MONTHLY ACCOUNTING
We provide basic monthly accounting services as a convenience for our small business tax clients
What is accounting
We provide basic monthly accounting services as a convenience for our small business tax clients who want our help so they can focus on other things, like running their business, growing their business, or spending time with family; or those who just want to simplify their lives and get rid of some stress. If this sounds like your situation, then let us take care of your books for you.
Getting Started
Meet with us to determine your specific needs.
Pay a retainer.
We will compile your data into a starting Balance Sheet and review it with you to ensure we have a solid starting point.
What we do for you each month
Download and categorize your bank transactions
Reconcile your bank and credit card accounts
Record adjustments as needed (depreciation, interest, etc.)
Provide you with monthly Profit & Loss and Balance Sheet reports
This information is required for your taxes at the end of the year and is often required by banks for loans. It will also let you know how your business is doing to help you make better business decisions. As an additional service, we can provide consulting, analysis, and insight on how to get the most value from your financial statements.
Pricing
- Pay a retainer of $750 that will apply towards future hourly work.
- We will bill hourly for the first 3 months (after retainer is used).
- We will set a monthly amount after the first 3 months, once we have determined the amount of monthly work.
- The monthly cost is often between $300-1,200 but will vary depending on the size and complexity of the business.
Financial Statement Preparation
We can help with basic business needs such as the creation of various financial reports that provide information about your company’s financial health. The main financial reports that are typically prepared are the Balance Sheet and the Profit & Loss. Accurate preparation of these reports requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.
Financial statement preparation requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.
Tax Planning and Filing
As a professional accounting firm, we can assist you in the preparation and submission of tax returns to the government in accordance with tax laws and regulations.
Tax planning and filing can be a complex and time-consuming process, but with the help of a professional, it can be a straightforward and stress-free experience. The end result of successful tax planning and filing is a potentially lower tax bill, improved financial situation, and peace of mind knowing that you’re compliant with all tax laws and regulations.
Financial Budgeting and Forecasting
We specialize in providing financial budgeting and forecasting services for individuals and businesses. Our process starts with a thorough assessment of your current financial status, including income, expenses, assets, and liabilities.
With this information, we create a personalized budget that sets spending and saving goals, and guides you toward a more secure financial future. We also provide forecasting services to help you identify potential risks and opportunities, and make informed decisions about future investments and expenditures.
Bookkeeping
We understand the importance of booking services for small businesses and individuals. Our team of experts provides comprehensive bookkeeping services that keep your financial records organized, accurate, and up-to-date.
We use the latest technology to manage your books and provide you with regular financial reports that give you a clear picture of your financial status. Our goal is to take the stress out of bookkeeping, so you can focus on more exciting things.
Payroll
Our firm offers basic payroll services to help you manage your business’s payroll needs with ease. Our experienced team of professionals handles all aspects of payroll, from processing employee paychecks to managing tax withholding and payroll tax filings. We use the best technology to ensure that your payroll is processed accurately, efficiently, and securely. Our services are flexible and customizable, so you can choose the options that best meet your needs.
General Accounting Consultation
We understand that business finances can be expansive. That is why we offer expert general accounting consulting services to help you stay on top of your financial affairs.
Our team of professional accountants has years of experience providing financial guidance and support to businesses and individuals. We work closely with you to understand your unique needs and goals and provide customized solutions that help you achieve financial success.
Our general accounting consultation services are designed to be comprehensive and efficient. Our use of the latest technology and accounting software helps us ensure that your financial information is accurate and up-to-date.
Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.
Get Accounting Help
Your business needs don’t rest. Let us help you manage the most menial parts of your business so you can invest your time and energy into other parts of your business. Contact us today to learn how we can help with general accounting needs!
Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.
Please contact us to discuss your accounting needs, so we can customize a solution that will work best for you.
OUR TESTIMOIALS
Even though we think we’re pretty great, here is what people like you have to say about our work.
Not only is DOW Accounting professional and knowledgeable, they support their local community and nonprofits. Eric, the owner, reached out to our Nonprofit, The Eagle Mountain Nature and Wildlife Alliance, and offered to do our year end taxes for... free! When it came to tax time, his staff was quick to answer all questions and help us file our taxes.I think it’s little things like helping nonprofits and the individual attention that sets Dow Tax and Accounting apart from other accounting businesses.Once again, thank you Eric and Team for helping us! We sincerely appreciate you and everything you do for our community.read more
Eric and his team do a great job! He's always honest and I can trust what he says. We've been using Dow for 6 years now and I'll keep coming back. Thanks guy!
This is thee best place ever!!! Nicole the office manager, is the customer service expert. She is the "Above and Beyond" person you need to make you feel safe during this time of year!! Thank you Nicole.
Dow Taxes has helped us with our taxes since we moved to Saratoga Springs 5 years ago. They’re reliable, professional,and personable.
I highly recommend Dow Tax & Accounting. Eric helped us with our taxes when we relocated from out of state and we've been with him ever since. Very professional and responds quickly to questions. He also gave me very helpful advice when I was... looking to set a new business. You can't go wrong with Eric and his team!read more
I used to use an online tax website, but one year I transferred and sold some stock, and the site thought I owed thousands more than I should. I went to Dow Tax and they quickly figured out how I could turn this around. I've used them ever... since.Their turnaround is quick, prices are fair, the staff is great, and they're always willing to work with me on any questions or concerns I may have.read more
I know Eric works hard to give us the best tax outcome each year. We’ve trusted him for many years to do our personal and small business taxes. I appreciate his professionalism. His office staff, Nicole, is friendly and helpful as well. I won’t go... anywhere else to have our taxes prepared.read more
We've had Eric Dow and team do our business and personal taxes for many years now. They do a great job and are very nice to work with. We've also really appreciated the strategy conversations we've had with them over the years - we're really happy... with the tax savings we've been able to achieve through use of their suggestions. Highly recommended!read more
I've been with Dow Tax accounting firm for over decade, we've moved around to several states and I've always been impressed of Eric's knowledge and expertise with each state we lived in. The entire staff at Dow Tax & accounting are super responsive... and quick to respond during the entire process of submitting and reviewing your taxes. Highly recommend their office!read more
I love working with Eric and his staff! He has been doing our taxes for the past 8 years and hopefully for many years to come. We have complete confidence in his team doing our taxes. I always feel like they respect us and do everything they can to... help us.read more
Dow Tax and Accounting is amazing! They were able to figure out 3 years of taxes for me in less then a week! Nicole there was able to answer all of my questions and get back to me super quick! For sure doing my taxes here from now on!
We have had a wonderful experience with Dow Tax & Accounting. They have helped us for several years with the taxes for our trust. We have been so impressed with their thoroughness, efficiency, friendliness, and general integrity. Eric Dow is a... knowledgeable, kind, and discreet professional that we know we can always count on. The staff is pleasant and responsive, and the secure customer portal makes everything so easy. They deserve our highest recommendation.read more
I've enjoyed working with Dow Tax & Accounting for several years now personal and business tax consulting. They are knowledgeable, thorough, and prompt, and always keep me apprised of the latest tax code and strategies. You will not be disappointed!
Brent has prepared my personal and small business taxes for years. The Dow Tax team does an awesome job and it’s such a relief to know my taxes are done right and I’m not missing a single chance to save money on my tax bill. I wouldn’t trust anyone... else (myself included) to handle my personal and business taxes. You won’t find better than the people at Dow Tax.read more
Eric is a fantastic accountant and has handled my taxes for many years. He always responds in a timely manner to any of my questions. I highly recommend Eric Dow!
I have worked with Eric and team for 2 years now on my company's taxes. Eric is thorough, detailed and very quick. He is very knowledged in his line of work and has helped my business in many ways.
I've used Dow for about 10 years. Each time I've had zero problems. When I have had a question, I was able to speak with someone in the office. I'll never change.
We love giving all the tax stuff to Dow and not having to worry about doing our own taxes. Dow has saved us money and has contacted us about write-offs we hadn't thought of. They're smart and honest here. If you're trying to find a tax guy. This is... where you'll want to go.read more
I've been using Dow Tax & Accounting for more than 7 years. Eric's knowledge, friendly demeanor, and willingness to take the time to answer questions, is simply exceptional. I’ve recommended multiple family members and friends and highly encourage... you, if you’re in the market for an accountant, to consider Dow Tax & Accounting! Golden Oak Gypsy Ranch, LLC.read more
Great experience using Dow Tax & Accounting. Eric and Nicole go above and beyond to make sure taxes are filed correctly and smoothly.
Always makes sure I have everything I need and will explain the little details in a prompt manner. Been using them for years and have always been so satisfied and happy with my experiences. I feel they look out for my best interest and work hard to... get it done quick.read more
We have used Dow Tax services for over 6 yrs. Their online portal systems are very easy to use and follow. We have even moved to a different state for our last 3 yrs and are still using them. They have been so good in answering every one of our... questions in a timely and very professional manner. We have been extremely happy with their services and hope to continue for many more yrs to come.read more
We have been going to Eric and his team for years. We have always been very pleased with their service. Eric is very thorough. Eric and his team are fast to respond. Uploading documents is so quick and easy. Eric always takes the time to answer... our questions. Thanks for making getting our taxes done so easy!read more
We were recommended to use Dow Tax by other satisfied clients on Facebook and Eric & his team did not disappoint. They were fast and efficient at helping us through our taxes.
Very efficient and super fast. Been having this company do my taxes for 8 years now. Works with me to meet my special needs as well
We are SO happy we found Eric Dow and his team!! We have a small business and have been through some terrible accountants in the last 4 years! Dow Tax is incredible!! Very quick to respond, extremely kind, answered all our questions, very... knowledgeable, very efficient and able to file our taxes much quicker than anyone has in the past, we could go on and on! They’re AMAZING and we are so happy we found them!read more
I am so pleased with my experience with Dow Tax! They are super fast and easy to work with. We recently moved out of state but still were able to have them do our taxes which saved a lot of headache. They kept us updated every step of the way and... give a detailed analysis of our tax situation. I definitely recommend Dow Tax and will continue to come back every year.read more
Eric has been doing our business taxes for years. He is always quick, efficient, and professional. Highly recommend.
Eric and his staff are great. Very professional and prompt. I'm very impressed with their quick responsiveness. I'm so grateful for the tax advice that they have given me. I'll definitely be recommending them to my family and friends.
I would give this company a full 10 stars if I could. Not only were they very fast and responsive with getting everything that they needed for me, they were also very patient when I had neglected to get the documents that I needed to. They were very... professional. The hour that I spent with Eric was by far one of the most productive I’ve had in the past year. My wife and I came in expecting to pay a significant amount in taxes due to some financial moves that we made in the previous year but through his expertise and experience he took the time to understand the laws behind our situation and was actually able to give us a lot of hope. Instead of paying a significant amount of money we actually made quite a bit. It was literally worth every penny and we will be back year after year after year. He’s earned our business. You should trust him with yours!read more
Eric made the process so simple. He saved me thousands of dollars and took the stress out of taxes for me!
We use Dow for our personal and business needs. I love that they stay up on training and knowledge of the current laws and know the best way to serve. Every person in the office (total of only 4 so they are get to know you!) is happy and helpful. I... love how they work things out in the best way possible. I love that they are a small business with big support for my businesses, my family, and me. I highly recommend Dow in tax season and year round service.read more
There was one year the IRS sent me a big bill and said we didn't report some income and in a panic I almost paid it but called Eric first. He wrote a letter to explain to them where it was reported and they said nevermind. Had I not called Eric, I... would have been out 5k.Another time in the years of 1st time home buyer credit repayment, it was a new deal and we sold our house before we'd fully repaid the credit but the IRS was confused and they couldn't figure out which way was up. After Eric wrote a reply to their letter explaining to them why we didn't agree that we owed more, they decided to incorrectly send us our money back. They pridefully wouldn't accept a return of the funds that belonged to them. 😆 I think they didn't want to admit they were wrong again. And we got a nice trip to Disneyland.Year after year, Eric has been there making sure we don't over pay and can back up his accounting. Well worth the piece of mind.read more
Eric has done our taxes for the last several years. Eric has provided us with great advice and has always been very quick to process our taxes and made sure that everything was squared away for the next year. I would not hesitate to recommend Eric... to anyone that I know.read more
I'm so pleased to have found your company! I have been your client for over 3 years. Your entire staff including Mr. Dow, have provide excellent service with professionalism, expertise and made the entire process comfortable and a pleasant... experience. Because of your services and with all the new laws issued by the IRS its no longer a nightmare for me to do mine own!Respectfully, Lorraine Perkinsread more
HOURS
Tax Season (January 1 – April 15)
Monday-Friday
9:00 am – 5:00 pm
Off Season (April 16 – December 31)
Monday-Thursday
10:00 am – 4:00 pm