Frank Insero Named a Rochester Rockstar

Frank Insero was recently named a Rochester Rockstar by RochesterRockstars.com. Click here to view the video interview:

Insero & Company has been growing despite the economy. Not only are we growing, we’re having lots of fun doing it. Watch this interview to learn:

  • How to grow in a down economy
  • Clever ways to train employees to deliver on firm’s core values
  • How to create a fun environment for employees
  • Secret to making acquisitions successful
  • 2 keys to becoming super successful

We are lucky to have someone like Frank in our community. Despite the economy, he is making things happen and sharing with other entrepreneurs on how he is doing it.

RochesterRockstars.com is a community project with the goal of inspiring entrepreneurs to reach great success. The legendary book, Think and Grow Rich by Napoleon Hill is read by more people than any other business book. Napoleon Hill didn’t come up with the great ideas in the book, instead, he profiled the lessons learned from other successful leaders. RochesterRockstars.com brings you successful leaders in our own community sharing the secrets that led them to their Rockstar success. Learn and Grow from their stories.

Do You Need a More Robust Version of QuickBooks?

The QBC: QuickBooks® Client Newsletter

Maybe you just need to study your current version thoroughly, but it might be time to move up.

If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows desktop software applications (as well as five online versions and a Mac edition), the QuickBooks family has found a home in millions of small businesses, and it remains the market leader.

Though QuickBooks versions themselves are not scalable (able to expand as your business grows), you can move up to a more sophisticated edition when you outgrow your current version.

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

Insero & Company Names New Partners

Insero & Company CPAs, P.C. announced today that Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE have been admitted as partners in the firm.

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael specializes in tax compliance and has been advising corporations, partnerships, individuals, and tax-exempt organizations on tax matters since 1978. He has extensive experience working with closely held businesses in the retail, distribution, manufacturing, construction and service industries. He holds a Bachelor of Science in Accounting from Rochester Institute of Technology and is licensed as a Certified Public Accountant in New York. Michael resides in Webster, NY with his wife, Sandy, and their three children, and has been actively involved with the Greater Rochester YMCA.

Jennifer has been with the firm since 2000 and specializes in accounting and auditing with an emphasis on employee benefit plan audits. She leads the planning and execution of audits for large multi-national clients, as well as many closely held middle market corporations. She has also helped to grow the company’s benefit plan audit practice into one of the 25 largest benefit plan audit practices in the United States. She holds a Bachelor of Science in Accounting from the State University of New York, College at Brockport, and is a Certified Public Accountant and Certified Fraud Examiner. Jennifer resides in Penfield, NY with her son, and has been actively involved with the Susan B. Anthony House.

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

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.