If you’re on the path to outsourcing a portion or all of your financial administration and reporting, you need to select the right firm to help you:
- maintain privacy
- save time and money
- simplify your office
- scale to the growing complexity of your financial goals
But to choose the best candidate for your family or business financials, you need to start with creating a quality request for proposal (RFP) — a document that sets your expectations from the start. While putting together an RFP can take some time and effort on the front end, it helps ensure you receive quality responses and key information from serious candidates.
Here’s how you can write a successful RFP to streamline your firm selection process and select a strong partner with whom you can trust your financial administration.
