ComplaintsforA2Z Virtual Assistant Services

• Initial Complaint

  04/11/2022

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  This bookkeeper reached out to me on LinkedIn. I made the bad assumption that the services of A2Z Virtual Assistant Services were reputable services. The bookkeeper gave me a quote in November of 2021 for completion of P&Ls for a couple of businesses for $1200. The $1200 was paid in advance to get the work done quickly. The first step was setting up the Chart of Accounts for both entities in QuickBooks Online. I giving writing feedback on what should be changed in the Chart of Accounts. However, the Chart of Accounts were never correct through March, 2022. Additionally, the bookkeeper had errors in the P&Ls for 2021 all the way through March, 2022. I mentioned the error in the P&L several times and each time the bookkeeper would produce a P&L that was incorrect. I mentioned that I could run a report of all deposits in my bank account to show the revenues for the business. Finally, the bookkeeper made an adjustment to the top line revenues based up the data I share. However, there were other errors in the P&L. The bookkeeper failed to return calls and would not pick up the phone. The bookkeeper mentioned that I should set up a Zoom call using her calendar software. I did not so, but the bookkeeper did not join the Zoom call when it was scheduled. This bookkeeper made numerous excuses for not completing the work that was contracted. After the missed Zoom call, I decided to no longer work with this bookkeeper. I am requesting a refund of the money spent on a project that was not completed.

  Business response

  04/12/2022

  Yes I am happy to respond to this complaint

  First of all, **** contacted me on LinkedIn. We setup a call on I gave him a price for one company for one set of books to get it current for 2021. After he signed the contract and we began, he decided that he wanted the accounts separated into two set of books. I then asked him how he wanted to handle his monthly quickbooks subscription for the two sets of accounts and he was astonished that I would even ask for him to pay for the subscription. I explained that the invoice was for my time and services not QBO. In good faith, I went ahead and said that I would cover the accounts. 
  

  I set up a chart of accounts for him per his industry. He came back and added numerous more accounts. We were corresponding via email and ended up on a zoom call so we could screen share - at this time he stated that the chart of accounts for both companies were great and set. I proceeded with categorizing all of his transactions for both companies for 2021. 
  
  Previously, he had no documents for corresponding invoices, deposits, expenses etc. He knew what was going in and out of the account but not for his exact chart of accounts (i.e. income, expenses) that he had setup). Our disagreement came from that aspect. At one point ********************* sent me a screenshot of the P&L and said that the income was wrong.. yet he had not processed the report correctly and had income from 2022 in the account. I pointed that out and confirmed that my numbers did match based on what he sent over - he informed me that he didnt make that mistake and it was mine. When he is referring to incorrect chart of accounts - he added more and more different account types so it wasnt correct every time he would run the report because he never had me add those accounts. 
  
  I do not correspond with the majority of my clients via phone - we do zoom calls and they are scheduled as I do have other clients and had previously had a back surgery and I was also balancing physical therapy and other appointments. After asking ********************* to schedule a call multiple times he finally did. I woke up that morning with a debilitating migraine, took some medicines and set multiple alarms in order to wake up for that one specific meeting. Unfortunately, my husband didnt realize that I had a meeting and took my phone out of the bedroom and turned off the other alarms as he was trying to help me sleep and get over the migraine. As soon as I woke up I sent ********************* and email apologizing and letting him know what happened. 
  
  As I explained to *********************, I did add all of the transactions for 2021 for both accounts (again while only charging him for one) which is why a P&L was even possible. I dont feel like I should refund him due to the time that it took me to separate the transactions, add the in, categorize them, re-categorize them and more. 
  
  Please let me know if you need any additional information. 

  Kind regards,

  ****** St Pierre

  Customer response

  04/12/2022

  Complaint: 17009532
  
  I am rejecting this response because:

  Please note that ************** knew of my two entities when we talked about the project and quoted me as a result of the project details.  She set up a chart of account that was very generic and I made some recommendations on changes that corresponded to my businesses.  I made the recommendations severals times and the changes were never implemented.  The bookkeeper never included the monthly subscription fee in the quote and mentioned that I would have to pay after the contract was signed.  She decided to cover the expense because it was not in the quote which is typically what business do when they miss an expense in their quote.

  Regarding the chart of accounts, I made changes several times that were never implemented.  I am not sure what was going on here, but I kept making the request, but it was never changed or updated in QuickBooks.

   

  Regarding invoices and deposits, this is what a bookkeeper does in the correct setup of an account.  She is correct the disagreement came when the P&L was wrong for not only the account we were focusing on at the time, but the other business account is still wrong.  The agreement was to get the P&L completed for 2021 for both accounts and neither were completed accurately.  Hence the request for refund, as I will have to pay others to provide correct and accurate P&Ls.  I did finally create a excel report of all the deposits in the account to prove the revenues.  At that point, ************** did make adjustments to the P&L to match the top line revenue.  However, there were other errors in the P&L which gave me more insight that she would not/could not provide accurate financials statements.

   

  Regarding the request for a zoom call, I was trying to work with this bookkeeper to get accurate P&Ls for my businesses since these are required to file my business taxes.  I mentioned that this was very important.

   

  The bookkeeper knew about the total project and gave me a quote and then tried to add other expenses later and I think that is the real source of the disagreement in addition to I think this bookkeeper does not have the skills necessary to complete these types of projects.  This is not the way to conduct good business.  I was able to contact another bookkeeper and have attached the files where he had completed a cleanup of one of the accounts.  I have included four pages of changes.  However, I have 10 other pages of changes completed by the new bookkeeper.

  
  Regards,
  
  ***************************

• Initial Complaint

  02/10/2022

  Complaint Type:

  Service or Repair Issues

  Status:

  Unanswered

  More info

  On 12.01.2021 A2Z Virtual was hired to do 1 month of social media postings for $450 that was paid up front. It is now 02.10.2022 and there were zero social media posts made and I have requested a refund. ****** no longer responds to communication and has stated that she initiated a refund but when it never arrived and I requested confirmation numbers of that refund being triggered she has since disappeared. I paid money for services I never received. I have attached a copy of the email stating that she would issue a refund.

• Initial Complaint

  11/08/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Unanswered

  More info

  This Business was paid to handle our PPP forgiveness paperwork so the *** loan would be forgiven. Instead, after we paid the company and they said the work was done. They refused to send us confirmation paperwork that the work was completed. The owner then would not respond to any emails or phone calls or texts about providing the paperwork. Meanwhile the (now) loan became due and the *** is expecting us to pay it back. This company was asked for months to provide documentation that the paperwork was submitted.Instead we find out, they took our money, said the work was done but it was not.

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩