finallyReviews of finally.com

So far it has been a great onboarding experience. I submitted some pre-meeting documents and then we went through the documents during our onboarding call as well as getting them access to accounts was quick.

Nelson Perez was very helpful and explained everything thoroughly. He answered all my questions and very knowledgable. It made switching to Finally easier than I thought.

Daniel finalized my onboarding and was very helpful. Every aspect of this process feels right and my biggest buy in was the fact that NO ONE including Daniel, made me feel ashamed for the amount of time and transactions that are needed. Daniel was patient and kind, and I look forward to seeing the end result.

very clear on what was necessary to get started

The onboarding process was a bit lengthy, which slowed down communication in the beginning. As a small business owner, not being able to speak directly with someone without scheduling a meeting made things a bit challenging. However, the team did an outstanding job catching up my 2024 bookkeeping. The data entry was thorough and brought everything current—I just need to review the categorizations. Overall, I would definitely consider using their services again in the future if needed.

The attention to details and the clarity on explaining their awesome services as well as their ability to listen to my business needs from a great bookkeeping program, that is what I take as a great experience from the Finally team.

Sara has been very helpful and has been great to work with

Absolutely the Worst Bookkeeping Experience I've Ever Had Working with Finally Bookkeeping was a complete nightmare from start to finish. I paid for services like reconciling and invoicing, none of which were ever completed. Scheduling a meeting was nearly impossible, and on the rare occasion I did manage to book one, they would cancel last minute and then follow up with a suspicious email trail that made it look like I had canceled. Unbelievably unprofessional. At one point, they told me my general ledger was incorrect, then asked me if I knew why, without providing any details. They miscategorized taxes paid as personal income, which is a major and avoidable error. When I asked them to pull a simple report, they told me I should contact my former bookkeeper instead. Completely unacceptable. For five months, they repeatedly asked me to submit the same reports. I complied every time, and every month they acted like it was the first time they'd asked. When I questioned whether I was submitting them incorrectly, I got no response. During onboarding, I watched them access all my accounts, yet every time I asked why something wasn't done, they claimed they didn't have access. I went through the entire process of granting permissions again, only to be told again that they didn’t have access. Whether this was incompetence or a scam, I can't say. But it was hands down the worst, most frustrating, and most unproductive experience I’ve ever had with a bookkeeping service. This is only a handful of examples of completely unprofessional and unacceptable practices. Save your time, money, and sanity. Look elsewhere. There is no way to reply to finally's response so I am adding it here. They did in fact reach out after I cancelled my account and added reviews for others to be informed. They did not help or step in for the month's I asked for things to be corrected. This feels like too little too late and performative. They had no time to talk to me when I was a client, now I feel no reason to speak to them post termination of relationship. The only thing they could be seeking is to get me to erase these reviews. ps after the termination of contract they canceled my quickbooks one day later even though i had paid for the rest of the month. It was 50 percent more expensive to resubscribe than I had been paying.