Complete Controller San Jose, CA Bookkeeping Service

Wendy is sharp, helpful and a good advocate for healthy bookkeeping! She's definitely deserves 10 stars!

Not actually local in San Jose. Communicaton is sparse and uninformative. I've been very disappointed in the service.

The experience with my specific controller was pretty good, although I am not confident in her expertise as an accountant. I was hoping to receive a little more insight into my books, but this was purely my expectation.

I rate 3 stars because the team made the transition to a new tax/accounting team difficult. I really don't like to do negative reviews on businesses but I feel that this was just a wrong gesture. There was some work that needed to be done accounting-wise prior to the transfer date that hadn't been done which is the first problem. My controller basically did the bare minimum not even fulfilling expectation once she knew I was leaving.

I was told that moving forward after the date, if I agreed to authorize my team to get on a phone call to assist with any transfer of quickbooks or accounting, they would honor that at their hourly rate.

That's ok, but after I did request this I was turned away and said that they do not have access to my file anymore despite being within a 10 day window of the transfer date.

Overall I felt very neglected during the last month of my accounting and felt this was inappropriate since I did not initially have a bad experience with them - just found the identical service at half the cost.

I hope that the next person doesn't experience this. As for Complete controller, they were adequate as a bookkeeping team plus they initially provided me a lot of attention and went out of their way to schedule meetings with me with my busy schedule.