Professional Scope
Allied Alacrity Accounting and Tax Services Group provides bookkeeping, accounting, tax preparation, payroll-related accounting support, accounting software support, and business-support services within the professional scope of the engagement.
Services are provided based on the client’s needs, records, systems, access, and agreed service scope.
Depending on the engagement, services may include:
Monthly bookkeeping
Bookkeeping cleanup and catch-up
Bank and credit-card reconciliations
Financial statement preparation
Accounting software support
QuickBooks Online services
Payroll-related accounting support
Tax preparation
Tax-focused support and planning
Financial record organization
Business and accounting consultations
Services We May Provide
Certain specialized services are outside Allied Alacrity’s standard accounting and bookkeeping engagements, including:
Audits
Reviews
Attest engagements
Assurance services
Legal opinions
Formal business valuations
Other regulated or specialized professional services not expressly included in the engagement
If a client needs a service outside Allied Alacrity’s scope, that need will be identified and discussed before any related work is undertaken.
Services Outside Our Standard Scope
The exact services provided to each client are defined by the applicable engagement agreement, proposal, service scope, or other written authorization.
Services outside the agreed scope may require:
Additional information or access
A revised or supplemental engagement
Separate pricing
Additional time for completion
Additional billable work will be discussed before it is performed.
Engagement-Specific Scope
Clients remain responsible for providing complete and accurate records, timely access to necessary systems and documents, and information required to perform the agreed services.
Allied Alacrity relies on the information provided by the client unless additional verification procedures are specifically included in the engagement.
Client Responsibility