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    Carefree Bookkeeping Services

    5.0 (2 reviews)
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    Services - Carefree Bookkeeping Services

    Bookkeepers

    Business consulting

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Boulay

    Boulay

    (4 reviews)

    I had a horrible experience working with Corey O'Connell at Boulay. I have recently started hearing…read moreradio ads for this company, and felt that I should share my experience. As part of my divorce in 2024, I worked with Boulay for financial guidance. After my lawyer had put together a draft division of assets, I asked the Corey review the draft and provide guidance. After some time, I met with Corey and my lawyer on a short call, in which Corey displayed what appeared to be the same draft division of assets that my lawyer put together (reformatted with Boulay branding, but same content). Corey essentially read what was on the page, and said it looked good, and the call was over. Afterward, I was sent a non-itemized bill for about ~$1500. I asked for clarification on what I was being charged for, and ended up having an extremely unpleasant call with Corey. I asked that he describe what he had done to review the division of assets, and to help me understand what value I was being provided with in exchange for the bill. He became increasingly agitated, asking about my profession and suggesting that it was the reason I was "detail oriented" and asking questions. He then told me that my assets were much smaller than his other clients, and complained that this call and emailing me were taking up too much of his time. He then offered to waive the bill, with the understanding that he would withdraw from my case. Working with Corey was the most stressful and unpleasant part of my divorce. Though he didn't say it in so many words, the impression I was left with was that he thought I was not worth his time. Corey, and Boulay, are not worth your money.

    This review is from the perspective of customer service and user-friendliness of the website. I…read morehave an ESOP account that Boulay holds. I needed some documentation outside of the yearly statement in order to refinance my house. The website has little to no information - no phone number to contact, no information for account holders, nothing. I had to call multiple times to get anyone's attention. Left several voicemails with no call back. The receptionist couldn't help me get to anyone other than one single person who would not call me back. Ridiculous. I still don't have what I need. Can't wait to move my money to a more reputable, responsive account manager.

    Carefree Bookkeeping Services - bookkeepers - Updated June 2026

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