Positive & Negative Reviews

Positive & Negative Reviews


Spinning that off helps us expand our market footprint, and there’s some added value in that it natively integrates with our portal. We wouldn’t have been able to produce ClientBooks without Finicity’s products and services. It’s this commitment to our clients, to all of those late-night entrepreneurs and small business owners, that motivated us to expand our suite of solutions. With our clients’ needs in mind, we recently rolled out a product called ClientBooks. It’s an offshoot from 1-800Accountant, more of a self-service model with 1-800Accountant’s support. ClientBooks is DIY bookkeeping software similar to BooksTime, BooksTime, or BooksTime.

Not only is the app glitchy, but the service provided by BooksTime is not worth the $$. I started a business last year, and like many of you got a call by them to solicit their services. I felt pressured into using them as their “salesman” told me I needed to have an accountant firm help me file with the IRS to select how I would be taxed. Needless to say once they had me on the hook for the $2000 initial payment, my “dedicated accountant” knew nothing about this mystery form that had to be filed.


They have since refused to acknowledged my existence. Check the financial wealth of your small business anytime. A team of bookkeeping professionals are available to answer your questions along the way. Ive tried to set up meetings and its always delayed. As a small business accountant, I would suggest you use someone you trust for your accounting and legal needs. As an accountant, we always have legal referrals that we can give you for whatever your business needs are.

We don’t have major crunch times to produce quarterly reports or file taxes because the stream of data is real-time. We can focus our energy on delivering those insights to the customer. Of course, in order to make this happen, Online Accounting you have to maintain uninterrupted access to client financial information. Underpinning the bookkeeping side of 1-800Accountant is the seamless syncing of bank accounts and transactions that flow into our client portal.

To those companies, we can say, “We can take care of that. Your employees should focus on the core of your business, not tax law.” We don’t have to waste time inputting data or worrying that the data is wrong or insecure.

Don’t Buy The Idea That Ai Will Replace Everyone In Traditionally People

That’s why we rely on Finicity to do the heavy lifting on the data access and insights side. Please hire a cpa or even a regular tax service will do way better job than This scammers. BooksTime.com is a company that promises to assist its customers by providing them with statement of retained earnings example access to their very own personal accountant that can help them manage their finances throughout the year. And now, Marketing 360 clients will have even more tools at their disposal. ClientBooks is our recordkeeping platform that organizes all of your business transactions.


It’s critical for both us and our customers that the data is accurate and timely. If there is an error, if anything is unclear, or even if there’s just a lag, that has obvious downstream impacts when we advise our clients. And if we give the wrong advice, not only does it make us look bad, it exposes the client to financial liabilities like incorrectly filed taxes.

International Tax Manager

Get a free virtual credit card for free-trial subscriptions. We have made it super easy to cancel 1-800Accountant subscription at the root to avoid any and all mediums “BooksTime” uses to bill you. Now let us get into the crux of this guide. You must remember to manually cancel a subscription 24 hours before the trial period ends. These people screwed up my tax return and it costed me thousands of dollars. When I complained, they canceled my subscription and will not refund me.

It’s a challenge, but it means there’s a tremendous amount of upside to the company. We’ve got a great team, bolstered by a seamless, automated, secure product. And by tapping into the potential of automation and tech, our people can focus on providing our customers that human touch. Partnering with Finicity has been so valuable because it’s empowered us to deliver on our promise of seamless, accurate, real-time advice through a combination of technology and human insight. We help our customers focus on what matters most to them and Finicity does the same for us. We needed a solution that would allow customers to interact with us directly, so we built that tool and developed it to the point where it could be customer-facing.

ClientBooks generates financial statements, completes your year-end tax returns, and assists your Senior Tax Advisor with tax planning throughout the year. The main objective of ClientBooks is to simplify recordkeeping by syncing your business bank accounts and business credit cards automatically, reducing time spent on manual data entry. 1-800Accountant is a nationwide virtual accounting firm merging the convenience of technology with proactive support from a team of accounting professionals. We provide personalized and dedicated accounting services for small-business owners at an affordable price. app is great for the price but we went ahead at did the $1700 package and it is trash no one responds to our tax questions in a timely fashion our taxes we’re sent in late. we will keep the app but will not renue the services. @Bryan Mitchell – I haven’t heard many out right complaints about the service or noticed many errors in their past returns.


Just bad phone manners and left a final nail in the coffin for me. In the end we have decided to switch to a local accountant who will be cheaper and more responsive/accessible and have switched to using BooksTime Online which is WAY easier to use. As busy as my accountant was he still found time to help me with the website so very impressed with the work that he and all the staff do.

The most helpful bookkeeping services take all of the relevant data and translate it into meaningful guidance for clients. It’s a totally faceless experience and customer service is nowhere to be found. Did legal zoom prepare your operating agreement as well. If not you will need one as when you apply for any kind of financing or purchase or sell real estate with an LLC they will need your OA. If the OA is nonexistent or done poorly your LLC is not properly prepared and the asset protection you thought you had is meaningless.

  • and they’ve woken up with a burning question about their books, our Finicity-powered portal is there for them and it’s always up to date, with a level of data quality that gives an accurate picture.
  • We provide personalized and dedicated accounting services for small-business owners at an affordable price.
  • Did legal zoom prepare your operating agreement as well.
  • When I was called by a guy named Michael I was asked if I had received any EIDL or PPL loans via the government to which I agreed.
  • All and all I stayed with them until today when my taxes were filed as I had already wasted enough money on them.
  • Response time through messages was terrible so I generally had to schedule a call with him to make sure we were on the same page.

In that way, Finicity gives our customers the assurance that their financial data is in good hands. Instead, our portal pulls that data automatically.

Using Technology To Bring A Human Touch To Accounting

I am not able to schedule an appointment with my accountant to discuss my taxes being filed ASAP. Accountant said he will reach out to my bookkeeper who I haven’t heard from in weeks. I wish I would have just filed my taxes myself this year and saved myself almost $4000. The bookkeeper service is not included with the $2000 accountant service. The accountant responds quickly but he isn’t especially helpful. 1-800Accountant provides all of the power of a full-service accounting firm. UNCAPPED COMMISSION so the $$$ is endless!

That way you know that all of your information is contained. Rather than having it float around in an organization that you don’t have a face with, dealing with a personal accountant can help you have peace of mind. If there’s anything I can do for you, please reach out. We are hiring Remote & in house Tax Accountants who will work directly with clients, addressing their tax questions. This is a year round, independent contractor role where you set your hours for romotes.

1-800Accountant makes small business and personal accounting easy and mobile with its experienced team of professionals and proprietary accounting platform. We specialize in tax preparation and consulting, bookkeeping, and payroll services for small businesses as well as individuals through the use of our mobile and web apps. We’ve built a network of accounting specialists across the United States with expertise in every industry or small business you can think of, from dentists to rideshare drivers, plumbers to graphic designers. We can match a customer with someone who knows their industry and their state’s tax code through and through. It’s that human touch that gives our clients the peace of mind that their books are in good hands so they can focus on running their business.

Fantastic Taxapp !!!!!

We can then reformat and represent that data in the customer’s books. That allows us to make a projection based on what we know of the business in real time. For example, we can say that if your business continues on this track, we might want to talk about the tax deductions available assets = liabilities + equity to you. The customer portal itself is a secure, proprietary backend system that we developed in-house. It gives our customers the freedom to log in anytime and upload documents, manage their expenses, track deductions, and see where they are from a tax liability perspective.

Answered tough questions this is a time saver for me and gives me the ability to concentrate on what is important, The Customer. I told him that I could possibly call someone to get the money within the hour, yet that wasnt good enough! The representative told me that it would be better if I could call him back within the next 20 minutes because he was about to go into a meeting. I eagerly told him I would, got off the phone and immediately blocked him.

Mike Savage is the Founder, Owner, and CEO of 1-800Accountant, a virtual accounting firm that is redefining small business services through technology. Mike is a 2018 recipient of the Glassdoor Top CEOs award in the U.S. A savvy finance expert with more than 20 years in accounting experience, Mike’s proficiency in tax law is unsurpassed. He spent several years as a Certified Public Accountant at PricewaterhouseCoopers, https://bookstime.services/ where he worked on high-profile audits in that firm’s fraud division. Along the way, Mike recognized that small ventures can benefit from the same tax services that big enterprises receive. Mike has become an industry leader by eliminating bookkeeping and tax preparation anxiety for small business owners. We are the reliable and affordable accounting service provider for small businesses across the United States.

How much should a small business accountant cost?

According to the National Federation of Independent Businesses, there are three common fee structures accountants use: hourly, proposal-based, and fixed-fee structure. With an hourly pricing structure, the accountant charges an hourly rate for their work. This rate could range from $150 – $400 or more per hour.

I have been using BooksTime for over 3 years. Everyone has been extremely responsive and professional. They have done a great job with bookkeeping, payroll and finally business and personal income taxes. We make riding to BooksTime easy, which is why over 930 million users, including users in Tempe, trust Moovit as the best app for public transit. You don’t need to download an individual bus app or train app, Moovit is your all-in-one transit app that helps you find the best bus time or train time available.

@Michael Plaks I’ve had no issues with them but, wonder if they are giving me all the tax advantages out of my rental. This is my first property so I am learning as I go.

You might have created an account on 1 800Accountant during the course of using the app. Many apps make it so easy to signup but a nightmare to delete your account.

Would never recommend their services to anyone and frankly feel scammed. Downloaded 8 months ago and use it every day. Super easy and BooksTimeive, especially for a new business owner like me who doesn’t understand debits and credits. I like how clean and simple the dashboard is, it only has the features I need to track expenses, mileage, create/send invoices, and generate reports.

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