RFP: CPA Firm (Nonprofit Expertise)

In Our Own Voice: National Black Women’s Reproductive Justice Agenda is currently accepting proposals

for accounting/bookkeeping services from qualified accounting firms with demonstrated experience

serving nonprofit organizations. We are looking for a partner who can deliver accurate, GAAP-compliant

fund accounting, ensure strong internal controls, support grant compliance, and provide timely financial

information for leadership, board committees, donors, and other stakeholders.

The purpose of this Request for Proposals (RFP) is to solicit proposals from various financial

professionals and firms, conduct a fair and extensive evaluation based on criteria listed herein, and to

select the vendor that best meets the immediate and ongoing needs for the organization.

This RFP outlines our objectives, service expectations, required qualifications, proposal instructions, and

selection criteria.

Scope of Services

Core Accounting Services

• IOOV seeks to contract with an independent financial professional or firm to provide full-service

accounting/bookkeeping services to our organization with a strong focus on payroll cost allocation,

invoicing, and grant reporting. In addition, we need general bookkeeping, and monthly and

quarterly financial reports. IOOV currently uses QuickBooks Online, Boneterra/Network for Good,

and Bill.com.

• IOOV will need the services of a CPA with nonprofit experience to provide financial consulting,

process improvement guidance, and general CPA support. Your day-to-day contacts will be the Vice

President of Finance and the Director of Human Resources and Finance. Cost allocation, and grant

reporting is a significant focus of our accounting. Preference will be given to individuals or vendors

who have experience delivering accounting/bookkeeping services to nonprofit organizations.

Deliverables/Grant & Fund Accounting

Deliverables are applicable to both IOOV and IOOV AF

• Record all cash disbursements and cash receipts, and track income and expenses by GL,
• Funder and Activity codes using QuickBooks
• Record credit card and merchant services journal entries
• Record other miscellaneous journal entries as needed
• Record AR entries and deposits
• Assist in the preparation of invoices and track receivables as needed
• Assist in the processing of expense reimbursements and mileage reports for payment as needed
• Allocate payroll and grant dollars
• Reconcile monthly bank statements
• Assist in the preparation of monthly billings and invoices for public and private agencies as needed
• Prepare monthly balance sheet, income statement and cash flow statement
• Prepare monthly reports
• Prepare financial reports for funders, the Board of Directors and management
• Assist management with the creation of budgets for grants, contracts, and programs
• Perform budget analysis and inform leadership team of any material budget variances and issues
• Prepare the organization for annual audits
• Maintain accurate chart of accounts
• Respond to requests for advice and information from management during annual budgeting process as needed
• Other accounting/bookkeeping duties as needed
• Tax preparation / 1099 prep
• Grant-specific tracking and reporting
• Allocation of direct and indirect costs
• Tracking of temporarily and permanently restricted funds
• Support with grant budgeting for applications
• Prepare year-end schedules (trial balance, detailed GL, AP/AR aging, fixed asset roll forward, prepaids, accruals).
• Ensure reconciliations and documentation are complete prior to fieldwork; assemble an audit-ready package.

Proposal Requirements

Firm Background

General Information:

• Name of contractor/Firm
• Contact person/Title
• Mailing address
• Telephone number
• Email address
• Website

We will provide financial statements and our most recent form 990 upon request.

• Organizational Overview and Qualifications
• Firm/professional history and scope of practice of firm and proposed team.
• Brief synopsis of professional experience
• Please provide resumes for members of the proposed team.
• Any personal relevance or meaning to our organization’s mission.
• Explain how contractor/firm is a good fit with our organization, detailing experience with other non-profit clients of a similar size and scope.
• Proposal to fulfill the Scope of Work and Deliverables noted above.
• Outline key steps and persons responsible, level of efforts, and supervision required.

Project Management and Fees/Pricing

Please describe the following:

• Monthly retainer or fixed-fee structure with inclusions.
• Hourly rates by role for out-of-scope work (if applicable).
• Fees for special services (e.g., 990 prep, audit support beyond baseline).
• All reasonable travel-related expenses incurred in the performance of this contract, including airfare, lodging, and meals, shall be reimbursed in accordance with IOOV’s travel policy. All travel must be pre-authorized. Invoices must include itemized receipts, documentation of purpose, and traveler details for all requested reimbursements.
• Estimated annual cost range and underlying assumptions.

References

Please provide the following:

• A list of non-profit clients of similar size or funding mix for whom the contractor/firm has provided similar contracted accounting services.

Evaluation Criteria

IOOV will consider the following factors when evaluating the proposals. The factors are not listed in order of importance.

• Qualifications of firm
• Nonprofit-specific experience and track record.
• Qualified firms must demonstrate at least three years of active practice in non-profit accounting or professional accounting services.
• Service model, methodology, and quality of approach.
• Qualifications and experience of assigned staff
• Ability to meet the Scope of Work
• Cost of services
• Technology capabilities and information security
• Services beyond the Scope of Work
• References and sample deliverables

Minimum qualifications:

• Thorough understanding of accounting principles, procedures and practices including, but not limited to GAAP.
• Demonstrated experience with non-profit financial accounting, including, but not limited to: Grants management, fund accounting, indirect expenses, cost allocations, match and reporting requirements, recording program revenue, and lobbying restrictions.

Desirable Qualifications

• Demonstrated ability to perform the above scope of work in a timely, efficient, and competent manner to ensure the continuity of work and ensure reliable performance of contracted deliverables.

TIMELINE

Please complete the dates below or replace with a timeline table in your format:

• RFP issued: March 4, 2026
• Questions due: March 13, 2026
• Proposals due: March 20, 2026
• Review Period and Interviews with finalists: March 27, 2026
• Firm selected: March 31, 2026
• Anticipated contract start: April 10, 2026

Confidentiality

The information contained in this RFP is confidential and intended solely to enable qualified

firms to prepare a proposal. By accepting this RFP, respondents agree to: (a) treat all

organizational information as confidential; (b) use it solely for the purpose of preparing a

proposal; (c) not disclose it to third parties without prior written consent; and (d) implement

appropriate data-security and privacy safeguards. Proprietary information in proposals should

be clearly marked as "Confidential." Upon request or conclusion of the process, respondents will

return or securely destroy all confidential materials. The organization reserves the right to

require an NDA before sharing additional sensitive information.

Questions

All RFP questions must be submitted in writing by March 13, 2026 to the listed contact. Responses may be shared with all bidders as appropriate.