Resource HubPosts By Category


Camille Heckmann and Stephen Helms-MacBeth Accepted to Leadership Pensacola Class of 2023

6/20/2022

The Greater Pensacola Chamber recently announced its Leadership Pensacola (LeaP) Class of 2023 and we are pleased to announce that two of our Saltmarsh family members were accepted as members of this prestigious group! 

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Supplementing Data Security Requirements Rule Phase 2Effective June 30, 2022

6/13/2022

Nacha’s Supplementing Data Security Requirements rule expands the existing ACH Security Framework to explicitly require large, non-financial institution Originators, Third-Party Service Providers and Third-Party Senders to protect account numbers (consumer and non-consumer) used in the initiation of ACH entries by rendering them unreadable when stored electronically.

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Saltmarsh Financial Advisors Once Again Recognized as Top Wealth Advisory Firm by Accounting Today

6/10/2022

Saltmarsh Financial Advisors, LLC is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) once again!

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Soaking in the SpringSaltmarsh Spring Parties

5/18/2022

If you haven’t noticed, Saltmarsh works hard and plays hard. We value time outside of our daily routines to get together, build that family-like camaraderie and take time to relax together. Our team takes care of our clients, and our firm takes care of our team, so we decided to practice some of our 33 Saltmarsh Way Fundamentals by #15 Celebrating Achievement, #22 Showing Meaningful Appreciation, #29 Investing in Relationships and #33 Keeping Things Fun!

 

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Our 33 Saltmarsh Way Fundamentals AwardsMay 2022

5/11/2022

On May 5th, we hosted our second Saltmarsh Fundamental Awards Ceremony! This celebration recognized individuals who live our 33 "Saltmarsh Way" Fundamentals to the fullest and practice the high-performing behaviors that continue building a sustainable culture throughout our firm.

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Emily Lalas is Making an Impact for Non-Profits

4/27/2022

One of our senior auditors, Emily Lalas, was a guest speaker at the IMPACT 100 Pensacola Bay Area Inc. Non-Profit Workshop & Social and presented “Telling Your Story Through Financial Reporting” to help non-profits get the most out of their reporting.

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Andrew Kent Presenting in Florida Southern College's Fraud Conference 2022

4/20/2022

Join a powerhouse group of speakers, including Andrew Kent, Esq., CVA, CHC, Saltmarsh Healthcare Shareholder, on May 6, 2022, at the Florida Southern College Fraud Conference! 

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Emily Lalas Presenting in Impact 100's Nonprofit Workshop

4/5/2022

Our very own, Senior Auditor, Emily Lalas will be presenting on “Telling Your Story Through Financial Reporting” at the Impact 100 Nonprofit Workshop & Social on April 19th at the Brownsville Community Center. 

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Cristine Torrefranca, CPA, Elected Treasurer of Bay Area Manufacturers Association (BAMA)

4/4/2022

Senior Manager, Cristine Torrefranca, CPA, has been elected Treasurer of Bay Area Manufacturers Association (BAMA) as of March 28, 2022! 

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Service Spotlight: Diversity, Women & CommunityWomen's History Month, Junior Achievement and United Way!

3/30/2022

Diversity and Inclusion is important for us here at Saltmarsh. We know that equality is what sustains a firm, its people and pushes it to be better. To read more about our diversity and inclusion initiatives, read our pledge.

March was Women’s History Month, and to show our appreciation and continue to inspire equality in our communities and firm, we participated in a variety of events. 

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No Busy Season Blues Here!

2/24/2022

This part of the year is notoriously busy for public accounting firms like ours, but in case you haven’t noticed, we are not your stereotypical firm. We know how important it is for every one of our Saltmarsh Family members to take a breather, have some fun and enjoy the camaraderie of their teammates. One of our fundamentals at Saltmarsh is to “KEEP THINGS FUN” (#33) after all!

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Saltmarsh Announces Internal Promotions of 2022

1/7/2022

We're proud to announce the following internal promotions as of January 1, 2022!

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'Tis the Saltmarsh Season

12/17/2021

We love celebrating the holidays at our firm! From Hanukkah traditions to Christmas traditions to parties to Salty the Elf, we go above and beyond at Saltmarsh to spread the holiday cheer! 

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Beth Skarda, CPA, Elected Shareholder

12/16/2021

We're excited to announce that Beth Skarda, CPA, has been elected shareholder as of January 1, 2022. 

“Clients just love working with Beth. She has been a key driver of our tax practice’s growth and a central member of our firm’s culture,” said Lee Bell, firm President. “She is truly an example of leadership and service not only to our next generation but also to the entire Pensacola community. I’m so proud to have her as a partner and our newest shareholder!”

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

12/9/2021

We are excited to have been chosen by industry peers for the third time in a row as one of Forbes’ 2022 Top Recommended Tax and Accounting Firms in the U.S. “It is an honor to have the firm recognized for our tax and accounting services for three consecutive years,” said Lee Bell, CPA, Saltmarsh president. 

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And That's A Wrap: Manufacturing Month 2021

11/3/2021

This October, we celebrated Manufacturing Month with client outreach, educational industry webinars and client appreciation happy hours! The goal of Manufacturing Month in Florida is to bring awareness to the manufacturing industry nationwide. We have amazing manufacturing clients at Saltmarsh, so what better time to celebrate them than a month that is dedicated to their industry?

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Jordan Speed Earns Certified Public Accountant Designation

10/15/2021

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

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Our 33 "Saltmarsh Way" Fundamentals Awards 2021

9/27/2021

This year, we hosted our first ever Saltmarsh Fundamental Awards Ceremony! This celebration recognized individuals who live our 33 "Saltmarsh Way" Fundamentals to the fullest. We have phenomenal team members at Saltmarsh which made it tough to pick the winners! 

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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!

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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! 

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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...

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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)!

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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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