Here’s an HTML formatted capability statement outline for a finance-related organization: “`html

[Your Company Name] – Capability Statement

Core Competencies:

• Financial Management & Reporting
• Budgeting & Forecasting
• Audit & Compliance
• Tax Preparation & Planning
• Grants Management
• Financial Analysis & Strategy
• [Add other specific competencies here]

Differentiators:

• [Highlight what sets you apart. Examples:]
• Deep industry-specific knowledge (e.g., Healthcare, Government, Non-profit)
• Proprietary technology or methodologies for improved accuracy and efficiency.
• Experienced team of CPAs, CFAs, and financial professionals.
• Commitment to proactive communication and client service.
• Proven track record of delivering measurable results (e.g., cost savings, revenue growth).

Past Performance:

• Client: [Client Name 1] – [Brief Description of the project and outcome. Quantify results whenever possible. E.g., “Improved budget accuracy by 15%, leading to $500,000 in cost savings.”]
• Client: [Client Name 2] – [Brief Description of the project and outcome. E.g., “Successfully navigated a complex IRS audit, resulting in no penalties assessed.”]
• Client: [Client Name 3] – [Brief Description of the project and outcome. E.g., “Developed a comprehensive financial plan that increased investment returns by 8%.”]
• [Add more past performance examples]

Key Clients:

[List representative key clients, even if you can’t use specific names, you can use the industry – e.g., “Large Healthcare Provider in the Midwest”, “National Non-profit Organization focused on education.”]

Company Information:

• Company Name: [Your Company Name]
• Address: [Your Company Address]
• Website: [Your Website URL]
• Contact Person: [Your Contact Person Name]
• Phone: [Your Phone Number]
• Email: [Your Email Address]
• DUNS Number: [Your DUNS Number]
• CAGE Code: [Your CAGE Code (if applicable)]

NAICS Codes:

• 541211 – Offices of Certified Public Accountants
• 541213 – Tax Preparation Services
• 541611 – Management Consulting Services
• [Add other relevant NAICS codes]

“`