Serving the South Bay & West Los Angeles Rated 5.0 on Google Reviews (310) 220-0248

Proposals & RFPs

Request a proposal

Running a formal RFP or just need a quote? Here is what we will send you, and when.

What happens after you get in touch

  1. We call you within one business day

    A short conversation to understand the requirement: what is being asked of you, by whom, by when, and what your records look like.

  2. We confirm the scope in writing

    Including, where relevant, the honest observation that the level of service you have been asked for may be more than the requirement actually calls for.

  3. You get a written proposal within five business days

    Sooner if you have a deadline. For a formal RFP we work to your submission date.

  4. You decide, and we schedule

    If you appoint us, we issue an engagement letter with the fixed scope, fixed fee and agreed timetable in it, then send the document request list straight away.

What a proposal from us contains

Board members and audit committees are usually comparing three of these. We write ours to be genuinely comparable.

  • Scope of services, and what is and is not included
  • The named individual who will lead the work, with their background
  • Timetable, with fieldwork dates and a delivery date
  • A fixed fee, and a clear statement of what would change it
  • What we need from you, and by when: the whole list, up front
  • How we will work alongside your independent auditor, where there is one
  • References, on request
  • Our approach to your specific sector, rather than boilerplate

Running a formal RFP?

We respond to formal RFPs and are happy to work to your template, evaluation criteria and submission format.

If you are drafting one, we are also glad to look at the specification before it goes out. RFPs that ask for the wrong level of service, or omit the details bidders need to price accurately, produce quotes you cannot compare. There is no obligation attached to that: a well-specified RFP is better for everyone bidding.

Common questions

Not answered here? Ask us directly: we would rather explain it than have you guess.

How long does it take to get a proposal?

Five business days as standard, and faster if you have a deadline. For formal RFPs we work to your submission date. If a firm can quote audit preparation within an hour of meeting you, they are quoting a template rather than your organisation.

What do you need to give us an accurate fee?

Entity type, revenue, fiscal year end, and what is driving the requirement. For audit preparation it also helps to know the number of funding sources or programmes, whether federal awards are involved, whether a Single Audit is in play, and who prepares your financial statements today. If you have last year's report and management letter, those answer most of it at once.

Will the fee change once work starts?

Not unless the scope changes, and if it does you will hear about it before any additional work happens rather than in an invoice afterwards. The usual cause of a genuine scope change is records that turn out to be in materially worse condition than described. We look at that during scoping specifically to avoid the surprise.

Can you provide references?

Yes, on request, and matched to your sector where we can. Audit committees are right to ask for them. We ask clients before giving out their details, which occasionally adds a day.

We are not sure whether we need an audit at all. Can you still help?

That is one of the more useful conversations we have. Bring the covenant, the grant agreement, the bylaws or the letter that prompted the question and we will read it with you. A meaningful number of these end with the conclusion that a review is sufficient, or that no audit is required at all this year. Where one is required, we prepare you for it and help you engage an independent auditor.

How do we start?

Book a scoping call using the form on this page, or call us. We will ask what you need, who is asking you for it, and what condition your records are in, then tell you what the engagement involves and what it will cost before anything begins.

Book a scoping call

Twenty minutes, no charge. Tell us what you need and we will tell you what it involves, what it will take, and whether we are the right fit for it.

  • A short call with the person who would actually do the work.
  • A clear scope and a fixed quote before anything begins.
  • We reply to every enquiry within one business day.

Prefer to talk now? Call (310) 220-0248
Monday to Friday, 9am to 6pm PT

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