Nonprofit Finance, Accounting, Compliance, and Fractional CFO Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Oregon is seeking a vendor to provide nonprofit finance, accounting, compliance, and fractional CFO services. The engagement includes support for tax and compliance requirements such as preparation or review of annual nonprofit and payroll tax filings, state charitable filings, annual 1099 preparation or review, tax and compliance calendar support, and guidance on nonprofit compliance matters within the scope of the engagement.
The selected vendor will also provide audit readiness and audit support, including audit preparation planning, assistance with audit schedules and documentation, review of recurring audit preparation needs, and recommendations to strengthen audit readiness and internal financial documentation.
In addition, the scope includes fractional CFO advisory services, annual budgeting, forecasting, and board reporting. Services may include periodic financial advisory meetings with leadership, preparation of quarterly financial reports, review and interpretation of financial reports, annual budgeting support, forecasting and scenario planning, cash flow review, financial risk identification, and support for board and finance committee reporting.
The contract also emphasizes finance process improvement and capacity building. The vendor may be asked to review finance roles and workflows, help develop finance calendars and reporting timelines, support practical finance procedures and documentation, and recommend approaches for long-term internal and external finance capacity.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- CPA firm or financial advisory practice with nonprofit accounting expertise
- Experience providing fractional CFO services to nonprofits or public sector entities
- Strong background in tax filings, charitable compliance, and 1099 reporting
- Proven audit readiness and audit support experience
- Ability to support budgeting, forecasting, cash flow planning, and board reporting
- Familiarity with finance process improvement and capacity-building engagements
- Capability to serve clients in Oregon and advise on state-specific nonprofit compliance
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.