Resource HubPosts By Category
Saltmarsh Named Best Accounting Service and Best Financial Planning by Tampa Bay Times
8/23/2021
We are honored to be recognized by the Tampa Bay Times as a 'Best of the Best' Best Accounting/Tax Service! We are also so excited for Saltmarsh Financial Advisors, LLC, who was also named a 'Best of the Best' Best Financial Planner in Tampa Bay!
Saltmarsh Honored as a Top 200 U.S. Accounting Firm by INSIDE Public Accounting
8/5/2021
Saltmarsh is honored to be ranked among the Top 200 accounting firms by INSIDE Public Accounting (IPA) for the fourth time in a row!
Construction Tax Team Featured in Florida Transportation Builders Association's Magazine
6/29/2021
Stress, confusion, uncertainty, and annoyance – those are likely some of your memories of 2020. And while the calendar has flipped to a new year, we all continue to be challenged physically, socially, mentally and financially...
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today
6/24/2021
Saltmarsh Financial Advisors, LLC is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM)!
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!
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.
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!
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.
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!
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!
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!
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.
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!
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.
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.
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.
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).
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.
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.
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.
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.
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.
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!
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.
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.
Past Posts By Category
- Saltmarsh Named Best Accounting Service and Best Financial Planning by Tampa Bay Times
- Saltmarsh Honored as a Top 200 U.S. Accounting Firm by INSIDE Public Accounting
- Construction Tax Team Featured in Florida Transportation Builders Association's Magazine
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today
- Jayme Terrell Graduates From ConvergenceCoaching's Transformational Leadership Program
- Christina Doss Featured in Advisors Magazine Holistic Talk Issue
- Service Spotlight: RMHC Casual for Kids 2021
- Suzanne Cox Featured in Mobilization Funding Cash Flow Management Webinar
- InWeekly 2021 Power List Honoree: Lee Bell
- Clint Allen Earns Certified Public Accountant Designation
- Camille Benacci Earns Certified Public Accountant Designation
- Suzanne Cox Featured in Mobilization Funding Fraud Webinar
- Fen Shi Earns Certified Public Accountant Designation
- Saltmarsh Announces Internal Promotions of 2021
- Glenn Scharf Featured in Vic.ai Accounting Podcast
- Christina Doss Featured in Bella Magazine's Resilience Issue
- Vanessa Nieto Earns Certified Public Accountant Designation
- Benefits of Community Involvement for Young Professionals
- Saltmarsh Named Among Top 200 U.S. Accounting Firms by INSIDE Public Accounting
- Saltmarsh Hosts Investments & Taxes Panel Series Throughout Florida
- The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019
- Saltmarsh Named One of Forbes' Top Recommended U.S. Tax Firms
- Service Spotlight: Demolishing Hunger
- Mariana Sawh Adds Certified AML and Fraud Professional to Her Credentials
- Service Spotlight: United Way Day of Caring
- View All Posts
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