Insero Named one of Central New York’s Best Places to Work for 2019

Insero & Co. CPAs has been named one of Central New York’s Best Places to Work by the Business Journal News Network and BizEventz. The list, which is based primarily on employee surveys, includes the top 40 companies in three categories based on number of employees in the region.

 

“This is very exciting news for our Ithaca team,” said David Mandrycky, Director of Human Resources at Insero. “This is the second year we have participated in the survey and are proud to have earned this distinction. We are looking forward to receiving and reviewing the survey data and building on the feedback that everyone provided. Our people are our most important asset, and we wouldn’t be where we are today without them.”

David Mandrycky accepts Award for Central New York's Best Places to Work

Insero currently employs 150 professionals in five locations including Ithaca, Rochester, 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.

 

According to BizEventz, the Best Places to Work awards program identifies and recognizes the best places to work in Central New York. The goal is to identify and promote those companies who best exemplify the following categories: team effectiveness, manager effectiveness, retention risk, trust in senior leaders, alignment with goals, feeling valued, trust with coworkers, work engagement, individual contributions, and people practices. Results are based on employee feedback.

 

ABOUT INSERO & CO. CPAS

Rochester-based Insero & Co. CPAs is an accounting and business advisory practice with locations throughout New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, colleges and universities, nonprofit organizations and companies 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 Launches Inaugural Volunteer Day with Rochester Childfirst Network

Insero & Co. CPAs recently held its inaugural Volunteer Day to benefit Rochester Childfirst Network, one of the nation’s oldest organizations providing support to children and families.

 

While Insero and its employees regularly give back to their local communities, Volunteer Day presents an opportunity for staff to come together and make a significant impact for a single organization.

Insero employees work during Volunteer Day at Rochester Childfirst Network

“We take pride in giving back to the communities in which we work, live, and play,” said Nancy Catarisano, Managing Partner of Insero & Co. CPAs. “Volunteer Day is just one of the ways we encourage all of our employees to get involved and make a difference.”

 

More than 100 Insero employees from Rochester, Ithaca, Cortland and Watkins Glen spent the day working on improvement projects to ensure the children have safe and stimulating spaces to learn and play with art, music, and STEM applications. In addition, the firm’s Insero Cares program provides funding to match employee’s direct volunteer time serving eligible charities. As a result, the firm and its employees raised over $12,500 for the organization.

 

“It really is all about the kids,” said Ann Marie Stephan, Executive Director of Rochester Childfirst Network. “Children learn through exploration and play, and we appreciate Insero’s help in providing a nurturing setting for them.”

Nancy Catarisano presents a check to Ann Marie Stephan of Rochester Childfirst Netowrk on Volunteer Day

Insero established its inaugural Volunteer Day in conjunction with RSM’s Volunteer Week. Insero has been a member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms, since 1992. Insero and the RSM US Alliance team have worked together to maximize the volunteer impact for Rochester Childfirst Network.

 

Next year, all RSM US Alliance member firms will have the opportunity and resources to build Volunteer Day in their local markets. This will all be made possible because of Insero and their commitment to stewardship.

 

RSM recently held its tenth annual RSM US Volunteer Week, previously known as Volunteer Day, to benefit local and national nonprofits across the country. While RSM’s people regularly give back to their local communities, RSM Volunteer Week represents part of RSM’s commitment to the communities where the firm’s people work and live.

 

In addition to support from Insero and RSM, the project was supported by donations from a number of local businesses including Wegmans, Home Depot Henrietta, Home Depot Penfield, Lowes Webster, Lowes Henrietta, Broccolo Tree & Lawn Care, Sarah’s Garden Center, Runnings Brockport, Roc Brewing Co., and Mark’s Pizzeria.

 

ABOUT INSERO & CO. CPAS

Rochester-based Insero & Co. CPAs is an accounting and business advisory practice with locations throughout New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, colleges and universities, nonprofit organizations and companies 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.

 

ABOUT ROCHESTER CHILDFIRST NETWORK

Rochester Childfirst Network is a not-for-profit agency dedicated to advancing the quality of early education and care in Western New York, through leadership, advocacy, and innovative direct services to children. For more than 160 years, RCN has worked to support children and families in Rochester. Through innovative direct services to children, advocacy, and leadership, RCN continues to help children grow safe and strong, able to achieve their full potential. For more information visit www.rcn4kids.org.

 

ABOUT RSM US LLP ALLIANCE

Insero & Co. CPAs has been a member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms, since 1992. This affiliation gives Insero access to a full range of national and international capabilities through RSM US LLP. RSM US Alliance has more than 75 independent member firms in 38 states, the Cayman Islands and Puerto Rico.

 

RSM US Alliance provides its members with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market, with more than 9,000 people in 86 offices nationwide. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. For more information, call toll free 800.537.7178 or visit rsmus.com/alliance.

 

Nancy Catarisano Named Managing Partner Elite

Nancy Catarisano, Managing Partner of Insero & Co. CPAs, LLP, has been named one of Accounting Today’s 2019 Managing Partner Elite. The publication described Catarisano, who has served as Insero’s Managing Partner since 2011, as being “ahead of the revolution” and featured her photo on the cover of the print edition of the magazine.

“We started a strategic planning process in 2012,” said Catarisano. “It is an ongoing process, consistently working to keep the leadership group all on the same page with the firm’s priorities. The world is changing faster than ever before and the successful accounting firms are focused on the future. Our plan is very simple, we believe that our clients and our community need to be center stage. Strategically, we know that our focus needs to be on our people, ensuring they have the technical skills for the changing accounting landscape and the leadership skills to implement the changes. I believe evolution is led by the partners and revolution is led by the team members and our industry is going through revolution.”

Nancy Catarisano, Managing Partner

“We are dedicated to using innovation and new technology to complete our work more efficiently. This enables us to spend less time blocking and tackling and more time providing value added advice to help our clients.  We assembled a team of the brightest and most forward-thinking team members and asked them to lead our innovation committee focusing on new initiatives using technology.  There are no members of management on this team and we provided them with the autonomy and power to think outside the box, be creative, and dream big.”

“When I assumed the managing partner role, I chose to focus on our core value: ‘Passionate about People’. Our focus on people was the key, and our growth and client service metrics improved as a by-product of that. Yes, we have rolled out new programs and benefits, but ultimately the most important thing we did was listen to what our people had to say.  The initial year we submitted the application for Accounting Today’s Best Accounting Firms to Work For, we did it not to be recognized, but rather to get a baseline and see what honest feedback our people were afraid to share live with us. When we received the results, we scheduled a team meeting and talked about what they had to say, we listened, we were educated, and we made changes.  The result has been a much better firm for everyone.”

To read the full article, visit AccountingToday.com.

ABOUT INSERO & CO. CPAS

Rochester-based Insero & Co. CPAs is an accounting and business advisory practice with locations throughout New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, colleges and universities, nonprofit organizations and companies 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 Named Best Accounting Workplace for Eighth Consecutive Year

Insero & Co. CPAs was recently named as one of the 2019 Accounting Today’s 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. 2019 marks Insero’s eighth consecutive year on the list.

This survey and awards program is designed to identify, recognize and honor the best employers in the accounting profession, benefiting its economy, workforce and businesses. The list is made up of 100 firms, and Insero is the only firm in New York state to have been named to the list each of the last eight years.

Best Accounting Firms to Work For 2019 Logo

“We’re thrilled to receive this honor for the eighth 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.”

Firms from across the United States 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. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

“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.”

ABOUT BEST ACCOUNTING FIRMS TO WORK FOR

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

ABOUT INSERO & CO. CPAS

Rochester-based Insero & Co. CPAs is an accounting and business advisory practice with locations throughout New York state. A full-service public accounting firm, Insero provides attest, tax and consulting services to government agencies, colleges and universities, nonprofit organizations and companies 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 Names New Tax Partner

Insero & Co. CPAs has announced that Douglas D. Stark has been admitted as a partner in the firm’s Tax Department based in Rochester. He joins Insero with over 35 years of diversified tax and accounting experience serving privately-held businesses, family offices and high net worth individuals.

His areas of specialization include tax and estate planning, business acquisitions and divestitures, family office services, succession planning and wealth transfer strategies. Stark began his career at Deloitte & Touche, where he eventually became partner before making the move to private industry. He has a broad base of diversified business experience working with startups through late stage multi-generational businesses and their owners.

Douglas Stark, Tax Partner at Insero & Co. CPAs

“Doug has a wealth of knowledge to share and our clients will see a great benefit from his return to public accounting,” said Nancy Catarisano, Managing Partner of Insero & Co. CPAs. “With our firm’s growth and the increasing complexities associated with changes in tax law, we are glad to have Doug on our team.”

Stark is a graduate of Houghton College, where he earned a Bachelor of Science in Business Administration and the Rochester Institute of Technology where he received a Master of Science in Accounting.

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, non-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 Named Best Accounting Workplace for Seventh Consecutive Year

Insero & Co. CPAs has been named as one of the 2018 Best Accounting Firms to Work for by Accounting Today for the seventh 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 seven years.

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. Insero was ranked 13th in the medium employer category, consisting of firms with 50 to 249 U.S. employees.

“We’re thrilled to receive this honor for the seventh 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.”

Employees of Insero & Co. CPAs, named a Best Accounting Firm to Work for, celebrate in downtown Rochester, NY

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.

“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.”

ABOUT BEST ACCOUNTING FIRMS TO WORK FOR

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

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, non-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.

 

2018 Reader Rankings Names Insero Top Winner in 7 Categories

Rochester’s 2018 Reader Rankings celebration was held on Wednesday, August 1, 2018 at the Joseph A. Floreano Rochester Riverside Convention Center. Leading up to this event, the Rochester Business Journal and The Daily Record spent months collecting more than 3,800 nominations followed by 46,000 votes in 87 different categories including accounting, finance, education, real estate, technology, entertainment, and top employers. This voting process culminated in the celebration event, where the top winners in each category were revealed.

 

“The room was really packed and many local businesses were present,” said Nancy Catarisano, Managing Partner of Insero & Co. CPAs. “It was an exciting evening and I was proud to represent our firm in accepting our awards. It was a privilege to be able to accept these on behalf of everyone on our team.”

Lisa Fitzsimmons and Nancy Catarisano of Insero & Co. display award certificates presented at the 2018 Reader Rankings ceremony in Rochester

Insero & Co. CPAs was recognized at the celebration as Top Winner in 7 categories:

 

Best Accounting Firm

Best Overall Company to Work for (76-250 employees)

Best Company Culture

Best Employee Recognition Program

Most Innovative Workplace

Best Overall Leadership

Best Training Program

 

Insero was also recognized as a Top 8 Winner for Best Forensic Accounting and Insero Wealth Strategies was recognized as a Top 3 Winner for Best Wealth Management. For more information on the awards and winners, click here.

 

“We would like to say thank you to all of our clients, employees, and friends of the firm for taking the time to vote for Insero,” said Catarisano. “We are honored to have such great support in our community.”

2018 Reader Rankings Top Winner Certificates presented to Insero & Co. CPAs by the Rochester Business Journal and The Daily Record

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, non-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 Named Best Accounting Workplace for Sixth Consecutive Year

Insero & Co. CPAs was recently named as one of the 2017 Best Accounting Firms to Work for by Accounting Today for the sixth 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 six years.

“We’re thrilled to receive this honor for the sixth 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.”

Best Accounting Firms To Work for 2017 Logo from Accounting Today

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.

“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 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/career.

Revised Form I-9 Required in January 2017

On November 14, 2016, U.S. Citizenship and Immigration Services (USCIS) published a revised Form I-9, Employment Eligibility Verification. Changes to the form are intended to help employers reduce technical errors and facilitate electronic completion. Employers may continue using Form I-9 with a revision date of 03/08/2013 through January 21, 2017. By January 22, 2017, employers must use the revised form. Employers should continue to follow existing storage and retention rules for all previously completed Forms I-9.

Most of the revisions to the I-9 operate to allow for easier electronic completion, while others aim to streamline the employment eligibility verification process.

What This Means to You

All U.S. employers should review their I-9 policies and procedures to ensure they are up to date with the new changes to the form. Human resources professionals and others responsible for the completion of Form I-9 should become familiar with the changes immediately to ensure timely transition to exclusive use of the revised form. Compliance by January 22, 2017, will be critical as Form I-9 enforcement audits are expected to increase.

Click Here to View the New Forms

At Insero, we make it our business to stay abreast of the latest trends and technical updates and we understand how important timely updates are to our clients. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

FLSA Overtime Rule Blocked by Federal Judge

The federal overtime rule scheduled to take effect on December 1, 2016 has been blocked by U.S. District Judge Amos Mazzant III, who issued a preliminary injunction on Tuesday. The Department of Labor (DOL) rule would have essentially doubled the Fair Labor Standards Act (FLSA) salary threshold for overtime pay exemption.

To learn more about what this recent development means for you and your business, click here for an informative article from the Society for Human Resource Management.

 

qtq80-O1SAyH

 

At Insero, we make it our business to stay abreast of the latest trends and technical updates and we understand how important timely updates are to our clients. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.