Quotation Estimate Accountant in France Lyon –Free Word Template Download with AI

Service Provider

Lyon Financial Advisory Group
42 Rue de la République
69002 Lyon, France
Tel: +33 4 72 00 00 00
Email: [email protected]
SIRET: 842 567 891 00012
TVA: FR 45 842567891

Client

[Client Company Name]
[Street Address]
[Postal Code] Lyon, France
Tel: [Client Phone]
Email: [Client Email]
SIRET: [Client SIRET]
TVA: [Client VAT Number]

Quotation Estimate Reference:	QTE-LYON-2025-0047
Date of Issue:	15 June 2025
Valid Until:	15 July 2025 (30 calendar days)
Service Location:	Lyon, France (Rhône, Auvergne-Rhône-Alpes)
Prepared By:	Marc Delacroix, Senior Accountant & CPA
Currency:	Euro (EUR) — all amounts exclusive of French VAT (TVA)

This Quotation Estimate is issued by Lyon Financial Advisory Group to provide a comprehensive, itemised breakdown of the professional Accountant services to be rendered to the Client within the city of France Lyon and its surrounding metropolitan area. This document serves as a formal proposal outlining the scope of work, deliverables, timelines, and associated costs. It is intended to give the Client full transparency regarding the financial commitment required for the engagement of our Accountant team in Lyon, France, and to facilitate an informed decision regarding the acceptance of these services.

The following Accountant services are proposed for delivery in France Lyon, in full compliance with French commercial law (Code de commerce), the French General Tax Code (Code général des impôts), and the standards set forth by the Ordre des Experts-Comptables de France. All work will be performed by a qualified Accountant registered with the regional chamber of Lyon (Chambre Régionale des Experts-Comptables d'Auvergne-Rhône-Alpes).

Item	Description of Accountant Service	Frequency	Amount (EUR)
1	Monthly bookkeeping and ledger maintenance (comptabilité générale) for the Client's business operations based in Lyon, France	Monthly	1,200.00
2	Preparation and filing of quarterly VAT (TVA) declarations with the Direction Générale des Finances Publiques (DGFiP) for the Lyon tax jurisdiction	Quarterly	450.00
3	Annual financial statements preparation (bilan, compte de résultat, annexes) in accordance with French GAAP (PCG) and IFRS where applicable	Annual	3,500.00
4	Corporate income tax (Impôt sur les Sociétés) return preparation and filing for the fiscal year, filed with the Lyon tax office	Annual	2,800.00
5	Payroll accounting (paie) for up to 15 employees, including URSSAF declarations, DSN (Déclaration Sociale Nominative), and annual social security filings	Monthly	950.00
6	Advisory and consulting sessions with the dedicated Accountant regarding cash flow management, budgeting, and financial planning specific to the Lyon business environment	Quarterly	600.00
7	Representation before French tax authorities, social security bodies, and the Tribunal de Commerce de Lyon in the event of audits or disputes	As needed	1,500.00
8	Digital document management, secure archiving, and provision of a client portal for real-time access to all accounting records	Continuous	250.00
Subtotal (excl. TVA)			11,250.00
French VAT (TVA) at 20%			2,250.00
TOTAL AMOUNT DUE (incl. TVA)			13,500.00

This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, the Accountant fees listed herein may be subject to revision based on prevailing market rates in France Lyon.
Payment shall be made within thirty (30) days of the invoice date by bank transfer (virement bancaire) to the account of Lyon Financial Advisory Group, IBAN: FR76 3000 4000 0000 0000 0000 0, BIC: BNPAFRPPXXX.
A late payment penalty of 1.5% per month of delay shall apply, in accordance with Article L441-10 of the French Commercial Code.
All services described in this Quotation Estimate are subject to a minimum engagement period of twelve (12) months. Early termination requires a written notice of three (3) months.
The Accountant shall maintain professional indemnity insurance in the amount of no less than 1,000,000 EUR, as required by the Ordre des Experts-Comptables de France.
Confidentiality: All financial data, records, and information pertaining to the Client shall be treated in strict confidence in accordance with the French Data Protection Act (Loi Informatique et Libertés) and the EU General Data Protection Regulation (GDPR).
This Quotation Estimate does not constitute a binding contract until countersigned by both parties. Upon acceptance, a formal Service Agreement (Contrat de Prestation de Services) will be executed.
Any additional services beyond the scope defined herein will be subject to a separate Quotation Estimate and prior written approval by the Client.

Note: This Quotation Estimate is prepared specifically for business operations located in France Lyon (69000–69500 postal codes). Should the Client's operations extend to other French regions or international jurisdictions, additional fees may apply and will be detailed in a supplementary estimate. The dedicated Accountant assigned to this engagement will be based in our Lyon office at 42 Rue de la République and will be available for in-person meetings during standard business hours (Monday to Friday, 08:30–18:00 CET).

By signing below, both parties acknowledge that they have read, understood, and agree to the terms set forth in this Quotation Estimate for Accountant services in France Lyon.

For Lyon Financial Advisory Group

Name: Marc Delacroix

Title: Senior Accountant & Managing Partner

Signature & Date

For the Client

Name: _________________________

Title: _________________________

Signature & Date ⬇️ Download as DOCX Edit online as DOCX

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