finallyReviews of finally.com

I have been paying this company $249 a month for 18 months. They have done absolutely nothing. My books are so far behind that I’m facing tax penalties for two years. I’ve spent $4,731 dollars with them, they can’t even get the books for one month right. They’re now being bought out by a bigger company called Inkle. Hiring this company is the worst mistake I’ve ever made in my career.

I paid Finally for approximately three years of back bookkeeping, and my experience has been horrendous. After finally having the work reviewed in detail, we discovered that the books we paid Finally to prepare are essentially unusable. Our accountant, who has been practicing for 45 years, told us he has never seen bookkeeping done this badly. This isn't about a handful of mistakes or transactions that needed clarification. The problems are pervasive. I have personally spent approximately 60 HOURS going through thousands upon thousands of transactions line by line for just 2024 and 2025, reclassifying transactions that Finally put into completely incorrect categories. Some examples of what I found: • More than $50,000 incorrectly classified as partner distributions. These were NOT partner distributions. Had I simply trusted the books we paid Finally to prepare, this could have had serious tax consequences for us. • Tenant payments that were clearly rental income placed into partner distributions. • Payments to an Airbnb cleaner incorrectly categorized. • Lawn-care payments to a company literally called “Forever Green” incorrectly categorized. • Pest-control expenses incorrectly categorized. • More than $13,000 in title-company proceeds moving in and out of the account without anyone apparently stopping to ask us what the transactions were. • A payment of more than $5,000 categorized as VEHICLE GAS. • U-Haul storage expenses categorized as LEGAL FEES. And these are merely examples. I found significant errors in virtually every category I reviewed. Even worse, information originally imported into QuickBooks appears to have been overwritten. Payee names and other useful identifying information were replaced with generic descriptions that sometimes had seemingly nothing to do with the actual transaction. This made untangling the books even more difficult. Bookkeeping companies will inevitably encounter transactions they cannot identify. That is understandable. What I cannot understand is apparently guessing where transactions belong rather than asking the client for clarification—especially when dealing with transactions involving thousands or tens of thousands of dollars. I paid a professional bookkeeping company precisely so that I would NOT have to spend dozens of hours manually auditing and reconstructing my own books. After paying Finally for roughly three years, I am now faced with paying another company to fix the work we already paid Finally to do. The cost of correcting it will significantly exceed the refund I have requested. Despite the fact that we have serious issues with all three years of work, I have NOT asked Finally to refund everything we paid them. I have requested a refund of only the most recent 12 months and cancellation of our account going forward. Given the circumstances, I believe that is an extremely reasonable request. At this point, I simply do not trust Finally with our books. For any business owner considering Finally, my advice is to carefully review the underlying transactions yourself and have an independent accountant examine the books before relying on them for tax filings or financial decisions. I wish I had done that much sooner.

Every employee that I’ve come in contact with at your facility has been excellent. I’ve really enjoyed the reports that you regularly send me.. The only concern is with all these buyouts maybe customer support will change but it hasn’t happened yet.❤️

The service makes keeping my financial records organized easy, saving me a lot of time.

We will be late for the 2nd year in a row and items we had categorized still remain wrong. Now the accountants can’t finish their return because we need to correct at finally.

Working with Finally is so easy. There set up allows for keeping everything organized and their team is extremely diligent in forcing me to keep items up to date so I don't fall behind.

Professional staff; following up on issues.

Very quick replies to my questions!