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Quotation Estimate Accountant in Germany Munich –Free Word Template Download with AI

Professional Accountant Services — Germany Munich

Ref: QTE-2025-MUC-0472 | Valid Until: 30 June 2025

Prepared By:
Bavaria Financial Advisory GmbH
Max-Joseph-Platz 12, 80539 Munich, Germany
Tel: +49 89 1234 5678
Email: [email protected]
Prepared For:
[Client Name / Company Name]
[Street Address]
[Postal Code] Munich, Germany
VAT ID: DE [XXXXXXX]

This Quotation Estimate has been prepared by Bavaria Financial Advisory GmbH to provide a comprehensive and transparent overview of the professional Accountant services that will be delivered to the client within the jurisdiction of Germany Munich. The purpose of this document is to outline the scope of work, the associated costs, the payment terms, and the conditions under which the Accountant engagement will be executed. All figures presented in this Quotation Estimate are quoted in Euros (EUR) and are subject to the applicable German value-added tax (Umsatzsteuer / VAT) at the standard rate of 19%, unless otherwise stated.

As a licensed and certified Accountant operating in Germany Munich, our firm adheres to the strict regulatory standards set forth by the Bundessteuerberaterkammer (Federal Chamber of Tax Advisors) and complies fully with the German Commercial Code (Handelsgesetzbuch, HGB) and the International Financial Reporting Standards (IFRS) where applicable. This Quotation Estimate reflects our commitment to delivering the highest standard of Accountant expertise tailored specifically to the business environment of Germany Munich.

The following Accountant services are included within the scope of this Quotation Estimate for the client's operations in Germany Munich:

Item No. Accountant Service Description Frequency Estimated Hours Rate (EUR/hr) Subtotal (EUR)
01 Monthly bookkeeping and ledger maintenance in accordance with HGB requirements for businesses registered in Germany Munich Monthly 12 95.00 1,140.00
02 Preparation and filing of annual financial statements (Jahresabschluss) and tax returns (Steuererklärungen) with the Finanzamt Munich Annual 40 110.00 4,400.00
03 VAT (Umsatzsteuer) declarations and advance tax payments (Vorauszahlungen) management Quarterly 8 95.00 760.00
04 Payroll accounting (Lohnbuchhaltung) for up to 25 employees, including social security contributions and Lohnsteuer filings Monthly 16 100.00 1,600.00
05 Advisory services on German corporate tax law, transfer pricing, and cross-border accounting compliance for entities operating in Germany Munich As needed 20 125.00 2,500.00
06 Year-end audit support and coordination with external auditors registered in Germany Munich Annual 25 115.00 2,875.00
07 Digital document management, e-invoicing compliance (E-Rechnung), and archiving per German retention law (10-year Aufbewahrungsfrist) Monthly 6 85.00 510.00
Subtotal (excl. VAT) 13,785.00
VAT (19%) 2,619.15
Total Amount Due (incl. VAT) 16,404.15

The following terms govern this Quotation Estimate for Accountant services in Germany Munich:

3.1 Validity: This Quotation Estimate is valid for a period of 30 calendar days from the date of issue. After this period, the Accountant service rates and total amounts may be subject to revision based on market conditions in Germany Munich.

3.2 Payment Terms: Invoices issued under this Quotation Estimate are payable within 14 calendar days of the invoice date via bank transfer to the account of Bavaria Financial Advisory GmbH, IBAN: DE[XX] [XXXX] [XXXX] [XXXX] [XX], BIC: [XXXX]DE51, located in Munich, Germany. Late payments shall incur interest at the statutory rate under Section 288 of the German Civil Code (BGB).

3.3 Scope Limitations: This Quotation Estimate covers the Accountant services explicitly listed in Section 2. Any additional work, including but not limited to litigation support, restructuring advisory, or services outside the standard Accountant mandate, will be subject to a separate written amendment to this Quotation Estimate.

3.4 Confidentiality: The Accountant engaged under this Quotation Estimate is bound by the professional secrecy obligations (Steuergeheimnis) under Section 30 of the German Tax Advisor Act (StBerG). All financial data pertaining to the client's operations in Germany Munich shall be treated with the utmost confidentiality.

3.5 Liability: The liability of the Accountant and the firm is limited to the scope of professional negligence as defined under German professional liability law. The firm maintains professional indemnity insurance with a coverage of no less than EUR 2,000,000 per claim.

3.6 Governing Law: This Quotation Estimate and the resulting Accountant engagement shall be governed by and construed in accordance with the laws of the Federal Republic of Germany. Any disputes shall be subject to the exclusive jurisdiction of the competent courts in Munich, Germany.

This Quotation Estimate is based on the following assumptions regarding the client's operations in Germany Munich: the client maintains a complete and organized set of financial records; the client provides timely access to all relevant banking statements, invoices, and supporting documentation; the client's business structure does not undergo material changes during the engagement period; and the client cooperates fully with the Accountant in meeting all statutory deadlines imposed by the Finanzamt Munich and the relevant trade registry (Handelsregister). Failure to meet these obligations may result in additional fees as per the German Tax Advisor Fee Ordinance (StBerG).

Note: This Quotation Estimate is a non-binding offer. Acceptance of this Quotation Estimate for Accountant services in Germany Munich requires written confirmation (email or signed copy) from the client within the validity period stated above. Upon acceptance, a formal Service Agreement will be executed, incorporating all terms of this Quotation Estimate.

By signing below, the client acknowledges receipt of this Quotation Estimate and authorizes Bavaria Financial Advisory GmbH to commence the Accountant services as described herein for the client's entity registered in Germany Munich. The client confirms that all information provided to the Accountant for the preparation of this Quotation Estimate is accurate and complete to the best of their knowledge.

For Bavaria Financial Advisory GmbH
(Authorized Signatory / Accountant)
For the Client
(Authorized Representative)

Bavaria Financial Advisory GmbH | Max-Joseph-Platz 12, 80539 Munich, Germany | HRB 123456, Amtsgericht München | VAT ID: DE123456789

This Quotation Estimate was generated on 15 January 2025. Document reference: QTE-2025-MUC-0472. All Accountant services referenced herein are performed in compliance with the regulations of the Bundessteuerberaterkammer and applicable German and EU financial reporting standards.

© 2025 Bavaria Financial Advisory GmbH. All rights reserved. This document is confidential and intended solely for the named recipient.

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