STEP 1:

Answer Below Questions For Anonymous Common RFP for

Financial Accounting

Share RFP

Business Information

Informs the service provider from a high level the potential needs of your business

Currently

In a year, approximately

Entity Information

Entity information is important to understand the structure of the business for compliance purposes and to prevent commingling business and personal.

e.g. 2018

Did the company raise equity?

Tax Information

Basic tax information is important because the bookkeeping feeds into a company's accounting. The accounting then feeds into the company's tax filing. So the bookkeeping should assist and not conflict with the tax filing requirements.

Does the business file taxes on a

Does or should the business file income taxes in the U.S.?

Has the business filed 2025 U.S. income taxes?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i

If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

Operations Information

Important to understand the nature of the transactions to be recorded.

Give it your best guess

Is there inventory?

Current Financial Practices

Important to determine whether a provider is a good match as well as onboarding requirements.

Who currently does your business's bookkeeping?

Does the business' accounting on a

What bookkeeping or accounting software does the business use?

How often are the books closed?

Give it your best guess

Give it your best guess

Give it your best guess

What payroll software does the business use?

Does the business use online payment systems (e.g. PayPal, Stripe, Apple Pay, Venmo, etc.)

Document Availability

A service provider will need past documents to ensure current compliance.

Does your business have copies of prior tax returns?

Does your business have copies of organizational and incorporating documents?

Can the business provide the Capital Table (e.g. Cap Table)?

Engagement Information

Specify what your business needs.

Need the service provider to prepare invoices?

Need the service provider to pay bills?

Need the service provider to report sales tax?

e.g. Email, Slack, Text, Video Conferencing, etc.

Related Services

Submit multiple RFPs to bundle multiple services with one provider.

In addition to Bookkeeping, does this business also want:
Financial Accounting RFP

Tax Accounting RFP

Tax Preparation RFP

Cash Flow Analysis

Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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