Quotation Estimate Accountant in New Zealand Wellington –Free Word Template Download with AI
Professional Accountant Services
Prepared for Clients in New Zealand Wellington
Quotation Reference: QE-WLG-2025-0472
Date of Issue: 15 June 2025 | Valid Until: 15 July 2025
Prepared By
Wellington Professional Accountants Ltd
14 Lambton Quay, Te Aro
Wellington 6011, New Zealand
Phone: +64 4 382 5500
Email: [email protected]
IRD Number: 942-601-783
Prepared For
Client Name: [Client Full Name]
Business: [Business Name]
Address: [Street, Suburb]
Wellington, New Zealand
Phone: [Client Phone]
Email: [Client Email]
This Quotation Estimate has been prepared by Wellington Professional Accountants Ltd to provide a comprehensive and transparent breakdown of the professional Accountant services that will be delivered to our client based in New Zealand Wellington. This document outlines the full scope of work, associated fees, and terms governing the engagement of our Accountant team. All pricing is quoted in New Zealand Dollars (NZD) and is subject to the terms and conditions set forth in this Quotation Estimate. We are committed to delivering the highest standard of Accountant services tailored to the unique regulatory, tax, and financial landscape of New Zealand Wellington and the broader New Zealand jurisdiction.
Our Accountant team in New Zealand Wellington will provide the following professional services as detailed in this Quotation Estimate:
- Monthly Bookkeeping & Financial Reporting: Our Accountant will maintain complete and accurate financial records, prepare monthly management accounts, and provide variance analysis to support informed business decision-making in New Zealand Wellington.
- Annual Financial Statements & Audit Support: Preparation of year-end financial statements in compliance with New Zealand Financial Reporting Standards (NZ IFRS) and support for any external audit requirements applicable to businesses operating in New Zealand Wellington.
- Income Tax & GST Compliance: Our Accountant will manage all Income Tax Returns (IR3/IR4), Goods and Services Tax (GST) returns (GST9), and ensure full compliance with the Inland Revenue Department (IRD) of New Zealand. All filings will be prepared and lodged on behalf of the client in New Zealand Wellington.
- Payroll Administration: Full payroll processing including PAYE, KiwiSaver contributions, and annual reconciliation (IR330/IR331) in accordance with New Zealand employment tax legislation.
- Business Advisory & Financial Planning: Strategic Accountant advisory services including cash flow forecasting, budgeting, cost analysis, and business performance reviews specific to the New Zealand Wellington commercial environment.
- Company Secretarial & Compliance: Annual returns to the Companies Office, maintenance of statutory registers, and compliance with the Companies Act 1993 as applicable to New Zealand Wellington registered entities.
| Ref | Description of Accountant Service | Frequency | Rate (NZD) | Annual Estimate (NZD) |
|---|---|---|---|---|
| 01 | Monthly Bookkeeping & Management Accounts (Accountant) | Monthly | $1,250.00 | $15,000.00 |
| 02 | Annual Financial Statements Preparation (Accountant) | Annually | $4,500.00 | $4,500.00 |
| 03 | Income Tax & GST Returns Filing (Accountant) | Quarterly/Monthly | $850.00 | $10,200.00 |
| 04 | Payroll Processing & Reconciliation (Accountant) | Monthly | $650.00 | $7,800.00 |
| 05 | Business Advisory & Financial Planning (Accountant) | Quarterly | $1,800.00 | $7,200.00 |
| 06 | Company Secretarial & Compliance (Accountant) | Annually | $1,200.00 | $1,200.00 |
| 07 | Telephone & Email Support (Accountant, New Zealand Wellington) | Ongoing | Included | $0.00 |
| Subtotal (Excl. GST): | $45,900.00 | |||
| GST (15%): | $6,885.00 | |||
| Total Quotation Estimate (Incl. GST): | $52,785.00 | |||
- Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After this period, the Accountant fees quoted may be subject to revision based on prevailing market conditions in New Zealand Wellington.
- Payment Terms: All Accountant service fees are payable within fourteen (14) days of invoice date. Invoices will be issued monthly in arrears. Late payments will attract interest at the rate prescribed under the New Zealand Consumer Guarantees Act 1993.
- Scope Changes: Any additional Accountant services beyond the scope outlined in this Quotation Estimate will be subject to a separate written agreement and additional fees as agreed by both parties.
- Client Obligations: The client agrees to provide all necessary financial documents, records, and information to the Accountant in a timely manner to ensure the smooth delivery of services in New Zealand Wellington.
- Confidentiality: Our Accountant team in New Zealand Wellington is bound by strict professional confidentiality obligations under the New Zealand Chartered Accountants (NZCA) Code of Ethics. All client financial data will be handled with the utmost discretion.
- Professional Indemnity: Wellington Professional Accountants Ltd maintains professional indemnity insurance in excess of NZD $5,000,000, providing full coverage for all Accountant services rendered in New Zealand Wellington.
- Termination: Either party may terminate this engagement with thirty (30) days written notice. Fees for services rendered up to the termination date will remain payable in full.
- Governing Law: This Quotation Estimate and the resulting engagement shall be governed by and construed in accordance with the laws of New Zealand, with jurisdiction vested in the courts of New Zealand Wellington.
By signing below, the client acknowledges and accepts this Quotation Estimate for Accountant services to be provided in New Zealand Wellington. The client confirms that they have read, understood, and agree to all terms and conditions outlined in this document. Upon acceptance, our Accountant team will commence services within five (5) business days of the signed acceptance.
Client Signature & Date Wellington Professional Accountants Ltd (Authorised Signatory) ⬇️ Download as DOCX Edit online as DOCX
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