Insero & Company Named one of the 2013 Best Accounting Firms to Work for

Insero & Company CPAs, P.C. was recently named one of the 2013 Best Accounting Firms to Work for. This annual list was created by Accounting Today and Best Companies Group to identify, recognize and honor the best places of employment in the accounting industry. The firm ranked 9th in the Mid-Sized Employer category.

BestAcctFirmstoWorkfor2013

Accounting firms from across the country entered the two-part survey process to determine the 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. The combined scores determined the top companies and the final ranking.

Best Companies Group managed the overall registration and survey process, analyzed the data, and determined the final ranking. The list, which consists of 100 firms, will also be published in the December issue of Accounting Today.

For more information on the Best Accounting Firms to Work for program, visit www.BestAccountingFirmstoWorkfor.com.

Rochester-based Insero & Company CPAs, P.C. is one of the largest accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero & Company specializes in Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for not-for-profit organizations and companies of all sizes.

Client Update Newsletter: Fall 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact small business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Manage your MAGI to preserve tax breaks
  • Embezzlement: You need to know how it works to prevent it
  • Index funds could be the right investment choice for you
  • Do you have obsolete inventory?
  • Don’t get tripped up by a wash sale
  • Look into energy credits
  • 2014 HSA contribution limits released
  • What are the odds for audit selection?

Click Here to Download the Newsletter

Coffee and Tablet

Audit & Accounting Update

Join us for the 4th installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price. The next seminar is our annual Audit & Accounting Update presented by Timothy McLaughlin, CPA and Jennifer Martlew, CPA, CFE.

Click Here for More Information and Registration

MP900443188 When: Wednesday, September 25, 2013, 8am-10am Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534 Cost: $30 per person ($20 through September 18th with $10 Early Bird Discount) Presented By Timothy McLaughlin, CPA and Jennifer Martlew, CPA, CFE Insero & Company CPAs, P.C. To view additional upcoming events, please visit our website. To receive updates on future events, please join our mailing list.

DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors & Recent Trends in IRS Audits

Join us for the 3rd installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price. This month features an update on DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors presented by Denise Metivier & Dusty Faske and Recent Trends in IRS Audits presented by Richard Krucher.

Click Here for More Information and Registration

Capitol Hill

When: Tuesday, August 27, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through August 13th with $10 Early Bird Discount)

Presented By

Denise Metivier, Dusty Faske & Richard Krucher
Insero & Company CPAs, P.C.

To view additional upcoming events, please visit our website.

To receive updates on future events, please join our mailing list.

QuickBooks' Custom Fields: An Overview

The QBC: QuickBooks® Client Newsletter

Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element.

Hands Typing

The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops, plumbers and plastic surgeons use it to track income and expenses, pay bills and invoice customers, and to run those all-important reports.

But Intuit knows that QuickBooks can’t – and shouldn’t – tailor itself to individual business types (except in the industry-specific versions). So its structure and tools are somewhat generic and as universal as possible.

Click Here to Read More

For more QuickBooks tips, tricks and info on training from our team of Certified QuickBooks ProAdvisors® subscribe to The QBC.

Client Update Newsletter: Summer 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact small business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Give your children a good financial education
  • Recordkeeping: How to get all that paper under control
  • Six mistakes to avoid in selling your business
  • Tax Talk: Check your withholding and Don’t fall for bogus IRS e-mails
  • Can happy employees equal healthy profits?
  • Foreign assets may require two filings

Click Here to Download the Newsletter

Coffee and Tablet

We've moved!

Insero & Company is pleased to announce that our Rochester office has recently relocated to:

Crossroads Building
2 State Street, Suite 300
Rochester, NY 14614
(Driving Directions)

Our move and plans for the future were recently featured in the Rochester Business Journal.

“We’re in a growth mode,” Managing Partner Nancy Catarisano said. “We’re hoping to double the size of the firm in the next five years through additional services to our clients.”

“It was never a question of us not staying downtown. We are committed to being in the hub, and to the vibrancy of the city. We had a lot of people approach us to move to the outskirts, and it’s not something we chose to do. We like to be around all the attorneys, the bankers, just more activity going on in the city.”

Click Here to Read the Full Article

If you’re in the neighborhood, feel free to stop by and visit our newly remodeled space. We’re still working on the finishing touches, but here are a few sneak peaks of what you might find:

New Office Collage

Receiving Inventory With or Without Bills in QuickBooks

The QBC: QuickBooks® Client Newsletter

When your goods come rolling in, be sure to document them correctly.

Inventory

You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive task.

QuickBooks’ tools can help with this, but you need to be sure you’re using the right forms. There are two different procedures you may use, depending on whether or not you’ve received a bill.

Click Here to Read More

For more QuickBooks tips, tricks and info on training from our team of Certified QuickBooks ProAdvisors® subscribe to The QBC.

Happy Hour for Habitat

The Rochester Young CPAs have pledged to raise $75,000 to help Flower City Habitat for Humanity can build a home alongside a low-income family in Rochester.

Dusty Faske for Habitat

Insero & Company has pledged our support as a champion team, and invite you, your family, friends & clients to join us as we step behind the bar at Wall Street Bar & Grill to serve you! All of our hard-earned tips will go directly towards helping build the home.

We do hope you can join us, but if you can’t make it, please consider contributing to the cause by clicking donate below.

Thank you,

Kim & Dusty

CPA Build Button

When: Wednesday July 10th, 2013, 6:00-9:00pm (we’ll be serving from 7:00-7:30pm)

Where: Wall Street Bar & Grill, 330 East Avenue, Rochester, NY 14604 (map)

Who: Kimberly Gangi & Dusty Faske

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