Ronald E R.
Costly Mistakes, Missed Deadlines, and Zero Accountability
UPDATE (Most Recent): I have now regained ownership of my account—but only after escalating the issue myself by identifying and contacting the CEO directly. While I appreciate that this specific issue was ultimately resolved, it should not require that level of escalation for a customer to regain access to their own account. This raises serious concerns about internal processes, support responsiveness, and overall accountability. Since my original review, additional discrepancies have also come to light through my new accountant, including incorrectly marked invoices and duplicate payment entries. These issues have contributed to tax delays and have cost my business thousands of dollars in additional accounting work to correct prior errors. Equally concerning is the continued lack of meaningful engagement from the assigned representative. Responses have remained largely templated and fail to address the substance of the issues raised, which has made resolution unnecessarily difficult. While one issue has now been resolved, the broader concerns around accuracy, communication, and accountability remain unresolved. I am continuing to pursue a fair resolution. UPDATE: It's been 3 weeks since my original request and I'm still waiting for you to give me ownership of my account. ORIGINAL: I had an extremely disappointing experience with Finally Bookkeeping Services and would strongly caution others before working with them. They failed to deliver my tax documents on time for the S-Corp deadline, which resulted in penalties and fees from the IRS. On top of that, they made unauthorized changes in my QuickBooks account - specifically marking invoices as paid after explicitly telling me they would not touch this. This error directly caused me to miss out on nearly $20,000 in revenue, which is unrecoverable. When I raised these concerns, they were not taken seriously. My issues were brushed off rather than prioritized, which only added to the frustration. The lack of accountability and attention to detail is unacceptable, especially for a company handling sensitive financial data. Overall, this experience has been costly, stressful, and completely avoidable. I consider their practices highly unprofessional and unethical, and I am currently exploring legal action due to the financial damages incurred. I would not recommend their services.
Response from finallyMar 30, 2026
Hi Ronald, Thank you for providing your candid feedback. Please accept our sincere apologies for any frustration you have experienced; it is never our intention for a client to feel unsupported. Our team has remained dedicated to working closely with you and incorporating your specific feedback to ensure your reporting meets our shared standards. We value your partnership and remain fully available to assist you in any way necessary.