Business Details
50 Years
experience
Trusted Accounting and Financial Services in Mahtomedi
Ramsay & Associates is a dedicated team of Certified Public Accountants committed to delivering personalized financial solutions tailored to meet the unique needs of businesses and individuals. With decades of combined experience, our professionals specialize in tax planning and preparation, accounting system setup, financial statement services, and business consulting. We prioritize client education, empowering clients to make informed decisions about their financial futures while maintaining the highest standards of professionalism and integrity.Our services extend to payroll processing, business valuation, succession planning, and benefit plan consulting, supported by advanced technology and industry-specific expertise. Rooted in the Mahtomedi community since 1976, we combine local market knowledge with a client-centric approach to build long-term relationships based on trust and mutual respect.
Services
Tax Return Preparation
Bookkeeping
Financial Planning
Business Consulting
Payroll Processing
Business Valuation
Succession Planning
Benefit Plan Consulting
Accounting System Setup
Financial Statement Services
Details
- Year established: 1976
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team provides personalized financial planning tailored to your goals.
- Certified QuickBooks ProAdvisors ensure seamless software integration.
- Comprehensive business consulting for growth and operational efficiency.
- Deep community roots with a focus on local business needs.
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks ProAdvisor
Services
Tax Return Preparation
Our tax professionals prepare accurate federal and state tax returns for individuals, corporations, partnerships, and trusts. We stay current with evolving tax laws to maximize deductions and credits while ensuring compliance. Services include audit support and error correction for prior-year returns.
Bookkeeping
We manage accounts receivable, accounts payable, bank reconciliations, and financial reporting. Our bookkeeping services ensure organized records for informed business decisions, available on-site, off-site, or through cloud-based systems.
Financial Planning
Personalized financial planning covers retirement strategies, estate planning, education funding, and investment management. We help clients achieve long-term goals through customized roadmaps and ongoing guidance.
Business Consulting
Our consultants provide business valuation, succession planning, benefit plan analysis, and operational strategy. We help owners optimize financial performance and prepare for transitions or growth opportunities.
Payroll Processing
We handle payroll tax filings, direct deposits, and compliance reporting while ensuring accurate employee payments. Services include system setup, tax deposit management, and year-end W-2 processing for businesses of all sizes.
People
Brady W. Ramsay
Owner, CPA
Brady specializes in corporate tax, estate planning, and business advisory services. A Mahtomedi native, he combines 15+ years of public accounting experience with community leadership roles, including Rotary Club presidency and local foundation treasurer positions.
Richard W. Ramsay
Founder, CPA, PFS
With over 40 years in accounting, Rich focuses on personal financial planning and business consulting. A former YMCA board member and Rotary District Treasurer, he brings deep expertise in tax strategy and intergenerational wealth transfer.
Ashley N. Filipovich
CPA
Ashley provides tax and accounting services with a focus on small businesses and individuals. She combines technical expertise from national and local firm experience with a personalized approach to client service.
Wendy M. Hendricks
QuickBooks ProAdvisor
Wendy specializes in QuickBooks training and bookkeeping solutions. Her corporate accounting background helps small businesses implement efficient financial systems tailored to their operational needs.
Brian J. Egerman
CPA
Brian offers audit, review, and tax services with 30+ years of public accounting experience. He focuses on delivering practical financial insights while maintaining a work-life balance centered on outdoor activities.
Questions
What accounting services does Ramsay & Associates offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, tax planning, and business consulting tailored to small business needs.
Do you specialize in tax preparation for individuals or businesses?
We offer expert tax preparation for both individuals and businesses, including corporate, partnership, and fiduciary tax returns.
Can you help with QuickBooks setup and training?
Yes, our Certified QuickBooks ProAdvisors provide software setup, customization, and training for businesses of all sizes.
What financial planning services are available?
We offer retirement planning, estate planning, social security optimization, and investment strategy guidance for individuals.
Are your accounting services available remotely?
Yes, we offer virtual bookkeeping and accounting support accessible from any location.
