At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance,…
Blog Archives
Audit & Accounting Update: September 1, 2016
Tagged with: Accounting, ASU, Audit, auditor, Consolidation, credit losses, FASB, financial instruments, financial statement, for-profit, hedge accounting, limited partnership, not-for-profit
Posted in A&A
Posted in A&A
Employee Benefits Update: August/September 2016
This issue’s topics include: DOL fiduciary rule rocks plan investment advice landscape When the final version of the U.S. Department of Labor’s fiduciary standards rule for advisors to retirement plans was issued in April, the wait for the long-anticipated regulatory…
Tagged with: 401k, Accounting, Administration, benefit, Business, Compliance, Consultants, defined benefit plan, discriminatory plans, DOL, EBRI, ERISA, fees, Fiduciary, Form 500, investment advice, lump sum, plan, reality, Retirement, retirement preparedness, Risk
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Insero Named Best Accounting Workplace for Fifth Consecutive Year
Insero & Co. CPAs was recently named as one of the 2016 Best Accounting Firms to Work for by Accounting Today for the fifth consecutive year. Accounting Today has partnered with Best Companies Group to identify companies that have excelled…
Tagged with: Accountancy, Accountant, Accounting, Accounting Today, best, Best Accounting Firms, binghamton, Business, Career, chemung county, Corning, Cortland, elmira, employee, finger lakes, Firm, Ithaca, job, monroe county, New York State, Ranking, Rochester, schuyler county, Southern Tier, steuben county, tioga county, tompkins county, United States, Watkins Glen, western new york, workplace
Posted in Careers, News
Posted in Careers, News
Seven Prominent Universities Sued Over 403(b) Plan Fees
The 403(b) community has become the target of retirement plan fee litigation. Lawsuits have been filed against Duke, Johns Hopkins, MIT, NYU, UPenn, Vanderbilt, and Yale on behalf of plan participants. The complaints allege that the plan sponsors failed to monitor excessive…
Tagged with: 401k, 403(b), Accounting, Administration, benchmark, benefit, Business, claim, college, committee, Compliance, DOL, Duke, ERISA, fees, Fiduciary, Funds, investment, Johns Hopkins, lawsuit, litigation, MIT, not-for-profit, NYU, oversight, plan, provider, Retirement, Risk, sponsor, sued, university, UPenn, Vanderbilt, Yale
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Setting Up User Access in QuickBooks
The QBC: QuickBooks® Client Newsletter Setting Up User Access in QuickBooks Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every…
Tagged with: Access, Accounting, Accounts Receivable, Bookkeeping, Customer, customize, Easy, QuickBooks, restrict, Sales, Settings, Small Business, smallbiz, Users
Posted in QuickBooks
Posted in QuickBooks
Audit & Accounting Update: July 21, 2016
At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance,…
Tagged with: Accounting, ASU, Audit, auditor, Consolidation, credit losses, FASB, final, financial instruments, VIE
Posted in A&A
Posted in A&A
Make QuickBooks Your Own: Specify Your Preferences
The QBC: QuickBooks® Client Newsletter Make QuickBooks Your Own: Specify Your Preferences Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, expenses, memo, preferences, QuickBooks, Small Business, smallbiz, Tax, time
Posted in QuickBooks
Posted in QuickBooks
Audit & Accounting Update: June 23, 2016
At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance,…
Tagged with: Accounting, ASU, Audit, auditor, credit losses, FASB, final, financial instruments, GAAP, guidance, standard
Posted in A&A
Posted in A&A
Using Sales Receipts: When? How?
The QBC: QuickBooks® Client Newsletter Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, finance, Invoice, Item, memo, QuickBooks, rate, sales receipt, Small Business, smallbiz, Tax
Posted in QuickBooks
Posted in QuickBooks
Audit & Accounting Update: June 9, 2016
At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance,…
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 