Our bookkeeper, with remote access, notified me recently that a payment was made to EDD from our account last summer. The payment was not for our company, but for another company that she works for remotely. Total payment is >$6k. She claims that she thought she was logged out of the "payment portal" for our account and was logged in to the other company account when she made the payment. I'm not sure I can believe that - I've heard that the details about the account name is on the screen when making payments, but as I do not access that account myself, I can't be sure.
It is now two months since I was notified, but we still don't have the refund yet. I have asked her to deal with EDD on the issue since she has all the details, and she told me that a refund check was generated 12/26/24, and we should receive it by end of February, but we have not.
My question is: what are my options to recover the money? Since bookkeepers aren't licensed, like a CPA, I cannot file a complaint with a licensing entity. What other options do I have?
