Purchase Order Accountant in United States New York City –Free Word Template Download with AI
Professional Services Procurement Document — United States New York City
PO Number: NYC-ACCT-2025-0047Date of Issue: June 12, 2025
Valid Until: July 12, 2025
Purchasing Entity (Buyer)
Meridian Financial Holdings, LLC
200 Park Avenue, Suite 3400
New York, NY 10166
United States New York City
Tax ID (EIN): 84-2917365
Contact: Daniel R. Whitfield, CFO
Email: [email protected]
Phone: (212) 555-0147
Service Provider (Seller)
Harper & Associates Accounting Group, PLLC
350 Fifth Avenue, Floor 18
New York, NY 10118
United States New York City
Tax ID (EIN): 91-4482903
Contact: Margaret L. Harper, CPA, Lead Accountant
Email: [email protected]
Phone: (212) 555-0392
Description of Purchase OrderThis Purchase Order is issued by Meridian Financial Holdings, LLC (hereinafter referred to as the "Buyer") to formally request and authorize the procurement of professional accounting services from Harper & Associates Accounting Group, PLLC (hereinafter referred to as the "Seller"). This Purchase Order governs the engagement of a qualified Accountant to perform comprehensive financial reporting, tax preparation, audit support, and advisory services on behalf of the Buyer. All services contemplated under this Purchase Order shall be rendered in compliance with the laws of the State of New York and applicable federal regulations within the jurisdiction of United States New York City.
Line Items — Accountant Services| Item # | Service Description | Quantity / Duration | Unit Rate (USD) | Extended Amount (USD) |
|---|---|---|---|---|
| 001 | Engagement of Senior Accountant for monthly financial statement preparation, reconciliation of general ledger accounts, and preparation of management reports. The Accountant shall maintain all books in accordance with GAAP standards. | 12 months | $8,500.00 | $102,000.00 |
| 002 | Annual federal and New York State corporate tax return preparation and filing by the designated Accountant, including all required schedules, forms, and supporting documentation for United States New York City operations. | 1 engagement | $12,000.00 | $12,000.00 |
| 003 | Quarterly sales tax filing and remittance services for all business locations within United States New York City. The Accountant shall ensure compliance with NYC Department of Finance requirements. | 4 quarters | $3,200.00 | $12,800.00 |
| 004 | Internal audit support and financial controls review. The Accountant shall conduct a comprehensive review of internal controls, identify material weaknesses, and provide remediation recommendations. | 1 engagement | $15,500.00 | $15,500.00 |
| 005 | Advisory services for budgeting, forecasting, and cash flow management. The Accountant shall provide monthly advisory sessions and annual strategic financial planning documents. | 12 months | $4,000.00 | $48,000.00 |
| 006 | Payroll tax compliance and quarterly employment tax filings (Form 941) for all employees based in United States New York City. The Accountant shall coordinate with the Buyer's HR department. | 4 quarters | $2,800.00 | $11,200.00 |
| TOTAL PURCHASE ORDER AMOUNT: | $201,500.00 | |||
- Acceptance: This Purchase Order shall become a binding agreement upon written acceptance by the Seller. The Seller's acceptance constitutes agreement to all terms, conditions, and service specifications outlined in this Purchase Order for the engagement of the Accountant.
- Payment Terms: Payment shall be made net thirty (30) days from the date of invoice receipt. Invoices shall be submitted monthly for recurring services and upon completion for one-time engagements. All payments shall be made via ACH transfer to the Seller's designated bank account in United States New York City.
- Scope of Services: The Accountant engaged under this Purchase Order shall perform all duties in accordance with Generally Accepted Accounting Principles (GAAP), the New York State Uniform Partnership Law, and all applicable federal tax codes. 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. Any breach of confidentiality shall be subject to legal action under New York State law.
- Performance Standards: The Accountant shall deliver all financial reports, tax filings, and advisory documents within the timelines specified in the service schedule. Failure to meet deadlines without prior written notice and justification may result in a service credit of five percent (5%) of the affected line item amount.
- 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 up to the effective date of termination. The Accountant shall provide a full transition of all workpapers and records within fifteen (15) days of termination.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of New York. Any disputes arising from this Purchase Order shall be resolved through binding arbitration in United States New York City in accordance with the rules of the American Arbitration Association.
- Compliance: The Accountant warrants that all services shall comply with the New York State Board of Accountancy regulations, the IRS requirements for tax preparation, and all local ordinances applicable to business operations in United States New York City.
- 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, government actions, or public health emergencies affecting United States New York City.
- Entire Agreement: This Purchase Order, together with any attached exhibits and the Seller's standard terms of engagement, constitutes the entire agreement between the parties regarding the procurement of Accountant services and supersedes all prior negotiations, representations, or agreements.
By signing below, the authorized representatives of both parties acknowledge and agree to all terms and conditions set forth in this Purchase Order for the engagement of the Accountant as described herein. This document is executed in the jurisdiction of United States New York City.
For the Buyer:
Daniel R. Whitfield, Chief Financial Officer
Meridian Financial Holdings, LLC
Date: ______________________
For the Seller:
Margaret L. Harper, CPA
Harper & Associates Accounting Group, PLLC
Date: ______________________
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