New York State Contract Reporter #2136365

City of Fulton Solicits CPA Services for Financial Records Cleanup and Reconciliation

The City of Fulton, NY is seeking qualified Certified Public Accountants (CPAs) or accounting firms for a comprehensive financial records cleanup and reconciliation project. - Government Buyer: - City of Fulton, City Clerk/Chamberlain's Office (Oswego County, NY) - Scope of Services: - Historical cleanup of financial records for fiscal years 2022-2025 - Review and adjustment of journal entries for 2022 and 2023 - Official closing of the 2023 fiscal year - Complete reconciliation of all bank and ledger accounts for 2024 and 2025 - Identification and correction of miscategorized expenses, duplicate entries, and missing transactions - Reconciliation of general ledger accounts, including accounts payable, receivable, and payroll liabilities - Review and closure of capital project records - Addressing prior audit recommendations and ensuring accurate balance sheets - Assistance in preparing balance sheet reports for the Common Council - Training for city staff to ensure continuity - Notable Requirements: - Experience with historical bookkeeping cleanup for local governments - Ability to provide staff training - Familiarity with KVS ENTERPRISE ledger software - No specific OEMs or product vendors are named, as this is a professional services solicitation - Proposals must include a firm overview, methodology, pricing structure (flat-fee or time-and-materials), and a performance guarantee

Description

The City of Fulton is soliciting proposals for CPA services to conduct a comprehensive historical cleanup of financial records, reconcile banking and ledger accounts, and establish a foundation for accurate financial reporting in preparation for filing the Annual Financial Report (AFR). The scope includes reviewing adjusting journal entries, closing out fiscal years, bank and account reconciliations, general ledger reconciliations, and assistance with training. Proposals must include firm overview, methodology, pricing structure, and performance guarantee. The contract term is 1-2 years, and the submission deadline is July 16, 2026.

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