Accountant RFP

Request for Proposal (RFP) - Accounting Services

ACE-AFSCME Local 2250 is seeking a qualified and experienced accounting firm to provide comprehensive accounting services, including bookkeeping, 990 filing, and check printing for our local union. We are interested in establishing a long-term partnership with a reputable firm that can ensure accurate and efficient financial management for our organization.

Scope of Work:

The selected accounting firm will be responsible for the following services:

Bookkeeping:

-Maintain accurate and up-to-date financial records.

-Reconcile bank statements and financial transactions.

-Provide monthly financial reports.

990 Filing:

-Prepare and file Form 990 annually in compliance with federal regulations.

-Ensure all necessary schedules and attachments are complete and accurate.

-Advise on any changes in tax laws affecting the organization.

Check Printing:

-Process and print checks for authorized payments.

-Maintain a secure and organized system for check issuance.

-Provide a record of all issued checks.

Proposal Submission Guidelines:

 Interested accounting firms are invited to submit a comprehensive proposal addressing the following:

 Firm Overview:

 Provide an overview of your firm, including its history, size, and expertise in providing accounting services to non-profit organizations.

Qualifications and Experience:

Detail your firm's experience in working with local unions or similar organizations.

Highlight relevant certifications, qualifications, and memberships in professional accounting associations.

References:

 Provide at least three references from current or former clients who can speak to your firm's expertise and reliability.

Cost Proposal:

 Outline your proposed fee structure for the specified services.

Include any additional costs or fees that may apply.

Timeline:

 Provide a proposed timeline for the commencement and completion of services.

Security Measures:

 Describe the security measures in place to safeguard sensitive financial information.

Submission Deadline:

 All proposals must be submitted by February 28, 2024 via email to [email protected]. Late submissions will not be considered.

 Evaluation Criteria:

Proposals will be evaluated based on the following criteria:

Relevant experience and expertise.

Cost-effectiveness.

References.

Proposed timeline.

ACE-AFSCME Local 2250 reserves the right to reject any or all proposals and to negotiate terms with the selected accounting firm. The selected firm will be notified by March 31.

Thank you for considering our request. We look forward to receiving your proposal.

 

Sincerely,

 

Martin Diggs

President

ACE-AFSCME Local 2250