Financial and Accounting Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
A government authority located in Coachella, California seeks comprehensive financial and accounting services. The selected vendor will be responsible for performing monthly investment account reconciliations, monthly reviews of bank reconciliations, and monthly reviews related to agency accounts and payroll.
Additional responsibilities include support for annual audit preparation, responding to auditor requests for information as needed, providing assistance on general accounting issues and inquiries, and offering guidance on the creation of annual reports including data graphs, ACFR, and GFOA submission.
The vendor will also be expected to consult on administrative and management decisions related to accounting and financing, such as financing options and bond issues. Services will be focused on supporting the agency's ongoing financial operations and compliance needs.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.