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How to write your Accounting Request for Proposal (RFP)

You can create your customized editable version of this document using Proposal Kit. Follow these steps to get started.


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Screenshots of 4 of 12 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Accounting #1 Title Page

Proposal Pack Accounting #1 Body Page
Proposal Pack Accounting #1 Body Page
Proposal Pack Accounting #1 Back Page

1. Get a Proposal Pack such as Accounting #1

This sample was created using the design theme Proposal Pack Accounting #1. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Accounting Request for Proposal (RFP) Sample in PDF and editable Word format chapters that can be customized using the included Wizard software.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor.

4. Import the Quick Start layout titled 'Accounting Request for Proposal (RFP) Sample'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software.

The Accounting Services Request for Proposal (RFP) Sample is an example of an original RFP created using Proposal Pack to request proposal submissions from other companies.

This is a good example to follow for anyone with a project they need other companies to bid on.

Anyone needing to write a request for proposal (RFP) that others will respond to with their own proposals.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Accounting Request for Proposal (RFP) Sample - The Narrative

Invitation to Submit Proposal to Provide Accounting and Associated Services for Breezy Beach Motel

Breezy Beach Motel invites your company to submit a proposal to provide accounting and associated services from Zylstra Accounting Service. Your company is a well-respected member of our community with known experience in the fields required for this proposal. You will find all the information you need included in this packet.

We look forward to receiving your proposal and bid. Breezy Beach Motel is a beachside motel in Seaside, Oregon, with 120 rental units. We employ a staff of 49 in cleaning, maintenance, and management positions.

Breezy Beach Motel is in need of accounting services that include accounting, recordkeeping, payroll, bookkeeping, and actuarial services. Breezy Beach Motel desires to contract with one local company that can provide all of these services. Requirements for submitting a proposal and estimate for our contract include.

Bidders must have a minimum of three years of experience in the accounting industry Describe the experience and training of the accounting staff that will provide services. Bidders must provide payroll services Paychecks must be issued to all employees every two weeks, and payroll taxes must be automatically deducted from salaries as required by law. Bidders must provide bookkeeping and record-keeping services Reservations and payments for motel rooms will be taken by our reservation service, which will provide this information to the accounting service for input into standard bookkeeping format. Maintenance and replacement records and costs must be entered as well, with all records preserved in an easily accessed format.

Bidders must provide actuarial services These services include providing statistical information when needed, advising management, and contracting with appropriate agencies. All accounting staff must be experienced and vetted Provide work histories and background check information for all your staff. Bidders must provide five references from long-term clients List references from five clients for whom you have provided continuous accounting services for a minimum of one year.

See the References page for format and details of information to be provided. Bidders must be located within 30 miles of our location Breezy Beach Motel is dedicated to hiring locally, and we desire for our accounting partner to be able to easily meet in person with our managers. List references from five clients for whom you have provided continuous accounting services for a minimum of one year.

List personnel providing service URL to client’s site or portfolio page Description of services provided to this reference. In addition to five long-term client references, you may also list other clients for whom you have done short term projects or with whom you have newer relationships.

  • Payroll checks issued print or direct deposit
  • Payroll taxes and other fees paid
  • As required per federal and state regulations
  • Updated bookkeeping report issued to hotel owner and managers
  • Payments made to suppliers, utilities, insurers, etc.
  • Annual reconciliation of accounts
  • Special reports for exceptional situations such as major repairs and insurance claims - rare

Every proposal submitted should adhere to the following format guidelines. Submission Format. Submit proposals in printed format only, on 8.5 x 11 size pages with margins of at least 1 inch. Two copies must be submitted, as described on the Evaluation page.

Proposals of up to 20 pages will be accepted. We expect most proposals to be in the 7-12 page range. All proposals must include the following pages in the following order.

Title Page, Contact Information with signature of authorizing company official, Experience, Budget, References. Additional sections may be included. Each section may consist of one or more pages. See the Requirements page for details about what to include, as well as the Budget and References pages in this RFP.

Fonts used should be Times New Roman or Helvetica no smaller than 11 point type. See the Evaluation page in this RFP for criteria on which each proposal will be evaluated. Deliver two 2 printed copies of your proposal by 5.00pm PST, Friday, August 21, 20xx to Grace Hallston, Owner, Breezy Beach Motel. Proposals will be evaluated using the following criteria.

  • How well the proposal meets the needs and requirements described in this RFP
  • Experience level of company and staff
  • Hiring and training practices for staff
  • Availability of staff for meetings in Seaside, Oregon
  • Recommendations from other clients and general business reputation

The contract will be awarded on September 16, 20xx. This decision will be posted on our website,, and will also be communicated by email to all project bidders. The following criteria must be met in order for the bid to be accepted. Contract Requirements All requirements must be met as outlined in the proposal.

Contractual Obligations All contractual obligations must be met as outlined in the contract and addendums. Documentation Completed All required documentation, including background check information for all employees, must be completed and delivered. Breezy Beach Motel has set an annual cap of $25,000 for accounting services.

This total should include the cost of all services listed on the Requirements page. Breezy Beach Motel will award a one-year contract to the winning bidder, with options to renew each year. Costs for subsequent years may not exceed 5% more than the previous year.

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Length of Sample

12 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Table of Contents, Deadlines, Format, Project Background, Evaluation, Requirements, Acceptance Criteria, Budget, References, Back Page.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

This sample illustrates how to write the following types of proposals

  • Financial, investment, legal proposal
  • Request for Proposal (RFP)
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Accounting #1. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Accounting #2
Business Proposal TemplatesProposal Pack Business #20
Business Proposal TemplatesProposal Pack Business #23
Business Proposal TemplatesProposal Pack Classic #18
Business Proposal TemplatesProposal Pack Classic #21
Business Proposal TemplatesProposal Pack Contemporary #22
Business Proposal TemplatesProposal Pack Financial #4
Business Proposal TemplatesProposal Pack Financial #5

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Classic #4
Business Proposal TemplatesProposal Pack Financial #1
Business Proposal TemplatesProposal Pack Financial #2
Business Proposal TemplatesProposal Pack Financial #3

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