Quotation Estimate Accountant in Germany Berlin –Free Word Template Download with AI
Unter den Linden 42, 10117 Berlin, Germany
Phone: +49 30 5551 8820 | Email: [email protected]
USt-IdNr.: DE 312 456 789 | HRB 123456 B (Berlin)
Reference No.: QTE-2025-BER-0472
Date of Issue: 14 June 2025
Valid Until: 14 July 2025
1. Client Information
Client Name: Nordlicht Technologies GmbH
Address: Friedrichstraße 180, 10117 Berlin, Germany
Contact Person: Dr. Anja Weber, CFO
Email: [email protected]
Service Location: Germany Berlin (Central Office)
Engagement Type: Ongoing Monthly Accountant Services
Proposed Start Date: 1 August 2025
Contract Duration: 12 months (renewable)
2. Purpose and Scope of This Quotation Estimate
This Quotation Estimate has been prepared by Meridian Financial Advisory GmbH to provide Nordlicht Technologies GmbH with a comprehensive and transparent cost breakdown for the engagement of a qualified Accountant to deliver full-spectrum financial and bookkeeping services at the client's registered office in Germany Berlin. This document outlines the scope of work, deliverables, hourly and monthly rates, applicable taxes, and all conditions governing the proposed professional relationship. The Quotation Estimate reflects current market rates for certified Accountant professionals operating within the Germany Berlin metropolitan area as of the date of issue.
3. Detailed Scope of Accountant Services
The Accountant assigned to this engagement will be a certified Steuerberater (Chartered Tax Advisor) with a minimum of ten years of experience in German corporate finance. The following services are included within the scope of this Quotation Estimate:
| Item No. | Service Description | Frequency | Estimated Hours | Rate (EUR) | Subtotal (EUR) |
|---|---|---|---|---|---|
| 01 | Monthly bookkeeping and ledger maintenance (GoBD-compliant) for the Berlin office | Monthly | 16 | 95.00 | 1,520.00 |
| 02 | Preparation of monthly management accounts and P&L statements | Monthly | 8 | 95.00 | 760.00 |
| 03 | VAT (Umsatzsteuer) return preparation and filing with the Finanzamt Berlin | Monthly | 6 | 95.00 | 570.00 |
| 04 | Payroll processing and social security reporting (up to 50 employees) | Monthly | 12 | 95.00 | 1,140.00 |
| 05 | Annual financial statement (Jahresabschluss) preparation per HGB | Annually | 40 | 95.00 | 3,800.00 |
| 06 | Corporate income tax (Körperschaftsteuer) and trade tax (Gewerbesteuer) filing | Annually | 24 | 95.00 | 2,280.00 |
| 07 | Advisory on German tax law, transfer pricing, and regulatory compliance in Berlin | As needed | 10 | 110.00 | 1,100.00 |
| 08 | Bank reconciliation, accounts payable/receivable management | Monthly | 8 | 95.00 | 760.00 |
| 09 | Annual audit support and coordination with external auditors | Annually | 16 | 110.00 | 1,760.00 |
| 10 | Quarterly board reporting and financial forecasting | Quarterly | 12 | 110.00 | 1,320.00 |
| Subtotal (Annual) | 16,010.00 | ||||
| VAT (19% – Umsatzsteuer) | 3,041.90 | ||||
| TOTAL (Annual, incl. VAT) | 19,051.90 | ||||
4. Terms and Conditions of This Quotation Estimate
4.1 Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiry date, rates may be subject to revision based on prevailing market conditions in Germany Berlin.
4.2 Payment Terms: Invoices issued by the Accountant are payable within fourteen (14) days of the invoice date via bank transfer to the account of Meridian Financial Advisory GmbH, Berlin. Late payments shall incur interest at the statutory rate of 8% above the ECB base rate per § 288 BGB.
4.3 Cancellation: Either party may terminate the engagement with sixty (60) days' written notice. In the event of early termination, all services rendered up to the termination date shall be invoiced in full.
4.4 Confidentiality: The Accountant and all supporting staff are bound by strict professional secrecy (StBerG § 43) and GDPR-compliant data handling protocols. All financial records of the client stored in Germany Berlin shall be protected in accordance with EU Regulation 2016/679.
4.5 Liability: The Accountant shall maintain professional indemnity insurance with a minimum coverage of EUR 2,000,000 per claim. Liability is limited to the scope of services described in this Quotation Estimate.
4.6 Governing Law: This agreement and this Quotation Estimate shall be governed by the laws of the Federal Republic of Germany. Any disputes shall be subject to the exclusive jurisdiction of the competent courts in Berlin, Germany.
4.7 Additional Services: Any services beyond the scope defined herein (e.g., tax audits, restructuring advice, international tax planning) will be quoted separately and require written approval prior to commencement.
5. Acceptance and Authorization
By signing below, the client acknowledges receipt of this Quotation Estimate and authorizes Meridian Financial Advisory GmbH to commence the engagement of the designated Accountant at the Germany Berlin office on the proposed start date, subject to the terms and conditions outlined above.
For Meridian Financial Advisory GmbH
Name: Markus Steinhardt, Managing Director
Signature: ___________________________
Date: ___________________________
For Nordlicht Technologies GmbH
Name: Dr. Anja Weber, CFO
Signature: ___________________________
Date: ___________________________
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