Quotation Estimate Auditor in United States San Francisco –Free Word Template Download with AI
| Quotation Estimate No.: | SF-AUD-2025-04871 |
| Date of Issue: | June 12, 2025 |
| Valid Until: | July 12, 2025 (30 calendar days) |
| Service Location: | United States San Francisco, California 94103 |
| Prepared By: | Meridian Audit & Advisory Group, LLC 101 Market Street, Suite 2400, San Francisco, CA 94105 Phone: (415) 555-0192 | Email: [email protected] |
| Prepared For: | Golden Gate Financial Holdings, Inc. Attn: Chief Financial Officer 233 Embarcadero Center, San Francisco, CA 94111 |
This Quotation Estimate is issued by Meridian Audit & Advisory Group, LLC in response to the formal request submitted by Golden Gate Financial Holdings, Inc. for the engagement of a licensed Auditor to perform a comprehensive financial audit in accordance with Generally Accepted Auditing Standards (GAAS) and the regulatory requirements of the California Board of Accountancy. All services described herein will be rendered within the jurisdiction of United States San Francisco, California, and shall comply with all applicable federal, state, and municipal regulations governing professional audit engagements in the San Francisco Bay Area.
The Auditor engagement encompasses a full-scope independent audit of the fiscal year ending December 31, 2025, including but not limited to: examination of general ledgers, verification of revenue and expense accounts, assessment of internal controls, review of cash flow statements, evaluation of compliance with the California Revenue and Taxation Code, and preparation of the final audit opinion letter. The Auditor will also conduct on-site fieldwork at the client's primary offices located in the Financial District of San Francisco, as well as at any satellite locations within the city limits.
LINE-ITEM COST BREAKDOWN| # | Description of Auditor Service | Hours | Rate (USD) | Amount (USD) |
|---|---|---|---|---|
| 1 | Initial planning meeting, risk assessment, and development of the audit program by the lead Auditor in San Francisco | 24 | $285.00 | $6,840.00 |
| 2 | Fieldwork: on-site examination of financial records, inventory counts, and confirmation of receivables/payables at the Embarcadero Center office | 96 | $265.00 | $25,440.00 |
| 3 | Testing of internal controls over financial reporting (ICFR) and evaluation of SOX 404 compliance for the San Francisco operations | 48 | $295.00 | $14,160.00 |
| 4 | Review of tax filings, payroll compliance, and adherence to California state tax obligations applicable to United States San Francisco entities | 32 | $275.00 | $8,800.00 |
| 5 | Preparation of draft audit report, management letter, and communication of material weaknesses to the Board of Directors | 40 | $310.00 | $12,400.00 |
| 6 | Finalization of the Auditor's opinion, issuance of the certified audit report, and delivery of working papers to the client's records room in San Francisco | 20 | $325.00 | $6,500.00 |
| 7 | Post-audit consultation session (up to 4 hours) with the CFO and executive team at the client's San Francisco headquarters | 4 | $350.00 | $1,400.00 |
| Subtotal (Professional Fees) | $75,540.00 |
| Applicable California Sales & Use Tax (8.63% — San Francisco) | $6,519.10 |
| Travel, Parking & Local Transportation within San Francisco | $1,200.00 |
| Third-Party Confirmation Fees (banks, legal counsel) | $2,350.00 |
| GRAND TOTAL (USD) | $85,609.10 |
- This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After the expiration date, all rates and availability of the assigned Auditor team are subject to revision without prior notice.
- Payment terms: 40% due upon execution of the engagement letter; 40% due upon completion of fieldwork; 20% due upon delivery of the final audit report. All payments are due in U.S. Dollars via wire transfer to the firm's account at Bank of the West, San Francisco, CA.
- The Auditor shall maintain professional independence in accordance with the AICPA Code of Professional Conduct and the California Board of Accountancy rules. Any conflict of interest identified during the engagement will be disclosed in writing within five (5) business days.
- All work performed under this Quotation Estimate will be conducted in compliance with the California Confidentiality of Medical Information Act, the Gramm-Leach-Bliley Act, and all data protection regulations applicable to entities operating in United States San Francisco.
- The Auditor reserves the right to withdraw from the engagement if the client fails to provide timely access to records, personnel, or facilities as reasonably requested during the audit period.
- Any changes to the scope of services beyond what is described in this Quotation Estimate will require a written amendment signed by both parties. Additional hours will be billed at the rates specified above.
- This Quotation Estimate does not constitute a binding contract until a formal Engagement Letter is executed by both parties. The terms herein are incorporated by reference into the Engagement Letter upon signing.
- Governing law: This Quotation Estimate and any resulting engagement shall be governed by the laws of the State of California, with exclusive jurisdiction in the Superior Court of San Francisco County, United States San Francisco.
- The Auditor carries professional liability insurance in the amount of $5,000,000 per occurrence, maintained with a carrier licensed in the State of California. A certificate of insurance will be provided upon request.
For Meridian Audit & Advisory Group, LLC
Authorized Signatory — Lead AuditorName: ___________________________
Date: ___________________________
For Golden Gate Financial Holdings, Inc.
Authorized Signatory — CFOName: ___________________________
Date: ___________________________ ⬇️ Download as DOCX Edit online as DOCX
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