Business Details
Your Trusted Partner for Accounting & Business Advisory Solutions
The Watermark Group was founded with a clear mission: to help private enterprises thrive through personalized advisory services. Our team combines the resources of a large firm with the dedication of a boutique practice, specializing in tax, assurance, accounting, wealth planning, and ownership transition services. We prioritize deep client relationships through our proprietary Legacy Process, which ensures clarity in personal, family, and business goals before crafting tailored solutions. Our cultural transformation services further distinguish us by aligning organizational strengths with strategic objectives.With a focus on family-owned businesses, we bridge technical expertise and human-centric strategies to deliver sustainable growth. Our professionals bring decades of collective experience, emphasizing transparency, proactive planning, and long-term value creation. We measure success by our clients' ability to achieve their visions while maintaining compliance and financial health.
Services
Core CPA Services
Cultural Transformation
Tax Planning
Wealth Management
Ownership Transition
Assurance Services
Client Accounting
Business Advisory
Highlights and features
- We implement the proprietary Legacy Process for personalized strategic planning
- Our team specializes in family-owned business transitions and tax optimization
- We offer cultural transformation tools like Kolbe Index and Working Genius assessments
- We combine large-firm resources with boutique-style client relationships
- We focus on long-term value creation through proactive financial stewardship
What people say
Valued long term relationship
Timely and accurate responses
Solid industry understanding
Hands-on approach
Proactive tax planning
Services
Core CPA Services
Our comprehensive CPA services address the complex needs of private enterprises. We provide tax compliance, financial reporting, and audit assurance while maintaining strict regulatory adherence. Our approach combines technical precision with strategic insight to transform financial data into actionable business intelligence. Clients benefit from customized reporting frameworks that enhance decision-making capabilities.
Cultural Transformation
We help organizations maximize human capital potential through evidence-based cultural assessments. Using tools like Kolbe Index and Working Genius, we identify team strengths and align roles for optimal performance. Our methodology fosters collaborative environments that drive productivity and employee engagement while supporting long-term business objectives.
Wealth Planning
Our wealth planning integrates business success with personal financial goals. We develop customized strategies for retirement planning, estate management, and legacy creation. By coordinating with external advisors, we ensure comprehensive wealth preservation that aligns with both current needs and future aspirations.
Ownership Transition
We specialize in navigating complex ownership transitions for family businesses. Our services include succession strategy development, valuation analysis, and intergenerational transfer planning. We provide objective guidance through emotionally charged decisions while maintaining business continuity and preserving family legacy.
Client Accounting Services
Our Client Accounting Services streamline financial operations for growing businesses. We handle bookkeeping, payroll processing, and financial reporting while implementing systems that improve cash flow management. Clients gain reliable financial insights through organized, audit-ready records that support strategic business decisions.
People
Jeff Curtis
Partner
Jeff Curtis leverages 20+ years of accounting experience to guide clients through complex tax and business strategy challenges. His expertise in family business transitions helps clients preserve wealth while navigating generational changes with confidence and clarity.
Gary Lents
Partner
Gary Lents specializes in assurance services and financial reporting compliance. With extensive experience in audit procedures and regulatory requirements, he helps clients maintain accurate financial records while identifying opportunities for operational improvements and risk mitigation.
Kelly Perry
Partner
Kelly Perry focuses on wealth planning strategies for business owners and executives. Her client-centered approach combines technical expertise with personalized guidance to create comprehensive plans that align financial goals with personal aspirations and family needs.
Mark Vollmer
Partner
Mark Vollmer provides strategic advisory services for business growth and ownership transitions. His background in corporate finance and mergers & acquisitions helps clients evaluate expansion opportunities while maintaining financial stability throughout transformational periods.
Carrie Jacobs
Office Manager
Carrie Jacobs oversees daily operations and client service coordination. With extensive experience in accounting administration, she ensures seamless delivery of services while maintaining the organizational efficiency that supports the firm's client-first philosophy.
Questions
What accounting services do you specialize in for family businesses?
We provide comprehensive CPA services including tax planning, financial reporting, wealth management, and ownership transition strategies specifically tailored for family-owned enterprises.
How does your Legacy Process benefit clients?
Our Legacy Process ensures we understand your personal and business goals before creating customized solutions that align with your values and long-term vision.
Do you offer cultural transformation services for organizations?
Yes, we provide cultural transformation through tools like Kolbe Index and Working Genius assessments to enhance team performance and workplace culture.
What geographic areas do you serve?
While based in Indianapolis, we serve clients throughout Central Indiana and work with businesses nationwide through virtual advisory services.
How do you support business ownership transitions?
We guide clients through succession planning, intergenerational transfers, and business sales with strategies that preserve legacy and ensure financial continuity.
