Quotation Estimate Auditor in Brazil São Paulo –Free Word Template Download with AI
Professional Auditor Services — Brazil, São Paulo
Service Provider
Company: Meridian Audit & Advisory Partners Ltda.
Address: Av. Paulista, 1578, 12th Floor, Bela Vista, São Paulo, SP — CEP 01310-200, Brazil
CNPJ: 12.345.678/0001-90
Contact: [email protected] | +55 (11) 3456-7890
Client
Company: [Client Legal Name] S.A.
Address: [Client Street Address], São Paulo, SP — CEP [XXXXX-XXX], Brazil
CNPJ: [XX.XXX.XXX/XXXX-XX]
Contact: [[email protected]] | +55 (11) XXXX-XXXX
This Quotation Estimate is issued by Meridian Audit & Advisory Partners Ltda. to provide a comprehensive financial and operational audit engagement for the client's operations located in Brazil, São Paulo. The Auditor team will perform a full-scope statutory audit in compliance with the Brazilian Institute of Certified Public Accountants (CFC) standards, International Standards on Auditing (ISA), and applicable regulations from the Brazilian Securities and Exchange Commission (CVM) where relevant.
The Auditor engagement encompasses the following deliverables:
- Review and verification of the complete general ledger, trial balance, and financial statements for the fiscal year ending 31 December 2025.
- Substantive testing of cash, receivables, payables, inventory, fixed assets, and equity accounts maintained at the São Paulo headquarters and affiliated branches.
- Compliance assessment with Brazilian tax legislation (IRPJ, CSLL, PIS/COFINS, IPI, ICMS) and municipal obligations specific to the city of São Paulo.
- Evaluation of internal controls, risk management frameworks, and corporate governance practices.
- Preparation of the Auditor's report, management letter, and any required regulatory filings for submission to the Junta Comercial do Estado de São Paulo.
- Advisory support on IFRS (International Financial Reporting Standards) adoption and reconciliation with Brazilian GAAP (BR GAAP / CPC standards).
| Item | Description | Quantity | Unit Price (BRL) | Total (BRL) |
|---|---|---|---|---|
| 3.1 | Lead Auditor — Senior engagement partner oversight and final report sign-off | 1 | R$ 18,500.00 | R$ 18,500.00 |
| 3.2 | Fieldwork — On-site audit procedures at São Paulo premises (estimated 45 working days) | 45 | R$ 1,200.00 | R$ 54,000.00 |
| 3.3 | Tax Compliance Review — Federal, state (SP), and municipal (São Paulo) tax obligations | 1 | R$ 12,800.00 | R$ 12,800.00 |
| 3.4 | Internal Control Assessment & Management Letter preparation | 1 | R$ 9,500.00 | R$ 9,500.00 |
| 3.5 | IFRS / BR GAAP Reconciliation & Technical Advisory | 1 | R$ 7,200.00 | R$ 7,200.00 |
| 3.6 | Regulatory Filing Support — Junta Comercial SP and CVM documentation | 1 | R$ 4,800.00 | R$ 4,800.00 |
| 3.7 | Travel, accommodation, and local transportation within São Paulo metropolitan area | 1 | R$ 3,600.00 | R$ 3,600.00 |
| Subtotal (before taxes) | R$ 110,400.00 | |||
| Applicable Taxes (ISS — São Paulo municipal service tax: 5%) | R$ 5,520.00 | |||
| GRAND TOTAL | R$ 115,920.00 | |||
- Validity: This Quotation Estimate remains valid for thirty (30) calendar days from the date of issue. After 15 July 2025, pricing may be subject to revision based on market conditions in São Paulo.
- Payment Terms: 40% advance payment upon contract execution; 40% upon completion of fieldwork; 20% upon delivery of the final Auditor's report. Payments shall be made via bank transfer (TED/PIX) to the account of Meridian Audit & Advisory Partners Ltda., Banco do Brasil, Ag. 1234-5, Conta 67890-1, São Paulo, SP.
- Timeline: The Auditor engagement is expected to commence on 01 September 2025 and conclude by 30 November 2025, subject to the client's availability of records and personnel.
- Confidentiality: The Auditor and all team members shall adhere to strict confidentiality obligations in accordance with the CFC Code of Ethics and the Brazilian General Data Protection Law (LGPD — Lei Geral de Proteção de Dados, Law No. 13,709/2018).
- Liability: The Auditor's professional liability is limited to the total value of this Quotation Estimate. The Auditor shall maintain professional indemnity insurance with a minimum coverage of R$ 5,000,000.00.
- Governing Law: This Quotation Estimate and the resulting contract shall be governed by the laws of the Federative Republic of Brazil, with jurisdiction vested in the courts of the city of São Paulo, State of São Paulo.
- Force Majeure: Neither party shall be liable for delays caused by events beyond reasonable control, including but not limited to natural disasters, government mandates, or public health emergencies affecting the São Paulo metropolitan region.
By signing below, both parties acknowledge and agree to the terms, scope, and pricing outlined in this Quotation Estimate for the Auditor services to be performed in Brazil, São Paulo. This document constitutes a binding commercial proposal upon countersignature by both parties.
For Meridian Audit & Advisory Partners Ltda. (Auditor)
Dr. Ricardo Almeida SantosPartner & Lead Auditor
CRC-SP: 1SP123456/O-5
Date: _______________
For [Client Legal Name] S.A. (Client)
Authorized RepresentativeName: _________________________
Position: ______________________
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
Create your own Word template with our GoGPT AI prompt:
GoGPT