Looking for a career in public accounting? Learn about Insero & Company's values, services, clients & culture here.

1. Take Your Career to a
Higher Standard

2. About Us
• Insero & Co. CPAs is one of the premier
accounting and business advisory practices
serving many companies in New York State
• Locations in Rochester, Ithaca, Cortland,
Corning, and Watkins Glen
• Approximately 125 people (including 19 Partners
and 4 Principals)
Insero & Co. CPAs, LLP www.inserocpa.com | 2

3. Awards
• 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 2015 for the 4th 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)
Insero & Co. CPAs, LLP www.inserocpa.com | 3

4. 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, one 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.
Insero & Co. CPAs, LLP www.inserocpa.com | 4

5. 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.
Insero & Co. CPAs, LLP www.inserocpa.com | 5

6. National Affiliation
Insero & Co. is proud to have been chosen to be a member of
McGladrey Alliance, a premier affiliation of independent accounting and
consulting firms in the United States, with more than 75 members in
over 38 states, the Cayman Islands and Puerto Rico. This affiliation
gives us access to a full range of national and international capabilities.
As a member of McGladrey Alliance, Insero & Co. has access to the
resources and services RSM provides its own clients. We accepted an
invitation to become a member of McGladrey Alliance because it is a
natural fit with our commitment to our clients and our determination to
stay at the forefront of developments affecting accounting and
consulting firms today.
Insero & Co. CPAs, LLP www.inserocpa.com | 6

7. Our Core Business Services
• Audit Division
• Tax Division
• Small Business Group
• Accounting Consulting Services
• Defense Contracting Consulting
Insero & Co. CPAs, LLP www.inserocpa.com | 7

8. Audit, Accounting, and Small Business
• Audits, Reviews, Compilations
• Employee Benefit Plan Audits
• Cash Flow Management, Financial Reporting,
Tax Planning
• Capital Acquisition Services
• Business Succession Consulting
Insero & Co. CPAs, LLP www.inserocpa.com | 8

9. Tax Services
• Corporate, Personal,
Estate Taxes
• Tax Consulting
• Tax Planning
• Representation at IRS
Audits
• Gift Planning
• ESOP Planning
• Charitable Trusts
• Estate Planning
Insero & Co. CPAs, LLP www.inserocpa.com | 9

10. 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
Insero & Co. CPAs, LLP www.inserocpa.com | 10

11. Other Services
• Sarbanes-Oxley
– 404 Compliance – Internal Controls Engagements
• Wealth Management
– Retirement planning
• Human Resources Services
– Client Recruiting & HR Support Services
Insero & Co. CPAs, LLP www.inserocpa.com | 11

12. Internship Program
• Gain Real World Experience with
– Audit Procedures, Accounting Standards, Controls and Audit and Tax Systems
– Individual and Corporate Tax Returns
• Opportunities are offered every semester (Full and 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
Insero & Co. CPAs, LLP www.inserocpa.com | 12

13. Staff Accountant Opportunities
• Staff Accountants can be exposed to many types of accounting-
related work such as audit, tax, outsourced accounting, and
enterprise risk management to name a few, so you can see which
are most appealing to you.
• You’ll constantly build your skills and knowledge by working with
more experienced team members.
• Recognize and apply the difference between financial and tax
accounting.
Insero & Co. CPAs, LLP www.inserocpa.com | 13

14. Staff Accountant Opportunities
• Developing an understanding of the standards of the profession and
progressing toward passing the CPA exam
• 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
Insero & Co. CPAs, LLP www.inserocpa.com | 14

15. Work Environment
• Mentor/Reviewer Structure
• Company Culture
– Easy Access to Partners/Senior Managers
• Summer Hours
• Variable Work Arrangements
• Internal Growth Opportunities in Other Departments
Insero & Co. CPAs, LLP www.inserocpa.com | 15

16. 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
Insero & Co. CPAs, LLP www.inserocpa.com | 16

17. Benefits
• Competitive Compensation Structure
• Outstanding Paid Time Off Program
• 10 Paid Holidays
• 401(k) and Profit Sharing Programs
• Variety of Medical Plan Options
• Benefit Spending Credit - Cash Back Option
Insero & Co. CPAs, LLP www.inserocpa.com | 17

18. Benefits
• 100% Firm Paid Parking
• Service Awards/Referral Bonus/Spot Bonus
• Full reimbursement and time off for CPA Exam/License
and a CPA Bonus Program
• Travel Bonus Program
• Tuition Reimbursement
Insero & Co. CPAs, LLP www.inserocpa.com | 18

19. 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
Insero & Co. CPAs, LLP www.inserocpa.com | 19

20. Take Your Career to a Higher
Standard
David J. Mandrycky, SPHR
Director of Human Resources
Insero & Co. CPAs
2 State Street, Suite 300, Rochester, New York 14614
Phone: 585-454-6996 | Fax: 585-454-4024
careers@inserocpa.com
www.inserocpa.com
McGladrey Alliance is a premier affiliation of independent accounting and consulting firms. McGladrey Alliance provides its members with access to resources of RSM US LLP (formerly known as McGladrey LLP). McGladrey Alliance member firms are separate and
independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and
consulting firms. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. McGladrey®, the McGladrey Alliance logo and the McGladrey Alliance signatures are proprietary to RSM US LLP, while RSM™ is used under license by
RSM US LLP.
Insero & Co. CPAs, LLP www.inserocpa.com | 20