Who We Serve

Saltmarsh has provided audit, tax and consulting services to a wide range of financial institutions since 1944, making it the firm’s largest specialty practice and industry of focus. We currently serve more than 120 financial institutions across the country, ranging in size from small single location institutions to larger multi-billion-dollar institutions. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.

Our Client Experience

The single most important factor in our success has been an uncompromising commitment to the highest standards of quality and professionalism. In addition to responsiveness and quality service, we have established a reputation for stability, consistency and dependability.

We take care to ensure our client experience is unmatched. The following are key components of our client experience, and what you can expect when working with our team:

  1. We match the right people to your engagement and needs
  2. Our professionals are certified and trained on an ongoing basis
  3. Our leadership team manages and monitors all scheduling
  4. We maintain internal scheduling and response expectations
  5. We maintain an internal Quality Control process
  6. We maintain a secure portal for document exchange and report issuance
  7. We coordinate regular client service calls to keep you informed
  8. We are available to participate in Audit Committee and Board Meetings
  9. We welcome questions and requests for guidance between engagements
  10. You are in control

We take pride in building long-lasting relationships with our clients and encourage you to contact us to learn more about our firm and the quality of our services.

Saltmarsh Bank Advisors
Phone: (800) 477-7458 Email: thebankadvisors@saltmarshcpa.com
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