When communicating the communication is great. I know they are just building our books so it is going to take some time . With that being said the communication is taking longer than expected on the r... See more
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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 t... See more
Company replied
We have used FINALLY to help our business with basic bookkeeping using Quickbooks Online Advanced for two years. Communication has been timely and consistent. Uploading documents is very easy and orga... See more
Company replied
Nelson is the tax wizard I never knew I needed. Not only does he speak fluent IRS (a language I barely understand), but he also has the patience of a saint. I rescheduled our meetings more times than... See more
Company replied
Company details
Written by the company
Finally is your all-in-one accounting solution for managing your business finances, designed especially for small and medium-sized businesses. From bookkeeping and taxes to payroll, expense tracking, and corporate credit cards, everything you need is in one simple, easy-to-use platform. We take the hassle out of managing your finances, helping you stay organized, save time, and avoid expensive IRS penalties. With finally, you can stop juggling multiple tools and focus on growing your business with confidence.
Contact info
5355 Town Center Road Suite 701, 33486, Boca Raton, United States
- support@backoffice.co
- finally.com
3.7
Average
305 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 51% of negative reviews
Typically replies within 2 weeks
How this company uses Trustpilot
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Its has been an awesome experience…
Its has been an awesome experience working with Daniel Molina. His knowledge, clarity in communicating guidance and friendly support on making my business books come to live with the information and reports much needed not only to prepare for taxes, but to have an impact on the decision making for my business growth. Thank you Finally.
August 1, 2025
Unprompted review
Reply from finally
Hi Jesus,
What a fantastic review. We are so proud of Daniel Molina for making your experience so positive. His dedication to providing clear, knowledgeable, and friendly support is exactly what we strive for. It's truly rewarding to hear that we've helped you not only with tax preparation but also with the crucial decision making needed for your business growth. Thank you for sharing your experience your feedback will be a great motivator for others looking to take control of their business finances
Best regards,
The Finally Team
Our experience with Finally has been terrible. On paper looks great, but nothing else beyond that. DONT HIRE THEM.
Our experience with Finally has been deeply disappointing and detrimental to our business. We engaged their services with the clear understanding that accurate financial reports would be delivered within 12 weeks of our start date in February. We are now approaching six months, and we still have not received final or accurate reports—neither for 2024 and or the 2025 months.
Despite repeated follow-ups, our requests have been met with vague responses and unfulfilled promises. We’ve gone in circles answering the same questions, with little evidence that our documentation has been reviewed thoroughly. Communication has been inconsistent, timelines have been missed, and our urgent financial needs have been repeatedly ignored.
This delay has had a real impact on our ability to make critical decisions, access funding, and plan for growth. As a small, family-run business working directly with farming communities in underserved regions, the ripple effects have extended beyond our team.
We expected a professional, reliable service, and what we received instead was a lack of accountability, missed deadlines, and ultimately, a material breach of contract. We would not recommend Finally to other small businesses seeking dependable bookkeeping support.
Worst of all is that I have nothing else than a generic email to contact them!
You will read on the reviews that the onboarding was great, yes it was, but for those who hire them, get ready for what comes next after onboarding everything went south for us, little to no communication and we are being ask the same questions over and over.
July 30, 2025
Unprompted review
Reply from finally
Hello Samoa,
We’re very sorry to hear about your frustration and understand how important timely and accurate financial reporting is for your business. At Finally, we strive to provide clear communication and dependable service for all our clients, and we regret that your experience did not meet these standards.
We do our best to ensure every client receives thorough support and accurate reports, and we take all feedback seriously to improve our processes. We would like the opportunity to review your situation directly and work toward a resolution. Our team will be in contact with you shortly so we can address your concerns and help get everything back on track.
We appreciate you sharing your experience and remain committed to supporting all our clients effectively.
Best regards,
The Finally Team
Samuel Aguirre was very helpful
Samuel Aguirre was very helpful. Highly recommend.
July 31, 2025
Unprompted review
Reply from finally
Hello Amanda,
Thank you for your feedback. We're thrilled to hear that Samuel was so helpful. Providing excellent support and making our clients' experiences seamless is what we're all about. Your recommendation means a lot to us, and we appreciate you taking the time to share your positive experience. We look forward to continuing to provide the best service possible.
Best regards,
The Finally Team
They have been very helpful in getting…
They have been very helpful in getting everything done and organized
July 31, 2025
Unprompted review
Reply from finally
Hi Joy,
Thank you for sharing your experience. We're so glad we could help you get everything organized. Our goal is to make managing your finances as smooth and stress-free as possible, and it’s great to know we delivered on that for you. Your feedback is a wonderful testament to our team's commitment and will be very encouraging to others looking to get their business in order.
Best regards,
The Finally Team
Excellent bookkeeping
Daniel was very helpful on setting up all 3 of my accounts. There were some difficulties adding them as the authorized users in my bank account and they were very patient to walk me through. Great communication and always follow up with a call or email. Highly recommended.
July 30, 2025
Unprompted review
Reply from finally
Hello Maggie,
Thank you so much for the fantastic review. We're thrilled to hear that Daniel was able to help you set up all three of your accounts and that his patience and communication made a difference. We know that technical difficulties can be frustrating, so it's wonderful to know our team's support and follow-through made the process easy for you. Your recommendation means a lot and is a great testament to the service we're dedicated to providing all our clients.
Best regards,
The Finally Team
Daniel is awesome
Daniel is awesome, do not forget he is bilingual he needs more money. He is a hidden gem!!!!
July 30, 2025
Unprompted review
Reply from finally
Hi Brandy,
Thank you for your feedback. We couldn't agree more, Daniel is truly a valuable part of our team, and we're so glad you had such a great experience with him. It's wonderful to know that his skills, including being bilingual, made a significant difference for you. Your review perfectly captures what makes our team so special and will certainly be a motivator for others looking for exceptional, personalized service. We'll be sure to pass along your kind words.
Best regards,
The Finally Team
Excited to start using finally for…
Excited to start using finally for bookkeeping! Daniel Molina was great for setup.
July 30, 2025
Unprompted review
Reply from finally
Hello Matt,
What a great start. We're so glad that Daniel Molina made your setup a smooth experience. Getting your bookkeeping in order can feel like a big step, so we're proud that he made the beginning of your journey so positive. We're excited to have you with us and look forward to helping you with your business finances.
Best regards,
The Finally Team
So far it has been a great onboarding…
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.
July 30, 2025
Unprompted review
Reply from finally
Hi Cassidy,
Thank you for sharing your experience. We're so glad to hear that your onboarding has been great and that the process of getting documents and account access was quick and seamless. We know how important it is to start off on the right foot, and your feedback is a wonderful testament to our team's commitment to making that happen. We appreciate you trusting us with your business and look forward to a successful partnership.
Best regards,
The Finally Team
Nelson Perez was very helpful and…
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.
July 30, 2025
Unprompted review
Reply from finally
Hello Christa,
We're so glad Nelson Perez was able to make your transition feel so much easier than you anticipated. His thoroughness and knowledge are exactly what we want for every client, and it’s wonderful to know he was able to answer all of your questions and provide such a clear experience. We'll be sure to pass on your kind words.
Best regards,
The Finally Team
Daniel and the Finally team, AMAZING!
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.
July 29, 2025
Unprompted review
Reply from finally
Hello Latonya,
Thank you so much for sharing your wonderful experience. We're thrilled to hear that Daniel was so helpful and that you felt comfortable and supported throughout the entire onboarding process.
Our goal is always to make things as smooth and stress-free as possible, and it’s truly rewarding to know that Daniel's kindness and patience made such a positive impact. We'll be sure to pass along your kind words to him.
We appreciate you choosing us and look forward to seeing the great results together.
Best regards,
The Finally Team
very clear on what was necessary to get…
very clear on what was necessary to get started
July 29, 2025
Unprompted review
Reply from finally
Hello Erin,
Thanks for joining Finally. We're so happy to hear you had a great start with us. Our goal is to help clients like you gather all the necessary information for smooth monthly bookkeeping from beginning to end. We truly appreciate you sharing your experience, and we're really looking forward to working with you.
Best regards,
The Finally Team
Overall a Positive Experience
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.
July 22, 2025
Unprompted review
Reply from finally
Hi Brandy,
Thank you so much for sharing your valuable feedback. We are absolutely thrilled to hear that our catch-up bookkeeping services met your needs so well. It is truly fantastic to know you would like to work with us again—that means a lot.
Please know that we genuinely value your input as we are always dedicated to improving our services for all our clients. When you are ready, our team will be here and happy to welcome you back.
Best regards,
The Finally Team
Awesome customer service.
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.
July 25, 2025
Unprompted review
Reply from finally
Hello Jesus,
We are so grateful for your fantastic review. It is wonderful to hear that our attention to detail, clear explanations, and dedication to understanding your unique business needs made such a positive impact on your experience with Finally. We truly appreciate you sharing what made your time with us great.
Best regards,
The Finally Team
Sara has been very helpful and has been…
Sara has been very helpful and has been great to work with
May 8, 2025
Unprompted review
Reply from finally
Hello Jonathan,
We truly appreciate your feedback! It's fantastic to hear that Sara was great to work with and so helpful. We're proud to have her on our team. We'll be sure to pass along your kind words to her.
Best regards,
The Finally Team
Absolutely the Worst Bookkeeping…
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.
July 19, 2025
Unprompted review
Reply from finally
Hello Jesse,
We're genuinely sorry to hear that your experience with us fell short of your expectations. We understand how frustrating it can be when things don't go as planned, and please know that this is certainly not the kind of experience we want any of our clients to have.
Our team recently tried to connect with you by both text and phone to discuss your concerns, but we haven't yet heard back. We truly want to understand what happened and, more importantly, find a way to make things right for you.
Whenever you're ready, please don't hesitate to reach out to us directly. We're committed to turning your experience around and ensuring your satisfaction.
Best regards,
The Finally Team
Onboarding was quick and easy
Onboarding was quick and easy! It was great to speak with my accountant Nelson face to face and discuss the next steps in getting my books up to date.
July 21, 2025
Unprompted review
Reply from finally
Hi Morgan,
That's wonderful to hear! We're really pleased your onboarding was quick and easy, and it's great that connecting with Nelson face-to-face helped you clearly define the next steps for getting your books updated. Thanks for sharing your positive feedback!
Best regards,
The Finally Team
Nelson was very helpful.
Nelson was very helpful.
and patient with me. Thank you.
July 17, 2025
Unprompted review
Reply from finally
Hello Mfron,
That's fantastic to hear! Thank you for taking the time to share your positive feedback. We'll be sure to pass your kind words directly to Nelson – it truly brightens our day to know our team is making a positive impact!
Best regards,
The Finally Team
smooth easy onboarding so far with…
smooth easy onboarding so far with Nelson Perez
July 16, 2025
Unprompted review
Reply from finally
Hi Matt,
That's fantastic to hear! Thank you for taking the time to share your positive feedback. We'll be sure to pass your kind words directly to Nelson – it truly brightens our day to know our team is making a positive impact!
Best regards,
The Finally Team
STAY AWAY
I initially signed with Finally in spring of 2024 to get my books in order. They continually asked for duplicate information and despite having access to all of my on line information they could never seem to find anything. Fast forward to July 2025; I do not have an accurate P&L for 2024 or for YTD 2025. Every time they send me a P&L for review something is wrong. A few examples... no revenue and/or inaccurate revenue numbers; no payroll numbers or at 50% of actual numbers. These numbers are captured electronically. What are they looking at??!! I have repeatedly tried to schedule a call with anyone but their calendars are full months out and they do not respond to that issue at all. I have just requested my account be brought up to date and my $$ refunded but I am not hopeful.
July 15, 2025
Unprompted review
Reply from finally
Hello Kathleen,
We appreciate you sharing your feedback. We are truly sorry to learn about the experience you've had with Finally so far. This is certainly not the standard of service we aim to provide, and we sincerely apologize for falling so short of your expectations.
Please know that your satisfaction is paramount to us. We are already actively investigating your account and the concerns you've raised to understand precisely what went wrong and to rectify these issues immediately.
A dedicated member of our leadership team will be reaching out to you directly and very shortly to discuss your account in detail, address every one of your concerns, and outline the steps we will take to make this right for you.
Best regards,
The Finally Team
I'm excited to work with Samuel & your…
I'm excited to work with Samuel & your team
July 14, 2025
Unprompted review
Reply from finally
Hi Deena,
That's absolutely fantastic to hear! We're just as excited to have you on board and thrilled you're looking forward to working with Samuel and the rest of our team.
We can't wait to help you achieve your goals and make your experience with us truly exceptional. Welcome to the Finally family!
Best regards,
The Finally Team
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