Accounting Service Request Proposal Layout
To: NYS Accounting Solutions
5678 Financial Street
City, State, ZIP
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).
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).
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.
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.
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.
6. Service Provider Evaluation Criteria
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).
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.
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.
Proposal Templates @ Template.net
