Financial and Accounting Services for Small Businesses

The government authority located in Baltimore, Maryland is seeking Certified Public Accountant (CPA) professionals, licensed accountants, and bookkeepers to provide accounting, tax, and financial advisory services to small businesses. The agency is trying to support the financial health, compliance, and long-term sustainability of small businesses through high-quality professional services. The selected vendor must perform the requested work both onsite and offsite. The scope of work covers accounting and bookkeeping support, including the setup of accounting systems, general ledger management, financial statement review or preparation, and the cleanup of existing financial records. The agency also requires financial advisory services such as cash flow analysis, budget development, financial performance analysis, and business planning support. Technical assistance and client support must include one-on-one consultations, financial literacy guidance, and support for loan applications. The project also encompasses succession planning services, which require conducting business valuations, developing cash flow projections, providing retirement planning, and structuring transactions to minimize tax liabilities. The vendor must advise on sale structures, support the development of buy-selling agreements, prepare financial statements for due diligence, and identify transition risks. Additionally, the agency requires training services, including 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 is looking for proposals to determine the budget and allows bidders to submit their responses digitally via email or online. Bidders must submit all questions regarding this procurement no later than June 12, 2026.