General Ledgers - Brighton, Colorado

doobiessmokeshop (. S. S.

Used General Ledgers for the first time this last tax season, I had bounced around the last couple years after my previous accountant of 10yrs accountant retired. I had also migrated to online Quickbooks in March after 14yrs of using desktop (which I have always managed 100% myself) and had a couple issues I couldn't sort out myself. General Ledgers' website boasts that they offer QB training, setup, cleanup, etc. so I asked and Margie said that after 4/15 (and then a week off to recuperate) she could help me with that, how to pay myself more appropriately so I'm not taxed so heavily and also offered to look at my 2021 return. Everything went smoothly as far as picking up my 2023 taxes, I even got 2022 amended (which is why I'll be fair and give TWO stars...). Paid almost $1700.
Waited until 4/24 and tried to drop off my Quickbooks issues and reports. No one there. Tried again 4/25, no one there. 4/26 I put everything in an envelope and dropped it through the mail slot as no one was there. There are no business hours posted on the building, on the door, on the website, and not even on Google. I then waited and waited.
I emailed at the end of May asking for an update. No response. I emailed a week later, no response. I finally called, had to leave a voicemail because no one answered, emailed and also sent a message through the website on 6/10 before I got my FIRST response and that email response? "Hope you're doing well, got your voicemail, what questions did you have?" She apparently completely forgot she was going to help me and I'm thinking hadn't even been in office to see what I'd left.
I wrote back saying that I dropped off all this stuff, my 2021 return etc. 24hrs later, I got another response - yes we have your documents, we'll be in touch if we need anything further. She also asked if the desktop reports were the most accurate. She asked me nothing else.
7/15 I emailed yet again after hearing nothing for over a month (meanwhile my inventory and COGS is getting further and further out of hand) and Margie finally emailed back. She finally found the time to make a couple of adjustments and wish me a good day. She didn't help fix my inventory problem at all, she told me nothing about how to pay myself, she just zero'd out my inventory assets altogether, QB now shows that I owe more than $39,000 in back sales tax, (and this is only what I've found so far) and when I finally got upset about the lack of communication and basic customer service and continued ISSUES in QB, she accused me of not understanding accounting at all or Quickbooks (and to take some classes as she is not a tutor, although her website says she will come to you for training!) and accused me of trying to get something from her for free. How absolutely insulting. I was a paying customer in April and I was intending to pay for her help with this as well and have NO IDEA where she came up with the idea that I wasn't! I wanted more personalized detail given to my migration issues - exactly why I relied on HER versus calling QB customer service which is actually free!
She also told me to come pick up my 2021 return. I tried this morning at nearly 10:00am. No one there.

UPDATE - yes - but no accountability for YOUR behavior OR the incorrect adjustments. I DID NOT storm INTO your office yelling and screaming - I stormed OUT yelling and screaming because YOU are rude and told me to call Quickbooks for help!!!! Quickbooks says I need to ask my Tax CPA for exact direction and YOU OFFERED TO HELP ME IN APRIL AND I'VE BEEN WAITING THIS WHOLE TIME!!!!! And yep - I have called a couple times this morning after storming out, I wasn't done letting you know how much of a JOKE your Quickbooks services turned out to be. I guess because I didn't need you monthly, you had no interest. You could have told me that MONTHS ago. Changed my review now to ONE STAR - wish I could give less.

Ariah A.

Margie has been doing my taxes for years. She is not only knowledgeable, but also thorough and accurate making sure to take advantage of the IRS tax laws while maximizing my refund. I truly appreciate all her hard work through the years.

Ken M.

Margie and her team always take great care of my tax needs. Both personal and business. Been a loyal customer for nearly a decade.

Renee N.

Margie is great to work with. She helped me gain clarity and get a game plan and was always quick and thorough in her responses and help. I highly recommend her and her team!

John M.

Great customer service. Margie and staff are always amazing, helpful, quick and efficient. Thank you for everything.

Jay F.

Horrible communication and service.

Crystal M.

Jennifer P.