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Potter And Company Certified Public Accountants

114 N Church St, Monroe, North Carolina, United States, 28112-4834

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Reviews Financial Services, Payroll Services, Tax Return Preparation, Tax Consultant, CPA, Accountant, Taxes, Mergers Potter And Company Certified Public Accountants

Potter And Company Certified Public Accountants Reviews (%countItem)

I have had a few issues with Potter and Company. The first is a bill that was sent without explanation and was over twice what was expected. When asked for an explanation they refused to give one in writing and have been continuing to send addition bills without explanation in addition to charging interest after acknowledging the delay in payment is due to their inability to provide a reasonable explanation for the amount due.

The second issue is a customer service issue. It has taken their accountant over 2 months to respond to my request for assistance. Each time contact is made the conversation is the same as if they have no notes on my company who has used them for 2 years now. When frustration was expressed at the lack of responsiveness and the demands that I call at last minute times, that only consider their schedule I was called 'immature'. I asked to speak with someone else, I was directed to John a partner at the firm who told me that LaKeisha would not treat a client this way.
Product_Or_Service: Accounting services

Desired Outcome

Billing Adjustment I expect Potter and Company to stop sending bills for services that were not performed and/or have not been explained as plenty of time (10 months) has been given for them to give reasonable explanation.

Potter And Company Certified Public Accountants Response • Oct 29, 2019

In response - First issue The invoices in question are to an entity that the person who filed this complaint has no financial interest in. They are not the owner of that company. After our services were provided, an invoice was issued providing a description of all services rendered. Our services were billed in conjunction with our engagement letter, which was signed. After the incident from last week occurred, we contacted the owner of the entity (not the complainant) and explained our position in regards to the person who has filed this complaint.
Second Issue We explained to complainant that due to other engagements already in progress that we would not be able to assist with this request for services until after October 15th. When work was started and additional questions were asked, complainant become agitated, unprofessional, irrational and disrespectful to the manager overseeing those services. She then discussed the matter with myself and I then proceeded to let her know that she needed to look to another firm for her services. We have a no tolerance policy regarding rude and unprofessional behavior from clients. A letter terminating our services with the complainant and the entity that she owns was sent later that week. There are no services in progress related to the individual or the entity that she owns. Additional, there are no balances outstanding due from the individual or her company.

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Address: 114 N Church St, Monroe, North Carolina, United States, 28112-4834

Phone:

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+1 (704) 289-3439
+1 (704) 926-3333
+1 (704) 786-4447
+1 (704) 668-8435

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