City and County of Honolulu

The buyer seeks to provide technical assistance to qualified small businesses on O'ahu. Services include financial assessments, creditworthiness improvement, loan application preparation, and financial management guidance. The program aims to assist at least 40 unique businesses, with at least 10 applying for capital by the project's end. This is a one-year pilot project with potential for expansion in years two and three.

• 3/7/2025 - Deadline to Request for Clarifications/Substitutions
• 3/18/2025 - Last Day to Issue any Addenda
• 3/31/2025 - Proposal Due Date

• Bachelor's degree in Accounting, Finance, or related field
• Current and valid CPA license or equivalent certification
• Five years experience in financial statement preparation, analysis, and consulting
• Previous experience providing technical assistance to businesses

• Conduct business financial assessments
• Assist with improving creditworthiness
• Prepare loan applications
• Set up financial record keeping systems
• Provide cash flow management guidance
• Offer mentorship and ongoing support
• Help gather financial documents for financing applications
• Guide creation and improvement of financial statements
• Perform in-depth financial statement analysis
• Provide compliance and regulatory guidance