Financial and Accounting Services for Small Businesses

The Baltimore City government authority requires Certified Public Accountant, licensed accountant, and bookkeeping professionals to deliver accounting, tax, and financial advisory services to small businesses. The agency intends to support the financial health, compliance, and long-term sustainability of these small businesses through high-quality professional services. The requested scope covers accounting and bookkeeping support, financial advisory services, technical assistance, client support, succession planning, and training services. Specific accounting tasks include setting up accounting systems, managing general ledgers, reviewing or preparing financial statements, and cleaning up existing financial records. Financial advisory services must encompass cash flow analysis, budget development, financial performance analysis, and business planning support. Technical assistance involves one-on-one consultations, financial literacy guidance, and support for loan applications. Succession planning services require business valuations, cash flow projections, retirement planning, transaction structuring to minimize tax liabilities, and advice on sale structures. The selected vendor must also prepare financial statements for due diligence, identify transition risks, and support the development of buy-selling agreements. Training services require the development of customized curricula, design of training materials, delivery of live workshops, and facilitation of group training sessions. Only onshore organizations based in the United States are eligible to bid on this opportunity. The agency expects the performance of the work to occur both onsite in Baltimore, Maryland, and offsite. Bidders must submit their proposals digitally via email or through the online portal, and the agency is currently looking for proposals to establish budget parameters. All questions regarding this procurement must be submitted no later than June 12, 2026.