Quotation Estimate Accountant in Australia Melbourne –Free Word Template Download with AI
Meridian Accounting & Advisory Pty Ltd
ABN: 48 123 456 789 | ARN: 00123456789
Level 12, 350 Collins Street, Melbourne VIC 3000, Australia
Phone: +61 3 9123 4567 | Email: [email protected]
Dear Valued Client,
Thank you for engaging Meridian Accounting & Advisory Pty Ltd to prepare this Quotation Estimate for professional Accountant services tailored to your business operations in Australia Melbourne. This document outlines the scope of work, associated fees, and terms under which our Accountant team will deliver comprehensive financial and tax advisory services to your organisation. As a registered Accountant firm operating in compliance with the Australian Taxation Office (ATO) and the Australian Securities and Investments Commission (ASIC) regulations, we are committed to providing transparent, accurate, and cost-effective financial solutions to businesses across Australia Melbourne and the broader Victorian region.
Scope of Accountant ServicesThe following Quotation Estimate covers the full range of Accountant services that will be delivered to your business in Australia Melbourne. Our Accountant team, comprising Chartered Accountants (CA) and Certified Practising Accountants (CPA) registered with CPA Australia and Chartered Accountants Australia and New Zealand (CAANZ), will provide the following:
| Ref | Description of Accountant Service | Frequency | Fee (AUD) | Notes |
|---|---|---|---|---|
| 01 | Monthly Bookkeeping & Financial Reconciliation | Monthly | $1,250.00 | Incl. bank recs, AP/AR |
| 02 | Quarterly Tax Return Preparation (BAS/IAS) | Quarterly | $850.00 | GST, PAYG withholding |
| 03 | Annual Financial Statements & Tax Return (Individual/Company) | Annual | $3,500.00 | ASIC & ATO compliant |
| 04 | Payroll Processing & Superannuation Compliance | Monthly | $650.00 | Up to 15 employees |
| 05 | Business Advisory & Cash Flow Forecasting | Quarterly | $1,100.00 | Strategic planning session |
| 06 | ASIC Annual Statement & Company Secretarial Support | Annual | $950.00 | Director declarations |
| 07 | Ad-hoc Tax Advice & ATO Correspondence | As required | $220.00/hr | Min. 1 hour engagement |
| 08 | Year-End Tax Planning & Structuring Review | Annual | $1,800.00 | Pre-July 2025 deadline |
| Item | Amount (AUD) |
|---|---|
| Monthly recurring services (Items 01, 04) × 12 months | $22,800.00 |
| Quarterly services (Items 02, 05) × 4 quarters | $7,400.00 |
| Annual services (Items 03, 06, 08) | $6,250.00 |
| Ad-hoc services (Item 07) — estimated allocation | $1,760.00 |
| Subtotal | $38,210.00 |
| GST (10%) | $3,821.00 |
| Total Quotation Estimate (Incl. GST) | $42,031.00 |
All fees are quoted in Australian Dollars (AUD) and are inclusive of GST at the current rate of 10%. This Quotation Estimate is valid for 30 calendar days from the date of issue. Any services rendered beyond the scope outlined above will be subject to a revised Quotation Estimate or hourly billing at the rates specified in Item 07.
Terms and Conditions- This Quotation Estimate is issued by Meridian Accounting & Advisory Pty Ltd, a registered Accountant firm operating in Australia Melbourne, and constitutes a formal offer for the services described herein. Acceptance of this Quotation Estimate shall create a binding service agreement between the parties.
- Payment terms: Invoices for monthly and quarterly Accountant services will be issued on the 1st of each billing period and are due within 14 calendar days. Annual fees are payable in two instalments — 50% upon engagement and 50% by 30 June 2025.
- The Accountant services described in this Quotation Estimate are subject to the client providing all necessary documentation, access to financial systems, and timely responses to information requests within 5 business days.
- Our Accountant team will comply with all applicable Australian legislation, including the Income Tax Assessment Act 1936, the Corporations Act 2001, the Superannuation Guarantee (Administration) Act 1992, and the Privacy Act 1988 (Cth).
- This Quotation Estimate does not include costs for third-party services such as ASIC filing fees, stamp duty, or external audit engagements, which will be billed at cost with a 10% administrative surcharge.
- Either party may terminate the engagement with 30 days written notice. Upon termination, all fees for services rendered up to the termination date remain payable. No refund will be issued for partially completed work.
- All client data and financial records handled by our Accountant team in Australia Melbourne will be stored in accordance with Australian data protection standards and will not be disclosed to third parties without written consent, except where required by law or ATO/ASIC regulatory obligations.
- This Quotation Estimate is governed by the laws of the State of Victoria, Australia. Any disputes arising from this engagement shall be subject to the exclusive jurisdiction of the courts of Australia Melbourne.
- Our professional indemnity insurance is maintained at a minimum coverage of AUD $10,000,000, as required for registered Accountant practitioners in Australia.
By signing below, the client acknowledges and accepts this Quotation Estimate for Accountant services in Australia Melbourne as prepared by Meridian Accounting & Advisory Pty Ltd. The client confirms that they have read, understood, and agree to all terms and conditions outlined in this document.
For and on behalf of the Client:
Name: ______________________________Title: ______________________________
Signature: ______________________________
Date: ______________________________
For and on behalf of Meridian Accounting & Advisory Pty Ltd:
Name: David R. Thompson, CPATitle: Principal Accountant
Signature: ______________________________
Date: ______________________________ ⬇️ Download as DOCX Edit online as DOCX
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