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HomeMy WebLinkAboutProposal Tara Dunford (3) 1 TARA DUNFORD, CPA PROPOSAL FOR SERVICES OVERVIEW I am pleased to submit this proposal for services to support Kittitas County with financial statement preparation and other general accounting needs. I am confident that my technical skills and prior experience will be of value. SCOPE OF WORK • Prepare 2021 financial statements • Update financial statement preparation worksheets and processes • Assist with reconciliation of cash balances • Perform other technical accounting tasks as requested PRICING All services are billed at a rate of $165/hour for actual hours worked. The total scope of work as identified above shall not exceed 450 hours or $74,250 for 2022. Approximate estimates are as follows: • Preparation of 2021 financial statements – 150 hours • Updating financial statement worksheets and processes – 100 hours • Cash reconciliations and related processes – 100 hours • Other requested accounting tasks, to be determined – 100 hours Actual hours worked and billed may be less. The hours listed are estimates. Estimates are subject to change if project specifications are changed or if unanticipated challenges arise. There shall be an additional flat-rate charge of $200 per day when on-site work is required. There shall be no additional charges for travel, mileage, or other incidentals. QUALIFICATIONS I have been self-employed as an independent CPA specializing in local government accounting and financial reporting since 2017. My prior employment experience includes: • Auditor – Washington State Auditor’s Office • Senior Accountant and Internal Auditor – Pierce County • Controller/Interim CFO – Metropolitan Park District of Tacoma • Interim Finance Director – City of Milton • Interim Finance Director – City of Mill Creek I have audited and prepared financial statements of all sizes and levels of complexity. I have a high level of knowledge of GAAP/GASB/BARS requirements and have active contracts with 30 local governments in Washington State. Current clients of similar size, type and/or complexity include Pierce County, Adams County, City of Lynnwood, City of Marysville, City of Mountlake Terrace and Metropolitan Park District of Tacoma. 2 REFERENCES Brandon Kirkwood, Chief Accountant, Pierce County (253) 798-7231 brandon.kirkwood@piercecountywa.gov Heidi Hunt, Auditor (elected), Adams County (509) 659-3247 heidih@co.adams.wa.us Sandy Langdon, Finance Director, City of Marysville (360) 363-8017 slangdon@marysvillewa.gov CONCLUSION I look forward to working with Kittitas County. If you have questions on this proposal, please feel free to contact me via email at taradunfordcpa@yahoo.com or by phone at (253) 273-4379. Thank you for your consideration, Tara Dunford