ComplaintsforYour Balance Sheet LLC

• Initial Complaint

  07/13/2022

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  Hello, I hired Your Balance Sheet LLC for bookkeeping services for two businesses. I terminated bookkeeping services in late May (5/23/2022) due to poor services, double billing, and being erroneously charged for services not performed. In response they sent a series of "closing" invoices which include a $200 "Termination Fee" and other "fees." These fees were not disclosed orally or in writing at any point, and there is no signed contract between our businesses. I agreed to pay any corrected invoices that reflect substantiated work performed after the termination (1.5 to 2hrs for each business), with the removal of the undisclosed fees, including the "Termination Fee" which I believe is invalid. The most recent invoices were received on 6/15/2022. They did not remove the "Termination Fee." I am still willing to pay a corrected invoice, however I have not received one. This business is threatening to send this invalid debt (the "Termination Fee" to a collections agency yesterday, 7/12/2022. They have not called, and I have not received the vast majority of their email correspondence due to their email being flagged as Spam by ********* email services, which I relayed on multiple occasions.I would like a corrected invoices INV221640REV and INV221639REV removing the Termination Fee ($200 each, $400 total) so I may complete dealings (pay the invoice) with Your Balance Sheet LLC without further threats. I do not want to pay an incorrect invoice for fear of future reprisal from Your Balance Sheet LLC.

  

  Business response

  07/26/2022

  
  

  I am writing to you in response to the complaint filed by a former client of Your Balance Sheet.

  Complaint case #******** Ref Acct# *****.

   

  Hello, I hired Your Balance Sheet LLC for bookkeeping services for two businesses. I terminated bookkeeping services in late May (5/23/2022) due to poor services, double billing, and being erroneously charged for services not performed. [In response they sent a series of "closing" invoices which include a $200 "Termination Fee" and other "fees." These fees were not disclosed orally or in writing at any point, and there is no signed contract between our businesses.]

  YBS treats the Accounting Quote provided via email to clients once they agreed with the quote as a contract. Please see these emails attached as Pinot's Palette Accounting Review Quote

   

  I agreed to pay any corrected invoices that reflect substantiated work performed after the termination (1.5 to 2hrs for each business), with the removal of the undisclosed fees, including the "Termination Fee" which I believe is invalid.

  YBS sent all clients our Terms of Service Agreement via **** mail at the end of December 2021 and the beginning of January 2022. Please see YBS Terms attached above.

   

  The most recent invoices were received on 6/15/2022. They did not remove the "Termination Fee." I am still willing to pay a corrected invoice, however I have not received one.

  These invoices were sent to the client on 5.24.22, 6.15.22, and 7.12.22. We made the changes requested, including renumbering her invoices. The only thing we cannot remove is the termination fee. The client removed YBS remote access to her QuickBooks before terminating services. Our Project manager reach out to let her know that she couldnt access the accounts to perform her accounting services, and the client replied that she no longer wants to do business with YBS. Per our terms, YBS requires 30 days of the termination notice. In this case, no notice was provided. 

   

  This business is threatening to send this invalid debt (the "Termination Fee" to a collections agency yesterday, 7/12/2022.

  YBS sent clients their late payment notices and collection notices, never threats, to collect payment. This client has a history of nonpayment with our company, and often emails back after late notices are applied or outside their 30 days window to raise any disputes with their invoices. The client in this dispute did not give YBS 30 days notice of termination of services or any notice in her case. Please see the emails attached as evidence.

   

  They have not called, and I have not received the vast majority of their email correspondence due to their email being flagged as Spam by ********* email services, which I relayed on multiple occasions.

  As stated above YBS has provided her invoices via email on 3 occasions. The client also has a history of non-payments and disputes are done after multiple late fees are accumulated. The billing department contacts the client via email for record keeping. No other client has mentioned that YBS emails are flagged spam, and what gets marked as spam in this clients inbox is in no way controlled by our company.

   

  I would like a corrected invoices INV221640REV and INV221639REV removing the Termination Fee ($200 each, $400 total) so I may complete dealings (pay the invoice) with Your Balance Sheet LLC without further threats.

  YBS has not threatened this client and has only provided her with late notices and collection notices. Termination fees are to cover the administrative cost to properly dispose of (shred) all terminated client documents. The client did not provide a proper termination notice, she first removed all access before letting YBS know, and did not do so until she was asked why remote access was not working by her YBS project manager.

   

  I do not want to pay an incorrect invoice for fear of future reprisal from Your Balance Sheet LLC.

  The invoices 221640REV and 221639REV with the late fee invoices are the clients final invoices and she is aware of them. YBS has not harassed nor threatened clients in the past or now and will not do so in the future.

   

  If you have any questions or concerns do not hesitate to let me know.

   

  Best Regards,

   

  *****************************

  Customer response

  07/29/2022

   
  Complaint: 17560798
  
  I am rejecting this response because: 

  Terms were not disclosed, proof not provided of positive receipt of terms (disclosure) in business response to BBB complaint (i.e. signed recognition of fees, no certified mail provided for claim of ************** Business did not follow up with me via phone call to resolve after multiple reminders of issues with their automated billing communication; I provided proof of erroneous billing and billing for tasks not performed justifying no-notice termination, additionally since there was no service terms provided there was no notification from the business of the requirement for 30 days termination notice. Business threatened collections 10 days after final, incorrect invoice was rendered with undisclosed termination fee. Business sent disputed invoices to collections (******************************************, Ref Acct *****, POC ***************************) same day after I filed a claim with the BBB as an act of reprisal. I provided documents submitted to the BBB to the collections agency .

  Respectfully request corrected invoices with removal of the disputed Termination Fees for final payment, retraction of all collections actions and guarantee that no future collection actions from this business will occur following conclusion of this claim. 

  Thank you, HL

  
  
   

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