Resource HubPosts By Category

What's Happening at SaltmarshCelebrating March's Milestones and Exciting Events!

3/24/2025

As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.

Read Full Article

Saltmarsh Strenghthens Fair Lending Serviceswith Lorraine Faust's Addition to Financial Institutions Consulting Group

2/13/2025

We're excited to welcome Lorraine Faust, CRCM as the Director of Fair lending/Fair & Responsible Banking in the firm's Financial Institution Consulting Group!

Read Full Article

Saltmarsh Announces Internal Promotions of 2025!

1/2/2025

We’re proud to announce the following internal promotions as of January 1, 2025!

Read Full Article

Stacey Craig & Cristine Torrefranca Graduate From ConvergenceCoaching's 'Transformational Leadership Program'

12/19/2024

We are thrilled to share that director Stacey Craig, CPA, and senior manager, Cristine Torrefranca, CPA, have successfully graduated from ConvergenceCoaching’s 2023-2024 Fall Transformational Leadership Program™ (TLP).

Read Full Article

Michael C. Hall Joins Saltmarsh Financial Advisors

10/7/2024

We're excited to welcome Michael C. Hall, CFP as a director at Saltmarsh Financial Advisors, LLC.

Read Full Article

Ready to Level Up!? Our 2024 Summer Growth Challenge Recap

8/19/2024

Your Saltmarsh Family spent the summer flexing our ‘business development muscles’ during the firm’s annual Level Up competition! The entire firm split into twelve teams and went head-to-head competing for a spot on the coveted Level Up podium.

Read Full Article

Saltmarsh Featured Among 2024 Best Firms to Work For

8/8/2024

As one of the largest CPA-led business advisory firms in the southeast, Saltmarsh is known for its ‘one-firm’ people-focused workplace that prioritizes professional development, culture and work-life balance. Because of that, we have been named one of Accounting Today’s 2024 Best Firms to Work For!

Read Full Article

Saltmarsh Announces Internal Promotions 2024

7/12/2024

We're proud to announce the following internal promotions as of July 1, 2024!

Read Full Article

Staying Busy During Summer: Saltmarsh June Highlights

7/10/2024

With busy season in the rearview mirror, June has been a vibrant and engaging month for the Saltmarsh team! Keep reading to see how we have been spending our summer…

Read Full Article

Beacon Summer Leadership Program 2024

6/3/2024

In May, we hosted our annual Beacon Summer Leadership series, a unique program designed for accounting students to experience what a career in public accounting is like. Now in its 8th year, Beacon attracted more than 30 students representing universities throughout the southeast for two days of leadership training and team building in our Pensacola and Tampa offices.

Read Full Article

Saltmarsh Welcomes Q3 Healthcare Consulting to the FirmExpands Presence in Senior Living and Post-Acute Care

4/8/2024

We are thrilled to welcome Jennifer Ziolkowski, MBA, CLSSYB, and Kelly Smith, PhD, CPHQ, CLSSBB, as directors in the firm’s existing healthcare consulting practice!

Read Full Article

Pies with a Purpose: Saltmarsh Celebrates Pi Day 2024

3/29/2024

At Saltmarsh, we take numbers seriously… especially if they involve desserts! For Pi Day 2024, our team was treated to plethora of delicious pies to celebrate the mathematical constant – but don’t ask what our favorite pie is because we’re a firm that’s split between Key Lime Pie and Peanut Butter Chocolate Pie!

Read Full Article

Saltmarsh Awarded 2024 Best of Accounting

2/9/2024

We're excited to announce that we have won ClearlyRated's Best of Accounting® Award for providing superior service to their clients for the second year in a row!

Read Full Article

Saltmarsh Announces Internal Promotions of 2024

2/1/2024

We’re proud to announce the following internal promotions as of January 1, 2024!

Read Full Article

Investing in Tomorrow: Saltmarsh Financial Advisors and D&I Committee Present at West Florida High School

12/27/2023

Earlier this month, our Diversity & Inclusion (D&I) Outreach Committee partnered with Sarah Horne and Pierce Broscious, of Saltmarsh Financial Advisors to present to students at West Florida High School in Pensacola.

Read Full Article

Grateful Gatherings: Highlights from our Annual Week of Thanks

12/15/2023

In November, our Saltmarsh Family celebrated Week of Thanks, a week-long show of appreciation for the incredible people who make Saltmarsh great! From November 6th through 10th, the firm participated in various activities and experiences to celebrate gratitude and community!

Read Full Article

The Atlanta Experience: Shareholder Retreat 2023 Recap

11/17/2023

In October, our shareholders stepped away from the office to enjoy a refreshing dose of camaraderie and strategic planning with the future in focus at our annual Shareholder Retreat in the vibrant city of Atlanta! The timing couldn't have been better, as the crisp autumn air welcomed our team and served as the perfect transition into fall. Over four days, our shareholder group engaged in meaningful conversations and generated innovative ideas that will shape the future of our firm.

Read Full Article

Sarah Oliver Graduates From ConvergenceCoaching's 'Transformational Leadership Program'

10/5/2023

We are proud to share that senior manager, Sarah Oliver, CRCM, is a part of ConvergenceCoaching’s 2022-2023 Summer Transformational Leadership Program™ (TLP) graduating class!

Read Full Article

Saltmarsh Hosts 18th Annual BankTalkCommunity Bank Training & Network Events

9/18/2023

Our 18^th annual community bank event, BankTalk, in Tampa, brought together over 100 community bankers and subject matter experts to discuss the challenges facing the industry and also opportunities from technology and innovation to shape the future of the industry. This year's BankTalk is something to rave about, and if you missed out, don't worry – we're here to take you on an exclusive journey through the highlights!

Read Full Article

Saltmarsh Honored Among 2023 Best Firms to Work For and Top 200 U.S. Accounting Firms

9/12/2023

We are pleased to share recent firm accolades, which include being named one of Accounting Today’s 2023 Best Firms to Work For and a Top 200 U.S. Accounting Firm by INSIDE Public Accounting!

Read Full Article

BAMA's 62nd Annual Awards Banquet

6/28/2023

We were honored to be the Platinum Sponsor for the Bay Area Manufacturers Association (BAMA)’s 62nd Annual Awards Banquet this year!

Read Full Article

Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today for the Third Time

6/23/2023

Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) for the third year in a row.

Read Full Article

Beacon Summer Leadership Program 2023

6/16/2023

In May we hosted our annual Beacon Summer Leadership series, a unique program designed for accounting students to experience what a career in public accounting is like. Now in its 7th year, Beacon attracted more than 30 students representing universities throughout the southeast for two days of teambuilding and education in our Tampa and Pensacola, Florida offices.

Read Full Article

Another Busy Season in the Books!

6/9/2023

If you haven’t noticed, we call ourselves the “Saltmarsh Family” because we value time outside of our daily work routines to get together, build camaraderie and take time to unwind together as a firm.

Read Full Article

Christina Doss Receives "Woman in Business" Award

3/13/2023

We are proud to announce that Christina Doss, AAMS®, Investment Advisory Services Shareholder and Managing Director of Saltmarsh Financial Advisors, LLC, was honored as recipient of the Woman in Business, For-Profit Award at the Junior League of Pensacola’s Women’s Empowerment Awards on Wednesday, March 8th.

Read Full Article