Business

ABOUT OUR BUSINESS SERVICES

Our experts at Ramsay & Associates are committed to helping you build a solid financial future for your business by utilizing our comprehensive services and tools, which include:

Detailed Business Tax Return Preparation that maximizes your bottom line by taking advantage of long and short-term opportunities provided by the ever-changing tax code.

Financial Statement Services, ranging in levels of procedure and assurance from Reviewed Financial Statements, which require an in-depth understanding of your business and financial information — to Compiled Financial Statements, which offer a snapshot of the financial status of your business and provide valuable information for internal analysis and decision making.

Accurate Bookkeeping Services that save time and resources, while allowing you to manage your business with confidence. With services to handle accounts receivable, accounts payable, general ledger adjustments, budget preparation and depreciation schedules, we keep track of your important business records with great attention to detail and provide the timely information you need to make important decisions.

Payroll Processing & Payroll Tax Preparation — fully customized to fit your specific needs. If you choose to “do it yourself,” our experts can help you learn to make the best use of QuickBooks or Sage 50 (formerly Peachtree) software. Or, you can choose to have our Ramsay professionals fully manage your payroll while you manage your business. Our payroll services are simple, cost effective, secure and accurate.

IMG_3208.jpgBusiness Planning to help you plan and manage the successful financial future of your business. We offer a wide range of tools that allow you to grow revenues faster, base your decisions on logic, concentrate your business resources properly and increase your funds for marketing, expansion and product development.

Tax Planning & Projections that affect many long and short-term decisions that you make as a business owner. Our experts offer a proactive approach to tax services by using cutting-edge technology and processes to stay current on new tax law and legislation.

IRS & State Audit Help designed to provide you with a valuable strategic advantage when you need it most. Our experts at Ramsay help you understand the facts and resolve the situation as quickly and painlessly as possible.

Business Consulting with Ramsay professionals, who are highly qualified to help you handle your many business challenges. Our experts will assist you with defining strategic goals, evaluating business operations, developing business plans and creating measurements to track your progress through Key Performance Indicators such as goals analysis, business strategy, monitoring and reporting, performance improvement and team building.

Accounting System Setup & Support to take advantage of technology that can maximize the efficiency of your business with QuickBooks and Sage 50 (formerly Peachtree) accounting software.

Business Valuation Services to help you estimate the value of a potential business for purchase or of your own business for sale.

Benefit Plan Consulting to evaluate how various employee benefits will affect both owners and employees of your company.

Experienced Succession Planning to help you plan the eventual transfer of leadership of your business to someone else. Ramsay professionals have the knowledge and expertise needed to prepare your business for a smooth, gradual transition and help identify the best strategy and preparation for selling your business successfully.

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Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.

PRIVACY POLICY

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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