Accountant/Bookkeeper

Request for Proposals (RFP)

Bookkeeping, Accounting, and IRS Form 990 Preparation Services

Issued by Invest in the USA (IIUSA)

Organization Overview

Invest in the USA (IIUSA) is a 501(c)(6) membership association representing stakeholders in the EB-5 industry. The organization seeks proposals from qualified firms to provide ongoing bookkeeping, accounting, reporting, tax preparation, and financial management services.

Purpose of the RFP

IIUSA seeks a qualified accounting and bookkeeping partner capable of supporting day-to-day accounting operations, financial reporting, vendor payment processing, payroll coordination, annual IRS Form 990 preparation, and related financial compliance functions.

Scope of Services

The selected firm will be expected to provide services including:

• General bookkeeping and accounting services
• Monthly bank and credit card reconciliations
• Accounts payable and vendor payment processing
• Staff and contractor reimbursement processing
• Payroll support and reconciliations
• Accounts receivable tracking and aging reports
• Deferred revenue and prepaid expense tracking
• Monthly financial statements and budget-to-actual reporting
• Audit/review support and preparation of requested schedules
• Preparation and filing of annual IRS Form 990
• Preparation of annual 1099 forms
• Participation in recurring coordination meetings
• Accounting system support and process improvement recommendations

Additionally, please describe your firm’s experience supporting 501(c)(6) trade associations with lobbying, PAC-related reporting coordination, membership dues accounting, deferred revenue recognition, sponsorship revenue, and annual conferences/events.

Firm Qualifications

Respondents should demonstrate

• Experience serving 501(c)(6) organizations or trade associations
• Experience preparing IRS Form 990 filings
• Familiarity with QuickBooks Online
• Strong internal controls and confidentiality procedures
• Capacity to provide responsive and timely service

Evaluation Criteria

Proposals will be evaluated based on

• Relevant nonprofit and association experience
• Understanding of IIUSA’s needs
• Qualifications of assigned personnel
• Responsiveness and communication approach
• Pricing and overall value
• Client references

Timeline

RFP Issued: August 1, 2026

Questions Due: August 15, 2026

Proposal Deadline: October 31, 2026

Selection Notification: December 31, 2026

Contract Start Date: February 1, 2027

Analysis of Current Needs

The current accounting engagement reflects the need for a provider that can operate as a responsive outsourced accounting department. IIUSA requires recurring transactional support, monthly reconciliations, deferred revenue tracking, payroll coordination, vendor payments, and board-ready financial reporting. The organization also requires annual Form 990 preparation and year-end compliance support.

Because IIUSA is a membership association with event, sponsorship, and dues activity, timely reporting and strong cash flow visibility are particularly important.

Proposal Requirements

Proposals should include

• Firm overview and relevant experience
• Proposed staffing structure
• Description of service approach and workflows
• Client references
• Proposed fee structure
• Transition/onboarding process
• Disclosure of outsourced or offshore work, if applicable