Small Business Financial Consulting Services
Overview
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SUMMARY
DESCRIPTION
The issuing government authority in Eau Claire, Wisconsin, seeks a vendor to provide general financial consulting services for clients of its small business development center. The selected consultant will primarily support clients with financial analysis, business planning, and related business consulting needs.
The engagement may include occasional in-person visits to client businesses located in designated counties. Travel to client premises must receive prior approval. The consultant will also be responsible for tracking and reporting all client engagement activities in the client management system to support compliance with grant metrics.
The vendor will provide guidance and mentorship to student consultants, helping them gain practical experience in financial analysis, business planning, and consulting. Questions must be submitted by October 15, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 30, 2026.
- Who is a good fit for this opportunity?
- Small business financial consulting firm with experience in financial analysis and business planning
- Demonstrated ability to advise entrepreneurs and small business clients
- Experience mentoring students or junior consultants in applied financial consulting
- Capacity to conduct occasional in-person client visits in the relevant Wisconsin counties
- Familiarity with client management systems and grant-related activity reporting
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.