Insero Named a Best Place to Work for Millennials

Insero & Company CPAs, P.C. has been named one of the best places to work for Millennial employees in America, David Mandrycky, Director of Human Resources announced today. The list, which comes on the heels of news that Millennials are now the largest workforce in America, is the first of its kind to identify companies that excel at recruiting, developing and retaining top millennial performers.

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The full list of the Best Places to Work for Millennials and accompanying paper Unlocking Millennial Talent is available at BestPlacesToWorkMillennials.com. (more…)

Preventing Data Theft in QuickBooks

The QBC: QuickBooks® Client Newsletter

Preventing Data Theft in QuickBooks

Be proactive about the security of your QuickBooks company file, and you’ll be less likely to encounter data theft.

Thanks to the internet, privacy has been on the wane over the last few years. We assume that our addresses and phone numbers are public information, thanks to sites like Switchboard and 411.com. We hope that our dates of birth are private (though the number of birthday wishes on Facebook makes that doubtful), and we assume that our Social Security numbers are hard to get.

Your customers trust you enough to provide you with additional private information, like credit card numbers. And you’ve seen what an uproar occurs when major corporate entities like Target and Home Depot get hacked.

Your small business may not have hundreds of thousands of customer information files, but you can still be targeted by external hackers and even your own employees. Are you taking measures to ensure the security of that data stored on your hard drive and/or in the cloud? (more…)

How QuickBooks’ Custom Fields Can Provide Better Business Insight

The QBC: QuickBooks® Client Newsletter

QuickBooks’ customizability makes it flexible enough for countless business types. Custom fields are a big part of that.

QuickBooks makes it possible for your business to create very detailed records for customers, vendors, employees, and items. In fact, you may find that you rarely make use of every field each contains.
But you may also find that there are additional fields that you’d like to see in your predefined record formats. That’s where custom fields come in. QuickBooks lets you add extra fields and specify what their labels should be.

You can define up to 12 total fields for use in customer, vendor, and/or employee records. QuickBooks treats these just as it treats your built-in fields. They appear in the records themselves, of course, and are included when you export a file containing them. You can also search for them in reports.

People Records

There are separate processes for defining fields for your individual and company contacts and your items. Let’s look at how you can set up custom fields for customers, vendors, and employees first.

Go to your Customer Center and open a blank Customer record (in newer versions of QuickBooks, you’ll click on New Customer & Job in the upper left corner, and then click New Customer). Then click the Additional Info tab in the left vertical pane of the New Customer window, then click on the Define Fields button in the lower right. This window will open (with blank fields):

 

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Figure 1: You can create up to 12 total custom fields that will be shared by customers, vendors, and employees.

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Insero & Company Ranked 4th Best Mid-Sized Accounting Firm to Work for

Insero & Company CPAs, P.C. was recently ranked 4th in the medium-sized firm category of the 2014 Accounting Today’s Best Accounting Firms to Work for. The list, which consists of 100 companies, recognizes the best employers in the accounting industry. Insero is the only firm in New York State to have been named to the list in 2014.

“This is the third straight year we’ve made the list, and each year our ranking has increased. It wouldn’t have been possible without our entire team working together to create the environment that exists today,” said Nancy Catarisano, managing partner. “We are looking forward to reviewing the input from the survey and carrying on our tradition of making the firm an even greater place to work.”

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Companies 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 companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking, which was announced Monday at the Growth and Profitability Summit in Boca Raton, Florida.

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

Rochester-based Insero & Company CPAs, P.C. is one of the region’s premier 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 specializes in working with small businesses and middle market companies, employee benefit plan audits, and outsourced and virtual accounting services. For more information, visit www.inserocpa.com.

Insero & Company Named one of the 2014 Best Accounting Firms to Work for

Insero & Company CPAs, P.C. was recently named as one of the 2014 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. Insero is the only firm in New York State to have been named to this year’s list.

“This is the third straight year in which Insero has been named to the list, and everyone in the firm is very proud of this accomplishment,” said Nancy Catarisano, managing partner. “We are looking forward to reviewing the input from the survey and carrying on our tradition of making the firm an even greater place to work.”

Our Partners

This survey and awards program is designed to identify, recognize and honor the best employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. The list is made up of 100 companies.

Companies 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 companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking, which will be announced in early November at an awards presentation in Boca Raton, Florida.

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

Rochester-based Insero & Company CPAs, P.C. is one of the region’s premier 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 specializes in working with small businesses and middle market companies, employee benefit plan audits, and outsourced and virtual accounting services. For more information, visit www.inserocpa.com.