Simon Everett, Ltd.

Simon Everett is an analytic design firm. We structure and implement analytic engagements to help government agencies, businesses, and non-profits solve problems, large and small. Whether our clients seek to create capabilities, improve processes, or inform decisions, we offer the proven ability to address their needs. Our consultative approach blends analytic agility with interdisciplinary expertise to produce functionally and aesthetically impactful results. We are successful when our clients tell us they can achieve better outcomes.

Seeking Professional Bookkeeping Services

Overview

Simon Everett, Ltd., is a consulting firm that provides research, analysis, and strategic planning services to public, private, and non-profit sector clients. We employee 8 professionals and a work with a network of consultants with whom we subcontract on a project-by-project basis.

We are seeking applications from qualified bookkeeping firms (or professionals) to manage our financial records and reporting. Applicants must be legally authorized to provide services in the United States and must maintain a primary business presence in the U.S. Applicants should have experience in the government contracting and private sector consulting sectors. Remote services are acceptable; physical proximity to our VA and NY offices is not required.

Scope of services

Core Monthly Services

  • Monthly financial statement preparation

  • Bank and credit card reconciliations

  • General ledger maintenance

  • Monthly closing procedures

  • Basic financial reporting, including for workers’ compensation policy annual audit

  • Year-end preparation for tax filing

Additional Services (Ad Hoc)

  • Support for cost proposals, especially for federal government RFPs

  • Custom reporting

  • Historical clean-up

The following services are specifically excluded from the scope of services:

  • Accounts payable management

  • Accounts receivable management

Requirements

  • Minimum 10 years of bookkeeping experience

  • Must currently serve at least three clients with $1M+ annual revenue

  • Must have managed books for at least one client through a full audit process

  • Expertise in QuickBooks Online

  • Advanced QuickBooks ProAdvisor certification and AIPB Certified Bookkeeper preferred

  • Professional liability insurance ($1M+ coverage)

  • Demonstrated experience in the government contracting sector and also in the private sector consulting sector

  • Demonstrated data security protocols

Expected Deliverables

  • Monthly financial statements by the 5th day of following month

  • Quarterly business review meetings (conducted remotely)

  • Year-end closing annually by February 10 (although we recognize this may not be possible for this current year)

Selection Process and Timeline

This application follows a two-step selection process.

Step 1: Letter of Interest

In the interest of efficiency for your firm and ours, interested parties must first submit a Letter of Interest (maximum 1 page), including:

  • Firm overview and years in business

  • Current number of clients and their revenue ranges

  • Industry specializations

  • Team size and key qualifications

  • Confirmation of meeting minimum requirements in Section 3

Step 2: Full Application

Selected parties will be invited to submit a full application that includes the following (maximum 5 pages):

  • Firm/individual background and qualifications

  • Team structure and key personnel (if applicable)

  • Proposed service approach

  • Pricing structure, inclusive of:

    • Monthly fixed fee or hourly rates for core services

    • Hourly rates for additional services

  • Confirmation of professional insurance coverage

  • Description of data security practices

  • Contact information for applicant

  • Three client references from businesses with $1M+ revenue; references should include a summary of the scope of work, any notable accomplishments, and reference contact information

Timeline

  • Letter of Interest Due: January 17, 2025

  • Notification of Selected Parties: January 21, 2025

  • Calls with Selected Parties to Answer Questions: January 22-24, 2025

  • Full Application Due from Selected Parties: January 28, 2025

  • Final Selection: February 5, 2025

  • Desired Start Date: February 10, 2025

Selected parties will have the option of scheduling a 30-minute call with our team to ask questions about our business that can inform their application.

Ideally, services can begin in time to prepare the filing for the 2024 tax year.

How to apply

  • Please submit Letters of Interest electronically to contact@simoneverett.com by 5:00 P.M. ET on January 17, 2025. Selected parties will be invited by January 21, 2025, to submit a Full Application conforming to the requirements stated above

About Simon Everett

Simon Everett is an analytic design firm. We provide customized research, analysis, and strategic planning services to help government, private sector, and non-profit clients answer key questions, inform critical decisions, and develop actionable plans. Simon Everett is an equal opportunity employer. All qualified applicants will receive equal consideration for professional services opportunities without regard to race, color, religion or creed, gender, gender identity, sexual orientation, disability, marital or partnership status, or national origin.

© 2025 Simon Everett, Ltd.

Washington | New York