Quotation Estimate Accountant in United Kingdom London –Free Word Template Download with AI
142 Fleet Street, London EC4Y 1AA, United Kingdom
Tel: +44 (0)20 7946 0832 | Email: [email protected]
Company Registration No. 08765432 | VAT No. GB 123 4567 89
Quotation EstimateQuotation Details
Quotation No.: QTE-2025-00487
Date Issued: 12 June 2025
Valid Until: 12 July 2025 (30 days)
Prepared By: James Whitfield, Senior Accountant
Service Location: United Kingdom London
Client Details
Client Name: [Client Company Name]
Address: [Client Address], London, United Kingdom
Contact Person: [Name]
Email: [[email protected]]
Phone: [Phone Number]
Dear Sir/Madam,
Thank you for your enquiry regarding professional accounting services. This Quotation Estimate has been prepared by Thames & Sterling Accountancy Ltd. to outline the scope, deliverables, and associated costs for the engagement of a qualified Accountant to provide comprehensive financial management and advisory services to your organisation based in United Kingdom London. We are pleased to present this detailed estimate for your review and consideration.
The following Quotation Estimate covers the full range of services that our dedicated Accountant will deliver to your business operating within United Kingdom London. All services are performed in strict compliance with the Financial Reporting Council (FRC) standards, HM Revenue & Customs (HMRC) regulations, and the Companies Act 2006 applicable to entities registered in the United Kingdom.
| Ref | Description of Accountant Service | Frequency | Unit Rate (GBP) | Estimated Cost (GBP) |
|---|---|---|---|---|
| 01 | Monthly bookkeeping and ledger maintenance for the business entity in United Kingdom London | Monthly | £850.00 | £10,200.00 |
| 02 | Preparation and filing of annual accounts and statutory returns with Companies House | Annually | £2,400.00 | £2,400.00 |
| 03 | Preparation and submission of Corporation Tax returns (CT600) to HMRC | Annually | £1,800.00 | £1,800.00 |
| 04 | VAT registration, quarterly VAT return preparation, and compliance advisory | Quarterly | £450.00 | £1,800.00 |
| 05 | Payroll processing, PAYE compliance, and employer's National Insurance contributions for up to 25 employees | Monthly | £620.00 | £7,440.00 |
| 06 | Management accounts, cash flow forecasting, and monthly financial reporting to directors | Monthly | £750.00 | £9,000.00 |
| 07 | Annual tax planning and advisory sessions with the assigned Accountant | Annually | £1,200.00 | £1,200.00 |
| 08 | Ad-hoc accounting queries, HMRC correspondence handling, and regulatory compliance support in United Kingdom London | As required | £120.00/hr | £1,440.00 |
| Total Estimated Annual Cost (Excluding VAT) | £35,280.00 | |||
| VAT @ 20% | £7,056.00 | |||
| Grand Total (Including VAT) | £42,336.00 | |||
- 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 validity period, a revised estimate may be required to reflect any changes in the Accountant's fee structure or applicable United Kingdom London regulatory requirements.
- All fees quoted in this Quotation Estimate are exclusive of Value Added Tax (VAT) at the current United Kingdom rate of 20%, which will be added to all invoices issued by the Accountant.
- The assigned Accountant will be a Chartered Accountant (ACCA or ICAEW) with a minimum of ten years' experience in providing financial services to businesses operating in United Kingdom London. The Accountant will serve as the primary point of contact throughout the engagement.
- Payment terms are net thirty (30) days from the date of invoice. Late payments will attract interest at a rate of 4% per annum above the Bank of England base rate, in accordance with the Late Payment of Commercial Debts (Interest) Act 1998.
- The client agrees to provide all necessary financial documents, bank statements, invoices, and supporting records in a timely manner to enable the Accountant to perform the services outlined in this Quotation Estimate without delay.
- Any additional services not explicitly listed in this Quotation Estimate will be subject to a separate written agreement and additional fees at the Accountant's standard hourly rate of £120.00 per hour, exclusive of VAT.
- This Quotation Estimate does not constitute a binding contract until formally accepted in writing by both parties. Acceptance may be provided by signing the acceptance section below or by written confirmation via email to the undersigned Accountant.
- The Accountant and Thames & Sterling Accountancy Ltd. shall not be liable for any penalties, interest, or fines imposed by HMRC or Companies House arising from information provided by the client that is inaccurate, incomplete, or misleading.
- All work performed under this Quotation Estimate will be governed by the laws of England and Wales. Any disputes arising from this engagement will be subject to the exclusive jurisdiction of the courts of United Kingdom London.
- The Accountant will maintain professional indemnity insurance with a minimum cover of £5,000,000 and will comply with all data protection obligations under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
By signing below, the client confirms acceptance of this Quotation Estimate and authorises the engagement of the Accountant to provide the services described herein for the client's business in United Kingdom London.
For and on behalf of the Client:
Name: ______________________________
Title: ______________________________
Signature: ______________________________
Date: ______________________________
For and on behalf of Thames & Sterling Accountancy Ltd.:
Name: James Whitfield, Senior Accountant
Title: Chartered Accountant (ACCA)
Signature: ______________________________
Date: ______________________________
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