Quotation Estimate Auditor in United States New York City –Free Word Template Download with AI

Quotation Estimate

Quotation Estimate No.:	QTE-2025-04871
Date of Issue:	June 12, 2025
Valid Until:	July 12, 2025 (30 calendar days)
Prepared For:	Harborview Logistics Corporation, 88 Water Street, New York, NY 10041, United States
Prepared By:	David R. Chen, CPA, CGMA – Senior Auditor, Meridian Audit & Advisory Group, LLP
Service Location:	United States New York City (all fieldwork conducted within the five boroughs)
Engagement Period:	July 1, 2025 through September 30, 2025

This Quotation Estimate is issued by Meridian Audit & Advisory Group, LLP in response to the formal request submitted by Harborview Logistics Corporation for a comprehensive financial audit engagement. The Auditor team assigned to this engagement will perform a full-scope independent audit of the client's fiscal year 2024 financial statements in accordance with Generally Accepted Auditing Standards (GAAS) as established by the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA), and in compliance with all applicable regulations of the New York State Board of Accountancy. All services described in this Quotation Estimate will be delivered within the jurisdiction of the United States New York City, and the Auditor will adhere to the professional standards and ethical guidelines mandated by the New York State Uniform Certification of Accountants Act.

#	Service Description	Auditor Hours	Rate (USD/hr)	Subtotal (USD)	Notes
1	Planning & Risk Assessment – The Auditor will conduct initial meetings, review prior-year workpapers, assess materiality thresholds, and develop the audit plan specific to the United States New York City operating environment.	40	$325	$13,000.00	Senior Auditor + 2 Associates
2	Internal Controls Evaluation – Testing of design and operating effectiveness of internal controls over financial reporting (ICFR) across all five boroughs of New York City where the client maintains operations.	60	$325	$19,500.00	Includes walkthroughs
3	Substantive Testing – Revenue, accounts receivable, inventory, fixed assets, accounts payable, and payroll cycles. The Auditor will perform vouching, confirmation, and analytical procedures.	120	$275	$33,000.00	Mid-level Auditor + 3 Staff
4	Compliance & Regulatory Review – Verification of compliance with New York State tax obligations, NYC local business regulations, and federal IRS reporting requirements applicable to entities operating in the United States New York City.	30	$350	$10,500.00	Specialist Auditor
5	Report Drafting & Review – Preparation of the Auditor's opinion letter, management letter, and summary of findings. Includes two rounds of review by the engagement partner.	25	$400	$10,000.00	Partner-level review
6	Fieldwork Travel & Logistics – All travel within the United States New York City (Manhattan, Brooklyn, Queens, Bronx, Staten Island) for on-site inspections, warehouse visits, and branch office reviews.	—	—	$4,200.00	Flat fee, all boroughs
7	Post-Engagement Support – 30-day period for the Auditor to respond to client inquiries, clarify findings, and assist with any follow-up questions from the client's board of directors or external stakeholders.	10	$325	$3,250.00	Senior Auditor
Total Estimated Professional Fees:				$93,450.00
Applicable New York State Sales Tax (8.875%):				$8,293.70
Grand Total (USD):				$101,743.70

This Quotation Estimate assumes that the client will provide timely access to all financial records, general ledgers, bank statements, contracts, and supporting documentation. The Auditor will not be responsible for the preparation of the client's financial statements; the engagement is strictly an independent audit. Should the scope expand beyond what is described herein—for example, if the Auditor identifies the need for a forensic investigation or a separate tax compliance audit in the United States New York City—additional fees will be quoted separately in writing prior to commencement of any such work. This Quotation Estimate does not include the cost of any IT system access licenses, third-party confirmation fees, or courier charges for document delivery.

Payment Schedule: 40% of the total Quotation Estimate amount is due upon execution of the engagement letter. 40% is due upon completion of substantive fieldwork. The remaining 20% is due upon delivery of the final Auditor's report. All payments are due within 30 days of invoice date.
Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiration date, Meridian Audit & Advisory Group, LLP reserves the right to revise the rates and terms.
Confidentiality: The Auditor and all team members will maintain strict confidentiality of all client information in accordance with the New York State Accountancy Law and the AICPA Code of Professional Conduct. No information pertaining to this engagement will be disclosed to any third party within the United States New York City or elsewhere without written consent.
Liability: The Auditor's liability under this engagement is limited to the total fees paid by the client. The Auditor shall not be liable for any consequential, indirect, or punitive damages arising from the audit services.
Governing Law: This Quotation Estimate and the resulting engagement shall be governed by and construed in accordance with the laws of the State of New York, United States. Any disputes shall be resolved through binding arbitration in New York City, New York.
Independent Auditor Status: The Auditor confirms independence in accordance with AICPA and PCAOB standards. No non-audit services that would impair independence will be provided to the client during the engagement period.
Deliverables: The final deliverable will be the Auditor's written opinion on the financial statements, a management letter detailing internal control observations, and a summary of significant accounting policies, all delivered in both electronic (PDF) and hard-copy format to the client's registered address in the United States New York City.

By signing below, the client acknowledges receipt of this Quotation Estimate and agrees to the terms, scope, and fees outlined herein. Upon countersignature by Meridian Audit & Advisory Group, LLP, this document shall constitute a binding engagement agreement for the Auditor services described.

For Harborview Logistics Corporation

Signature: ______________________________
Name: ______________________________
Title: ______________________________
Date: ______________________________ For Meridian Audit & Advisory Group, LLP

Signature: ______________________________
Name: David R. Chen, CPA, CGMA
Title: Senior Auditor / Engagement Partner
Date: ______________________________ ⬇️ Download as DOCX Edit online as DOCX

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