shall conform to the standards set forth by the American Institute of Certified Public Accountants (AICPA).
- Acceptance: This Purchase Order becomes a binding agreement upon written acceptance by Lone Star Accounting & Advisory Group, PLLC. Acceptance must be returned to the purchasing party within five (5) business days of the issue date.
- Performance Location: All services under this Purchase Order shall be performed primarily at the Gulf Coast Energy Partners, LLC facility located in United States Houston, Texas, or remotely as mutually agreed in writing. The Accountant shall be on-site a minimum of three (3) days per week.
- Confidentiality: The Accountant and all supporting personnel shall execute a Non-Disclosure Agreement (NDA) prior to commencing work. All financial data, proprietary information, and trade secrets of the purchasing party shall be treated as strictly confidential and shall not be disclosed to any third party without prior written consent.
- Payment: Invoices shall be submitted monthly by the 5th business day. Payment is due Net 30 days from the invoice date via ACH transfer to the account designated by the supplier. Late payments shall accrue interest at 1.5% per month.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the purchasing party shall pay for all services rendered through the termination date.
- Warranties: The Accountant warrants that all services shall be performed in a professional, workmanlike manner consistent with industry standards in the United States. The supplier shall correct any errors or omissions at no additional cost within fifteen (15) business days of written notice.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of Texas and applicable federal laws of the United States. Any disputes shall be resolved through binding arbitration in United States Houston, Harris County, Texas, in accordance with the rules of the American Arbitration Association.
- Compliance: The Accountant shall comply with all applicable federal, state, and local laws, including but not limited to the Sarbanes-Oxley Act, the Internal Revenue Code, and Texas Occupations Code Chapter 901. The Accountant shall maintain all required professional licenses and continuing education credits throughout the term of this Purchase Order.
- Insurance: The supplier shall maintain professional liability (Errors & Omissions) insurance, general liability insurance, and workers' compensation insurance for all personnel performing services under this Purchase Order in United States Houston.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from causes beyond reasonable control, including but not limited to natural disasters, acts of government, or pandemics affecting the United States Houston metropolitan area.
By signing below, the authorized representatives of both parties acknowledge and agree to all terms, conditions, and service descriptions set forth in this Purchase Order for the engagement of the Accountant services in United States Houston, Texas.
For Gulf Coast Energy Partners, LLC (Buyer)
Signature: ___________________________
Name: Margaret T. Ellison
Title: Vice President of Finance
Date: ___________________________
For Lone Star Accounting & Advisory Group, PLLC (Seller)
Signature: ___________________________
Name: David R. Chen, CPA
Title: Managing Partner / Lead Accountant
Date: ___________________________
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