What to include
in your proposals
1. Cover Letter + Primary Contact
2. Relevant experience (nonprofit/QBO; anonymized samples/screenshots welcome)
3. Approach to month-end close, reconciliations, and reporting.
4. Team bios/certs (if a firm)
5. Pricing: Monthly retainer (core scope), hourly rates (out-of-scope/cleanup), optional menu rates; not-to-exceed for onboarding/cleanup.
6. References 2-3 (non-profits preferred)
7. Availability November 1, 2025
8. Content disclosures, if any.
Quickbooks bookkeeping RFP
Monthly close & board-ready reports.
Email one PDF by October 11th, 2025 (5:00 p.m.) to dbarba@dubuquemainstreet.org
Scope (summary)
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Monthly bookkeeping: bank/credit/merchant reconciliations; coding bills & expenses; vendor maintenance; deposits (sponsorships, events, grants); classes/projects for programs/events.
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Reporting: P&L by Class/Program, Balance Sheet, Budget vs Actuals, Cash Flow, AR/AP aging, restricted-funds roll-forward, transaction detail in standardized formatting.
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Cadence: Books closed by the 10th each month; board packet delivered 72 hours before the meeting.
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Year-end: 1099 prep; support 990/audit with our CPA.
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Deposits: Recording and classifying deposits from sponsorships, events, and grants.
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(As needed): chart-of-accounts cleanup, close checklist, light process controls; historical catch-up work priced separately.
key dates
Issue Date: September 22, 2025
Proposals Due: Friday, October 11, 2025 (5:00 p.m.)
Interviews (if selected): October 13-15, 2025
Anticipated Award: October 17, 2025
Start Date: Nov 1, 2025 (or as negotiated)
Deliverables
Month-end close by the 10th
All Accounts Reconciled monthly, statements attached in QBO
Board Packet delivered 72 hours prior
Email response time: within 1 business day (same-day for urgent items)
Evaluation
criteria
Non-Profit & QBO Experience - 30%
Approach & Quality of sample reporting - 25%
Cost/value (retainer + rates) - 25%
References & reputation - 10%
Fit, communication, availability - 10%
FAq
Do I need to be a QuickBooks ProAdvisor?
Preferred but not required; demonstrated QBO expertise is essential.
Will you consider individuals and firms?
Yes! Either is welcome to submit.
Can I submit via email instead of the form?
Yes, email dbarba@dubuquemainstreet.org with subject: RFP - QuickBooks - (Firm Name)
Questions?
Email dbarba@dubuquemainstreet.org with subject "RFP Q&A - QuickBooks."