Business Details
Trusted Accounting and Advisory Services
Insero has been dedicated to delivering accounting, tax, and consulting services with unwavering integrity for over five decades. Our firm prioritizes client-centered solutions, combining technical expertise with proactive service to address evolving business needs. We maintain a culture of continuous improvement through rigorous training and a commitment to quality, ensuring every team member aligns with our promise of The Highest Standard. Our values emphasize character, innovation, and collaboration, fostering long-term relationships built on trust and accountability. With specialized teams in audit, tax, HR, and advisory services, we provide tailored insights for businesses, nonprofits, government agencies, and individuals.Our peer-reviewed quality assurance and affiliations with professional organizations like AICPA and PCAOB underscore our dedication to excellence. We operate with transparency, focusing on sustainable growth and community impact while maintaining a merit-driven, inclusive workplace. Clients benefit from our entrepreneurial approach, technical depth, and partner-led service model that prioritizes their success. Our commitment extends beyond transactions, offering strategic guidance to help clients navigate complex financial landscapes. Through decades of experience, we have refined our processes to deliver accurate, timely, and reliable services that empower informed decision-making.
Services
Advisory & Consulting
Audit & Assurance
Tax Services
HR & Recruiting
Outsourced Accounting
Lease Accounting
Estate Planning
Nonprofit Services
Government Audits
Business Valuation
Highlights and features
- We offer over 50 years of experience in accounting and advisory services.
- Our partner-led approach ensures personalized attention from seasoned professionals.
- We maintain a peer-reviewed quality assurance system with clean audit findings.
- Our technical expertise spans state, federal, and international tax regulations.
- We prioritize integrity and transparency in all client interactions.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Public Company Accounting Oversight Board (PCAOB)
- AICPA Employee Benefit Plan Audit Quality Center
- AICPA Center for Audit Quality
What people say
Unwavering integrity
Technical expertise
Personalized attention
Clean audit findings
Strategic guidance
Services
Audit & Assurance
Our audit and assurance services provide independent evaluations of financial statements to ensure accuracy and compliance. We specialize in employee benefit plan audits, SEC filings, and risk management for public and private entities. Clients receive actionable insights to strengthen internal controls and regulatory adherence.
Tax Services
We deliver comprehensive tax solutions including compliance, planning, and advisory for individuals and businesses. Our expertise covers state, federal, and international tax regulations, with specialized services in estate planning and cost segregation studies to optimize tax efficiency.
Advisory & Consulting
Our advisory team offers strategic guidance in areas like lease accounting, private equity readiness, and business valuation. We help organizations navigate complex financial challenges through tailored solutions that drive growth and operational excellence.
HR & Recruiting
We provide outsourced HR services and recruitment solutions to streamline talent management. Our offerings include payroll processing, benefits administration, and executive search services designed to align workforce strategies with business objectives.
Outsourced Accounting
Our outsourced accounting services handle day-to-day financial operations, including accounts payable/receivable, financial reporting, and controller services. This allows businesses to focus on core activities while ensuring accurate, timely financial management.
People
Alan Pecora
Tax Specialist
Alan Pecora specializes in estate planning and tax compliance, helping clients navigate complex tax regulations. With over 20 years of experience, he provides strategic guidance to minimize liabilities and optimize financial outcomes.
Ann Montgomery
Business Advisor
Ann Montgomery offers expertise in business lifecycle planning, focusing on financial strategy and risk management. Her client-centric approach identifies growth opportunities while addressing operational challenges across industries.
Sarah Stage
Client Relations
Sarah Stage manages client communications and outreach, ensuring seamless delivery of audit and consulting services. She coordinates client engagements and serves as a liaison for nonprofit and government agency partnerships.
Linda Glosser
Nonprofit Client
Linda Glosser represents Rochester Broadway Theatre League, collaborating with Insero on outsourced accounting solutions. Her insights highlight the firm's ability to meet nonprofit organizations' unique financial needs.
John Parkhurst
Nonprofit Executive
John Parkhurst partners with Insero for financial oversight of Rochester Broadway Theatre League. He emphasizes the firm's reliability in managing complex nonprofit accounting requirements and regulatory compliance.
Questions
What accounting services does Insero offer?
We provide audit, tax, outsourced accounting, lease accounting, business valuation, and advisory services for businesses, nonprofits, and individuals.
Are your audit services peer-reviewed?
Yes, we undergo triennial peer reviews and maintain clean audit findings with affiliations in AICPA and PCAOB organizations.
Do you serve nonprofit organizations?
Yes, we offer specialized compliance and consulting services tailored to nonprofit agencies' unique financial requirements.
What tax planning resources are available?
We provide estate planning, cost segregation studies, and international tax compliance services with personalized strategy sessions.
Is your firm ESG-compliant?
Our services align with environmental, social, and governance standards through our commitment to integrity and community outreach programs.
