Quotation Estimate Auditor in Italy Rome –Free Word Template Download with AI
| Quotation Estimate No.: | QTE-ROME-2025-0472 |
| Date of Issue: | 14 June 2025 |
| Valid Until: | 14 September 2025 (90 days) |
| Service Location: | Rome, Lazio, Italy |
| Prepared By: | Studio Finanziario Roma S.r.l. — Via del Corso 128, 00186 Roma RM, Italy |
| Prepared For: | Cliente S.p.A. — Piazza Navona 45, 00186 Roma RM, Italy |
| Reference: | Annual Financial Audit & Compliance Review — Fiscal Year 2024 |
This Quotation Estimate is issued by Studio Finanziario Roma S.r.l. to provide a comprehensive and transparent breakdown of the professional fees, expenses, and deliverables associated with the engagement of a certified Auditor for the fiscal year 2024. The scope of this engagement is specifically tailored to the regulatory and operational environment of Italy Rome, ensuring full compliance with the Italian Civil Code (Codice Civile), the Italian Companies Act (Legge Societaria), and the standards set forth by the Italian National Standard-Setting Body (Organismo Italiano di Contabilità — OIC). This document serves as a formal Quotation Estimate and does not constitute a binding contract until countersigned by both parties.
The Auditor engaged under this Quotation Estimate will perform a full statutory audit of the financial statements of Cliente S.p.A., headquartered in Italy Rome. The engagement encompasses the following key areas of professional work:
- Statutory Financial Audit: Examination of the balance sheet, income statement, and cash flow statement in accordance with Italian GAAP (Principi Contabili Italiani) and IFRS where applicable to entities operating in the Rome metropolitan area.
- Internal Controls Assessment: Evaluation of the internal control framework, risk management systems, and governance structures as they pertain to the company's operations within Italy Rome.
- Tax Compliance Review: Verification of tax filings, VAT (IVA) declarations, and withholding tax obligations in alignment with the regulations enforced by the Agenzia delle Entrate (Italian Revenue Agency) for the Rome district.
- Regulatory Reporting: Preparation and validation of the Auditor's Report (Relazione del Collegio Sindacale) for submission to the competent Italian authorities and the company's shareholders' meeting.
- Advisory Support: Provision of up to 20 hours of advisory consulting to the management team regarding financial reporting improvements, regulatory changes in Italy Rome, and best practices for corporate governance.
| # | Description of Service | Hours / Units | Rate (EUR) | Amount (EUR) |
|---|---|---|---|---|
| 1 | Statutory Financial Audit — Planning, fieldwork, and reporting (Auditor engagement, Italy Rome) | 120 hours | €145.00 | €17,400.00 |
| 2 | Internal Controls & Risk Assessment Review | 40 hours | €130.00 | €5,200.00 |
| 3 | Tax Compliance & VAT Verification (Agenzia delle Entrate, Rome district) | 30 hours | €125.00 | €3,750.00 |
| 4 | Preparation of Auditor's Report & Regulatory Filings | 25 hours | €140.00 | €3,500.00 |
| 5 | Advisory & Consulting Support (management meetings in Rome office) | 20 hours | €110.00 | €2,200.00 |
| 6 | Travel, accommodation, and local transportation within Italy Rome | Flat fee | — | €1,850.00 |
| 7 | Professional indemnity insurance & OIC registration fees | Flat fee | — | €950.00 |
| Subtotal | €34,850.00 |
| VAT (IVA) — 22% (Italy Rome standard rate) | €7,667.00 |
| Grand Total (Quotation Estimate) | €42,517.00 |
- This Quotation Estimate is valid for a period of ninety (90) calendar days from the date of issue. Beyond this period, all rates and fees are subject to revision based on prevailing market conditions in Italy Rome.
- The Auditor shall be appointed in accordance with Article 14 of the Italian Companies Act and shall report directly to the shareholders' assembly of Cliente S.p.A.
- Payment terms: 40% upon acceptance of this Quotation Estimate, 40% upon completion of fieldwork, and 20% upon delivery of the final Auditor's Report. All payments shall be made via bank transfer to the account of Studio Finanziario Roma S.r.l., Rome, Italy.
- All work shall be performed in compliance with the professional code of ethics established by the Italian Order of Chartered Accountants (Ordine dei Dottori Commercialisti e degli Esperti Contabili) for the Rome district.
- The Auditor shall maintain strict confidentiality regarding all financial data, trade secrets, and proprietary information of Cliente S.p.A. in accordance with Italian data protection regulations (GDPR and D.Lgs. 196/2003).
- Any additional services beyond the scope defined in this Quotation Estimate shall be subject to a separate written agreement and additional fees at the rates specified herein.
- This engagement is governed by the laws of the Italian Republic, and any disputes shall be resolved by the competent courts of Rome, Italy.
- The Auditor reserves the right to withdraw from the engagement if material misstatements, fraud, or non-cooperation by the client are identified during the audit process, in which case fees incurred up to the point of withdrawal shall remain payable.
By signing below, both parties acknowledge that this Quotation Estimate accurately reflects the agreed-upon scope, fees, and terms for the Auditor engagement in Italy Rome. This document becomes a binding service agreement upon dual signature.
For Studio Finanziario Roma S.r.l.(Service Provider / Auditor Firm)
Name: Dott. Marco Esposito
Title: Senior Partner & Lead Auditor
Date: _______________ For Cliente S.p.A.
(Client / Engaging Entity)
Name: _________________________
Title: _________________________
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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