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Nonprofit Accounting Proposal Template

Nonprofit accounting proposals are specifically developed to offer accounting or bookkeeping services to not-for-profit client organizations. Nonprofit accounting requires a strong knowledge of nonprofit tax regulations as well as compliance strategies and available tools.

Types Of Nonprofit Accounting Proposals (8)

  1. Audit or Review Engagement – Accounting firms utilize this document to outline their audit process (i.e., timelines) for potential nonprofit clients.
  2. Financial Consulting – This proposal is written to nonprofit organizations seeking an accounting firm’s advice (i.e., strategic planning and internal control assessments).
  3. Grant Accounting – Proposals from accounting firms to nonprofits specifically rely on grants, thus concentrating on specialized procedures and grant compliance.
  4. Financial Training – An accounting firm’s pitch to train a nonprofit organization’s staff in financial management, such as upholding governance responsibilities.
  5. Internal Control -Proposals approaching nonprofit clients to improve their internal control systems (i.e., compliance, policies) using an accounting firm’s strategies.
  6. Software Implementation – An accounting firm’s offer to handle the preparation, integration, and training for accounting software sought by nonprofit organizations.
  7. Special Projects – A proposal that is written to address a potential nonprofit client’s accounting needs specifically.
  8. Strategic Financial Planning – Proposals to improve a nonprofit’s sustainability by adopting a firm’s approach in areas such as risk management.

What Should Be Included (11 Items)
  1. Cover Page
  2. Executive Summary
  3. Introduction
  4. Needs Assessment
  5. Scope Of Work
  6. Proposed Budget
  7. Qualifications And Experience
  8. Implementation Plan
  9. Evaluation And Monitoring
  10. Conclusion
  11. Appendices

 

1. Sporting Event Proposal Cover Page

Attach a cover to this proposal that features the title and sender as well as the client’s legal name. In addition, put these items together with an attractive and professional design.

  • Nonprofit Proposal Title, Nonprofit Client Name
  • Accounting Firm/Accountant Name, Contact Information
  • Executive Summary, Fund Accounting, Tax-Exempt Status
  • Graphic Design, Partnerships, Logos
  • Collaborations, Appropriate Language

2. Executive Summary

Present a significantly comprehensive tour of this paperwork by discussing its central topics. Interest the nonprofit client by promoting the proposal’s key features in addition to this summary.

  • Nonprofit Financial Management, Accounting Services
  • Grant Accounting, Tax-Exempt Organization Accounting
  • Fund Accounting Software, Compliance Reporting
  • Budgeting, Tax-Exempt Organization Accounting
  • Donor Management Tracking, Auditing Services

3. Introduction

Identify the accounting firm while greeting the nonprofit client. Also, supply a brief history of the nonprofit organization, its financial management practices, and the accounting firm’s mission and objectives.

  • IRS Compliance, Fund Accounting Software
  • Nonprofit Auditing Services, Transparent Practices
  • Nonprofit Financial Management, Accounting Solutions
  • Financial Stewardship, Tailored Financial Strategies
  • Grant Accounting Expertise, Financial Consulting

4. Needs Assessment

Identify the nonprofit organization’s accounting needs in addition to the challenges it faces. Combine this with relevant and supporting information, such as detailed budget reports.

  • Accounting Needs, Grant Management Difficulties
  • Donor Contribution Tracking Issues, Tax Compliance
  • Forecasting Obstacles, Funding Source Management
  • Compliance Challenges, Reporting Requirements
  • Financial Transparency Challenges, Reporting Risks

5. Scope Of Work

Produce the list of tasks, activities, and schedules proposed in this document, such as the accounting firm’s forecast procedures. Whenever relevant, detail the nonprofit’s obligations that must be met for each of these phases.

  • Financial Reporting Scope, Financial Management
  • Compliance Services, Funds Accounting System
  • Compliance Services, Grant Management Responsibilities
  • Donor Contribution Tracking, Transparency Initiatives
  • Tax Compliance Services, Financial Process Optimization

6. Proposed Budget

Transparently report the costs and pricing structure for the nonprofit accounting proposal and contract in detail. If able, include competitive pricing options together with value-driven financial services.

  • Affordable Accounting, Cost-Effective Solutions
  • Competitive Pricing, Tailored Pricing Packages
  • Value-Driven Financial Services, Transparency
  • Competitive Rates, Payment Conditions
  • Payment Options, Pricing Structures, Terms

7. Qualifications And Experience

Demonstrate the proficiency of the firm’s nonprofit accounting team by explicitly touting each one’s achievements in the industry. Discuss the certificates held by team members as well as their success stories.

  • Trusted Advisors, Nonprofit Accounting Experts
  • Donor Contribution Tracking Professionals, Certificates
  • Certified Nonprofit Financial Professionals, Licenses
  • Proven Track Record, Specialized Knowledge
  • Accreditation, Recognized Leaders, Successful Consultants

8. Implementation Plan

Explain the strategy, timeline, and steps to start and maintain the nonprofit accounting services, especially key milestones and staff responsibilities. That is, show how a seamless transition can be achieved by thoroughly describing the process.

  • Nonprofit Accounting Implementation Strategy,
  • Step-by-Step Nonprofit Financial Management Plan
  • Data Migration Services, Grant Management Tools
  • Reporting Setup, Accounting Software Configuration
  • Strategic Rollout, Training Program, Adoption Strategies

9. Evaluation And Monitoring

Present in detail how the nonprofit accounting firm’s efforts are identified and assessed for effectiveness. Also, explain the monitoring mechanisms and include the processes used for ongoing reviews.

  • Nonprofit Accounting Performance Evaluation
  • Continuous Monitoring, Donor Monitoring
  • Financial Control Monitoring, Software Effectiveness
  • Ongoing Review, Nonprofit Financial Reports
  • Compliance Assessment, Grant Expenditures Tracking

10. Conclusion

Recap the attractive highlights of this proposal for the nonprofit accounting client so they are reminded of its value. Prompt the nonprofit client to take action, move forward, and pursue the next steps while providing reliable contact information.

  • Financial Support, Nonprofit Accounting Solutions
  • Transparent Financial Reporting, Financial Management
  • Nonprofit Finance Expertise, Seamless Solutions
  • Strategic Financial Planning, Compliance Assurance
  • Tailored Accounting Services, Ongoing Support

11. Appendices

Produce every document mentioned in the proposal, as well as those that act as supplements. For example, include the nonprofit accounting team’s resumes, sample contracts, and IRS Form 990.

  • Nonprofit Accounting Templates, Transparency Guidelines
  • Donor Contribution Tracking Templates, Sample Reports
  • IRS Form 990 Guidance, Fundraising Campaign Tactics
  • Grant Management Checklist, Nonprofit Financial Policies
  • Financial Stability Strategies, Software Comparison