Purchase Order Accountant in United States San Francisco –Free Word Template Download with AI
Purchase Order No. SF-PO-2025-04872
Professional Accounting Services Engagement
This Purchase Order is issued by Golden Gate Ventures LLC, a privately held technology company headquartered in United States San Francisco, California, to formally authorize and request the engagement of a qualified Accountant through Pacific Coast Accounting Group, Inc. This Purchase Order governs the procurement of professional accounting services to be performed within the jurisdiction of United States San Francisco and in compliance with all applicable federal, state, and municipal regulations. The Accountant engaged under this Purchase Order shall provide comprehensive financial reporting, tax preparation, audit support, and advisory services as detailed in the line items below.
| Item # | Description of Service | Quantity / Duration | Unit Rate (USD) | Extended Amount (USD) |
|---|---|---|---|---|
| 001 | Monthly financial statement preparation and reconciliation by a certified Accountant (CPA, licensed in the State of California) | 12 months | $4,500.00 | $54,000.00 |
| 002 | Annual federal and California state tax return preparation and filing for the fiscal year 2025 | 1 engagement | $12,000.00 | $12,000.00 |
| 003 | Quarterly sales and use tax filings with the California Department of Tax and Fee Administration (CDTFA), filed from the United States San Francisco office | 4 quarters | $1,800.00 | $7,200.00 |
| 004 | Internal audit support and financial controls review conducted by the assigned Accountant at the client's United States San Francisco premises | 2 sessions | $6,500.00 | $13,000.00 |
| 005 | Payroll tax compliance and quarterly 941 filings for 45+ employees based in United States San Francisco | 12 months | $3,200.00 | $38,400.00 |
| 006 | Advisory services: budgeting, cash flow forecasting, and strategic financial planning by the senior Accountant | 6 hours/month | $275.00/hr | $19,800.00 |
| Subtotal: | $144,400.00 | |||
| Applicable Sales Tax (0% – Professional Services Exempt, CA Rev. & Tax. Code § 6006.5): | $0.00 | |||
| TOTAL PURCHASE ORDER AMOUNT (USD): | $144,400.00 | |||
- Acceptance: This Purchase Order shall become a binding agreement upon written acceptance by Pacific Coast Accounting Group, Inc. The Accountant assigned to this engagement must hold an active California CPA license and be in good standing with the California Board of Accountancy.
- Place of Performance: All services under this Purchase Order shall be rendered primarily at the client's office located at 1455 Market Street, United States San Francisco, CA 94103, or remotely as mutually agreed in writing.
- Payment Schedule: Invoices shall be submitted monthly within five (5) business days of the end of each service period. Payment is due within thirty (30) days of invoice receipt (Net 30). Late payments shall accrue interest at 1.5% per month as permitted under California Commercial Code § 2310.
- Confidentiality: The Accountant and all personnel of Pacific Coast Accounting Group, Inc. shall maintain strict confidentiality of all financial records, proprietary data, and trade secrets of Golden Gate Ventures LLC in accordance with the California Confidentiality of Medical Information Act and general fiduciary duties applicable to accountants in United States San Francisco.
- Compliance: The Accountant shall comply with all Generally Accepted Accounting Principles (GAAP), the Internal Revenue Code, California Revenue and Taxation Code, and all municipal ordinances applicable in United States San Francisco. All filings shall be made electronically where required by the IRS e-file mandate and CDTFA e-file requirements.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. Upon termination, the Accountant shall deliver all completed work product and financial records to the client within ten (10) business days.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of California, with venue in the Superior Court of California, County of San Francisco, United States San Francisco.
- Insurance: The service provider shall maintain professional liability (Errors & Omissions) insurance with a minimum coverage of $2,000,000 per claim, naming Golden Gate Ventures LLC as an additional insured.
- Dispute Resolution: Any disputes arising from this Purchase Order shall first be subject to good-faith mediation in United States San Francisco before either party may initiate litigation.
For Golden Gate Ventures LLC (Buyer):
Name: Margaret Chen, Chief Financial OfficerTitle: CFO
Date: ______________________
For Pacific Coast Accounting Group, Inc. (Supplier):
Name: David R. Okafor, CPATitle: Managing Partner / Assigned Accountant
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
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