Quotation Estimate Accountant in United Kingdom Birmingham –Free Word Template Download with AI
Registered Office: 142 Corporation Street, Birmingham, B3 1BB, United Kingdom
Tel: +44 (0)121 456 7890 | Email: [email protected]
VAT Registration No: GB 123 4567 89 | Company Reg: 09876543
Quotation Estimate| Quotation Reference | ME-QE-2025-0472 | Date of Issue | 12 June 2025 |
| Quotation Validity | 30 days from date of issue | Currency | British Pounds Sterling (GBP) |
| Prepared For | Mr. James Whitfield, Whitfield Trading Ltd., 28 Broad Street, Birmingham, B15 1TH, United Kingdom | Prepared By | Sarah Okafor, Chartered Accountant (ACCA) |
This Quotation Estimate has been prepared by Meridian Accountancy & Advisory Ltd. to outline the professional Accountant services that we propose to deliver to Whitfield Trading Ltd. We are a fully registered and regulated firm of chartered accountants operating from our principal office in Birmingham, United Kingdom, and we have provided dedicated Accountant support to small and medium-sized enterprises across the West Midlands region for over fifteen years. This Quotation Estimate sets out the full scope of work, the associated fees, and the terms under which our Accountant services will be rendered in Birmingham and the surrounding areas of the United Kingdom.
Following our initial consultation meeting held on 5 June 2025 at our Birmingham office, we have assessed the financial reporting, tax compliance, and advisory requirements of Whitfield Trading Ltd. The services detailed in this Quotation Estimate are designed to ensure full compliance with HM Revenue & Customs (HMRC) obligations, the Companies Act 2006, and all applicable financial reporting standards relevant to businesses operating in Birmingham, United Kingdom.
| Ref | Service Description | Frequency | Fee (GBP) |
|---|---|---|---|
| 2.1 | Monthly bookkeeping and ledger maintenance, including bank reconciliation, accounts payable and receivable processing, and management of petty cash records for the Birmingham-based trading operation. | Monthly | £450.00 |
| 2.2 | Preparation and submission of quarterly VAT returns (VAT 100) to HMRC on behalf of the client, ensuring accurate calculation of output and input VAT in accordance with UK tax legislation. | Quarterly | £220.00 |
| 2.3 | Annual preparation of statutory financial statements (balance sheet, profit and loss account, and notes to the accounts) for filing with Companies House, prepared in compliance with FRS 105 or FRS 102 as applicable. | Annually | £1,850.00 |
| 2.4 | Preparation and submission of the annual Corporation Tax return (CT600) to HMRC, including supporting computations and tax planning advice specific to businesses registered in Birmingham, United Kingdom. | Annually | £950.00 |
| 2.5 | Director's self-assessment tax return preparation and submission, including advice on allowable expenses, pension contributions, and personal tax optimisation for the sole director. | Annually | £680.00 |
| 2.6 | Monthly management accounts package: profit and loss forecast, cash flow projection, key performance indicator dashboard, and a written commentary report delivered to the client's Birmingham premises. | Monthly | £320.00 |
| 2.7 | Payroll administration for up to five employees, including PAYE calculations, Real Time Information (RTI) submissions to HMRC, pension auto-enrolment compliance, and annual P60/BR1 forms. | Monthly | £180.00 |
| 2.8 | Ad-hoc advisory and consultation sessions with our senior Accountant team, covering business planning, investment decisions, and regulatory changes affecting enterprises in the United Kingdom. Allocated at 10 hours per annum. | As required | £1,200.00 |
| Subtotal (Annualised) | £12,840.00 |
| VAT @ 20% | £2,568.00 |
| Total Quotation Estimate | £15,408.00 |
Fees set out in this Quotation Estimate are to be invoiced on a monthly basis in arrears. Payment is due within thirty (30) days of the invoice date by direct bank transfer to our Birmingham, United Kingdom bank account. A late payment charge of 4% above the Bank of England base rate will apply to any outstanding balances exceeding the agreed payment window. The annualised total of £15,408.00 (inclusive of VAT) represents the full cost of the Accountant engagement for the financial year 2025/2026.
- This Quotation Estimate is valid for thirty (30) days from the date of issue. Should the client wish to proceed after the validity period, fees may be subject to revision based on prevailing market rates in Birmingham, United Kingdom.
- All Accountant services will be performed in accordance with the ethical standards and professional conduct rules set by the Association of Chartered Certified Accountants (ACCA) and the Institute of Chartered Accountants in England and Wales (ICAEW).
- Meridian Accountancy & Advisory Ltd. shall maintain professional indemnity insurance with a minimum cover of £5,000,000, as required for Accountant firms practising in the United Kingdom.
- The client agrees to provide all necessary financial documents, bank statements, and supporting records to our Birmingham office within five (5) working days of request to ensure timely completion of statutory filings.
- Any additional services outside the scope defined in this Quotation Estimate will be quoted separately at our standard hourly rate of £95.00 per hour (plus VAT) before commencement.
- This engagement is governed by the laws of England and Wales. Any disputes arising from this Quotation Estimate or the subsequent Accountant services shall be subject to the exclusive jurisdiction of the courts in Birmingham, United Kingdom.
- Confidentiality: All financial data and business information provided by the client will be treated in the strictest confidence and will not be disclosed to any third party without written consent, in line with UK data protection legislation (UK GDPR and the Data Protection Act 2018).
By signing below, the client confirms that they have read, understood, and accepted the terms of this Quotation Estimate and authorise Meridian Accountancy & Advisory Ltd. to commence the Accountant services described herein. This document constitutes a binding agreement once countersigned by both parties.
For and on behalf of Whitfield Trading Ltd.
Name: ______________________________
Signature: ______________________________
Date: ______________________________
For and on behalf of Meridian Accountancy & Advisory Ltd.
Name: Sarah Okafor, ACCA
Signature: ______________________________
Date: ______________________________
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