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.

 

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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.

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.

2016-07-11 18.27.44 HDR-2

“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 Named a Rochester Metro Area 2016 Top Workplace

Insero & Co. CPAs has been named one of the 2016 Top Workplaces in Rochester by the Democrat and Chronicle. The firm was also honored with a Special Award for Ethics, described by the phrase “This company operates by strong values and ethics.” The Top Workplaces lists are based solely on the results of an employee feedback survey administered by WorkplaceDynamics, LLC, a leading research firm that specializes in organizational health and workplace improvement. Several aspects of workplace culture were measured, including Alignment, Execution, and Connection, just to name a few.

2016 Top Workplaces Award Winners

Vincent Leo, Nancy Catarisano, and David Mandrycky

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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.