Accounting Service Request Proposal Layout

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To: NYS Accounting Solutions
5678 Financial Street
City, State, ZIP

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1. Executive Summary

• Overview of the proposal: Briefly describe the purpose of the proposal, summarizing the accounting services needed and how your company can fulfill these needs.

• Objective: State the main goal of requesting accounting services (e.g., tax preparation, financial analysis, bookkeeping).

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2. Company Overview

• Company Background: Provide a brief description of your company, including history, mission, and core services.

• Reason for Request: Explain why accounting services are necessary (e.g., to improve financial reporting, ensure tax compliance, and support growth).

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3. Scope of Accounting Services

• Detailed Description of Services Requested: Outline the specific accounting services you are seeking. These could include:

  • Tax preparation and filing

  • Financial analysis and reporting

  • Bookkeeping and record-keeping

  • Payroll services

  • Auditing and compliance support

• Duration of Services: Specify whether this is a one-time request or an ongoing service.

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4. Deliverables

• Expected Outcomes: Describe what the service provider is expected to deliver, such as monthly financial reports, quarterly tax filings, or annual audits.

• Timeline: Provide a timeline for the completion of the requested services.

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5. Requirements & Expectations

• Qualifications of Service Providers: List any qualifications, certifications, or experience required (e.g., CPA designation, expertise in the industry).

• Budget and Payment Terms: Outline the budget for the services and any payment terms, such as fixed fees, hourly rates, or milestone payments.

• Confidentiality: Address any confidentiality agreements or requirements for handling sensitive financial data.

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6. Service Provider Evaluation Criteria

• Selection Criteria: Define how you will evaluate the service provider. Criteria might include:

  • Expertise and qualifications

  • Cost-effectiveness

  • Proven track record

  • Quality of previous work or client testimonials

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7. Proposal Submission Process

• Proposal Deadline: State the deadline for receiving proposals.

• Submission Instructions: Provide details on how proposals should be submitted (e.g., email, online portal, hard copy).

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8. Contact Information

• Primary Contact Person: Include the name, title, and contact details of the person overseeing the proposal process.

• Support Contact Information: Offer alternative contact details for questions or further clarifications.

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9. Conclusion

• Reaffirm the Request: End with a summary that reaffirms the importance of the requested services and your company’s expectations.

• Call to Action: Encourage potential service providers to submit their proposals and express interest.

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