Complete Controller in San Jose

Review №1

2022-12-07 12:03:47

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 dont 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 hadnt 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.Thats 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 doesnt 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.

Review №2

2020-05-26 17:07:20

Complete Controller is the best bookkeeping service around. They are invested in their clients and truly want the best for them. They provide great service and really help out with your accounting needs so you can focus on growing your business. Keep up the good work Complete Controller family!

Review №3

2023-10-09 19:17:51

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

Review №4

2023-12-29 18:45:14

Very friendly and straight to the point. Great working here. Very good resource for bookkeeping.

Review №5

2022-03-08 18:24:14

Just completed onboarding with complete controller. Pierce, Kym, and Karen have all been excellent and I couldnt be happier so far. Highly recommend if you are looking for a solid team to support your business.

Review №6

2020-05-21 21:49:22

Working with Complete Controller as a CPA is a glorious experience. I have several tax clients that use Complete Controller and I can always trust that the books are going to be in awesome shape for taxes. Lifesavers on so many levels!

Review №7

2020-10-05 14:31:29

Complete Controller is a Great company to work with! Their team is solid and composed of people with good character, sound judgement, and the expertise I needed for my business needs.

Review №8

2020-02-20 13:37:05

I have been a Controller with Complete Controller for the past six years. They truly are Americas Bookkeeping Experts! I am proud to be a part of a team that is highly skilled, knowledgeable and professional.

Review №9

2020-02-04 18:07:48

This company brings bookkeeping to the next level! They are completely transparent in everything they do and are way ahead of the bookkeeping industry!

Review №10

2023-06-12 18:21:49

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