Quotation Estimate Accountant in United States Houston –Free Word Template Download with AI

This Quotation Estimate is issued by Meridian Accounting & Advisory Group, LLC, a licensed and bonded accounting firm headquartered in United States Houston, Texas, to provide comprehensive professional Accountant services to Gulf Coast Energy Partners, Inc. for the fiscal year 2025–2026. The scope of engagement encompasses the following areas of Accountant expertise as detailed below:

• Monthly Bookkeeping & General Ledger Maintenance: Full-service Accountant bookkeeping including journal entries, accounts payable and receivable reconciliation, bank reconciliations, and general ledger updates for all operating entities within the Houston metropolitan area.
• Quarterly Financial Reporting: Preparation of balance sheets, income statements, cash flow statements, and variance analysis reports in compliance with Generally Accepted Accounting Principles (GAAP) as required by the United States Securities and Exchange Commission (SEC) and the Texas Comptroller of Public Accounts.
• Annual Tax Filing & Compliance: Federal, state (Texas), and local tax return preparation and filing. This includes Form 1120 (Corporate), Form 1065 (Partnership), Form 941 (Employment Tax), and all applicable Houston municipal tax obligations. The Accountant will ensure full compliance with the Internal Revenue Service (IRS) and the Texas Comptroller.
• Payroll Administration: Monthly payroll processing for up to 250 employees, including withholding calculations, direct deposit coordination, W-2 and 1099 preparation, and compliance with the Fair Labor Standards Act (FLSA) and Texas Payday Law.
• Internal Audit & Controls Review: Semi-annual internal audit conducted by the senior Accountant team to evaluate the effectiveness of internal controls, identify areas of financial risk, and recommend corrective actions aligned with COSO framework standards.
• Advisory & Consulting: Up to 40 hours per year of strategic financial advisory, budget forecasting, cash flow planning, and capital expenditure analysis provided by the designated Accountant and senior team members.

Payment for the services outlined in this Quotation Estimate shall be made in equal monthly installments of $11,266.67 USD, due on the 1st business day of each month via ACH transfer or certified check to Meridian Accounting & Advisory Group, LLC, Houston, Texas. A late payment fee of 1.5% per month will be applied to any outstanding balance exceeding 15 days past due. All fees are exclusive of applicable United States federal, Texas state, and Houston city sales or service taxes where applicable by law.

1. This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiration date, all rates and terms are subject to revision by the Accountant firm.
2. The services described herein shall be performed by qualified, licensed Accountant professionals operating out of our Houston, Texas office in accordance with the AICPA Code of Professional Conduct and Texas State Board of Public Accountancy regulations.
3. Meridian Accounting & Advisory Group, LLC shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence, valid throughout the United States and specifically covering operations in Houston, Texas.
4. All financial data, records, and proprietary information provided by the client shall be treated as strictly confidential. The Accountant team agrees to a Non-Disclosure Agreement (NDA) as a separate addendum to this Quotation Estimate.
5. Any services exceeding the scope defined in Section 1 shall be billed at the standard hourly rate of $275.00 (Senior Accountant) or $185.00 (Staff Accountant) and require prior written authorization from the client's CFO.
6. This engagement is governed by the laws of the State of Texas, United States. Any disputes arising from this Quotation Estimate shall be resolved through binding arbitration in Harris County, Houston, Texas, in accordance with the rules of the American Arbitration Association.
7. The client reserves the right to terminate this engagement with thirty (30) days written notice. Upon termination, all work in progress shall be completed and invoiced, and all client records shall be returned within fifteen (15) business days.
8. This Quotation Estimate does not constitute a guarantee of specific tax outcomes, audit results, or financial performance. The Accountant provides professional judgment and advisory services based on available information at the time of engagement.

By signing below, both parties acknowledge and agree to the terms, conditions, and pricing outlined in this Quotation Estimate for Accountant services to be rendered in United States Houston, Texas. This document, once executed, shall serve as the binding service agreement for the fiscal year 2025–2026.