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REQUEST FOR PROPOSAL CPA Services HOLY CROSS ELECTRIC ASSOCIATION, INC. Introduction Holy Cross Electric Association, Inc., DBA Holy Cross Energy, (HE) is seeking proposals from CPA firms (the Vendor)

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How to fill out request for proposal cpa

01

Step 1: Review the requirements and objectives of the project

02

Step 2: Identify your CPA needs and what services you require

03

Step 3: Create a clear and concise introduction to the RFP

04

Step 4: Include a detailed scope of work and deliverables

05

Step 5: Define the evaluation criteria for selecting the CPA

06

Step 6: Specify the timeline and deadlines

07

Step 7: Provide guidelines for the proposal format and submission

08

Step 8: Indicate any mandatory requirements or certifications

09

Step 9: Request references or case studies from the CPA

10

Step 10: Review and edit the RFP before sending it out

11

Step 11: Distribute the RFP to potential CPAs

12

Step 12: Set a deadline for proposal submission

13

Step 13: Evaluate the proposals based on the defined criteria

14

Step 14: Conduct interviews or presentations if necessary

15

Step 15: Select the CPA based on the evaluation and negotiate a contract

Who needs request for proposal cpa?

01

Companies or organizations looking to hire a Certified Public Accountant (CPA)

02

Businesses seeking financial or accounting services from a CPA

03

Government agencies or non-profit organizations requiring CPA expertise

04

Individuals or entities looking for tax planning or audit services

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