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 51% of negative reviews

Typically replies within 2 weeks

How this company uses Trustpilot

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Rated 5 out of 5 stars

Nelson has walked me through all of the…

Nelson has walked me through all of the necessary steps to setup my account and was made easy.

8 August 2025
Unprompted review
finally logo

Reply from finally

Hi Brandon,

Thank you for your feedback! We’re glad to hear that Nelson was able to guide you through setting up your account and make the process easy. Your kind words mean a lot to us!

Best regards,
The Finally Team

Rated 5 out of 5 stars

SO impressed with this service

SO impressed with this service!
I am thrilled to have what felt like a huge undertaking, removed from my list of things to get done. I have enough on my plate running a business.

Karina Perez was able to get my company caught up very quickly. She was kind and knowledgeable.
Jose Perez was very helpful this morning going over the reports.
Thank you!

8 August 2025
Unprompted review
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Reply from finally

Hi Mel,

Thank you so much for your wonderful feedback! We’re thrilled to hear that Karina and Jose were able to make the process smooth and manageable for you. It’s great to know we could help take that huge task off your plate so you can focus on running your business. We truly appreciate you sharing your experience!

Best regards
The Finally Team

Rated 5 out of 5 stars

Samuel was very patient with me with…

Samuel was very patient with me with respect to uploading all the documents necessary to get started. It may have been useful to have been advised in advance that I would need to have specific documents ready (or did I miss that instruction?). I really appreciate someone who is patient!!!

8 August 2025
Unprompted review
finally logo

Reply from finally

Hello,

Thank you for the wonderful review! We're so glad to hear that Samuel was able to guide you patiently and make a positive difference in your experience. We truly appreciate your feedback and will be sure to share your kind words with him.

Best regards
The Finally Team

Rated 5 out of 5 stars

The Good News is…..

What made my experience really great was the information I was provided by my assigned CPA (Karina Perez) was delivered in a clear and succinct manner. I understood everything she discussed. This is really my first time looking at a breakdown of my business. It’s like the light bulbs went on and I could go from one sheet to the next sheet and see where all the items were picked from and where they ended up on the profit and loss, it just all made perfect sense. I’ve had several businesses over my lifetime, but I was always winging it, and guesstimating. Finally has given me a reason to say “FINALLY!!!!!”

7 August 2025
Unprompted review
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Reply from finally

Hi Lynne,

Thank you so much for sharing your experience! We’re thrilled to hear that Karina was able to guide you so clearly and make everything easy to understand. It’s wonderful to know that Finally has helped bring clarity to your business finances and given you that “FINALLY!!!!!” moment. Your feedback truly means a lot to us!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Helpful and thorough

Helpful and thorough

7 August 2025
Unprompted review
finally logo

Reply from finally

Hi Austyn,

Thank you for your feedback! We’re glad to hear you found our team helpful and thorough. Your kind words mean a lot to us!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Daniel was very knowledgeable and…

Daniel was very knowledgeable and patient with me as I am very tech challenged! Finally!

7 August 2025
Unprompted review
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Reply from finally

Hi Kealoha,

Thank you for your kind words! We’re so glad Daniel could guide you through our bookkeeping process. We'll be sure to share this wonderful feedback with him.

Best regards,
The Finally Team

Rated 5 out of 5 stars

So far so good with Daniel and Finnaly

So far so good with Daniel and Finnaly. Daniel has been extremely patient and is very good with his knowledge of the platform.

6 August 2025
Unprompted review
finally logo

Reply from finally

Hello David,

Thank you for sharing your experience! We’re thrilled to hear that Daniel has been so patient and helpful. Your feedback means a lot to us and we look forward to continuing to support you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Sara Davis has been super helpful and…

Sara Davis has been super helpful and always quick to response which has made the world of diffence. I also love how easy the platform is to navigate.

7 May 2025
Unprompted review
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Reply from finally

Hi John,

We’re so glad to hear that Sara has been such a help and quick to respond. We’re also happy to hear that you’re enjoying how easy the platform is to navigate. Thank you for sharing your experience with us!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Finally has made it simple to get my…

Finally has made it simple to get my books done and completed. We had some catchup years but the team did an amazing job!

5 August 2025
Unprompted review
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Reply from finally

Hello Lamar,

We’re so glad to hear that we could make the process simple for you! Catch-up work can be a big lift, and we’re thrilled the team delivered an amazing result. Thank you for trusting us with your books.

Best regards,
The Finally Team

Rated 5 out of 5 stars

They are very smart company

Samuel is very good at what he does

6 August 2025
Unprompted review
finally logo

Reply from finally

Hello Edward,

We’re thrilled to hear that you had such a great experience with Samuel! We’ll be sure to share your feedback with him. Thank you for taking the time to share your review.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel was very thorough and…

Samuel was very thorough and professional

6 August 2025
Unprompted review
finally logo

Reply from finally

Hi William,

Thank you for your kind words! We’re so glad to hear that Samuel was thorough and professional in assisting you. We’ll be sure to share your feedback with him.

Best regards,
The Finally Team

Rated 5 out of 5 stars

I was so excited to find Finally

I was so excited to find Finally. As a business owner wearing many hats this task always fell by the wayside. Although it can be tough to get answers from the bookkeepers at times. I will say that Albert who is the head of sales and his team have been great at helping to keep me in the loop and helping to get our bookkeeping caught up in time to file for our taxes.

6 August 2025
Unprompted review
finally logo

Reply from finally

Hi Brittany,

Thank you so much for taking the time to share your experience with Finally! We’re thrilled to hear that we could help get your bookkeeping caught up in time for tax filing. We know how challenging it can be to juggle everything as a business owner, and we’re glad Albert and our team have been able to keep you informed along the way.

We appreciate your feedback and we’re grateful for the opportunity to support you and your business, and we look forward to continuing to help you stay on track.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Very easy to understand the process

During the onboarding meeting, Julio made very easy to understand the process, helpful and explained everything in detail.

3 August 2025
Unprompted review
finally logo

Reply from finally

Hello Benito,

Thank you so much for your kind words. We're thrilled to hear that Julio provided you with such a positive and clear onboarding experience. We believe that a great start is key to a successful partnership, and it's fantastic to know that our team's efforts to make the process easy to understand are making a real difference. Your feedback is a wonderful motivation for us and for others who are considering our services. We look forward to continuing to work with you

Best regards,
The Finally Team

Rated 5 out of 5 stars

Easy and effective accounting from the…

Easy and effective accounting from the team! Very much recommended!!

1 August 2025
Unprompted review
finally logo

Reply from finally

Hi Rebecca,

That's wonderful to hear. We're so glad you're finding our accounting services both easy and effective. Making the process smooth and straightforward for our clients is our top priority, and your recommendation means a lot to the entire team. We appreciate you taking the time to share your positive experience and hope to continue exceeding your expectations.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Nelson was extremely professional and…

Nelson was extremely professional and prompt. Quite knoledgeable and helped me sort out the huge mess of data that is my current bookeeping "system" haha..

Thanks so much Nelson!

4 August 2025
Unprompted review
finally logo

Reply from finally

Hello Micah,

Thank you for the fantastic review. We're so proud to hear that Nelson was able to help you turn your bookkeeping system into something more manageable. He's a valued member of our team, and we'll be sure to pass along your thanks. We know how overwhelming a messy set of books can be, and we're always here to help you sort things out and make sense of your data. We're committed to providing the same professional, knowledgeable, and prompt service to all of our clients, and we appreciate you sharing your experience.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Very professional and straight to the…

Very professional and straight to the point, perfect for getting your business finances up to date. Thank you, Samuel.

4 August 2025
Unprompted review
finally logo

Reply from finally

Hi William,

Thank you for the kind review. We're glad to hear that you found our approach professional and straight to the point. Samuel is a valued member of our team, and we'll be sure to pass along your thanks. We know that getting your business finances in order can be a big task, and we're dedicated to making the process as efficient and effective as possible. Your feedback is great for others who are looking to get their books in perfect shape. Looking forward to working together.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Easy and correct - what could be better?

It is so refreshing to work with a company that has all the processes in place to get the job done, with and much ease as possible The idea of clean books is so exciting!! I highly recommend you check out this service.

4 August 2025
Unprompted review
finally logo

Reply from finally

Hi Lisa,

This is great feedback, thank you so much. We're thrilled to hear that our processes are making your experience as easy as possible. That's exactly the feeling we aim to create for our clients. We truly appreciate you recommending our service and are looking forward to continuing our work together.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Love Leija & Jose Perez

Love Leija & Jose Perez! They are amazing!!!!! Could NOT have done this without them!

1 August 2025
Unprompted review
finally logo

Reply from finally

Hi Melissa,

Thank you so much for your wonderful review! We're thrilled to hear that Leija and Jose Perez made such a positive impact on your experience. They are truly valuable members of our team, and we'll be sure to pass along your incredibly kind words. It's our goal to provide the support you need to succeed, and knowing we've helped you get things done is the best feedback we could ask for. We appreciate you trusting us with your business.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Simple onboarding

Sammual Aguirre has been great with the onboarding call .

1 August 2025
Unprompted review
finally logo

Reply from finally

Hello Michael,

Thank you for sharing your experience. We're so glad to hear that Samuel made your onboarding call a great one. We know how important it is to get started on the right foot, and we'll be sure to pass along your kind words. Your feedback is a wonderful testament to our team's commitment to providing a smooth and helpful start for all our clients.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Nelson Perez did a great job helping me…

Nelson Perez did a great job helping me start getting set up, making getting my books taken care of a lot easier.

1 August 2025
Unprompted review
finally logo

Reply from finally

Hi Kenneth,

Thanks for sharing your experience! We're so glad Nelson Perez was able to make the setup process so much easier for you. Our goal is to simplify getting your books taken care of, and it’s wonderful to know he did a great job. We'll be sure to pass on your kind words.

Best regards,
The Finally Team

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