Quotation Estimate Accountant in South Africa Johannesburg –Free Word Template Download with AI
142 Rivonia Road, Sandton, Johannesburg, 2196, South Africa
Tel: +27 (0)11 447 8230 | Email: [email protected]
Reg No: 2019/482736/07 | VAT Reg No: 4930287651
Quotation EstimateQuotation Details
Quotation No: QE/2025/JHB/0487
Date Issued: 12 June 2025
Valid Until: 12 July 2025 (30 days)
Prepared For: Mzansi Retail Holdings (Pty) Ltd
Client Address: 88 Nelson Mandela Drive, Rosebank, Johannesburg, 2196
Client Contact: Mr. Thabo Nkosi, CFO
Service Provider
Accountant: Ms. Lerato Mokoena, CA(SA)
SAICA Membership No: 12847563
Specialisation: Corporate Tax, IFRS Reporting, Payroll Compliance
Service Area: South Africa Johannesburg and surrounding metro
Engagement Type: Annual Retainer with Project Add-ons
This Quotation Estimate is issued by ProLedger Accounting & Financial Services (Pty) Ltd to Mzansi Retail Holdings (Pty) Ltd for the provision of professional Accountant services within the South Africa Johannesburg metropolitan area. This document outlines the full scope of work, associated costs, payment terms, and conditions governing the engagement. All figures are quoted in South African Rand (ZAR) and include applicable Value Added Tax (VAT) at the current rate of 15% unless otherwise stated.
The Accountant engagement covers a comprehensive suite of financial and compliance services tailored to the operational needs of a mid-sized retail enterprise operating in the South Africa Johannesburg business environment. The services include but are not limited to: monthly bookkeeping and general ledger maintenance, preparation of management accounts, compilation of annual financial statements in accordance with IFRS for SMEs, SARS tax compliance (including VAT returns, provisional tax, and annual income tax returns), payroll processing and PAYE/ UIF / SDL submissions, budgeting and forecasting support, and ad-hoc advisory on financial restructuring or investment decisions.
| Ref | Description of Service | Frequency | Rate (ZAR) | Annual Cost (ZAR) | VAT 15% (ZAR) |
|---|---|---|---|---|---|
| 01 | Monthly Bookkeeping & General Ledger Maintenance (Accountant) | Monthly (12) | R 8,500.00 | R 102,000.00 | R 15,300.00 |
| 02 | Monthly Management Accounts & Board Reporting Pack | Monthly (12) | R 6,200.00 | R 74,400.00 | R 11,160.00 |
| 03 | Annual Financial Statements Compilation (IFRS for SMEs) | Annual (1) | R 45,000.00 | R 45,000.00 | R 6,750.00 |
| 04 | SARS Tax Compliance (VAT, Provisional Tax, ITR12, ITR14) | Quarterly + Annual | R 4,800.00 | R 33,600.00 | R 5,040.00 |
| 05 | Payroll Processing, PAYE, UIF, SDL & IRP5/IT3(a) Issuance (45 employees) | Monthly (12) | R 5,400.00 | R 64,800.00 | R 9,720.00 |
| 06 | Budgeting, Cash Flow Forecasting & Variance Analysis | Quarterly (4) | R 7,500.00 | R 30,000.00 | R 4,500.00 |
| 07 | Ad-hoc Advisory & Project Support (up to 40 hours per annum) | As Required | R 1,200.00/hr | R 48,000.00 | R 7,200.00 |
| 08 | On-site Meetings at Client Premises, Johannesburg CBD / Sandton | Monthly (12) | R 1,500.00 | R 18,000.00 | R 2,700.00 |
| TOTAL ANNUAL QUOTATION ESTIMATE (Incl. VAT) | R 480,170.00 | ||||
- This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Should the client wish to proceed after the expiry date, the Accountant reserves the right to revise the pricing to reflect current market rates in the South Africa Johannesburg professional services sector.
- Payment is due within fourteen (14) days from the date of each monthly invoice. Annual items (Ref 03) are invoiced upon completion of the engagement deliverable.
- A late payment interest of 1.5% per month (18% per annum) will be applied to any outstanding balances in accordance with the National Credit Act, 2005.
- The Accountant shall maintain professional indemnity insurance with a minimum cover of R 5,000,000 and shall comply with all SAICA Code of Professional Conduct requirements.
- Confidentiality: All financial data, records, and information shared during the engagement shall be treated as strictly confidential in line with the Protection of Personal Information Act (POPIA), 2013.
- Termination: Either party may terminate this engagement with thirty (30) days written notice. Fees for work completed up to the termination date shall remain payable.
- All services shall be performed in compliance with the Companies Act 71 of 2008, the Tax Administration Act 28 of 2011, and applicable IFRS standards as adopted in South Africa.
- This Quotation Estimate does not constitute a binding contract until signed and returned by both parties. Upon acceptance, a formal Service Level Agreement (SLA) will be executed.
- Any disputes arising from this engagement shall be resolved through mediation in Johannesburg, South Africa, in accordance with the rules of the South African Dispute Resolution Centre.
By signing below, the client acknowledges receipt of this Quotation Estimate and agrees to the terms, conditions, and pricing outlined herein for the engagement of the Accountant services in South Africa Johannesburg.
For and on behalf of the Client:
Name: ______________________________
Title: ______________________________
Signature: ______________________________
Date: ______________________________
For and on behalf of ProLedger Accounting (Pty) Ltd:
Name: Lerato Mokoena, CA(SA)
Title: Lead Accountant & Director
Signature: ______________________________
Date: ______________________________
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