Terms & Disclaimers.

No CPA, Tax, Legal, or Attest Relationship

Alacrity Bookkeepers provides transactional bookkeeping, historical QuickBooks Online overhauls, and connected Google Workspace + QuickBooks Online operational tools.

We are not a Certified Public Accounting (CPA) firm or a law firm. Nothing on this website—including our playbooks on People, Capital, Systems, and Culture, our 58-Seat Accountability Chart, our 118-item Glossary, or our 2-Minute Diagnostics—constitutes tax advice, legal advice, investment advice, or a formal CPA attest audit, review, or compilation.

You should consult with a licensed CPA, enrolled agent, or qualified attorney regarding specific tax positions, regulatory compliance, or legal structures. Furthermore, while we engineer clean financial records and operational systems, we make no guarantees regarding specific business profitability, tax savings, credit approvals, or financing outcomes.

Automated Diagnostics & Educational Resources

Our 2-Minute Diagnostics, interactive role cards, and scoring tools are provided strictly for informational and self-assessment purposes. Any diagnostic scores, tier placements, or automated recommendations are generated algorithmically based solely on your unverified inputs. They do not represent a formal financial evaluation, audit, or professional review of your company's accounting records.

Client Engagements & Written Agreements

Using this website, taking a diagnostic quiz, or booking a 20-minute discovery call does not create a client relationship. All client engagements require a separate, signed written service agreement after we complete a read-only review of your QuickBooks Online file.

• • Indicative Pricing Ranges: Any pricing ranges displayed on this website are indicative estimates only. Your exact flat monthly fee or historical overhaul fee is determined by your specific transaction volume, transaction types, and agreed written scope.
• • Upfront Monthly Subscription: Monthly bookkeeping and systems services are billed in advance via monthly ACH pull (or credit card with standard processing fees). Work for a given month begins once payment for that month has cleared.
• • Reports by the 10th Guarantee: Our commitment to deliver monthly financial statements by the 10th of the month requires active read-only bank/statement feeds and timely client responses (~30 minutes/month) to open transaction categorization questions.

Client Control Over Funds & Approvals

For your protection and internal controls, Alacrity Bookkeepers never signs checks, never initiates unauthorized outgoing bank wires, and never takes custody of client funds. When engaged for Accounts Payable staging, COGS recategorization workflows, or payroll posting, we stage bills, cost-code mappings, and entries inside QuickBooks Online, Google Sheets, or your payroll platform, and you retain 100% final authority and responsibility for reviewing and approving all payments, project allocations, and hours.

Intellectual Property, Bytecode Workbooks & Third-Party Trademarks

We openly share our operational playbooks, glossary definitions, and Accountability Chart frameworks so business owners, CFOs, Controllers, and managers can apply them inside their own companies. However, all underlying software architecture—including our website code, diagnostic scoring banks, Cloud Function APIs, bytecode sheet compilers, hidden system backing tabs (_SysData), and Google Apps Script interpreters (Alacrity.gs)—are the exclusive, confidential property and trade secrets of Alacrity Financial Services, LLC, protected under the Defend Trade Secrets Act (18 U.S.C. § 1836) and applicable state laws.

Strict Prohibition on Cloning & Reverse Engineering: Client access to Alacrity-managed Google Sheets workbooks and Cloud APIs is granted solely as a revocable, non-exclusive, non-transferable license during an active paid subscription. You may not copy, clone, scrape, decompile, reverse engineer, intercept API payloads, unhide or tamper with protected system sheets, or repurpose our software or spreadsheet templates for use outside of an active Alacrity engagement or as part of any competing bookkeeping, accounting, consulting, or software service. Unauthorized workbook copies are automatically blocked by our cloud security gate.

Third-Party Trade Names: QuickBooks, Intuit, Plaid, Google Workspace, Calendly, and other product names or logos referenced on this site are the trademarks of their respective owners. Alacrity Financial Services, LLC is an independent firm and is not endorsed, sponsored, or affiliated with these companies beyond standard user or partner ecosystems.

Cloud Synchronization & Service Optimization

To provide rapid document retrieval, audit support, and connected workflow tools, our systems automatically synchronize and maintain encrypted backups of your accounting records and attachments while your account is active.

System Optimization & Aggregated Data: You retain full ownership of your company's financial records. Consistent with standard cloud software practices, Alacrity may perpetually retain and use de-identified, aggregated, or anonymized system data and usage patterns to maintain, benchmark, develop, and improve our software, automated workflows, and services.

B2B Partner & Affiliate Program Terms

Participation in our "1-for-5" Partner Program is subject to partner approval and valid W-9/ACH onboarding. Discovery call bounties ($50/call) apply only to qualified US business owners, CFOs, or Controllers who attend a scheduled discovery call within unlocked call slots (5 initial pilot slots, plus 5 additional slots unlocked per closed client). Closed-client bounties are paid via ACH after a referred client completes 60 days of active paid monthly service or a paid historical overhaul. Self-referrals and spam/incentivized call traffic are strictly disqualified. Partners must clearly disclose their referral relationship in accordance with FTC endorsement guidelines.