Profile: Nancy Catarisano

Insero & Company‘s Managing Partner, Nancy Catarisano, was recently featured in the Rochester Business Journal.

Nancy Catarisano

Here is an excerpt from the profile:

Nancy Catarisano’s bookkeeping and accounting career began when she was a child collecting payments for her father’s lumber mill, logging in the workers there and balancing the company checkbook.

She is now managing partner at Insero & Co. CPAs P.C., overseeing 85 employees at its State Street headquarters and a branch office in Corning. The firm has plans to double employment in five years.

Catarisano, 52, became managing partner Oct. 1, 2012, after serving as chief operating officer since December 2008, when founder Frank Insero transitioned from managing partner to CEO. As COO, she managed the firm’s day-to-day operations.

“It’s a big change,” she says of being managing partner. “I have a lot less time to spend just doing relaxing things. The firm is on my mind 24/7.

“With any leader, that’s what you do. It’s a responsibility; I take it seriously. Everybody is looking at me to set the stage for the future, and set the vision and set the culture.”

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Client Update Newsletter: Winter 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 business owners and financial professionals like you. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Health care reform law gets underway for individuals
  • Year-End Tax Moves
  • 1099s: A little form with a painful bite
  • Business or hobby? Nine factors help the IRS decide
  • Financial tips for the 20-something generation
  • How to handle the financial issues after the death of a spouse

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Receiving Payments from Customers in QuickBooks

The QBC: QuickBooks® Client Newsletter

Depending on the situation, there’s more than one way to record a payment in QuickBooks.

Cashier Accepting Credit Card

There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun paying bills, for example, and making collection calls on unpaid invoices can be downright unpleasant.

But you probably don’t mind recording payments after all of your hard work creating products or providing services, sending invoices or statements, and generating reports to make sure you’re on top of it all.

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

QuickBooks 2014 Simplifies, Accelerates Common Tasks

The QBC: QuickBooks® Client Newsletter

New version of desktop QuickBooks accomplishes goal of speeding up, refining your workflow.

Speed

If Intuit named its desktop versions of QuickBooks by the version number rather than the year, we’d be in version 20-something by now. QuickBooks, still the preferred software for small businesses, keeps getting smarter in its annual upgrades. Rather than pile on tons of new features in its upgrades, Intuit – for many years – has concentrated on making it easier for you to access the tools and data that are already there.

QuickBooks 2014 is no exception. Its combination of small-but-effective changes makes it easier to get in and do what needs to be done quickly, and then get out and move on to activities that will help build your business.

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

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.

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

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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

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The QBC: How to Create a Progress Invoice from an Estimate

The QBC: QuickBooks® Client Newsletter

Not using progress invoices? Maybe you should be.

Hands Typing

The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or progress billing.

You could, of course, simply create invoices for smaller chunks of the job as they come. A smarter way is to build estimates for the entire job or sequential phases so your customer can see the big picture. You can still use progress invoicing to start collecting funds one segment at a time.

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