Aicpa Rfp Template

Organization name is requesting proposals from cpa firms that have extensive experience in providing audit and tax services for not for profit organizations.

Aicpa rfp template. We have also attached a sample of an rfp for your convenience to review. Then adapt it to meet your individual circumstances needs and concerns. Proposal template wording. The template which includes 65 questions on five pages covers all the elements of service typically available from professional retirement plan advisers including investment services participant services provider services fiduciary support and compliance support.

15 sample request for proposal letter for cpa services purpose of this tool. Each of these toolkits which can be purchased from the aicpa includes either an rfp preparation checklist or a sample rfp. The american institute of certified public accountants aicpa is committed to helping its members achieve the highest standards in performing quality audits. Do refer to the sample audit services rfp on the aicpa not for profit member section website.

If all else fails and youve decided to proceed with an rfp process then consider the following. Academic research in private company assurance services. The sample wording below can be customized and integrated into your proposal templates to make for a stronger impression with potential clients. You can obtain a sample rfp request for proposal from the aicpas audit committee toolkit.

Dont copy the sample verbatim. We invite your firm to submit a proposal to us by. Sample request for proposal date nonprofit partner cpa firm street address city state zip dear sir or madam. Not for profit organizations website at.

With a clearly outline of your requirements and what you expect from the. Following are a few sample questions from the aicpa nonprofit audit rfp template along with our suggestions on how to refine them so that the proposal document you receive is a more value oriented and readable document. And public companies tools for ensuring that an organizations rfp is complete and contains the necessary elements for the successful procurement of auditing services. The request for proposal should include the following.

Instead use it as a starting point. Understanding the importance of hiring a quality auditor to perform your financial statement audit evaluating auditor qualifications implementing the proposal process including the request for proposal proposal. Arag proposal template to ensure all required elements are included.