Blog Archives

Audit & Accounting Update: September 1, 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,

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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

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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

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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

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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

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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,

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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

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Posted in QuickBooks