Quotation Estimate Auditor in United States Los Angeles –Free Word Template Download with AI
Professional Auditor Services — United States Los Angeles
Pacific Crest Audit & Advisory Group, LLC
Service Provider (Auditor Firm)
Pacific Crest Audit & Advisory Group, LLC
450 S. Grand Avenue, Suite 2200
Los Angeles, CA 90012
United States
CA License No. 18472-C
IRS EIN: 82-4471903
Client / Requesting Party
Meridian Healthcare Holdings, Inc.
1200 Wilshire Boulevard, Floor 18
Los Angeles, CA 90017
United States
Attn: David R. Chen, CFO
Client Reference: MH-2025-AUD
This Quotation Estimate is issued by Pacific Crest Audit & Advisory Group, LLC in response to the formal request from Meridian Healthcare Holdings, Inc. for comprehensive Auditor engagement services to be performed in United States Los Angeles. The scope of work encompasses a full-scope financial statement audit, internal controls assessment, and regulatory compliance review in accordance with Generally Accepted Auditing Standards (GAAS) as established by the American Institute of Certified Public Accountants (AICPA) and the Public Company Accounting Oversight Board (PCAOB) where applicable.
The Auditor team assigned to this engagement will consist of a Senior Auditor (engagement partner), two Associate Auditors, and one IT Audit Specialist. All fieldwork will be conducted at the client's primary facilities located in the Los Angeles metropolitan area, with supplementary remote procedures as deemed necessary. The engagement is scheduled to commence on August 4, 2025, and is projected to conclude by October 31, 2025, with the final audit report to be delivered no later than November 15, 2025.
| # | Description of Auditor Service | Hours | Rate (USD/hr) | Subtotal (USD) | Notes |
|---|---|---|---|---|---|
| 1 | Planning & Risk Assessment Phase — Senior Auditor | 40 | $325.00 | $13,000.00 | Includes scoping memo, materiality thresholds, and audit program design |
| 2 | Financial Statement Audit — Revenue, Expenses, and Balance Sheet | 180 | $275.00 | $49,500.00 | Performed by Associate Auditors under Senior Auditor supervision |
| 3 | Internal Controls & SOX 404 Compliance Review | 96 | $295.00 | $28,320.00 | Covers IT general controls and application-level controls |
| 4 | IT Audit & Cybersecurity Controls Assessment | 60 | $310.00 | $18,600.00 | IT Audit Specialist; includes data integrity testing |
| 5 | Regulatory Compliance — CMS, HIPAA, and California State Health Board | 48 | $285.00 | $13,680.00 | Specific to healthcare operations in United States Los Angeles jurisdiction |
| 6 | Fieldwork, Testing, and Substantive Procedures | 120 | $245.00 | $29,400.00 | On-site at client premises, Los Angeles, CA |
| 7 | Management Letter & Findings Report Preparation | 32 | $325.00 | $10,400.00 | Includes recommendations for process improvement |
| 8 | Final Audit Report, Opinion Letter, and Filing Support | 24 | $325.00 | $7,800.00 | Unqualified, qualified, or adverse opinion as warranted |
| 9 | Travel, Lodging, and Per Diem (Los Angeles Metro Area) | Flat | — | $4,200.00 | Estimated 12 on-site days; GSA per diem rates for Los Angeles, CA |
| Subtotal (Professional Fees) | $170,700.00 |
| Travel & Per Diem | $4,200.00 |
| Subtotal | $174,900.00 |
| California Sales & Use Tax (8.75%) | $15,303.75 |
| Grand Total (USD) | $190,203.75 |
- Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiration date, all rates and availability are subject to revision by the Auditor firm without prior notice.
- Payment Terms: A non-refundable retainer of twenty-five percent (25%) of the Grand Total, amounting to $47,550.94, is due upon execution of the engagement letter. The remaining balance shall be invoiced in two equal installments: fifty percent (50%) upon completion of fieldwork and fifty percent (50%) upon delivery of the final Auditor report.
- Scope Limitations: This Quotation Estimate covers the services explicitly enumerated in Section 3. Any additional procedures, follow-up engagements, or out-of-scope requests (e.g., forensic investigation, tax controversy representation) will be billed separately at the applicable Auditor hourly rates and require a written change order signed by both parties.
- Confidentiality: The Auditor firm and all personnel assigned to this engagement shall maintain strict confidentiality of all client financial data, proprietary information, and trade secrets in accordance with the AICPA Code of Professional Conduct and applicable California state privacy statutes (California Civil Code Section 1798.82).
- Liability and Indemnification: The Auditor's total liability under this engagement shall not exceed the Grand Total stated in this Quotation Estimate. The Auditor firm shall carry professional liability insurance of no less than $5,000,000 per occurrence, with a certificate of insurance provided to the client upon request.
- Governing Law: This Quotation Estimate and any resulting engagement shall be governed by and construed in accordance with the laws of the State of California, United States. Any disputes shall be resolved through binding arbitration in Los Angeles, California, in accordance with the rules of the American Arbitration Association.
- Independence: The Auditor firm confirms that it and its assigned personnel are independent of the client in accordance with AICPA independence standards and PCAOB Rule 3526. No non-audit services that would impair independence have been or will be provided during the engagement period.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from causes beyond reasonable control, including but not limited to natural disasters, pandemics, government orders, or civil unrest affecting the United States Los Angeles area.
By signing below, the Client acknowledges receipt of this Quotation Estimate for Auditor services in United States Los Angeles and agrees to the terms, conditions, and pricing outlined herein. This document does not constitute a binding engagement until a formal Engagement Letter is executed by both parties.
For: Pacific Crest Audit & Advisory Group, LLCMargaret T. Ellison, CPA, CIA
Engagement Partner — Auditor Services
Date: ______________________ For: Meridian Healthcare Holdings, Inc.
David R. Chen, Chief Financial Officer
Authorized Signatory
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
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