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Jayme Terrell Graduates From ConvergenceCoaching's Transformational Leadership Program

6/18/2021

We are proud to announce that Jayme Terrell, Director of Growth & Communications, is a part of ConvergenceCoaching’s 2020-2021 Spring Transformational Leadership Program™ (TLP) graduating class!

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Christina Doss Featured in Advisors Magazine Holistic Talk Issue

5/18/2021

In the May 2021 ‘Holistic Talk Issue’ of Advisors Magazine, Christina weighs in on the importance of a holistic financial approach to planning to achieve better results. The Saltmarsh planning methods go beyond a traditional monetary-only focus. They consider additional factors in clients’ lives, such as family, personal beliefs and lifetime goals, and focus on financial education when advising clients.

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Service Spotlight: RMHC Casual for Kids 2021Ronald McDonald House Charities Annual Fundraiser

4/30/2021

Though we couldn’t spend the day cooking up a meal or helping around the House, we were still able to make an impact at Ronald McDonald House Charities of Northwest Florida by participating in the Casual for Kids 2021 fundraiser! 

 

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Suzanne Cox Featured in Mobilization Funding Cash Flow Management Webinar

3/26/2021

Cash flow in construction is complex, but managing your company's cash flow shouldn't feel impossible. What you need are a few simple, actionable strategies that will take your cash flow management from chaotic to clear and productive.

Read more!

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InWeekly 2021 Power List Honoree: Lee Bell

3/24/2021

We are proud to announce that our President, Lee Bell, has been featured in the 2021 InWeekly Power List! Read more.

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Clint Allen Earns Certified Public Accountant Designation

3/11/2021

We are excited to announce that Clint Allen has officially been designated as a Certified Public Accountant (CPA). Clint worked hard to complete the parts required to pass the CPA exam, and that hard work has paid off! 

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Camille Benacci Earns Certified Public Accountant Designation

3/10/2021

We are excited to announce that Camille Benacci has officially been designated as a Certified Public Accountant (CPA). Camille worked hard to complete the parts required to pass the CPA exam, and that hard work has paid off! 

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Suzanne Cox Featured in Mobilization Funding Fraud Webinar

2/3/2021

Fraudsters and cybercriminals are targeting the construction industry now more than ever, and issues like bid-rigging and manipulated change orders are a constant risk. But, protecting your company, and yourself, from fraud is simpler than you think.

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Fen Shi Earns Certified Public Accountant Designation

1/15/2021

We are excited to announce that Fen Shi has officially been designated as a Certified Public Accountant (CPA). Fen has been working hard to complete the parts required to pass the CPA exam and that hard work paid off!

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Saltmarsh Announces Internal Promotions of 2021

12/17/2020

We're proud to announce the internal promotions of 10 team members! These individuals showcase great leadership skills and represent various departments across the firm.

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Glenn Scharf Featured in Vic.ai Accounting Podcast

12/15/2020

Shareholder and practice leader of our Outsourced Accounting Services (OAS) department, Glenn Scharf, CPA, CVA, is no stranger to the accounting world with his broad range of expertise in taxation, process engineering, business consulting, and tax management solutions services.

Recently, Glenn joined Joshua Feinberg, host of Vic.ai’s The AI in Accounting Podcast to share how he got into accounting, and how accounting and information technology go hand in hand.

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Christina Doss Featured in Bella Magazine's Resilience Issue

12/8/2020

In the December 2020 “The Year of Resilience” issue of Bella Magazine, Managing Director of Saltmarsh Financial Advisors, LLC, Christina Doss, AAMS, weighs in on the importance of financial planning and shares pointers on how to create financial resilience.

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Vanessa Nieto Earns Certified Public Accountant Designation

9/30/2020

We are excited to announce that Vanessa Nieto has officially been designated as a Certified Public Accountant (CPA).

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Benefits of Community Involvement for Young Professionals

9/9/2020

The benefits of community involvement are far-reaching – and not reserved for seasoned professionals deep into their careers. Navigating the world post-graduation may be daunting for young professionals but getting involved with community organizations can bring joy while preparing you for the workforce.

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Saltmarsh Named Among Top 200 U.S. Accounting Firms by INSIDE Public Accounting

8/13/2020

We have once again been ranked among the Top 200 accounting firms by INSIDE Public Accounting (IPA).

"Our firm grows through the success of our clients, and during these uncertain times our dedicated team has stepped up to provide quality client services that allows our clients to thrive," said Lee Bell.

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Saltmarsh Hosts Investments & Taxes Panel Series Throughout Florida

2/13/2020

We started the year off on the road with a series of tax and investment-focused educational events across the state of Florida. The events featured an impressive panel of financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors, Saltmarsh, Cleaveland & Gund, and Dimensional Fund Advisors to shed light on how a ‘one team’ approach to planning for the future provides peace of mind and benefits your bottom line. 

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The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019

1/24/2020

“Service is at the core of our business, and it was truly an honor to give back in our communities across Florida and Tennessee to bring greater awareness to the many needs and organizations working to make a difference,” said Lee Bell, Saltmarsh president.

While honoring our 75th anniversary during 2019, we achieved 2,306 additional community service hours, 362 hours past our goal of 1,944 hours to mark the year we were founded.

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Saltmarsh Named One of Forbes' Top Recommended U.S. Tax Firms

12/19/2019

We have been chosen by our industry peers to be honored as one of Forbes Top Recommended Tax firms in the U.S.

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Service Spotlight: Demolishing Hunger

12/18/2019

We got in the spirit of giving back by kicking-off the holiday season with our "Demolishing Hunger" supply drive!

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Mariana Sawh Adds Certified AML and Fraud Professional to Her Credentials

12/5/2019

We are proud to announce that Mariana Sawh has officially been designated a Certified AML and Fraud Professional (CAFP) through the American Bankers Association. 

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Service Spotlight: United Way Day of Caring

10/29/2019

Every fall United Way of West Florida hosts its community-wide Day of Caring, and for over 20 years our staff has joined the initiative to assist local organizations, non-profits, and schools.

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Service Spotlight: 2,000 Hours & Counting!

10/18/2019

We have officially broken the 2,000-service hour threshold! Let’s look back at some of the projects that helped us reach our community service goal...

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Saltmarsh Surpasses Community Service Goal for 75th Anniversary

10/10/2019

We are excited to honor our founding year, 1944, by contributing more than 1,944 community service hours! We've achieved this goal three months ahead of schedule in 2019 and can't wait to see how many hours we are able to contribute by the end of our 75th anniversary year.

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Service Spotlight: Back-To-School Supply Drive

8/13/2019

We got in the back-to-school spirit with a month-long School Supply Drive benefitting Guardian ad Litem circuits in our local areas!  

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The One Where Saltmarsh Goes '90sAnother Busy Season in the Books!

8/7/2019

We sang “Candle in the Wind” to the 2019 “busy season” with a ’90s themed party to celebrate the hard work and dedication of our team!

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