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. #18 of 19 best companies in Accounting Software Company
  2. #7 of 7 best companies in Bookkeeping Service
  3. #10 of 10 best companies in Tax Preparation
  4. #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

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 51% of negative reviews

Typically replies within 2 weeks

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Rated 5 out of 5 stars

Jose P

Jose P. met with me, and I really needed the help to just get it done. I helped me feel like I completed and everything is going to be accurate!

August 13, 2025
Unprompted review
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Reply from finally

Hi Nicholas,

Thank you for sharing your experience! We’re so glad Jose was able to help to assist you by making the bookkeeping process easier and stress-free for you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Finally is truly a remarkable partner

Finally is truly a remarkable partner. We are running a small skateboard business, and were having trouble maintaining our books properly. After searching for a solution that fit our workflow, we landed on Finally.

Since then, we have been able to see our data clearly and make more informed decisions.

Jack helped me with my initial setup. Carmen and Karen helped me clean up our books for the past 2 years, and keep it current. And Samuel and Derek have been there along the way, checking in with me to see if they can help in any way.

As a small business owner, I couldn't ask for a better partner to help us navigate.

August 13, 2025
Unprompted review
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Reply from finally

Hi Adrian,

Thank you so much for your kind words! We’re thrilled to hear that Finally has made managing your skateboard business easier and helped you make more informed decisions. We’ll be sure to share your shout-outs with Jack, Carmen, Karen, Samuel, and Derek—they’ll be so happy to hear it. It’s truly a pleasure to support you, and we look forward to continuing this journey together!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great Job Nelson P

Even though I came to the meeting unprepared. Nelson Helped me understand what it was I needed to understand as I prepare to take control of my business. Great Job Today look forward to our follow up.

August 13, 2025
Unprompted review
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Reply from finally

Hi Tymond,

Thank you for your feedback! We’re glad Nelson was able to guide you through everything and help you feel confident in taking control of your business. We look forward to your follow-up and continuing to support you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

This company is helping to keep me…

This company is helping to keep me organize and understand my cash flow, which is so vitally important to a business. Nelson Perez is very quick to respond to my email and any inquiry I have. I very much appreciate his attention to detail. Thank you.

August 12, 2025
Unprompted review
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Reply from finally

Hi Emily,

Thank you for your thoughtful feedback! We’re thrilled to hear that Nelson’s responsiveness and attention to detail have helped you stay organized and understand your cash flow. It’s wonderful to know our support is making a real difference for your business!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Smooth onboarding experience

Samuel was very patient, took the time to answer all my questions and made me feel confident with outsourcing my bookkeeping!

August 11, 2025
Unprompted review
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Reply from finally

Hi Keisha,

Thank you for sharing your experience! We’re so glad Samuel took the time to patiently answer all your questions and made you feel confident in outsourcing your bookkeeping. Your feedback means a lot to us.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Everything went smoothly—it was clear

Everything went smoothly—it was clear, transparent, and handled with professionalism.

August 12, 2025
Unprompted review
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Reply from finally

Hi Dalphine,

Thank you for your feedback! We’re thrilled to hear that everything went smoothly and that our process was clear, transparent, and professional. We truly appreciate you sharing your experience.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Quick and Simple!

August 12, 2025
Unprompted review
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Reply from finally

Hi Takisha,

Thank you for your feedback! We’re glad to hear that your experience was quick and simple. We truly appreciate you sharing your thoughts!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great followup and reminders

The kinds followup when we’ve been tardy,

August 12, 2025
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Reply from finally

Hello,

Thank you for your feedback! We’re glad to hear that our follow-ups and reminders were helpful. Your kind words mean a lot to us!

Best regards,
The Finally Team

Rated 1 out of 5 stars

Finally.com Cost Me Sales, Sleep & Lots of Money

Finally.com Cost Me Sales, Sleep, and Nearly cost me $10,000 in IRS Late Fees
If you value your deadlines, your business, and your sanity, stay far away from Finally.com.
I hired them for bookkeeping, paying $2,950 over 7 months to get my 2024 books caught up and then maintain 2025. I clearly and repeatedly communicated that my 2024 bookkeeping had to be completed by August 8th, 2025 so I could review it over the weekend and meet my CPA’s absolute final deadline of August 11th. My CPA was sending me two emails and one text every day reminding me how critical this was which I also communicated to Finally. Finally.com assured me all along, never once hinting they’d miss the deadline until late in the afternoon on August 8th when they suddenly told me they wouldn’t have it ready. At that point, it was too late to find a backup. They essentially set me up to fail. Because of their failure, I had to cancel everything I had planned for the weekend, including four sales meetings (and sales) I lost entirely and I ended up staying up all night on Sunday to finish the QuickBooks P&L myself. I delivered it to my CPA on time, but at the cost of no sleep, lost business, and immense stress. The rep at Finally.com even suggested I just pay the over $10,000 in IRS late filing penalties and accept their work a week late. Unbelievable. After all that, I told them I’d still give them another chance if they refunded 70% of what I paid (since I ended up doing 70% of the work myself). They refused, offering only a single month refund, a slap in the face after the disaster they caused. If you’re considering Finally.com for bookkeeping, know this: they do not honor deadlines, they do not take responsibility when they fail, and they will try to get paid for work they didn’t do. My experience with them cost me money, time, and trust and I would never recommend them to any business owner who relies on accuracy and deadlines.

August 11, 2025
Unprompted review
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Reply from finally

Hi Fred,

We are truly sorry for the stress and frustration you’ve experienced. We understand how crucial it is to meet deadlines, especially when it comes to your CPA and tax filings.

We are fully committed to helping you meet your desired deadlines. To ensure we can do so as efficiently as possible, we kindly ask that you provide all necessary information and documents at the start of the process. If any information is received later, our team will need additional time to review and apply it, which could impact the final delivery date.

We value the opportunity to continue to assist you with your bookkeeping needs and are here to support you. Please let us know if there is anything we can do to help you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Jose is articulate

Jose is articulate, patient. & courteous. A pleasure to work with.

August 11, 2025
Unprompted review
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Reply from finally

Hi Gerron,

Thank you for sharing your feedback. We’re delighted to hear that working with Jose was such a positive experience and that his patience, courtesy, and clear communication stood out. We truly appreciate your kind words!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Absolutely amazing professionalism

Absolutely amazing professionalism and service provide! These guys are rock star at simplifying the complexities of accounting and bookkeeping. Highly recommend.

August 11, 2025
Unprompted review
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Reply from finally

Hi SadlerS,

Thank you so much for your fantastic feedback! We’re thrilled to hear that our team could simplify the complexities of accounting and bookkeeping for you. Your recommendation means a lot, and we’re so glad you had a rock-star experience with us!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Working with a Great Team-- Finally

Working with Samuel Aguirre was excellent. He was very knowledgeable and resourceful. His professionalism coupled with expertise makes me know my company is in great hands.

August 11, 2025
Unprompted review
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Reply from finally

Hi Renata,

Thank you for your kind words. We’re thrilled to hear that Samuel’s knowledge, resourcefulness, and professionalism gave you confidence in your company’s financials. We truly appreciate you sharing your experience!

Best regards,
The Finally Team

Rated 5 out of 5 stars

quick easy and got what i needed for an…

quick easy and got what i needed for an affordable price

August 11, 2025
Unprompted review
finally logo

Reply from finally

Hi Fredricca,

Thank you for your feedback! We’re glad to hear that the process was quick, easy, and provided exactly what you needed at an affordable price. We truly appreciate you sharing your experience!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Effortless Setup for My Law Practice

Getting the accounting set up for my new law practice felt overwhelming at first, but this team made it seamless. Their onboarding process was smooth and efficient, and they played a key role in organizing my financials right from the start. I’m confident in their expertise and excited about building a long-term partnership.

August 11, 2025
Unprompted review
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Reply from finally

Hi Nick,

Thank you for your wonderful feedback! We’re thrilled to hear that our team made setting up your accounting seamless and helped organize your financials from the start. We look forward to supporting you and building a long-term partnership as your law practice grows!

Best regards,
The Finally Team

Rated 1 out of 5 stars

The worst nightmare

The worst nightmare! DO NOT USE THIS COMPANY. Although the people were nice, the execution was just that… they killed my books. It caused me more work and more money. I eventually had to refuse to send them any of the info as they messed my books up! It took months for them to get it going, and then the results were disastrous.

August 10, 2025
Unprompted review
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Reply from finally

Hi Kristin,

Thank you for your feedback. We sincerely apologize for the issues you've experienced with your books and the frustration this has caused. This is not the standard of service we strive for, and we deeply regret that we fell short of your expectations.

We are committed to making this right. We would like to offer to review and make any adjustments needed to your books at no cost to you. Please let us know when you are available for a brief call so we can discuss the necessary steps to resolve this and get your bookkeeping back on track.

Best regards,
The Finally Team

Rated 5 out of 5 stars

It started when I tried to sign up with…

It started when I tried to sign up with Quick Books, they were a big disappointment. I found Finally online and from the very first connection they were very knowledgeable and displayed absolute professionalism from Dylan Sipler
Sr. Account Executive to Jose J. Perez
Onboarding Manager and Finally Derek Gonzalez
Client Experience Manager. They are literally The Dream Team. Keep up the Great work

July 11, 2025
Unprompted review
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Reply from finally

Hi David,

Thank you so much for sharing your experience! We’re thrilled to hear that Dylan, Jose, and Derek were able to provide knowledgeable, professional, and seamless support. It’s wonderful to know our team made such a positive impression—your kind words truly mean a lot to us. We’ll be sure to pass this along to the “Dream Team”!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel is very intelligent

Samuel is very intelligent, well prepared and professional. I feel confidence exuding from his work product and presentation. FIve Star across the board.

I look forward to having him as my account manager.

August 7, 2025
Unprompted review
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Reply from finally

Hi Byron,

Thank you for your wonderful feedback! We’re thrilled to hear that Samuel’s professionalism, preparation, and expertise gave you confidence throughout the process. Your kind words and five-star rating mean a lot to us.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Very helpful and lots of info

Very helpful and lots of info! Love it

August 8, 2025
Unprompted review
finally logo

Reply from finally

Hi Thomas,

Thank you for your feedback! We’re thrilled to hear that you found our team helpful and the information valuable. We really appreciate you sharing your experience.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Ease of Use

Straight forward instruction and easy onboarding process. Pleasant representative. Would recommend!

August 8, 2025
Unprompted review
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Reply from finally

Hi Shay,

Thank you for your kind words! We’re happy to hear that the onboarding process was simple and clear, and that our team made the experience pleasant. We really appreciate your business!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Julio Reduces Stress through effective communication

Julio's patience, compassion, and education and keeping the process simple which helped keep my my stress level down

August 5, 2025
Unprompted review
finally logo

Reply from finally

Hello,

Thank you for sharing your experience! We’re thrilled to hear that Julio’s patience, compassion, and clear guidance helped make the process simple and stress-free for you. Your feedback means a lot to us!

Best regards,
The Finally Team

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