Purchase Order Auditor in United States Los Angeles –Free Word Template Download with AI
Pacific Crest Financial Group, LLC
4500 Wilshire Boulevard, Suite 1800
Los Angeles, California 90010
United States
Phone: (213) 555-0147
Email: [email protected]
| Field | Details |
|---|---|
| Vendor Name | Meridian Audit & Compliance Partners, LLP |
| Lead Auditor | Dr. Katherine R. Vasquez, CPA, CFE |
| Vendor Address | 700 S. Spring Street, 22nd Floor, Los Angeles, CA 90014, United States |
| Vendor Phone | (213) 555-0892 |
| Vendor Email | [email protected] |
| CA Business License | CA-BS-2019-448712 |
| CPA Firm License (CBA) | CA-CBA-112847 |
| IRS EIN | 82-4471903 |
This Purchase Order authorizes the engagement of a qualified Auditor and supporting audit team from Meridian Audit & Compliance Partners, LLP to perform a comprehensive financial and operational audit of Pacific Crest Financial Group, LLC. The Auditor shall conduct all fieldwork, testing, and reporting activities in accordance with Generally Accepted Auditing Standards (GAAS) as established by the American Institute of Certified Public Accountants (AICPA), and in full compliance with the California Board of Accountancy regulations governing professional audit engagements within the State of California.
The scope of the Auditor's engagement, as specified in this Purchase Order, includes but is not limited to: verification of fiscal year 2024 financial statements; assessment of internal controls over financial reporting; review of revenue recognition policies; evaluation of compliance with applicable federal and state tax obligations; and issuance of an independent audit opinion to be filed with the California Franchise Tax Board and the U.S. Internal Revenue Service.
| Item # | Description of Service | Unit | Qty | Unit Price (USD) | Extended Price (USD) |
|---|---|---|---|---|---|
| 001 | Lead Auditor – Comprehensive Financial Statement Audit (Planning, Fieldwork, Reporting) | Hour | 120 | $325.00 | $39,000.00 |
| 002 | Senior Auditor – Internal Controls Assessment and SOX Compliance Review | Hour | 80 | $245.00 | $19,600.00 |
| 003 | Associate Auditor – Transaction Testing, Vouching, and Substantive Procedures | Hour | 150 | $165.00 | $24,750.00 |
| 004 | IT Auditor – Cybersecurity and Data Integrity Review of Financial Systems | Hour | 40 | $295.00 | $11,800.00 |
| 005 | Audit Report Preparation, Quality Review, and Final Issuance | Flat Fee | 1 | $8,500.00 | $8,500.00 |
| 006 | Travel and On-Site Presence – Los Angeles, CA Office (Mileage, Parking, Per Diem) | Flat Fee | 1 | $3,200.00 | $3,200.00 |
| Subtotal | $106,850.00 | ||||
| California Sales & Use Tax (Exempt – Professional Services) | $0.00 | ||||
| TOTAL PURCHASE ORDER AMOUNT | $106,850.00 | ||||
- Governing Law: This Purchase Order and the resulting Auditor engagement shall be governed by and construed in accordance with the laws of the State of California and applicable federal law of the United States. Any disputes arising under this Purchase Order shall be resolved through binding arbitration in Los Angeles, California, in accordance with the rules of the American Arbitration Association.
- Performance Period: The Auditor shall commence fieldwork no later than June 23, 2025, and shall deliver the final audit opinion no later than August 15, 2025. All work shall be performed primarily at the Pacific Crest Financial Group offices located in Los Angeles, California, United States.
- Confidentiality: The Auditor and all members of the audit team shall maintain strict confidentiality of all financial records, proprietary data, and trade secrets of Pacific Crest Financial Group, LLC. This obligation shall survive the termination of this Purchase Order for a period of five (5) years.
- Independence and Ethics: The Auditor certifies that Meridian Audit & Compliance Partners, LLP and all assigned personnel are independent in accordance with AICPA Code of Professional Conduct and California Business and Professions Code Section 5054. No member of the audit team shall hold any financial interest in the issuing company.
- Payment Schedule: Payment shall be made in three installments: 30% upon execution of this Purchase Order, 40% upon completion of fieldwork, and 30% upon delivery of the final audit report. All payments shall be made via ACH transfer to the vendor account on file. Invoices are due within thirty (30) days of receipt.
- Insurance: The Auditor shall maintain professional liability (Errors & Omissions) insurance with a minimum coverage of $5,000,000 per occurrence and $10,000,000 aggregate, as well as workers' compensation insurance as required by the State of California.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the Auditor shall be compensated for all services rendered through the date of termination, plus reasonable wind-down costs not to exceed $5,000.
- Compliance: The Auditor shall comply with all applicable federal, state, and local regulations in the United States, including but not limited to the Sarbanes-Oxley Act of 2002, the California Accountancy Act, and all Los Angeles municipal business licensing requirements.
By signing below, the authorized representatives of both parties acknowledge and agree to all terms, conditions, and specifications set forth in this Purchase Order for the engagement of the Auditor in Los Angeles, California, United States.
For Pacific Crest Financial Group, LLC (Buyer):
Michael T. HarringtonChief Financial Officer
Date: ______________________
For Meridian Audit & Compliance Partners, LLP (Auditor / Vendor):
Dr. Katherine R. Vasquez, CPA, CFEManaging Partner
Date: ______________________
This Purchase Order is valid only for the specific Auditor engagement described herein and may not be transferred or assigned without prior written consent of both parties. All communications regarding this Purchase Order shall be directed to the procurement office of Pacific Crest Financial Group, LLC, 4500 Wilshire Boulevard, Suite 1800, Los Angeles, CA 90010, United States. This document constitutes a binding agreement upon full execution by both parties. Reference: PCFG-2025-04872 / Meridian Engagement No. MA-2025-0319.
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