Purchase Order Accountant in United States Los Angeles –Free Word Template Download with AI
Professional Services Procurement Document
PO No.: LA-2025-ACCT-04782
Date of Issue: June 12, 2025
Location of Performance: United States Los Angeles, California 90012
Purchasing Party (Buyer)
Company: Pacific Crest Financial Group, LLC
Address: 5855 Wilshire Boulevard, Suite 2100
City/State/ZIP: United States Los Angeles, CA 90036
Phone: (213) 555-0147
Email: [email protected]
Authorized Representative: Margaret Chen, VP of Finance
FEIN: 82-4471903
Service Provider (Seller)
Company: Golden State Accounting Partners, Inc.
Address: 333 South Hope Street, Floor 14
City/State/ZIP: United States Los Angeles, CA 90071
Phone: (213) 555-0892
Email: [email protected]
Authorized Representative: David Okafor, CPA, Managing Partner
FEIN: 74-2298315
Description of Purchase Order – Accountant ServicesThis Purchase Order is issued by Pacific Crest Financial Group, LLC (hereinafter referred to as the "Buyer") to Golden State Accounting Partners, Inc. (hereinafter referred to as the "Seller") for the engagement of a qualified Accountant to provide comprehensive financial accounting, tax preparation, and advisory services. All services under this Purchase Order shall be performed in and around United States Los Angeles, California, in full compliance with the California Board of Accountancy regulations, the Internal Revenue Code, and all applicable federal and state tax laws governing the United States.
The Accountant engaged under this Purchase Order shall hold an active Certified Public Accountant (CPA) license issued by the State of California and shall possess a minimum of ten (10) years of professional experience in corporate accounting, financial statement preparation, and tax compliance for mid-size enterprises operating within the United States Los Angeles metropolitan area.
Line Items – Scope of Accountant Services| Item # | Description of Service | Quantity / Duration | Unit Rate (USD) | Extended Amount (USD) |
|---|---|---|---|---|
| 001 | Monthly General Ledger Maintenance & Reconciliation – The Accountant shall maintain and reconcile all general ledger accounts for the Buyer's operations in United States Los Angeles. | 12 months | $4,500.00 | $54,000.00 |
| 002 | Quarterly Financial Statement Preparation (Balance Sheet, Income Statement, Cash Flow) – Prepared in accordance with GAAP for the United States market. | 4 quarters | $3,200.00 | $12,800.00 |
| 003 | Annual Federal & California State Tax Filing – The Accountant shall prepare and file all required tax returns for the Buyer in the United States, including IRS Form 1120 and California FTB Form 100. | 1 filing cycle | $8,500.00 | $8,500.00 |
| 004 | Payroll Accounting & Compliance – Monthly payroll processing, employer tax remittance, and W-2/1099 preparation for all employees based in United States Los Angeles. | 12 months | $2,800.00 | $33,600.00 |
| 005 | Advisory & Consulting – Up to 20 hours per month of strategic financial advisory services provided by the Accountant to the Buyer's executive team in United States Los Angeles. | 12 months | $1,500.00 | $18,000.00 |
| 006 | Audit Support & Internal Controls Review – The Accountant shall assist the Buyer's external auditors and conduct semi-annual internal control assessments. | 2 reviews | $5,000.00 | $10,000.00 |
| TOTAL PURCHASE ORDER AMOUNT (USD): | $136,900.00 | |||
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of California and the federal laws of the United States. Any disputes arising from this Purchase Order shall be resolved through binding arbitration in United States Los Angeles, California, in accordance with the rules of the American Arbitration Association.
- Payment Terms: The Buyer shall remit payment within thirty (30) days of receipt of a valid invoice from the Seller. Invoices shall reference this Purchase Order number (LA-2025-ACCT-04782). Late payments shall accrue interest at a rate of 1.5% per month, consistent with California Commercial Code Section 2310.
- Performance Location: All services rendered under this Purchase Order by the Accountant shall be performed primarily at the Buyer's offices located in United States Los Angeles, California, or remotely as mutually agreed upon in writing. The Accountant shall be available for on-site meetings a minimum of two (2) days per month at the United States Los Angeles office.
- Professional Standards: The Accountant shall perform all duties in strict compliance with Generally Accepted Accounting Principles (GAAP), the AICPA Code of Professional Conduct, and all regulations promulgated by the California Board of Accountancy. The Accountant shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence.
- Confidentiality: The Accountant shall treat all financial records, proprietary data, and business information of the Buyer as strictly confidential. This obligation shall survive the termination of this Purchase Order for a period of five (5) years.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the Buyer shall pay for all services rendered by the Accountant up to the effective date of termination.
- Independent Contractor Status: The Accountant and the Seller are independent contractors and not employees of the Buyer. The Seller is solely responsible for all federal and state tax obligations, including self-employment tax, applicable to the United States tax code.
- Force Majeure: Neither party shall be liable for failure to perform obligations under this Purchase Order due to events beyond reasonable control, including but not limited to natural disasters affecting the United States Los Angeles region, acts of government, or pandemics.
- Entire Agreement: This Purchase Order, together with any attached exhibits, constitutes the entire agreement between the parties regarding the engagement of the Accountant and supersedes all prior negotiations, representations, and agreements relating to the subject matter hereof.
By signing below, both parties acknowledge and agree to all terms, conditions, and obligations set forth in this Purchase Order for the engagement of the Accountant as described herein. This document is valid for performance within the United States Los Angeles jurisdiction and all applicable federal regulations of the United States.
BUYER – Pacific Crest Financial Group, LLC
Signature: ___________________________
Name: Margaret Chen
Title: Vice President of Finance
Date: ___________________________
SELLER – Golden State Accounting Partners, Inc.
Signature: ___________________________
Name: David Okafor, CPA
Title: Managing Partner / Lead Accountant
Date: ___________________________
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