Nonprofit Association Accounting Partner

Bookkeeping, Accounting, and IRS Form 990 Preparation Services

Issued by Invest in the USA (IIUSA)

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.

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.

• 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.

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

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

RFP Issued:
August 1, 2026
Questions Due:
August 15, 2026
Proposal
Selection Notification:
December 31, 2026
Contract

Start Date:

February 1, 2027

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.

• 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