Quotation Estimate Accountant in Canada Montreal –Free Word Template Download with AI

This Quotation Estimate is issued by Meridian Accounting & Advisory Group Inc. to provide Laurent Beauchemin Inc. with a comprehensive and transparent breakdown of professional Accountant services to be delivered within the jurisdiction of Canada Montreal. This document outlines the full scope of accounting, tax, and financial advisory engagements that our senior Accountant team will perform on behalf of the client for the fiscal year 2025–2026. All rates, deliverables, and timelines presented herein are binding upon acceptance and are subject to the terms and conditions specified in Section 6 of this Quotation Estimate.

Our firm has been serving businesses across Canada Montreal for over fifteen years, and we understand the unique regulatory, linguistic, and commercial environment that defines the Montreal market. This Quotation Estimate reflects our commitment to delivering Accountant services that are fully compliant with the Income Tax Act (Canada), the Quebec Taxation Act, and all applicable municipal and provincial reporting requirements specific to the Canada Montreal region.

This Quotation Estimate is based on the following assumptions: the client will provide all necessary source documents, invoices, bank statements, and supporting records in a timely manner (within five business days of request); the business will maintain no more than 25 active employees during the engagement period; and no material changes in corporate structure, ownership, or business operations will occur without prior written notice. This estimate does not include the cost of a full statutory audit, litigation support, forensic accounting, or services related to any tax dispute or reassessment by the Canada Revenue Agency (CRA) or Revenu Québec. Should additional Accountant services be required beyond the scope described above, a supplementary Quotation Estimate will be issued prior to commencement of such work.

All fees outlined in this Quotation Estimate are payable in Canadian Dollars (CAD). Invoices will be issued monthly in arrears, with payment due within thirty (30) days of the invoice date. A late payment surcharge of 1.5% per month will be applied to any outstanding balances. The client may elect to pay the full annual amount in a single lump sum, in which case a 3% early payment discount will be applied to the subtotal before taxes. Payments may be made by electronic funds transfer (EFT) to our Canada Montreal office account or by certified cheque.

This Quotation Estimate is valid for a period of thirty (30) days from the date of issue, as stated in the header. Upon the expiration of this validity period, all rates and terms are subject to revision. To accept this Quotation Estimate, the client must sign and return the acceptance section below or provide written confirmation via email to the undersigned Accountant. Acceptance constitutes a binding agreement between Meridian Accounting & Advisory Group Inc. and Laurent Beauchemin Inc. for the delivery of the Accountant services described herein.

• All Accountant services will be performed in accordance with the professional standards set by the Ordre des comptables professionnels agréés du Québec (OCPAQ) and the Canadian Institute of Chartered Accountants (CICA) Code of Professional Conduct.
• Confidentiality: All financial data, records, and information provided by the client will be treated as strictly confidential and will not be disclosed to any third party without written consent, except as required by law or regulation in Canada Montreal.
• Liability: The firm's total liability under this engagement shall not exceed the total professional fees paid by the client for the services rendered. The firm shall not be liable for indirect, consequential, or punitive damages.
• Termination: Either party may terminate this engagement with thirty (30) days' written notice. Fees for services rendered up to the date of termination shall remain payable.
• Governing Law: This Quotation Estimate and any resulting agreement shall be governed by and construed in accordance with the Civil Code of Quebec and the federal laws of Canada applicable in the province of Quebec, with jurisdiction vested in the courts of Canada Montreal.
• Dispute Resolution: Any disputes arising from this engagement shall first be subject to good-faith mediation in Montreal, Quebec, before proceeding to formal arbitration or litigation.

By signing below, the client acknowledges that they have read, understood, and agree to all terms, conditions, and fee structures set forth in this Quotation Estimate for Accountant services to be performed in Canada Montreal.