take your career to a higher standard

Take Your Career to aHigher Standard

Insero & Company CPAs, P.C.

About Us• Insero & Company is one of the premier accounting and business advisory practices

serving many companies in Upstate New York

• Located in downtown Rochester, the firm is currently comprised of approximately 80 people (40+ CPAs including 12 Partners)

• Named one of Rochester's Top Workplaces by (Democrat and Chronicle/WorkplaceDymanics) for the 2nd year in a row. In 2015, we were ranked 1st in the Small Business category, and in 2014, we ranked 3rd.

• Named one of the Best Accounting Firms to Work for (Accounting Today/Best Companies Group) in 2014 for the 3rd consecutive year. In 2014, we ranked 4th, and in 2013, we were ranked 9th in the Mid-Sized Firm category.

• Named one of the 2015 Best Places to Work for Millennials (The Center for Generational Kinetics/Best Companies Group)

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Our Core Values

• Our culture is guided by our core values and motivates result-orientated associates. Our foundation for our daily practices are focused around; Client-Centered, Passionate about People, Success-Driven, One-Firm, & Integrity.

• We hire the most competent people, and we invest heavily in training and technology.

• Our commitment to the highest ethical standard sets us apart from

other employers.



Our Client Base

Our clients are focused in service, manufacturing, telecommunications, high-tech, real estate, construction and distribution and range from non-profits and small privately held family businesses to the largest publicly traded entities with both domestic and international operations.



National Affiliation

Insero & Company is an integral member of the McGladrey Alliance, a premier affiliation of independent accounting and consulting firms in the United States, with more than 83 members in 42 states and Puerto Rico. The McGladrey Alliance member firms maintain their name, autonomy and independence while benefiting the strength of McGladrey.

McGladrey Alliance is a business of McGladrey LLP, the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with more than 6,500 people in 75 offices nationwide.



Our Core Business Services

• Audit Division• Tax Division• Small Business Group• Accounting Consulting Services• Defense Contracting Consulting



Audit, Accounting & Small Business

• Audits, Reviews, Compilations • Employee Benefit Plan Audits• Cash Flow Management, Financial Reporting,

Tax Planning• Capital Acquisition Services• Business Succession Consulting



Tax Services• Corporate, Personal,

Estate Taxes• Tax Consulting• Tax Planning• Representation at IRS

Audits

• Gift Planning• ESOP Planning• Charitable Trusts• Estate Planning



Outsource Accounting Services

• From Bookkeeper to CFO consulting services

• Monthly-close/Year-end clean up work

• Annual report review, consolidations, financial statement assistance

• Short Term and Long Term Solutions

• Accounting System set-up or conversions



Other Services

• Sarbanes-Oxley– 404 Compliance – Internal Controls Engagements

• Wealth Management– Retirement planning

• Human Resources Services– Client Recruiting & HR Support Services



Internship Program

• Gain Real World Experience with– Audit Procedures, Accounting Standards, Controls & Audit & Tax Systems– Individual and Corporate Tax Returns

• Opportunities are offered every semester (Full & Part-time hours may be available)

• Interns are able to attend various CPE Training Programs• Interns benefit by having an experienced mentor who will assist in

their growth & development



Staff Accountant Opportunities

• Assisting team with conducting audits, reviews, compilations and other assigned tasks

• Preparing assigned financial statements as needed• Becoming familiar with the Firm's policies, procedures, and

technical resources• Supporting the management through maintaining a good working

relationship with client personnel and other team members and demonstrating an awareness of the client's business



Staff Accountant Opportunities

• Developing an understanding of the standards of the profession and progressing toward passing the CPA exam

• Recognizes and applies the difference between financial and tax accounting

• Understands tax code regulations and how they apply to the technical aspects of tax preparation and planning

• Prepares tax returns, organizes work papers, maintains open items list and conducts self-review of work product before submission to reviewer



Work Environment

• Mentor/Reviewer Structure

• Company Culture

– Easy Access to Partners/Senior Managers

• Summer Hours – Half Day Fridays

• Variable Work Arrangements

• Internal Growth Opportunities in Other Departments



Work Environment - Events

• Firm sponsored teams i.e. Softball, Volleyball, Soccer, etc.• Annual Holiday Celebration• Firm-Wide Team Meetings• End of Busy Season Celebration• Department Outings• Community Volunteer Activities

– Habitat for Humanity– Charity of the Month



Benefits

• Competitive Compensation Structure

• Outstanding Paid Time Off Program

• 9 Paid Holidays

• 401(k) & Profit Sharing Programs

• Variety of Medical Plan Options

• Benefit Spending Credit - Cash Back Option



Benefits

• 100% Firm Paid Parking

• Service Awards/Referral Bonus/Spot Bonus

• Full reimbursement & time off for CPA Exam/License and a CPA Bonus Program

• Travel Bonus Program

• Tuition Reimbursement for Graduate Level Studies



Education/Development

• Insero University – Planned CPE and soft skills training for every level

employee

• Ongoing Employee Development Meetings• Client Engagement Evaluations along with

Annual Performance Reviews and Individual Development/Goal Setting Plans



Take Your Career to a Higher Standard

David J. Mandrycky, SPHR Director of Human Resources


2 State Street, Suite 300, Rochester, New York 14614

Phone: 585-454-6996 | Fax: 585-454-4024

[email protected]

www.inserocpa.com


take your career to a higher standard

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