Quotation Estimate Accountant in Mexico Mexico City –Free Word Template Download with AI
Professional Accountant Services
Prepared for Clients in Mexico, Mexico City
Document Reference: QE-MX-2025-04782
Service Provider
Company: Capital Accounting & Advisory Group, S.A. de C.V.
Address: Av. Paseo de la Reforma 250, Piso 14, Col. Cuauhtémoc, 06600 Mexico City, Mexico
Phone: +52 (55) 5512-8834
Email: [email protected]
RFC: CAA180520KJ7
Client Information
Company: [Client Legal Name], S.A. de C.V.
Address: [Client Street Address], Mexico City, Mexico
Contact Person: [Name and Title]
Phone: [Client Phone Number]
Email: [Client Email Address]
RFC: [Client RFC Number]
Quotation Estimate Number: QE-MX-2025-04782 | Date of Issue: June 15, 2025 | Valid Until: July 15, 2025 | Currency: Mexican Pesos (MXN)This Quotation Estimate document has been prepared specifically to outline the professional Accountant services that Capital Accounting & Advisory Group, S.A. de C.V. will provide to the client in the metropolitan area of Mexico, Mexico City. The scope of this engagement encompasses comprehensive financial, tax, and regulatory compliance services tailored to the operational needs of businesses operating within the Federal District and the broader Mexico City region. This Quotation Estimate serves as a formal proposal detailing the deliverables, timelines, and associated costs for the requested Accountant services.
As a licensed and certified Accountant firm registered with the Mexican Institute of Public Accountants (IMCP), we offer the following services to our clients in Mexico, Mexico City:
- Monthly Financial Accounting: Full preparation and maintenance of general ledgers, trial balances, and financial statements (balance sheet, income statement, and cash flow statement) in compliance with Mexican Financial Reporting Standards (NIF) and the Commercial Code of Mexico.
- Tax Compliance and Filing: Preparation and submission of all mandatory tax declarations including monthly IVA (Value Added Tax), ISR (Income Tax), ISAN, and annual tax returns before the Servicio de Administración Tributaria (SAT) in Mexico City.
- Payroll Administration: Monthly processing of employee compensation, IMSS (Institute of Social Security and Services for Workers) contributions, INFONAVIT deductions, and the generation of CFDI (Comprobante Fiscal Digital por Internet) invoices for all payroll transactions.
- Regulatory Advisory: Ongoing consultation on changes in Mexican tax legislation, fiscal reforms, and regulatory updates affecting businesses in Mexico, Mexico City. This includes guidance on the new tax regime updates issued by the SAT.
- Annual Financial Audit Support: Coordination and preparation of documentation for statutory audits, including the preparation of the annual tax return (Declaración Anual) and supporting schedules.
- Bookkeeping and Record Keeping: Daily recording of all financial transactions, accounts receivable and payable management, bank reconciliations, and maintenance of the digital accounting system.
| No. | Service Description | Frequency | Unit Cost (MXN) | Annual Cost (MXN) | Notes |
|---|---|---|---|---|---|
| 1 | Monthly Financial Accounting & Reporting (NIF-compliant) | Monthly (12x) | $18,500.00 | $222,000.00 | Includes 3 financial statements |
| 2 | Tax Compliance & SAT Filing (IVA, ISR, ISAN) | Monthly (12x) | $12,800.00 | $153,600.00 | Includes CFDI generation |
| 3 | Payroll Administration (up to 50 employees) | Monthly (12x) | $22,400.00 | $268,800.00 | IMSS, INFONAVIT, SAT |
| 4 | Regulatory & Tax Advisory Consultation | Quarterly (4x) | $15,000.00 | $60,000.00 | 2-hour sessions per quarter |
| 5 | Annual Tax Return Preparation (Declaración Anual) | Annual (1x) | $45,000.00 | $45,000.00 | Due by April 30 |
| 6 | Bookkeeping, Bank Reconciliation & Record Keeping | Monthly (12x) | $9,200.00 | $110,400.00 | Digital system included |
| 7 | Annual Audit Support & Documentation | Annual (1x) | $38,000.00 | $38,000.00 | Coordination with external auditor |
| TOTAL ANNUAL QUOTATION ESTIMATE (MXN) | $900,800.00 | IVA 16% included | |||
- Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After this period, the Accountant service fees may be subject to revision based on changes in the Mexican tax regulatory environment or adjustments in the cost of living in Mexico City.
- Payment Terms: Invoices for the Accountant services will be issued on the 5th business day of each month. Payment is due within fifteen (15) calendar days of the invoice date via bank transfer to our account at BBVA México, Mexico City branch. A late payment penalty of 1.5% per month will apply.
- Client Obligations: The client agrees to provide all necessary financial documents, receipts, bank statements, and supporting documentation to our Accountant team within five (5) business days of the end of each accounting period. Failure to provide timely documentation may result in delays in the delivery of services.
- Confidentiality: All financial information, tax data, and proprietary business records shared during the engagement will be treated with the strictest confidentiality in accordance with the Mexican Federal Law on the Protection of Personal Data Held by Private Parties (LFPDPPP).
- Termination: Either party may terminate this engagement with a written notice of sixty (60) days. Upon termination, all outstanding fees for services rendered up to the termination date must be settled in full.
- Governing Law: This Quotation Estimate and the resulting service agreement shall be governed by the laws of the United Mexican States, with jurisdiction in the courts of Mexico City, Mexico. Any disputes shall be resolved in accordance with the applicable provisions of the Mexican Commercial Code.
- Scope Changes: Any modifications to the scope of Accountant services outlined in this Quotation Estimate must be agreed upon in writing by both parties. Additional services will be billed at the rates specified in our standard fee schedule for Mexico City operations.
By signing below, the client acknowledges that they have reviewed this Quotation Estimate in its entirety, understand the scope of Accountant services to be provided in Mexico, Mexico City, and agree to the terms, conditions, and pricing outlined herein. This signature constitutes a binding acceptance of the Quotation Estimate and authorizes Capital Accounting & Advisory Group, S.A. de C.V. to commence the engagement.
For: Capital Accounting & Advisory Group, S.A. de C.V.Name: Lic. Roberto Hernández Salazar
Title: Senior Accountant & Managing Partner
Date: ______________________ For: [Client Legal Name], S.A. de C.V.
Name: ______________________
Title: ______________________
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
Create your own Word template with our GoGPT AI prompt:
GoGPT