Insero Named a Rochester Metro Area 2018 Top Workplace

Insero & Co. CPAs has been awarded a 2018 Top Workplaces honor by the Rochester Democrat and Chronicle. The firm, headquartered in downtown Rochester, has been one of the top five companies in the small business category each of the last five years, and is the only accounting firm to have been named to the list every year since inception. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC (formerly WorkplaceDynamics), a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution and connection, just to name a few.

2018 Top Workplaces Logo, 5 Year Winners 2014 - 2018 by D&C Digital, part of the USA Today Network

“Top Workplaces is more than just recognition,” said Doug Claffey, CEO of Energage. “Our research shows organizations that earn the award attract better talent, experience lower turnover, and are better equipped to deliver bottom-line results. Their leaders prioritize and carefully craft a healthy workplace culture that supports employee engagement.”

“We are thrilled to receive this honor for the fifth year in a row,” said David Mandrycky, Director of Human Resources at Insero. “Our people are our most important asset and our client service success can be directly attributable to our team. It takes a commitment from everyone to foster the type of environment where people are fulfilled and excited to come to work each day. We owe many thanks to our entire team for upholding this focus and making Insero such a great place to work.”

Insero currently employs 130 professionals in five locations including Rochester, Ithaca, Corning, Cortland and Watkins Glen. The firm has repeatedly been recognized nationally as one of the Best Accounting Firms to Work for by Accounting Today and Best Companies Group and was also named to the inaugural list of Best Places to Work for Millennials.

“Becoming a Top Workplace isn’t something organizations can buy,” Claffey said. “It’s an achievement organizations have worked for and a distinction that gives them a competitive advantage. It’s a big deal.”

About Insero & Co. CPAs

Rochester-based Insero & Co. CPAs is an accounting and business advisory practice with five locations serving New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, colleges and universities, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate. For more information, visit www.inserocpa.com/career.

About Energage, LLC

Headquartered in Exton, Pa., Energage (formerly known as WorkplaceDynamics) is a leading provider of technology-based employee engagement tools that help leaders to unlock potential, inspire performance, and achieve amazing results within their organizations. The research partner behind the Top Workplaces program, Energage has surveyed more than 47,000 organizations representing well over 16 million employees in the United States.

Insero Named Best Accounting Workplace for Fifth Consecutive Year

Insero & Co. CPAs was recently named as one of the 2016 Best Accounting Firms to Work for by Accounting Today for the fifth consecutive year. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. Insero is the only firm in New York state to have been named to the list each of the last five years.

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“We’re thrilled to receive this honor for the fifth year in a row,” said David Mandrycky, Director of Human Resources at Insero. “We owe many thanks to our entire team for upholding our focus on our people and building an environment where people are fulfilled and excited to come to work each day. Because of this focus, our reputation across the state has grown, employee turnover rate is well below the industry average and we are an employer of choice on the college campuses. That, in turn, benefits our clients, who appreciate being able to work with the best people. It’s truly a win-win.”

This survey and awards program is designed to identify, recognize and honor the best 100 employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. Companies from across the country entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking, which will be announced in November of this year.

“The firms on this list represent the best workplaces in the accounting profession,” said Accounting Today Editor-in-Chief Daniel Hood. “They are outstanding places to build a career.”

For more information on Accounting Today’s Best Accounting Firms to Work for program, visit www.BestAccountingFirmsToWorkFor.com.

Rochester-based Insero & Co. CPAs is one of the largest accounting and business advisory practices serving New York state with offices in Rochester, Ithaca, Corning, Cortland and Watkins Glen. A full-service public accounting firm, Insero provides attest, tax and consulting services to corporations, individuals, government agencies, colleges and universities, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate. For more information, visit www.inserocpa.com.

Insero and JC Jones Announce Strategic Alliance

Insero & Co. CPAs, LLP (Insero) and JC Jones & Associates, LLC (JC Jones) have announced the formation of a strategic alliance designed to enhance each firms’ service offerings.

“This alliance is the result of years of working together on client projects and the common goal of providing the highest level client of service,” said Nancy Catarisano, Managing Partner of Insero. “Together we can create more opportunities for our employees as well as a deeper bench for our clients in terms of experienced and knowledgeable partners. We have always been impressed with JC Jones’ commitment to client service, and now that we are aligned I am confident that our clients will see an immediate benefit.”

“Individually both firms have an impressive group of well-respected team members and industry knowledge; but together, our combined areas of expertise are a great fit and will afford us a competitive advantage in terms of depth of knowledge as well as availability of resources,” said P.J Guisto, Managing Partner of JC Jones. “With our consulting experience and the strength of Insero’s compliance practice, we can provide the best possible service to our clients.”

JCJones-Logo

Insero and JC Jones plan to leverage their respective strengths to drive growth in the middle-market and large corporate sectors as well as expanding opportunities for staff. The two firms have previously worked together on a number of engagements and are recognized leaders.

JC Jones, with corporate offices in Pittsford, N. Y., was founded in 1997 and provides high value management advisory services to companies around the world in a wide and continually expanding variety of industries. The firm specializes in performance and profit improvement, information technology consulting, governance, risk and compliance and business restructuring. For more information, visit www.jcjones.com.

Rochester-based Insero & Co. CPAs is one of the largest accounting and business advisory practices serving Upstate New York with more than 125 employees in five locations. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, high-tech, telecommunications and real estate. For more information, visit www.inserocpa.com.

The Financial Responsibilities of Elected Officials: What You Need to Know

Join Leslie Spurgin of Insero & Co. CPAs and Charles Benincasa, Director of Finance, City of Rochester for  The Financial Responsibilities of Elected Officials: What You Need to Know presented by the New York State Government Finance Officers’ Association, Inc.

GFAO

Click Here to Register

When:  Thursday, March 10, 2016
5:00 PM – 5:30 PM – Registration and Buffet Dinner
5:30 PM – 8:00 PM – The Financial Responsibilities of Elected Officials:
What You Need to Know

Where:  Fairport Electric Building, Training Room
43 Liftbridge Lane, Fairport, New York 14450
Driving Directions

Presented by: Leslie Spurgin | Audit Partner | Insero & Co. CPAs
Charles Benincasa | Director of Finance | City of Rochester

Click here to download the brochure.

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Insero & Co. and CDLM Merge

Insero & Co. CPAs (Insero) and Ciaschi, Dietershagen, Little, Mickelson & Company, LLP (CDLM) have merged as of January 1, 2016. The combined firm will operate under the Insero & Co. name, and employ more than 125 across five locations in Rochester, Ithaca, Corning, Cortland, and Watkins Glen.

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“We have worked together for nearly two years and our merger will help us to continue to grow our practice across New York state,” said Nancy Catarisano, who will serve as Managing Partner. “Insero has enjoyed a great reputation for client service and we work with many middle market and family owned businesses in the Rochester area. Together, we are excited to enter Central New York and the Finger Lakes region and create new opportunities for our clients and our staff.”

Insero has repeatedly been recognized nationally as one of the Best Accounting Firms to Work for by Accounting Today and Best Companies Group, and, in 2015, ranked first in the small business category of Rochester’s Top Workplaces by the Democrat and Chronicle and WorkplaceDynamics. The firm is also one of the top 25 employee benefit plan accounting firms in the U.S. based on plan assets audited and provides outsourced staffing solutions to local businesses.

“What excites me about this merger is our combined bench strength and our new focus on expanding our not-for-profit, school district and government audit practice into the Rochester area,” said John Dietershagen, who will serve as Office Managing Partner for the Southern Tier locations. In addition to serving privately held businesses, CDLM currently audits more than 200 local governments, educational entities, not-for-profit organizations and labor organizations throughout Central New York and the Finger Lakes region.

John Dietershagen, CPA

Rochester-based Insero & Co. CPAs is one of the largest accounting and business advisory practices serving New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to corporations, individuals, government agencies, colleges and universities, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate. For more information, visit www.inserocpa.com.

 

Insero & Co. Named one of the 2015 Best Accounting Firms to Work for

Insero & Co. CPAs has been named one of Accounting Today’s 2015 Best Accounting Firms to Work for. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees.

“As the only firm in Western New York and the Finger Lakes Region to be named to the list, everyone in the firm is very proud of this accomplishment,” said Managing Partner Nancy Catarisano. “This is the fourth straight year we’ve received this honor, and we are looking forward to reviewing the input from the survey and carrying on our tradition of making the firm an even greater place to work.”

Our Partners

This survey and awards program is designed to identify, recognize and honor the best 100 employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. Companies from across the country entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The final ranking will be announced in December of this year.

“The firms on this list represent the best workplaces in the accounting profession,” said Accounting Today Editor-in-Chief Daniel Hood. “They are outstanding places to build a career.”

For more information on Accounting Today’s Best Accounting Firms to Work for program, visit www.BestAccountingFirmsToWorkFor.com.

Rochester-based Insero & Co. CPAs is one of the largest accounting and business advisory practices serving New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to individuals, government agencies, colleges and universities, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate. Insero also specializes in outsourced staffing solutions and employee benefit plan audits. For more information, visit www.inserocpa.com.

Accounting Firms Insero and CDLM to Merge

Two of New York State’s major accounting firms, Insero & Co. CPAs (Insero) with offices in Rochester and Corning and Ciaschi, Dietershagen, Little, Mickelson & Company, LLP (CDLM) with offices in Ithaca, Cortland, and Watkins Glen, have signed an agreement to merge as of January 1, 2016. The combined firm will have over 125 employees and will operate under the Insero & Co. name. The merger will strengthen the firm’s position as a top tier public accounting and business consulting firm in Western, Central, and the Southern Tier of New York.

Partner Collage 2

“The combination will expand the service offerings for our clients and the growth potential for our team members in each office location. The client base and team members experience for both firms complement each other so well and allow us to continue our growth strategy while maintaining our promise of the highest standard in everything we do,” said Nancy Catarisano, who will serve as Managing Partner.

Catarisano, Nancy

Nancy Catarisano, Managing Partner

“What excites me about this merger is that both firms provide a full range of accounting, auditing, and tax consultation, planning and preparation services.” said John Dietershagen, who will serve as Office Managing Partner for the Southern Tier locations. “However, with the merger, we can now expand Insero’s Outsource Accounting Services Group to Ithaca, Cortland, and Watkins Glen, and build on CDLM’s government, education, and nonprofit experience into the Rochester marketplace.”

John Dietershagen, CPA

John Dietershagen, Office Managing Partner

The combined firm will provide attest, tax, and consulting services, including outsourced staffing solutions, for middle market, small business, and large multinational companies in the manufacturing, distribution, real estate, not-for-profit, education, government, and employee benefit plan industries. For more information, visit www.inserocpa.com.

Let Me Pour You a Drink!

2014 Guest Bartender

Really! I’ll be tending bar at The Grill at ONE to benefit the Flower City Habitat for Humanity Women Build on Wednesday, April 30, 2014.

Each year Insero & Company’s employees raise funds and volunteer their time to help build a home for a low-income family right here in Rochester. That’s why I’ve volunteered to step behind the bar and donate all cash tips from 5:30pm to 8:30pm. The event will also feature live music, free parking and drink specials.

I do hope you’ll join me and Team Insero for an evening of fun for a great cause!

Sincerely,
Steve

Who: Steve Mills

When: Wednesday, April 30, 2013, 5:30pm to 8:30pm
(I’ll be behind the bar from 6:30pm to 7:30pm)

Where: The Grill at ONE, 1 Ryan Alley, Rochester, NY 14607 (map)

Women Build Button

Give a Woman a Power Tool and She Can Change the World

Insero & Company is pleased to announce that 2014 will be our 5th year participating in Flower City Habitat for Humanity’s Women Build.

Give a Woman a Power Tool and She Can Change the World

This program is dedicated to empowering women and breaking the cycle of poverty by providing a hand up (not a hand out) to a family right here in Rochester. Our team includes employees, clients, friends and family, so if you are interested in joining us, please contact us today to learn more:

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