Quotation Estimate Accountant in Australia Sydney –Free Word Template Download with AI
ABN: 12 345 678 901 | ACN: 012 345 678
Level 12, 200 George Street, Sydney NSW 2000, Australia
Phone: +61 2 9300 4567 | Email: [email protected]
Quotation EstimateQuotation Details
Quotation No: QE-2025-04871
Date Issued: 15 June 2025
Valid Until: 15 July 2025
Prepared By: Margaret Chen, CPA (AICPA)
Service Location: Australia Sydney
Client Information
Company: Harbourview Trading Co. Pty Ltd
ABN: 45 987 654 321
Address: 45 Parramatta Road, Leichhardt NSW 2040, Australia Sydney
Contact Person: David Okafor, Managing Director
Email: [email protected]
This Quotation Estimate has been prepared by Sydney Professional Accounting Services Pty Ltd to provide Harbourview Trading Co. Pty Ltd with a comprehensive and transparent breakdown of professional accounting services to be delivered in Australia Sydney. As a registered Accountant firm operating under the Australian Accounting Standards Board (AASB) guidelines and the Chartered Accountants Australia and New Zealand (CA ANZ) regulatory framework, we are committed to delivering the highest standard of financial stewardship to businesses across the Australia Sydney metropolitan region.
This Quotation Estimate outlines the full scope of services, associated costs, payment terms, and conditions that will govern the engagement between our Accountant team and your organisation. All pricing is quoted in Australian Dollars (AUD) and is inclusive of Goods and Services Tax (GST) at the current rate of 10%, in accordance with the Australian Taxation Office (ATO) requirements applicable in Australia Sydney.
The following services have been identified as required for Harbourview Trading Co. Pty Ltd for the financial year 2025–2026. Our Accountant team will provide ongoing support tailored to the operational needs of your business in Australia Sydney:
| Item No. | Service Description | Frequency | Estimated Hours | Rate (AUD/hr) | Subtotal (AUD) |
|---|---|---|---|---|---|
| 01 | Monthly Bookkeeping & Reconciliation (including bank feeds, accounts payable/receivable, and payroll processing via Xero) | Monthly (12x) | 8 hrs/month | $145.00 | $13,920.00 |
| 02 | Quarterly Tax Returns (BAS, IAS, and PAYG instalment activity statements lodged with the ATO) | Quarterly (4x) | 6 hrs/quarter | $165.00 | $3,960.00 |
| 03 | Annual Financial Statements & Tax Return Preparation (AASB-compliant, lodged with ASIC and ATO) | Annually (1x) | 40 hrs | $175.00 | $7,000.00 |
| 04 | Payroll Administration & Superannuation Compliance (STP Phase 2 reporting, super guarantee contributions) | Monthly (12x) | 4 hrs/month | $145.00 | $6,960.00 |
| 05 | Advisory & Compliance Consultation (tax planning, GST registration review, ASIC annual statements, and regulatory updates for Australia Sydney businesses) | As required (est. 6x) | 3 hrs/session | $195.00 | $3,510.00 |
| 06 | Annual Company Secretarial & ASIC Compliance Filing | Annually (1x) | 5 hrs | $175.00 | $875.00 |
| Subtotal (Excluding GST) | $36,225.00 | ||||
| GST (10%) | $3,622.50 | ||||
| TOTAL ESTIMATED FEE (Incl. GST) | $39,847.50 | ||||
- Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After this period, fees may be subject to revision based on prevailing market rates in Australia Sydney.
- Payment Terms: Invoices will be issued monthly in arrears. Payment is due within fourteen (14) days of invoice date via bank transfer to our Australia Sydney office account. Late payments will attract interest at the rate prescribed under the Australian Consumer Law.
- Scope Limitations: This Quotation Estimate covers the services explicitly listed in Section 2. Any additional work, including but not limited to tax audit support, litigation accounting, or forensic investigations, will be quoted separately by our Accountant team prior to commencement.
- Client Obligations: The client agrees to provide all necessary financial records, bank statements, invoices, and supporting documentation in a timely manner. Delays in providing information may result in additional fees as determined by the assigned Accountant.
- Confidentiality: All financial data and business information shared during the engagement will be treated in strict confidence in accordance with the Privacy Act 1988 (Cth) and the professional ethical standards of CA ANZ.
- Regulatory Compliance: All services will be performed in compliance with the Australian Accounting Standards, the Income Tax Assessment Act 1936, the A New Tax System (Goods and Services Tax) Act 1999, and all applicable regulations governing the Australia Sydney jurisdiction.
- Termination: Either party may terminate this engagement with thirty (30) days written notice. Fees for work completed up to the termination date will be invoiced in full.
Important: This Quotation Estimate is an estimate only and does not constitute a fixed-price contract. Actual fees may vary depending on the complexity of transactions, the volume of documentation provided, and any changes in Australian tax legislation during the engagement period. Our Accountant will notify you in writing of any material changes to the estimated costs before additional work is performed. All services are to be rendered at our office located in Australia Sydney or via secure digital platforms as mutually agreed.
By signing below, the client acknowledges that they have read, understood, and accepted the terms, conditions, and pricing outlined in this Quotation Estimate for the Accountant services to be provided in Australia Sydney.
For and on behalf of Sydney Professional Accounting Services Pty Ltd
Name: Margaret Chen, CPA
Title: Principal Accountant
Signature: ___________________________
Date: ___________________________
For and on behalf of Harbourview Trading Co. Pty Ltd
Name: David Okafor
Title: Managing Director
Signature: ___________________________
Date: ___________________________
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