When is the submission deadline?

Submissions are due June 26, 2026. Questions must be submitted by June 12, 2026.

It was issued by Baltimore Development Corporation. The work is located in Baltimore, Maryland, United States.

Who is a good fit for this opportunity?

Certified Public Accounting (CPA) firm with licensed professionals. Proven experience serving small businesses' financial and accounting needs. Ability to deliver both technical services and tailored training programs. Demonstrated success in succession planning and business valuation. Strong familiarity with Maryland and local regulatory requirements.

Financial and Accounting Services for Small Businesses (Due June 26, 2026)

Overview

Financial, Legal, HR & Staffing

Baltimore, Maryland, United StatesPosted: June 10th, 2026Deadline: June 26th, 2026

Fit Score

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SUMMARY

Baltimore seeks a qualified firm to provide accounting, financial advisory, succession planning, and training services for small businesses, supporting their financial health and compliance.

KEY REQUIREMENTS

Must hold a CPA license and/or accounting degree
Must have knowledge of General Accepted Accounting Principles (GAAP)
Must have at least 2 years of experience working with small businesses
Must have knowledge of federal and state tax regulations
Must have familiarity with common accounting software such as QuickBooks or Xero
Must possess strong communication and client service skills
Must carry professional liability (E&O) insurance of at least $1,000,000 per occurrence

CONTRACT DURATION

12 months

TIMELINE

RFP Released: June 8th, 2026

Questions Due: June 12th, 2026

Answers Shared: June 16th, 2026

Proposals Due: June 26th, 2026

Finalist Interviews: Week of June 29th, 2026

Notice of Award: Week of July 7th, 2026

Project Start: July 2026

QUESTION DEADLINE

June 12th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Baltimore Development Corporation

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority located in Baltimore, Maryland is seeking a vendor to provide comprehensive financial and accounting services tailored to the needs of small businesses. Services will include Certified Public Accountant (CPA), licensed accountant professionals, and bookkeepers to deliver accounting, tax, and financial advisory solutions.

Key responsibilities encompass setting up accounting systems, managing general ledgers, preparing and reviewing financial statements, and cleaning up existing records. Vendors will also offer in-depth financial advisory services such as cash flow analysis, forecasting, budget development, financial performance monitoring, and support with business planning. One-on-one consultations and technical assistance will be provided for small business clients, including guidance on financial literacy and support for loan applications and required financial documentation.

Succession planning services are also required, including business valuation, developing cash flow projections for succession scenarios, retirement and exit planning, advice on tax-efficient sale structures, support in developing buy-sell agreements with legal counsel, preparing financial statements for due diligence, and risk/opportunity assessment during business transition. Additionally, the contractor will be responsible for developing and delivering customized training – including curricula design, creating training materials, hosting live workshops (in-person or virtual), delivering personalized coaching, and facilitating group training sessions.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 26, 2026. Questions must be submitted by June 12, 2026.
Who issued this RFP?: It was issued by Baltimore Development Corporation. The work is located in Baltimore, Maryland, United States.
Who is a good fit for this opportunity?: Certified Public Accounting (CPA) firm with licensed professionals
Proven experience serving small businesses' financial and accounting needs
Ability to deliver both technical services and tailored training programs
Demonstrated success in succession planning and business valuation
Strong familiarity with Maryland and local regulatory requirements

Analysis generated by Settle AI from the source RFP.

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