finally Reviews 305

TrustScore 3.5 out of 5

3.7

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Review summary

Created with AI, based on recent reviews

Evaluating 221 reviews, most reviewers were somewhat happy with their experience overall. Many customers appreciate the staff, describing them as kind, professional, and knowledgeable, often highlighting specific individuals for their helpfulness and expertise. The user experience is generally positive, with people finding the website and document uploading process easy and organized. Reviewers also value the responsiveness and clear communication from the team, which helps them stay organized and understand their finances. However, some people were dissatisfied with the service and customer support, citing issues with communication delays, missed deadlines for reports, and a lack of assistance when contacting support. A few other people also felt that the company struggled with organization, repeatedly asking for duplicate information and failing to provide requested details.

What people talk about most

Staff

Reviewers mention positive feedback about staff, with many praising the dedication, professionalism, and... See more

Service

Customers had ambiguous experiences with service, with some expressing deep dissatisfaction and others... See more

Customer service

Users describe ambiguous interactions with customer service, with many reviewers expressing significant... See more

Response time

People report ambiguous experiences with response time, with many expressing frustration over slow or... See more

User experience

Clients share positive opinions on user experience, with many finding the website user-friendly and the... See more

Reviews shaping this summary

Rated 4 out of 5 stars

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

Company replied

Rated 4 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Accounting Software Company
  2. Bookkeeping Service
  3. Tax Preparation
  4. Tax Preparation Service

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

3.7

Average

TrustScore 3.5 out of 5

305 reviews

5-star
4-star
3-star
2-star
1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 52% of negative reviews

Typically replies within 2 weeks

How this company uses Trustpilot

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Rated 5 out of 5 stars

Great customer services

I recently worked with Justin and Jose at Finally Bookkeeping Services and had a positive experience. They have a good understanding of bookkeeping and provided solutions tailored to my business needs.

What really stood out to me was their great customer service. They were always prompt in responding to my questions and went out of their way to ensure I felt comfortable with the process. It made a significant difference in my experience.

Overall, I am satisfied with their customer support and services!

5 August 2025
Unprompted review
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Reply from finally

Hi Pat,

Thank you so much for sharing your experience! We’re thrilled to hear that Justin and Jose were able to provide solutions tailored to your business needs and make the process smooth and comfortable. Excellent customer service is a top priority for us, and it’s wonderful to know their responsiveness made such a positive difference. We truly appreciate your feedback and look forward to continuing to support your business!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Easy and stress-free

Made everything easy and stress-free. All representatives are thorough and very knowledgeable. So glad I found them. A big weight has been lifted so that I can concentrate on what I do best!

18 August 2025
Unprompted review
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Reply from finally

Hi Ayya,

Thank you so much! We’re so glad to hear that our team was able to make things easy and stress-free for you. Taking the weight of bookkeeping off your shoulders so you can focus on what you do best is exactly what we strive for. We truly appreciate your trust and look forward to continuing to support you!

Best regards,
The Finally Team

Rated 5 out of 5 stars

I am so blessed to be with this Young…

I am so blessed to be with this Young lady Karina Perez. It gives me peace and assurance
For all my worries of doing the things I can’t do for bookkeeping.The best investment for my insanity. It’s worth every penny . I recommend Finally 100%. Trust 100%= totally 200% will do the work for you. From the bottom of our hearts Thank you!!!

“From SWB Wellness in California reviewers”

18 August 2025
Unprompted review
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Reply from finally

Dear So Well Beauty Team,

Thank you so much for your kind words and heartfelt recommendation! We’re thrilled to hear that Karina has been such a source of peace and support for you. Our goal is always to take the stress out of bookkeeping so our clients can focus on what matters most, and it’s wonderful to know we’ve made such a positive impact. We truly value your trust and partnership, and we’ll be sure to share your appreciation with Karina and the team.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Excellent bookkeeping services!

I have been with Finally since about 2018 when I opened my first business. At first, we tried to use an "automated" bookkeeping service but it missed the nuances required for accurate books. I switched to Finally and have recommended them to my other friends who start businesses. I have also had them on my books from day 1 of a new company I created. Finally makes bookkeeping reasonable and they make sure everything is categorized and organized well. Ultimately, having clean books with monthly reports helps me make key decisions to keep my business running smoothly!

15 August 2025
Unprompted review
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Reply from finally

Hello Michael,

Wow, thank you so much for this incredible review! It’s been a privilege to be a part of your business journey since 2018. We truly appreciate you recognizing the value of having a dedicated team to handle the nuanced details of your books.
It means the world to us that you’ve not only stayed with us for your first company but have also trusted us with your new business from day one. Knowing that our work helps you make key decisions and keeps your businesses running smoothly is the best feedback we could ask for. We look forward to many more years of supporting your success!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel Aguirre made it great :-)

Samuel Aguirre made it great :-)

I am a cookies and ice cream shop - needing serious help!

Very appreciative!!

15 August 2025
Unprompted review
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Reply from finally

Hello Jennifer,

Thank you so much for the fantastic review! It's wonderful to hear that Samuel made your experience great. He is a truly valuable member of our team, and we'll be sure to pass along your kind words. We know that running a cookies and ice cream shop takes a lot of hard work, and we're thrilled that we could provide the help you needed. We look forward to continuing to support your business!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Doing a great job

Doing a great job

15 August 2025
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Reply from finally

Hello Thomas,

Thank you so much for the fantastic review! We're excited to have you as a client and look forward to supporting your business.

Best regards,
The Finally Team

Rated 1 out of 5 stars

Do not waste your money

Do not waste your money! Cancelled my subscription 3 days after signing up and they are trying to keep the 240.00 they charged me to do book keeping I never received.

14 August 2025
Unprompted review
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Reply from finally

Hello Nathan,

We are truly sorry to hear about your recent experience and the frustration this has caused. Please know that we are taking this matter very seriously. Our client experience team is actively investigating your case and will reach out to you directly in the coming days to discuss this with you personally and work toward a fair resolution. Thank you for your patience and for the opportunity to make this right.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Daniel was great!

Daniel was friendly, knowledgeable and thorough. The process was easy and I'm excited to get underway.

15 August 2025
Unprompted review
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Reply from finally

Hello Larry,

Thank you so much for the fantastic review! We're thrilled to hear that Daniel made the process easy and that you had such a great experience. We're excited to have you as a client and look forward to supporting your business.

Best regards,
The Finally Team

Rated 5 out of 5 stars

I greatly appreciate Jose's professionalism…

I greatly appreciate Jose's professionalism and prompt communication. He values my time as a client and a business owner. I am very pleased with the attention to our account.

15 August 2025
Unprompted review
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Reply from finally

Hello,

Thank you for the wonderful feedback! We're so glad to hear that Jose has provided you with such a positive experience. We pride ourselves on having a team that is professional and attentive, and it's great to know his prompt communication and dedication to your account are making a difference. We'll be sure to pass along your kind words to Jose and the rest of the team. We look forward to continuing to work with you!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel was professional

Samuel was professional, efficient and Knowledgeable

15 August 2025
Unprompted review
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Reply from finally

Hello,

Thank you so much for the fantastic review! We're thrilled to hear that you had such a positive experience with Samuel. He is a key member of our team, and we will be sure to pass on your kind words. Knowing that his professionalism, efficiency, and knowledge made a difference for you truly means a lot to us. We appreciate you taking the time to share your feedback!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Karina is fantastic

Karina is fantastic! She has done a great job of walking us through the process of catching up and maintaining our books. It's such a relief to have her and the Finally team keeping us on track. (Gina, the sales gal who I spoke with originally was also wonderful)

14 August 2025
Unprompted review
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Reply from finally

Hi Jessie,

Thank you for your wonderful feedback! We’re glad to hear Karina has been such a great help in getting your books caught up and keeping everything on track. We’re also happy Gina made a positive impression during your initial conversations. Your kind words mean a lot to our team!

—The Finally Team

Rated 5 out of 5 stars

Nelson Perez did a wonderful job…

Nelson Perez did a wonderful job onboarding myself and my company for bookkeeping. Wonderful attitude and so patient with my less than technical capabilities.

14 August 2025
Unprompted review
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Reply from finally

Hi Sarah,

Thank you for your kind words! We’re thrilled to hear that Nelson made your onboarding smooth and approachable. We pride ourselves on providing patient, knowledgeable support, and it’s great to know he helped make the process easier for you.

—The Finally Team

Rated 5 out of 5 stars

great

great ! fast and knowledgeable

14 August 2025
Unprompted review
finally logo

Reply from finally

Hello,

Thank you for your kind words! We’re glad to hear you found our team fast, knowledgeable, and helpful. We appreciate your feedback!

—The Finally Team

Rated 4 out of 5 stars

FInally is very Great group of People to work with

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 replies. Leila has been amazing but i know she went on vacation soon after on boarding . we ares till waiting on emul i think the name is to reply for payroll system switch over. the automatic replies eveytime we email gets a little annoying . but overall the FInally team has been kind precise and seems to be understanding the unique way out family of companies does business. thank you

14 August 2025
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Reply from finally

Hi Maddison,

Thank you for sharing your feedback. We're so glad to hear that you've had a positive experience working with Leila, and we appreciate your patience as our team gets a better understanding of your unique business needs. We value the opportunity to work with your companies!

—The Finally Team

Rated 5 out of 5 stars

Nelson has been awesome with the…

Nelson has been awesome with the onboarding! HE has answered all of my questions. Definitely 5 Stars at this point. :)

14 August 2025
Unprompted review
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Reply from finally

Hi Drew,

Thank you for your feedback! We’re so glad to hear that Nelson made the onboarding process smooth and answered all your questions. We appreciate your kind words and 5-star rating!

— The Finally Team

Rated 5 out of 5 stars

Personable and knowledgeable

Personable and knowledgeable. Karina helps me understand the GREEK part of accounting. Easy to work with, she never gets frustrated with my newbie questions!! Explains in detail and to the point...no fluff.

14 August 2025
Unprompted review
finally logo

Reply from finally

Hi Barry,

Thank you for sharing your experience! We’re happy to hear that Karina’s expertise and patience have made accounting easier to understand. It’s wonderful that she can explain things clearly, answer all your questions, and make the process simple and approachable. We really appreciate your feedback!

— The Finally Team

Rated 5 out of 5 stars

Samuel

Samuel was extremely patient with us as we weren't prepared for the meeting (while he was) as well as answering questions that came up during the interview, and walking us through the process of transferring the required data and documents to ensure the bookkeeping is done properly even though our data wasn't in the most optimal format for transfer.

13 August 2025
Unprompted review
finally logo

Reply from finally

Hello,

Thank you for sharing your experience! We’re glad to hear that Samuel was patient and thorough in guiding you through the process, even when your data wasn’t in the ideal format. It’s wonderful to know his support helped ensure your bookkeeping was set up properly.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Nelson was a great help in resolving my…

Nelson was a great help in resolving my problem!

13 August 2025
Unprompted review
finally logo

Reply from finally

Hi Kourtney,

Thank you for your feedback! We’re glad Nelson was able to help resolve your issue and make the process smooth. We really appreciate you sharing your experience!

Best regards,
The Finally Team

Rated 5 out of 5 stars

FINALLY a bookeeeping service that works

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 organized. They really get the job done so we can focus on sales and service. End of month reports are nice and clean and help us focus.

13 August 2025
Unprompted review
finally logo

Reply from finally

Hi Austin,

Thank you for your kind feedback! We’re so glad to hear that Finally has made bookkeeping easy and organized for your business over the past two years. It’s great to know our support allows you to focus on sales and service, and that the end-of-month reports help you stay on top of your finances. We truly appreciate your partnership!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Nelson has been great

Nelson has been great. Looking forward to getting my books caught up and my finances improved. Looking forward to working with him and the team at Finally

13 August 2025
Unprompted review
finally logo

Reply from finally

Hello

Thank you for your wonderful feedback! We’re thrilled that Nelson has been so helpful, and we can’t wait to help you get your books caught up and take your bookkeeping process to the next level. We’re excited to continue working with you and supporting your business every step of the way.

Best regards,
The Finally Team

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