You need to be able to make the most out of everything you've got, and pulling that off takes more than people would expect. That's why you need an advisory firm that goes beyond traditional accounting to include expertise in tax, finances, wealth planning, investments and ownership transition. Watermark works with family enterprises who have a tough, gritty work ethic, and who have better things to do than just sit at a desk all day.
Motivation comes from doing work that inspires you. That happens when you connect your inspiration with your goals, and become the entrepreneur that makes a difference. You can't remove all future obstacles from your path, but you can absolutely insulate yourself, your family and your business from them. You need to protect what you've built on every front.
At Watermark, we step out of the traditional mindset of "business as usual" and take a more positive, proactive role in addressing the opportunities and challenges facing our clients' businesses. With our vast experience and "we're-in-it-together" approach, we build the kind of trusted partnerships that spark a new sense of possibility.
Motivation comes from doing work that inspires you. That happens when you connect your inspiration with your goals, and become the entrepreneur that makes a difference. You can't remove all future obstacles from your path, but you can absolutely insulate yourself, your family and your business from them. You need to protect what you've built on every front.
At Watermark, we step out of the traditional mindset of "business as usual" and take a more positive, proactive role in addressing the opportunities and challenges facing our clients' businesses. With our vast experience and "we're-in-it-together" approach, we build the kind of trusted partnerships that spark a new sense of possibility.
Services
The Right Team
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Watermark's culture fits both my professional and personal needs.
On a professional level, I have the opportunity to learn from experienced partners and managers.
I am also able to develop a variety of skills working in many different industries with passionate business owners.
On a personal level, I have the opportunity to make an impact on the community.
During my time at Watermark, I have been able to participate in numerous service projects allowing me to give back to the community.
I know Watermark has the best interest for the community it serves, as well as, my personal and professional growth.
On a professional level, I have the opportunity to learn from experienced partners and managers.
I am also able to develop a variety of skills working in many different industries with passionate business owners.
On a personal level, I have the opportunity to make an impact on the community.
During my time at Watermark, I have been able to participate in numerous service projects allowing me to give back to the community.
I know Watermark has the best interest for the community it serves, as well as, my personal and professional growth.
The Right Services
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You need to make sure you're covered on all fronts.
That requires a team that has your back, and who can go beyond accounting to deliver advice on tax, finances, wealth planning, investment management and ownership transition.
Family enterprises aren't "cut and dried" - they tend to be complicated.
There are tax issues to consider, succession planning that needs to be thought about, and investment questions that need to be handled.
Your advisory firm isn't doing you any favors if they can't deliver on all of your different needs.
That requires a team that has your back, and who can go beyond accounting to deliver advice on tax, finances, wealth planning, investment management and ownership transition.
Family enterprises aren't "cut and dried" - they tend to be complicated.
There are tax issues to consider, succession planning that needs to be thought about, and investment questions that need to be handled.
Your advisory firm isn't doing you any favors if they can't deliver on all of your different needs.
Employment
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We're not interested in "business as usual", because our clients aren't either.
We take a proactive approach to help our clients align their passions with their goals, so that they can pursue what matters most to them.
Their family enterprise has gotten to where it is because they demonstrated intelligent audacity, and they're making the most of everything they have.
That sort of work needs to be protected.
We're always on the lookout to add new skills and talents to our team.
If you think you fit, and have the intelligent tenacity to make a difference for our clients, with our firm, and in the community, get in touch with us.
We take a proactive approach to help our clients align their passions with their goals, so that they can pursue what matters most to them.
Their family enterprise has gotten to where it is because they demonstrated intelligent audacity, and they're making the most of everything they have.
That sort of work needs to be protected.
We're always on the lookout to add new skills and talents to our team.
If you think you fit, and have the intelligent tenacity to make a difference for our clients, with our firm, and in the community, get in touch with us.
Testimonials
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We have been very satisfied with the tax advice and level of service provided by the Watermark Group.
Tony Bultinck, Mark Vollmer and Jay Utterback along with the staff accountants that report to them are very easy to work with and respectful of the time constraints we face as a small company.
In addition they have a solid understanding of our business model and the dynamics of our industry.
Watermark is very conscientious when it comes to working with our business.
They work in a very timely manner and are always thinking ahead to find new ways to help us save money.
Tony Bultinck, Mark Vollmer and Jay Utterback along with the staff accountants that report to them are very easy to work with and respectful of the time constraints we face as a small company.
In addition they have a solid understanding of our business model and the dynamics of our industry.
Watermark is very conscientious when it comes to working with our business.
They work in a very timely manner and are always thinking ahead to find new ways to help us save money.
The Right Process
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You've probably already experienced the challenge of needing great advice, guidance and the services that BIG firms offer, but you also know that you want to work with someone who will actually know who you are and what your business is about.
We started out as CPA's in a large firm and wanted to be closer to our clients so we could make a bigger impact.
So we started our own firm and brought accountants, wealth experts and investment specialists together under one roof with one focus: help you make the most of everything you've got.
We started out as CPA's in a large firm and wanted to be closer to our clients so we could make a bigger impact.
So we started our own firm and brought accountants, wealth experts and investment specialists together under one roof with one focus: help you make the most of everything you've got.
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