Quotation Estimate Accountant in Peru Lima –Free Word Template Download with AI
Professional Accountant Services
Prepared for Clients in Peru Lima
Service Provider
Company: Andes Professional Accounting & Advisory S.A.C.
RUC: 20601234567
Address: Av. Javier Prado Este 1250, Of. 804, San Isidro, Peru Lima
Phone: +51 1 456 7890
Email: [email protected]
Client
Company: [Client Legal Name]
RUC: [Client RUC Number]
Address: [Client Address], Peru Lima
Phone: [Client Phone]
Email: [Client Email]
This Quotation Estimate is issued by Andes Professional Accounting & Advisory S.A.C. to provide a comprehensive breakdown of professional Accountant services tailored specifically for businesses operating in Peru Lima. Our team of certified Accountant professionals is fully versed in the regulatory framework established by the Superintendencia Nacional de Aduanas y de Administración Tributaria (SUNAT), the Peruvian General Accounting Standards (NIC/IFRS), and all applicable municipal and national tax obligations specific to the Lima metropolitan area.
The services outlined in this Quotation Estimate encompass the full spectrum of accounting, tax compliance, financial reporting, and advisory functions that a dedicated Accountant would perform on behalf of the client. All work will be conducted in accordance with the professional standards of the Colegio de Contadores Públicos de Lima and the ethical codes governing the Accountant profession in Peru.
| Item | Description of Accountant Service | Frequency | Unit Price (PEN) | Monthly Total (PEN) |
|---|---|---|---|---|
| 01 | Monthly bookkeeping and general ledger maintenance by a dedicated Accountant, including journal entries, accounts payable/receivable reconciliation, and bank statement matching for all accounts held in Peru Lima. | Monthly | 2,800.00 | 2,800.00 |
| 02 | Preparation and electronic filing of monthly tax returns (IGV, Renta, and municipal taxes) with SUNAT, ensuring full compliance with the tax calendar applicable to businesses registered in Peru Lima. | Monthly | 1,500.00 | 1,500.00 |
| 03 | Payroll processing and social security (ONP/ESSALUD) filings for up to 25 employees, handled by our senior Accountant with expertise in Peruvian labor law and the minimum wage regulations effective in Peru Lima. | Monthly | 1,200.00 | 1,200.00 |
| 04 | Monthly management reports including income statement, balance sheet, cash flow statement, and variance analysis prepared by the assigned Accountant for executive review. | Monthly | 950.00 | 950.00 |
| 05 | Quarterly financial statement preparation and IFRS/NIC compliance review conducted by a senior Accountant, including notes to the financial statements and management discussion. | Quarterly | 3,500.00 | 1,166.67 |
| 06 | Annual tax return (Formulario 606) preparation and filing, including transfer pricing documentation if applicable, performed by our lead Accountant with over 15 years of experience in Peru Lima corporate tax matters. | Annually | 8,000.00 | 666.67 |
| 07 | Ad-hoc tax advisory, SUNAT audit support, and regulatory compliance consultations provided by the Accountant team. Includes up to 8 hours of direct advisory per month. | As needed | 250.00/hr | 2,000.00 |
| 08 | Digital document management, electronic invoice (factura electrónica) validation, and secure cloud-based storage of all accounting records in compliance with SUNAT's digital requirements for Peru Lima taxpayers. | Monthly | 600.00 | 600.00 |
| Subtotal (Monthly Equivalent) | 10,883.34 | |||
| Applicable IGV (18%) | 1,959.00 | |||
| TOTAL MONTHLY AMOUNT (PEN) | 12,842.34 | |||
| ANNUALIZED TOTAL (PEN) | 154,108.08 | |||
- This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After this period, pricing may be adjusted to reflect changes in the Peruvian economic environment, minimum wage updates in Peru Lima, or modifications to SUNAT's tax regulations.
- Payment terms: Net 15 days from the date of invoice issuance. Invoices will be issued as electronic documents (factura electrónica) in compliance with SUNAT's requirements for all taxpayers in Peru Lima.
- The Accountant services described herein are subject to a minimum engagement period of twelve (12) months. Early termination requires sixty (60) days written notice.
- All financial data and confidential information provided by the client will be handled in strict accordance with Peru's Data Protection Law (Ley N° 29733) and the professional confidentiality obligations binding every licensed Accountant in Peru.
- This Quotation Estimate does not include costs for external audits, legal representation before SUNAT or the courts, or services beyond the scope explicitly described in Section 3.
- Any additional services requested beyond the scope of this Quotation Estimate will be subject to a separate written agreement and additional fee schedule approved by both parties.
- The Accountant assigned to this engagement will be a certified professional registered with the Colegio de Contadores Públicos de Lima, ensuring the highest standard of professional accountability.
- All deliverables will be provided in both Spanish and English to facilitate the client's international reporting needs, as is common for multinational operations based in Peru Lima.
By signing below, both parties acknowledge that this Quotation Estimate represents a binding proposal for the engagement of Accountant services as described herein, to be performed for the benefit of the client's operations in Peru Lima. This document, once countersigned, constitutes the initial framework of the professional services agreement.
For: Andes Professional Accounting & Advisory S.A.C.Name: ______________________________
Title: Senior Accountant / Director
Date: ______________________________ For: [Client Legal Name]
Name: ______________________________
Title: ______________________________
Date: ______________________________ ⬇️ Download as DOCX Edit online as DOCX
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