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
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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
- #18 of 19 best companies in Accounting Software Company
- #7 of 7 best companies in Bookkeeping Service
- #10 of 10 best companies in Tax Preparation
- #14 of 14 best companies in 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
5355 Town Center Road Suite 701, 33486, Boca Raton, United States
- support@backoffice.co
- finally.com
3.7
Average
304 reviews
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
See how their reviews and ratings are sourced, scored, and moderated.
Karina is the absolute best and very…
Karina is the absolute best and very patient with me. I do not understand all the numbers so Im putting all my faith in your hands to take care of my finances.
August 26, 2025
Unprompted review
Reply from finally
Hi Traci,
Thank you for your kind words! We’re so glad to hear that Karina has been patient and supportive in helping you feel confident about your finances. It means a lot that you’ve placed your trust in us, and we’re committed to making sure you feel well taken care of every step of the way.
Best regards,
The Finally Team
Nathan’s communication was amazing
Nelson Perez communication was amazing. He walked me through the timeline step by step and made the whole process easy to understand.
August 25, 2025
Unprompted review
Reply from finally
Hi Brandon,
Thank you so much for your kind words! We’re thrilled to hear that Nelson was able to clearly walk you through the process and make everything easy to understand. Communication is something we truly value, and it’s wonderful to know that it made a difference for you. We appreciate you sharing your experience and look forward to continuing to support you!
Best regards,
The Finally Team
Karina at Finally Bookkeeping and the…
Karina at Finally Bookkeeping and the rest of the team are making what, over the years, has been emotionally taxing and physically draining, a fun process.
I highly recommend Finally for their bookkeeping and tax services.
If you're lucky enough to get Karina Perez, you'll be in great hands; however, everyone that I've dealt with at finally has been a total pro.
August 26, 2025
Unprompted review
Reply from finally
Hi Hank,
Thank you so much for taking the time to share this feedback. We’re thrilled to hear that Karina and the rest of the Finally team have made the bookkeeping and tax process a positive experience for you. Your recommendation means a lot to us, and we’ll be sure to pass along your kind words to Karina and the team.
We’re grateful to have the opportunity to support you and look forward to continuing to make things easier for you in the future!
Best,
The Finally Team
Reply from finally
Hi Jonna,
Thank you for the wonderful feedback! We’re so glad to hear that the process has been easy for your company—that’s exactly what we strive for. Our team looks forward to continuing to support you and making things simple and stress-free.
Best,
The Finally Team
Nelson Perez was wonderful in being genuinely interested!
Nelson Perez was wonderful in explaining the onboarding process, looking to be able to understand my business and how this can help be able to manage the bookkeeping of our business with this knowledge in mind. I am looking forward to continuing to work with him and the team to help manage the bookkeeping, payroll, and taxes for our business.
August 25, 2025
Unprompted review
Reply from finally
Hi Jordan,
Thank you so much for sharing your experience! We’re thrilled to hear that Nelson made your onboarding process clear and helpful while taking the time to understand your business. That personalized approach is exactly what we strive for. We’re excited to continue supporting you with your bookkeeping, payroll, and tax needs, and we look forward to being a long-term partner in your success.
Best regards,
The Finally Team
Great onboarding experience
Great onboarding experience. Samuel was patient and professional. Much easier than other onboarding experiences with other agencies.
August 22, 2025
Unprompted review
Reply from finally
Hi Chris,
Thank you for sharing your feedback! We’re so glad to hear that your onboarding experience with Samuel was smooth and professional. We’ll be sure to pass along your kind words to him and the team. We look forward to continuing to support you and making things as easy as possible moving forward!
Best regards,
The Finally Team
ON BOARDING CALL
Nelson was helpful during my onboarding call, looking forward to seeing him and his team can help me get organized.
August 22, 2025
Unprompted review
Reply from finally
Hi Jay,
Thank you for your kind words! We’re glad to hear that Nelson was helpful during your onboarding call. We look forward to supporting you and helping you get organized.
Best regards,
The Finally Team
helpful and patient
August 21, 2025
Unprompted review
Reply from finally
Hi Ethan,
Thank you so much for your kind words! We're thrilled to hear that you found our team to be both helpful and patient. We pride ourselves on providing great support, and it means a lot to know we hit the mark for you. We appreciate your business and look forward to continuing to support you.
Best regards,
The Finally Team
Excellent customer service
Excellent customer service.
Very detailed and informative.
August 21, 2025
Unprompted review
Reply from finally
Hi Denise,
Thank you so much for your kind words! We’re thrilled to hear that you found our service detailed and informative. Your feedback means a lot to our team and motivates us to keep providing excellent support.
Best regards,
The Finally Team
Sam made it easy to onboard.
August 21, 2025
Unprompted review
Reply from finally
Hi Sara,
Thank you for sharing your experience! We’re so glad to hear that Sam made your onboarding process easy. Your feedback means a lot to our team and motivates us to keep providing the best service possible.
Best regards,
The Finally Team
Felix and Mary were great with…
Felix and Mary were great with onboarding me. All I have received from this company is positive communication efforts and them staying on top of helping me with my Bookeeping
August 21, 2025
Unprompted review
Reply from finally
Hi Chaya,
Thank you for the wonderful feedback! We’re so glad to hear that Felix and Mary made your onboarding experience smooth and that our communication has been positive and proactive. We look forward to continuing to support you with your bookkeeping.
Best regards,
The Finally Team
great experience
The entire team was patient and explained ever step in the layman's terms.
August 20, 2025
Unprompted review
Reply from finally
Hello!
Thank you for the wonderful feedback! We’re so glad to hear that our team was patient and able to explain each step in clear, easy-to-understand terms. We’re here to make the process as smooth as possible and look forward to continuing to support you.
Best regards,
The Finally Team
Great onboarding
Nelson was knowledgeable, explained the next steps clearly, and I look forward to working with this company.
August 20, 2025
Unprompted review
Reply from finally
Hi Adora,
Thank you for your kind words! We’re so glad to hear that Nelson was able to provide clear guidance and support. We look forward to continuing to work with you and supporting your business every step of the way.
Best regards,
The Finally Team
Chang in business is never easy
Change in business is never easy. Changing to the Finally credit card was a very easy transition. Their support and willingness to accommodate our needs is second to none. Sara has been our account rep from the start and she knows this product inside-out. She is pleasant to work with and always available. Since switching to the Finally card we no longer use any of our other cards including Home depot and gas cards. It just makes sense to have all purchased documented on the Finally portal and no more paper receipts cluttering the trucks and my desk!!!!
August 19, 2025
Unprompted review
Reply from finally
Hi Sal,
Thank you for sharing your experience! We know change can be challenging, so it’s great to hear that the transition to the Finally credit card was smooth and beneficial for your business. We’re especially glad that Sara has been such a valuable resource and support for you—she’ll be thrilled to hear your feedback.
It’s wonderful to know the card and portal are making things simpler by eliminating the need for multiple cards and paper receipts. We’re excited to continue supporting you and your team!
Best regards,
The Finally Team
Leila was AWESOME!
Leila was AWESOME!! Very helpful and knowledgeable.
August 19, 2025
Unprompted review
Reply from finally
Hi Todd,
Thank you for the great feedback! We’re so glad to hear that Leila was able to support you with her knowledge and helpful approach. We’ll be sure to share your kind words with her!
Best regards,
The Finally Team
Hands-on sharing, great patience in answering my questions.
Hands-on sharing
August 19, 2025
Unprompted review
Reply from finally
Hi David,
Thank you for your kind words! We’re glad to hear that our team’s hands-on approach and patience in answering your questions have been helpful. We’re always here to support you and look forward to continuing to work with you.
Best regards,
The Finally Team
So great and helpful
So great and helpful! Sam made manuevering though this process so easy. I am excited as we go forward to get our accounting straight.
August 19, 2025
Unprompted review
Reply from finally
Hi Kandee,
Thank you for the wonderful feedback! We’re so glad to hear that Sam made the process smooth and easy for you. We’re excited to continue working with you and helping get everything on track with your accounting.
Best regards,
The Finally Team
Finally saved our small business
Our small business had fallen nearly 2+ years behind on all of our accounting. We had tried using a bookkeeper near where we lived, and our bill for auditing one month was outrageous. Bennett and his team at Finally (Angie, Jalen & Frances) took a ton of my data and bank statements and in a very short amount of time caught up all of our bookkeeping and set up a new chart of accounts. Running a business is tough enough. Now, for bookkeeping and accounting I just send them my bank statement and any oddball expenses and it is done, and I get a fresh Profit and Loss and Balance Sheet at the beginning of every month or when I request it. Then I just turn over their numbers to my CPA for tax filing. Finally has saved our business, and they will save yours too - without spending a lot of money. Best business decision I have made so far this year.
August 1, 2025
Unprompted review
Reply from finally
Hi Matt,
Thank you so much for sharing your experience! We know how overwhelming it can feel to be behind on books, and we’re so glad Bennett, Angie, Jalen, and Frances were able to step in and get everything caught up quickly. It’s great to hear that having timely Profit & Loss and Balance Sheet reports has made running your business easier and given you peace of mind. We’re honored to be part of your journey and excited to continue supporting you and your business.
Best regards,
The Finally Team
We had terrible internet issues but he was patient and found other ways to get me on board
Samuel Was Amazing!
August 18, 2025
Unprompted review
Reply from finally
Hi Sharalee and Alan,
Thank you so much! We’re glad to hear that Samuel was able to support you despite the internet challenges that you were experiencing. His patience and dedication to making sure you were onboarded smoothly truly reflect the service we strive to provide. We’ll be sure to share your kind words with him and the team!
Best regards,
The Finally Team
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!
August 5, 2025
Unprompted review
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
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