Core CPA Services
Family enterprises can be complicated. There are tax issues to consider, succession planning to be thought through, and investment questions that need answers.
You want to make sure you’re covered on all fronts. And that requires a team that has your back. One that can go beyond accounting to deliver advice on tax, finances, assurance, wealth planning, investment management, and ownership transition.
Learn more below, or click contact when you’re ready to start a conversation.
The Watermark Group offers a comprehensive range of financial services designed to empower business owners like you. From handling taxes and bookeeping to providing assurance and wealth planning advice, we are your trusted partners in achieving financial success. With our support, you can focus more of your time and resources on what truly matters – realizing your business vision and pursuing your personal goals and dreams.
Tax
At The Watermark Group, we understand that dealing with taxes can be overwhelming and time-consuming for business owners and families with complex financial situations. That's why our experienced team is here to take the burden off your shoulders. We handle all aspects of tax compliance, planning, and optimization, ensuring that you never miss a deadline and maximize your deductions. With our expertise, you can confidently navigate the complex tax landscape and keep your focus on what truly matters.
Client Accounting Services
Crunching numbers, maintaining accurate books and financial records and managing a business' finances can be a daunting task, but it's essential for the smooth operation of your business. However, we understand that you have other pressing issues that demand your attention and expertise. Our experienced CAS team is dedicated to handling these responsibilities on your behalf. From bookkeeping and financial reporting to budgeting and cash flow management, we ensure your financial records are accurate, organized, and compliant.
Assurance
Our assurance services provide you and your financial statement users with the confidence and clarity needed to make informed decisions that positively impact your business. Through our financial statement audit, review, and compilation services, we ensure that your financial data is reliable, transparent, and meets applicable reporting standards. With our assistance, you can identify strengths and areas for improvement in your financial reporting and related internal control systems, enabling you to chart a path toward sustainable growth and profitability.
Wealth Planning
Your business success is just one part of the equation; personal fulfillment and security are equally important. Our wealth planning services help you align your financial objectives with your aspirations, ensuring that you can pursue the things that matter most to you. Whether it's planning for retirement, estate management, or creating a legacy for your loved ones, we work closely with you and your broader advisory team to craft a comprehensive wealth plan tailored to your unique circumstances.
Ownership Transition
Transition is a critical phase in the life of any organization, and at The Watermark Group, we recognize the significance – especially for family-owned businesses. Whether you are considering selling your business, passing it on to the next generation, or exploring other ownership transfer options, our team of experts is here to guide you every step of the way. We understand that this can be a complex and emotionally charged undertaking, and we provide comprehensive support to position you and your family for a smooth and successful transition.
