Business Details
18 Years
experience
Your Trusted Partner for Accounting Solutions
Edgewater CPA Group has been delivering professional accounting services to business owners in Indiana and across the U.S. since 2008. Our mission is to empower clients by relieving financial stress, enabling them to focus on their core passions. We specialize in customized financial solutions, including bookkeeping, tax strategy, payroll, and controller services, tailored to meet the unique needs of small businesses, nonprofits, and entrepreneurs. Our team of certified professionals prioritizes virtual operations, minimizing meetings while maximizing efficiency.With decades of combined experience, we provide strategic CFO-level guidance, tax optimization, and proactive financial management. Our commitment to transparency, client education, and personalized support has earned us long-term partnerships and industry recognition. We operate with integrity, ensuring compliance and fostering trust through clear communication and actionable insights.
Services
Bookkeeping
Tax Strategy
Payroll Services
Controller Services
Tax Resolution
Profitability Planning
Details
- Year established: 2008
Highlights and features
- Customized accounting services tailored to your business needs.
- Virtual accounting solutions for seamless financial management.
- Certified professionals with decades of combined industry experience.
- Proactive tax strategy to maximize savings and compliance.
- Client-focused approach prioritizing education and financial empowerment.
What people say
Excellent service
Highly recommend
Creative ideas
Quick responses
Stress-free tax process
Services
Bookkeeping
Our bookkeeping services ensure accurate transaction tracking, account reconciliation, and financial reporting. We handle payroll data entry, month-end closures, and inventory tracking for small businesses. Clients receive timely, organized financial statements to support informed decision-making while focusing on operational growth.
Tax Strategy
We develop tax-advantaged strategies through advisory sessions and quarterly reviews. Our team specializes in entity restructuring, payroll optimization, and expense categorization to minimize liabilities. Services include annual filings, compliance audits, and tailored guidance for LLCs, corporations, and nonprofits across all 50 states.
Payroll Services
Our payroll solutions cover direct deposits, tax filings, benefit deductions, and state/federal compliance. We provide employee portals, garnishment processing, and escrow tax management. Businesses gain time-saving automation while ensuring accurate, timely payments and regulatory adherence for multi-state operations.
Controller Services
We offer strategic financial management including budgeting, cash flow projections, and audit preparation. Our controller services provide trend analysis, pricing guidance, and software integration to enhance operational efficiency. Clients receive customized tools for inventory tracking, job costing, and performance benchmarking.
Tax Resolution
We assist businesses in resolving complex tax issues through structured payment plans and compliance strategies. Our experts negotiate with authorities, address back filings, and implement corrective measures. Services include penalty abatement, lien resolution, and proactive planning to prevent future tax complications.
People
Brook Avey Gratia
Owner/President
Brook leads Edgewater CPA Group with over 15 years of accounting experience. She specializes in strategic financial planning and client empowerment, focusing on virtual solutions for small businesses.
Jenny Gher
Accountant
Jenny provides expert tax and accounting services, leveraging her CPA certification to deliver compliance solutions and growth-oriented strategies for diverse business entities.
Angie Marsh
Director of Payroll
Angie oversees payroll operations with precision, ensuring multi-state compliance and efficient processing. Her team manages tax filings, direct deposits, and benefit deductions for clients nationwide.
Patrick Wanzer
Director of Tax Resolution
Patrick specializes in resolving complex tax issues, offering strategic relief solutions for businesses facing compliance challenges or back-tax obligations.
Chelsea Launier
Director of Bookkeeping
Chelsea leads bookkeeping services, implementing customized systems for transaction tracking, financial reporting, and operational efficiency across small businesses and nonprofits.
Questions
What accounting services do you offer?
We provide bookkeeping, tax strategy, payroll, controller services, and tax resolution tailored to small businesses and nonprofits.
Do you serve businesses outside Indiana?
Yes, we serve clients nationwide with virtual accounting solutions and multi-state compliance expertise.
How do you customize financial plans?
We conduct consultations to understand business needs, then develop tailored solutions for bookkeeping, tax optimization, and growth planning.
What tax entities do you support?
We handle LLCs, partnerships, S-Corporations, C-Corporations, nonprofits, trusts, and individual tax filings.
How are service costs determined?
Costs are based on service complexity and client needs, with transparent pricing provided upfront for customized service plans.
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