| Insero & Company |
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| Our service approach is very simple – it is based on the theory of quality service, staffed with experienced people, at a fair fee. Our clients are focused in service, manufacturing, telecommunications, real estate and distribution and range from small privately held family businesses to the largest publicly traded entities – with both domestic and international operations. | |||
| (Click Service Title For Details) |
| Audits, Reviews and Compilations |
| Some see an audit as a periodic report card, but with Insero & Company it can be an ongoing source of information for running things better. We deliver quality assurance services and help you spot potential trouble areas and hidden opportunities, in a manner that’s collaborative. Insero & Company demands quality, and we set tough policies to achieve it. We are proud of our profession and strive to deliver on our promises to the public trust. We hire the most competent people, and we invest heavily in training and tools. These tools include systems that ensure consistency, objectivity, and accountability, which results in strict compliance with professional standards. Another tool we count on is experience. Our senior people are extensively involved, and we seek active dialogue with your senior people. This will be a major change from your audit experiences to date. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Cost Segregation Study |
| An often over-looked tax savings opportunity is accelerated depreciation of costs associated with the construction, renovation, or purchase of a building or leasehold improvements. A cost segregation study can help you improve profitability by maximizing cash flow. By identifying assets that qualify for shorter depreciable lives, you are able to accelerate tax depreciation and lower your current income tax. Our team of dedicated cost segregation consultants can help ensure you maximize your investment. |
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| Employee Benefit Plan Audits |
| The Benefit Plan Audit Team is a group formed within the Audit Division and trained in benefit plan audits. More importantly, they are dedicated to benefit plan audits. Our Benefit Plan Audit Team is knowledgeable and they complete benefit plan audits in a timely and cost effective manner. In addition to our benefit plan audit experience, we have first hand knowledge of ERISA and the ability to provide answers to your questions from filing and reporting requirements to complex interpretations of benefit regulations. Most companies express concern that their benefit plan audits are not only over-priced, but worse yet treated as an after-thought by their auditors. If your service is less than top notch, let us show you why public and private companies have started using Insero & Company to complete their required audits and, where applicable, meet the requirements of Form 11-K. We are confident we can save you money and raise the service bar! |
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| Internal Audit |
| Our outsourced internal audit group can provide you with a turn key internal audit solution or can co-source with an established department to help smooth out the peaks and valleys. |
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| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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| Outsource Accounting Services |
| Insero & Company has the premier outsource accounting, controller, and CFO group in Western and Upstate New York. Our Outsource Accounting Services Group is made up of dedicated personnel whereby their only assignment is outsourcing. Our clients benefit from the experience that our personnel bring to a group that understands the issues that controllers and CFOs face every day. Outsourcing for them is not something that “fills in the down time,” it is their focus all year long. Our Outsource Accounting Services are designed to ensure you have the information you require to run a successful business. We offer the flexibility of full or part-time services on a temporary or long-term basis. |
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| Small Business Services |
| Insero & Company's Small Business Group specializes in providing customized service plans to our clients. We recognize the challenges that small business owners face, from business formation to succession planning and everything in-between. We provide our clients with a full range of traditional tax and compliance services, as well as offering unique expertise in strategic tax planning, accounting assistance, cash management and budgeting and banking needs. |
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| R & D Tax Credit Studies |
| Did you know that the Research & Development Tax Credit can provide you with a dollar-for-dollar credit against federal, and in some cases, state taxes? Unfortunately, most businesses do not realize the full benefit available to them as they tend to only think in terms of scientists in white labs coats! Qualifying activities can include the development of a new product, the design of a new machine and even the improvement of internal processes. Our team can help you to take full advantage of this opportunity by providing you with the maximum benefit available for your company along with the proper supporting documentation. |
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| RSM McGladrey |
| To service today’s ever changing businesses, you need a deep bench. We have that “bench” as an integral member of the RSM McGladrey Network, the national accounting firm association of RSM McGladrey, Inc. RSM McGladrey, Inc. and McGladrey & Pullen, LLP (McGladrey) have an alternative practice structure that enables them to work together to serve clients’ business needs. When considered together the two companies rank as one of the largest provider of accounting, tax and business consulting in the world. The real value is that McGladrey provides our clients with the technical accounting and tax resources of a “National Office” and unlike a Big 4 firm, they do not take the decision making ability away from your local partners. Another benefit of McGladrey is size. Together, we are not a collection of regional accounting firms, whereby our technical resources are only as strong as the regional firm’s experience, but rather, we have the resources to rival any Big 4 firm! With Insero & Company and McGladrey, you will immediately experience a better service model compared to anything you have seen before!
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| Sarbanes-Oxley |
| It has been said that the Sarbanes-Oxley Act will have a greater impact on financial reporting as compared to any legislation enacted over the past 70 years and as you know, just about every accounting and consulting firm wants to help you wade through the rules. Unfortunately, the cost structure of National Firms requires that they focus on the largest companies and as a result, many local accounting and consulting firms have looked to fill that void. The question is whether the local/regional firms have the right resources and/or experience? You can rest assured that we have the first hand SOX experience which will provide you with cost effective service without the headaches. Working together with your auditors, you can be assured we will focus on the right controls, utilize a laser focus approach and avoid any surprises at the end of the project. |
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| Tax Services |
| Every business owner wants to reduce taxes, but shortsighted strategies can bring costs you don’t expect. That’s why we take a more balanced approach, one that helps you save money in complex tax environments, while at the same time keeping an eye on your longer-term goals for success. Many of our clients, while very sophisticated, often lack the resources of a dedicated and fully staffed internal tax department. As a result, they rely on our expertise to keep them not only informed, but also challenged. A significant portion of our clients are not only working, selling and manufacturing in more than one state, they are working and selling in more than one country! Tax services include: tax planning, tax return preparation, cost segregation studies and research & development credits.
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| Insero Wealth Strategies - Registered Investment Advisor |
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Insero Wealth Strategies, LLC At Insero Wealth Strategies, LLC, we know our clients as business owners and professionals. The knowledge and the trust that we have established with our clients gives us a unique advantage in providing our clients with premier financial advisory services and access to superior financial management services. At Insero Wealth Strategies we focus on four fundamental areas for our high net worth clients:
Through established relationships with our strategic partners in the financial services, legal and insurance areas we can provide an integrated and comprehensive approach to providing wealth strategies. Insero Wealth Strategies LLC, a Registered Investment Adviser, is a separate entity from Insero & Company CPAs, P.C. Download our ADV. For more information regarding Insero Wealth Strategies LLC, please contact Elizabeth Barrett. |
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| Recruiting Services |
| Effective talent selection is critical to your business success. Our search consultant will partner with you to devise the necessary recruiting strategy to recommend the right candidate for your position. We act together to solve your immediate and long-term staffing goals. We listen to your unique situation and then we work to locate the people who have the skills and experience required for success. We are highly motivated, well networked, can recognize talent, and most importantly deliver results. At Insero, we are passionate about the people we work with - let us partner with you to find the right people to grow your business. |
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