Resource HubPosts By Category
Saltmarsh Hosts 18th Annual BankTalkCommunity Bank Training & Network Events
9/18/2023
Our 18th 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!
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!
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!
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.
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.
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.
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.
Saltmarsh Awarded 2023 Best of Accounting®
1/26/2023
We are pleased to announce our newest recognition as the Best of Accounting for providing superior service to our clients.
Our 33 Saltmarsh Way Fundamental AwardsJanuary 2023
1/12/2023
We recently hosted our third Saltmarsh Fundamental Awards Ceremony! This celebration recognizes individuals who live our 33 "Saltmarsh Way" Fundamentals to the fullest and practice the high-performing behaviors that continue building a sustainable and uplifting culture throughout our firm.
Woman of the Year: Katherine Creel
1/11/2023
We recently received news that Katherine Creel was recognized as a 2023 Woman of the Year! She received this recognition as the Volunteer Woman of the Year by Scarlett Magazine for all the philanthropic and volunteer work she does in her community.
Saltmarsh Announces Internal Promotions of 2023
1/9/2023
We're proud to announce the following internal promotions as of January 1, 2023!
2022 Lookback
12/27/2022
2022 was a great and busy year for Saltmarsh! Every year flies by, especially when we’re busy out in the community, recruiting the best of the best, enjoying team-building events and exceptionally serving our clients. Come look back at our 2022 accomplishments with us!
Saltmarsh Recognized as One of America's Best Tax and Accounting Firms by Forbes
12/20/2022
Saltmarsh, Cleaveland & Gund is thrilled to announce that the firm has been recognized as one of America’s Best Tax and Accounting Firms in 2023 by Forbes.
Saltmarsh Ranked #4 in Nation for Best Firms for Young Accountants by Accounting Today
11/10/2022
We are thrilled to share that we've ranked #4 in Accounting Today’s 2022 list of Best Firms for Young Accountants!
“Saltmarsh is a great place to work and a positive environment that helps you grow. There is always a new challenge to tackle, and always a supportive team to help you do it." - Jess Schultz, Staff Auditor
Saltmarsh in the City
11/3/2022
We believe in making connections – not only with our current and future clients but also with movers and shakers in our communities and surrounding areas. That’s why we encourage our Saltmarsh family members to network, get involved in organizations and invest in relationships! It is Fundamental #29 from our 33 Fundamentals, after all.
Saltmarsh Names Jen Mostert Chief Financial Officer
10/4/2022
We're excited to announce that Jen Mostert, CPA, has been named Chief Financial Officer of Saltmarsh, effective October 6, 2022. As CFO, Mostert will oversee all areas of the accounting and finance functions of the firm, including managing budgeting, reporting and financial analysis.
Recruiting the Best for the Best
10/3/2022
Steve Jobs once said, “The secret of my success is that we have gone to exceptional lengths to hire the best people in the world.”
In accounting, clients trust us to get the job done – and done exceptionally. Saltmarsh has been around since 1944, which says a lot about our reputation and strength throughout the rollercoaster of recessions, inflations and pandemics.
Saltmarsh Hosts 17th Annual Community BankTalk Event
8/31/2022
For the past 17 years, the Saltmarsh Bank Advisors have brought hundreds of financial institution professionals together for community banking events, BankTalk, to learn about advancements in the industry, regulatory updates and much more. With the turn to virtual after 2020, the team hosted the last three annual events virtually – but that didn’t stop them from getting an insightful lineup of speakers and content!
Pierce Broscious Earns Certified Financial Planner™ Designation
8/17/2022
We are excited to announce that Pierce Broscious has officially been designated as a Certified Financial Planner™. Pierce’s diligence has paid off as he has completed and passed the seven-course curriculum and final exam to earn the CFP® designation!
Saltmarsh Named Among Accounting Today's 2022 Best Firms to Work For
8/2/2022
We are proud to share that we have been named one of Accounting Today’s 2022 Best Firms to Work For!
Saltmarsh is Always Up for a ChallengeOur 4th Annual Summer BD Challenge Results Are In!
7/15/2022
Last month was a special month at Saltmarsh – it was our 4th annual Level Up Summer Business Development Challenge. We are all competitive at Saltmarsh, so what better way to encourage growth than with a month-long contest? Every year, we split up into teams and keep track of points for internal and external outreach, industry activities, social media interaction, training leading and participation and client relationship building.
Camille Henry 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!
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.
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!
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!
Past Posts By Category
- Saltmarsh Hosts 18th Annual BankTalk
- Saltmarsh Honored Among 2023 Best Firms to Work For and Top 200 U.S. Accounting Firms
- BAMA's 62nd Annual Awards Banquet
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today for the Third Time
- Beacon Summer Leadership Program 2023
- Another Busy Season in the Books!
- Christina Doss Receives "Woman in Business" Award
- Saltmarsh Awarded 2023 Best of Accounting®
- Our 33 Saltmarsh Way Fundamental Awards
- Woman of the Year: Katherine Creel
- Saltmarsh Announces Internal Promotions of 2023
- 2022 Lookback
- Saltmarsh Recognized as One of America's Best Tax and Accounting Firms by Forbes
- Saltmarsh Ranked #4 in Nation for Best Firms for Young Accountants by Accounting Today
- Saltmarsh in the City
- Saltmarsh Names Jen Mostert Chief Financial Officer
- Recruiting the Best for the Best
- Saltmarsh Hosts 17th Annual Community BankTalk Event
- Pierce Broscious Earns Certified Financial Planner™ Designation
- Saltmarsh Named Among Accounting Today's 2022 Best Firms to Work For
- Saltmarsh is Always Up for a Challenge
- Camille Henry and Stephen Helms-MacBeth Accepted to Leadership Pensacola Class of 2023
- Supplementing Data Security Requirements Rule Phase 2
- Saltmarsh Financial Advisors Once Again Recognized as Top Wealth Advisory Firm by Accounting Today
- Soaking in the Spring
- View All Posts
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info@saltmarshcpa.com
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