Firm Recruiting Presentation 2016

Take Your Career to aHigher Standard

Insero & Co. CPAs, LLP

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 3 Principals)

www.inserocpa.com | 2


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 2015, we ranked 5th, 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)



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.



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 AffiliationInsero & 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.



Our Core Business Services

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



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



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 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



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.



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



Work Environment/Atmosphere• Mentor/Reviewer Structure

• Company Atmosphere

– Passionate about People; We care!

– Easy access to resources at all levels

– Partners/Mgmt. works with you

– Monthly firm wide communication meetings – keeps everyone informed

• Internal Growth Opportunities in Other Departments

• Variable Work Arrangements



Work Environment - Events• Firm sponsored teams i.e. Softball, Volleyball, Soccer, etc.• Annual Holiday Celebration• Semi-Annual Offsite 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

• Staff Incentive Bonus program

• Outstanding Paid Time Off Program – new staff start out with 160 hours/4 weeks

• 10 Paid Holidays

• 401(k) with firm matching contributions

• Variety of Medical Plan Options

• Benefit Spending Credit - Cash Back Option



Benefits• 100% Firm Paid Parking

• Service Awards/Referral Bonus/Spot Bonus

• Full reimbursement and time off for CPA Exam/License

• CPA Bonus Program

• Travel Incentive Bonus Program

• Tuition Reimbursement

• PTO Donation Program



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

Insero & Co. CPAs2 State Street, Suite 300, Rochester, New York 14614

Phone: 585-454-6996 | Fax: [email protected]

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/about us 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.


http://www.inserocpa.com/

Firm Recruiting Presentation 2016

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Transcript of Firm Recruiting Presentation 2016