COVID-19 Office Update

COVID-19 Office Update

As always, the health and well-being of our people and our clients is of the utmost importance to Insero & Co. CPAs.

 

We are implementing our plan to move the majority of our workforce to remote work arrangements and our offices will be closed to the public through March 31, 2020, at which point we will reassess. We are closely monitoring information from the Centers for Disease Control (CDC) and local health departments as well as the Treasury Department and the Internal Revenue Service to help ensure that we are taking appropriate precautions to ensure everyone’s safety while continuing to provide the highest standard of client service.

 

Our technological capabilities will allow our team to work from remote locations. During this time we will make every attempt to ensure your telephone calls and emails are answered in a timely manner and that your service team will be working to meet your needs.

 

You can still reach us during normal business hours at 800-232-9547 or 607-272-4444. If you have any questions, please feel free to reach out.

 

Thank you for your understanding during these challenging times. From all of us at Insero, we hope that you, your friends, colleagues, and families are safe and healthy.

 

We will be posting updates here as they become available.
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Tax Alert: IRS Extends Payment Date For 90 Days

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Treasury Secretary Steven Mnuchin stated, during a press conference yesterday, that the IRS will allow taxpayers to defer payments for 2019 tax returns for 90 days. For individuals, the amount of tax which can be deferred is up to $1 million. Corporations can defer up...

COVID-19 Office Update

COVID-19 Office Update

As always, the health and well-being of our people and our clients is of the utmost importance to Insero & Co. CPAs.   We are implementing our plan to move the majority of our workforce to remote work arrangements and our offices will be closed to the public...

COVID-19 Update Center

COVID-19 Update Center

[Updated March 21, 2020]

10 Tips for Remote Workers

10 Tips for Remote Workers

Since many businesses have moved their workforce to remote work arrangements, we rounded up our top tips for remote workers: Get started early – dive into your to-do list as soon as you wake up. Many report that getting an early start helps them feel more productive...

Tax Alert: IRS Extends Payment Date For 90 Days

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Treasury Secretary Steven Mnuchin stated, during a press conference yesterday, that the IRS will allow taxpayers to defer payments for 2019 tax returns for 90 days. For individuals, the amount of tax which can be deferred is up to $1 million. Corporations can defer up...

COVID-19 Office Update

COVID-19 Office Update

As always, the health and well-being of our people and our clients is of the utmost importance to Insero & Co. CPAs.   We are implementing our plan to move the majority of our workforce to remote work arrangements and our offices will be closed to the public...

Insero Named One of Accounting Today’s Top Firms for Mid-Atlantic Region

Rochester, N.Y. March 12, 2020 – Insero & Co. CPAs has been ranked as one of Accounting Today’s Top Firms for the Mid-Atlantic as part of their Top 100 Firms and Regional Leaders publication. This annual ranking of the leading national and local firms by revenue also includes data analysis and industry insights.

“We want to say thank you to our employees,” said Nancy Catarisano, Managing Partner. “It is their hard work that has made the growth that put us here possible.”

The Mid-Atlantic regional list includes firms in New Jersey, New York, and Pennsylvania with 61 percent of the firms located in New York state, 64 percent of which are located in New York City. Accounting Today reports that firms in this region performed better in 2019 than in 2018. Nationwide, six out of 10 regions reported slower growth rates than the previous year.

Insero is new to the list this year and reported a 6.45 percent increase in revenue. The firm currently employs 138 full-time employees across four offices.

For more information about the list, visit https://www.accountingtoday.com/the-top-100-firms-and-regional-leaders.

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 Promotes Five to Principal

Insero is pleased to announce the recent promotion of Jennifer Allen, Marcus Cortellini, Lindsay D’Agostino, Anthony Mangiameli, and Lisa Marou to Principal of the firm.

Please join us in congratulating them on their accomplishment, and scroll to learn more about each of these rising leaders:

 

Jennifer Allen, CPA is a Principal in the Audit Department and has been with Insero & Co. since 2005. She leads the planning and execution of financial statement and compliance audits. Jennifer has experience in a wide range of industries including real estate, manufacturing, and service as well as governmental entities and higher education institutions. In addition, she consults with clients concerning budgets, operations, compliance, and other management issues.

Jennifer has extensive experience auditing employee benefit plans with an in-depth understanding of benefit plan issues and ERISA. She is an integral member of the firm’s benefit plan practice which is in the top 1% based on plan assets audited in the United States.

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Marcus Cortellini, CPA is a Principal in the Tax Department and has been helping Insero & Co.’s clients attain their business goals since 2006. He is responsible for planning, performing, and supervising reviews and compilations along with completing the filing for recurring compliance for federal and state tax requirements. He also assists clients with banking and financing issues. He has built on his experiences working with companies of varying sizes and industries throughout his career to offer insight and management advice on a variety of issues and situations.

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Lindsay D’Agostino, CPA is a Principal in the Tax Department and has been with Insero & Co. since 2002. Her primary focus is on the real estate industry. Lindsay is responsible for planning, performing, and supervising reviews and compilations along with completing the filing for all recurring compliance for federal and state tax requirements for a number of real estate management companies. She has built her experience working on companies of varying sizes and industries to offer insight and management advice on a variety of issues and situations.

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Anthony Mangiameli, CPA is a Principal in the Audit and Business Advisory Services Group and has been with Insero & Co. since 2006. He leads the planning and execution of financial statement and compliance audits (commercial and employee benefit plans), reviews, compilations and agreed upon procedures. In addition, he consults and advises with clients concerning budgets, operations, compliance, and other various management issues.

Anthony has experience in a wide range of industries including real estate, employee benefit plans, manufacturing, and service.

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Lisa Marou, CPA is a Principal in Insero & Co.’s Tax Department and has been in public accounting since 2006. She specializes in preparing and reviewing returns for privately-held businesses of all sizes. Her expertise includes domestic, international, and state and local taxes. Her industry experience covers retail, manufacturing, distribution, construction, the service industry, and nonprofit entities. Lisa also prepares tax provisions and analyzes the tax consequences of sale transactions.

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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.