Request a Proposal
Organizations seeking accounting, tax, assurance, advisory, nonprofit, or specialized industry services may submit a request for proposal for our review. Please provide enough information for us to understand the scope, deadlines, service needs, and decision timeline.
What We Help With
- Organization name and primary contact information.
- Service requested: tax, assurance, advisory, nonprofit, payroll, bookkeeping, or other.
- Entity type, industry, number of entities, and filing requirements.
- Relevant deadlines, board meeting dates, lender requirements, or grant requirements.
- Whether prior year returns or financial statements are available.
- Secure upload option for RFP materials if confidential documents are required.
Next Step
Submit your proposal request and a member of our team will review the information and follow up regarding availability and next steps.
