Quotation Estimate Accountant in Switzerland Zurich –Free Word Template Download with AI

Quotation Estimate No.: QE-2025-ZRH-0487

Date of Issue: 15 June 2025

Valid Until: 15 July 2025

Prepared For: Alpine Ventures AG

Address: Limmatquai 88, 8001 Zurich, Switzerland

Contact: Mr. Thomas Keller, CFO

This Quotation Estimate has been prepared by Zurich Professional Accounting & Advisory GmbH to outline the comprehensive scope of Accountant services that will be provided to Alpine Ventures AG, a registered entity operating within the canton of Zurich. This document serves as a formal Quotation Estimate detailing the professional fees, deliverables, timelines, and terms governing the engagement of our Accountant team for the fiscal year 2025/2026. All services described herein are tailored specifically to the regulatory and financial landscape of Switzerland Zurich, ensuring full compliance with the Swiss Code of Obligations (OR), the Federal Act on the Accounting and Financial Reporting of Companies (FAC), and the applicable tax regulations of the Canton of Zurich.

As your dedicated Accountant partner in Switzerland Zurich, our firm will deliver the following professional services throughout the engagement period. Each service has been carefully structured to meet the specific financial reporting, tax, and compliance requirements applicable to businesses registered in the city of Zurich and the broader Swiss jurisdiction.

Item No.	Service Description	Frequency	Estimated Hours	Rate (CHF)	Subtotal (CHF)
1	Monthly bookkeeping and general ledger maintenance in accordance with Swiss GAAP FER standards	Monthly (12x)	8 hrs/month	185.00	17,760.00
2	Preparation and filing of annual financial statements (balance sheet, income statement, notes) for the Zurich Commercial Register	Annually	40 hrs	195.00	7,800.00
3	Swiss federal and cantonal tax return preparation and submission (Canton of Zurich, City of Zurich, and Federal Tax Administration)	Annually	30 hrs	195.00	5,850.00
4	VAT (MwSt/TVA) return preparation and quarterly filing with the Swiss Federal Tax Administration	Quarterly (4x)	6 hrs/quarter	185.00	4,440.00
5	Payroll accounting and social security contributions (AHV/IV/EO, ALV, LAA) for up to 25 employees	Monthly (12x)	10 hrs/month	175.00	21,000.00
6	Monthly management reporting, cash flow analysis, and budget variance reports for the CFO	Monthly (12x)	5 hrs/month	210.00	12,600.00
7	Advisory on Swiss transfer pricing, intercompany transactions, and cross-border tax planning within the EU/EEA	As needed (est. 20 hrs)	20 hrs	225.00	4,500.00
8	Annual audit support, coordination with external auditors, and preparation of audit files	Annually	25 hrs	200.00	5,000.00
Total Estimated Professional Fees (excl. VAT)					78,950.00
VAT (8.1% – standard rate applicable in Switzerland Zurich)					6,394.95
Grand Total (incl. VAT)					85,344.95

3.1 Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiry date, the Accountant fees and rates outlined herein may be subject to revision based on prevailing market conditions in Switzerland Zurich.

3.2 Payment Terms: Invoices issued by our Accountant team shall be payable within thirty (30) days of the invoice date via bank transfer to our account at UBS AG, Bahnhofstrasse 50, 8001 Zurich (IBAN: CH93 0023 0456 7890 1234 5). Late payments shall incur interest at the statutory rate of 5% per annum as defined under Swiss law.

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

3.4 Confidentiality: Our Accountant firm is bound by the professional secrecy obligations under Article 321 of the Swiss Criminal Code (StGB) and the Swiss Federal Act on Data Protection (FADP/DSP). All financial data, tax records, and business information pertaining to Alpine Ventures AG will be treated with the highest degree of confidentiality.

3.5 Governing Law and Jurisdiction: This engagement and all matters arising from this Quotation Estimate shall be governed by the laws of the Swiss Confederation. Any disputes shall be subject to the exclusive jurisdiction of the courts of the City of Zurich, Switzerland.

3.6 Cancellation: Either party may terminate the engagement with a written notice of sixty (60) days. In such case, the Accountant firm shall be entitled to compensation for all services rendered up to the effective date of termination.

This Quotation Estimate is based on the following assumptions: (a) the client will provide all necessary source documents, bank statements, and supporting records in a timely manner; (b) the number of employees will not exceed twenty-five (25) during the engagement period; (c) the business will not undergo any material restructuring, merger, or change of legal form without prior written notification to our Accountant team; and (d) all transactions will be conducted in Swiss Francs (CHF) unless otherwise agreed. Should any of these assumptions change, a revised Quotation Estimate will be issued within five (5) business days.

By signing below, the client acknowledges and accepts this Quotation Estimate in its entirety, including all terms, conditions, fees, and service descriptions outlined above. The engagement of our Accountant services in Switzerland Zurich shall commence on the first (1st) day of the month following the date of acceptance.

For Zurich Professional Accounting & Advisory GmbH

Name: Dr. Elena Müller, Licensed Accountant (CA)

Signature: ___________________________

Date: ___________________________

For Alpine Ventures AG (Client)

Name: Thomas Keller, Chief Financial Officer

Signature: ___________________________

Date: ___________________________

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