Request for Proposal: CPA Services for Financial Records Cleanup and Reconciliation

The City of Fulton is seeking a CPA firm to perform historical cleanup of financial records, reconcile accounts, and establish a foundation for accurate financial reporting.

City of Fulton


General
Open
7/16/2026
Jul 16, 2026 02:00 PM
Jun 18, 2026 12:00 PM
1 year base + 2 × 1 year options
Request for Proposal (RFP)
Local
Original Solicitation Links
Contact
Misty DeGroat
mdegroat@cityoffulton.com
+13155925390
141 South First Street, Fulton, NY, USA
Submission Instructions
Mail
Description

The City of Fulton is seeking proposals from qualified Certified Public Accountant (CPA) firms to provide comprehensive historical cleanup of their financial records, reconcile banking and ledger accounts, and establish a foundation for accurate financial reporting. This service is in preparation for the filing of the City's Annual Financial Report (AFR). The scope of work includes reviewing and adjusting journal entries for 2022 and 2023, officially closing out the 2023 fiscal year, and performing historical records cleanup for the 2024 and 2025 fiscal years. The selected firm will also be responsible for complete bank and general ledger reconciliations, identifying and correcting miscategorized expenses, and reviewing capital projects to establish appropriate records. Assistance with creating a balance sheet report for the Common Council and training to ensure continued accurate financial management upon completion of the contract are also required. Proposals should include a firm overview, proposed methodology, and a pricing structure (flat-fee or time-and-materials with hourly rates). The City intends to select a provider based on professional reputation, pricing, experience with similar projects, and the quality of the proposal. The City of Fulton is exempt from all sales and use taxes.

Classification Codes
NAICS541211Offices of Certified Public Accountants
PSCR703Accounting Services (NOTE: New code created for Financial Services See R710 below)
Smart Codes
auditing servicesfinancial reportingbookkeeping cleanup
Specifications
Service Only
Requirements
Scored
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