Audit Services

Agency: Town of Wellesley
State: Massachusetts
Type of Government: State & Local
NAICS Category:
  • 541211 - Offices of Certified Public Accountants
  • 541219 - Other Accounting Services
Posted Date: Dec 2, 2025
Due Date: Jan 5, 2026
Solicitation No: AuditServices2026
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Bid Number: AuditServices2026
Bid Title: Audit Services
Category: Goods & Services
Status: Open
Description:

The Town of Wellesley invites selected qualified public accounting firms, licensed to practice in the Commonwealth of Massachusetts, to submit written proposals to conduct the annual financial audit of the year-end financial statements of the Town for the next three years (FY 2026- FY2028), with two one-year extensions at the option of the town.

Proposals are due in the Select Board’s Office no later than January 5th at 12:00 pm (noon)

The Town of Wellesley has a population of 29,000; occupies a land area of about 10.5 square miles; and has a Fiscal Year 2026 General Fund operating budget of approximately $225 million. A five-member Select Board, with an Executive Director (of General Government Services) charged with daily responsibility, governs the Town. The Town has a decentralized government with many citizen boards and committees that oversee various departments.

The senior financial management team of the Town consists of the Executive Director, Finance Director/CFO, Assistant Finance Director/Town Accountant and Treasurer/Collector. The Town has an established Audit Committee which is appointed by the Moderator. The Audit Committee assisted in the identification of qualified public accounting firms and will select the successful firm, with input from members of the senior financial management team.

The Town prepares a Annual Comprehensive Financial Report and has received awards for excellence since 2004. The Wellesley Municipal Light Plant is included in the annual audit, but also requires its own financial statements to meet its regulatory reporting requirements.

The Town of Wellesley’s Annual Comprehensive Financial Reports (ACFRs) for each of the Fiscal Years 2004 through 2024, along with other relevant information about town government, are available on the Town’s website at

http://www.wellesleyma.gov . The firm of CBIZ, LLC has completed the Town’s Audit for the fiscal year ending June 30, 2025 and it will be posted on the Town’s website after Select Board review.

Publication Date/Time:
12/1/2025 4:00 PM
Closing Date/Time:
1/5/2026 12:00 PM
Submittal Information:
Wellesley Finance Department: ATTN Rachel DeRoche
Contact Person:
Rachel DeRoche
Finance Director/CFO, Town of Wellesley
525 Washington Street, Floor 3
Wellesley, MA, 02482
rderoche@wellesleyma.gov
Related Documents:
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