About Us

Companies focused on growth have sought the help of Insero & Co. for more than 40 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously.

This commitment to quiet integrity means you won’t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly – not just during tax time. That’s one of the differences you’ll experience with Insero. Our firm invests heavily in client service – defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.

Is there a better way to show clients how much we care? We don’t believe so. Is there a better way to help our clients succeed? No way. Is this different from what you find at other CPA firms? Absolutely. Whether you’re the owner of a small business, an executive at a traditional middle market company, a stakeholder at a large publicly-traded entity, or an employee of a government or nonprofit agency, you can count on us to not only meet your company’s basic compliance needs, but to provide proactive ideas and suggestions to help you meet your business objectives.

Firm Values

The Insero Difference

  • Entrepreneurial spirit. We are a firm of entrepreneurs focused on your business. Our partners, managers, and staff know that our clients don’t really win unless we are adding value with new ideas, insights, and solutions tailored for you.
  • A deep and technical bench. When you work with Insero, you don’t just get one person but a whole team of state, federal, and international tax, accounting, audit, SEC, and enterprise risk management experience to meet your current and future needs.
  • Our team is proactive and innovative. We meet with our clients regularly to understand their businesses and we bring ideas to the table. Your client service team will candidly outline benefits, risks, opportunities, and challenges created by every idea. We also respect that you should be involved in the decisions about which ideas to implement.
  • A concentrated effort by our partners. While heavy involvement by the partner team is a simple concept, most accounting firms refuse to employ it. Our service approach will make you feel like our most important client.
  • The resources of the Professional Services+ Collaborative. We are clients of the RSM Professional Services+ Practice. As a client, we have access to the Professional Services+ Collaborative, a globally connected community that provides access to an ecosystem of capabilities, collaboration and camaraderie to help professional services firms grow and thrive in a rapidly changing business environment. As a participant in the PS+ Collaborative, we have the opportunity to interact and share best practices with other professional services firms across the U.S. and Canada.
  • Inclusion and diversity. Insero recognizes the rich diversity of its team members and the varying cultures, backgrounds, and experiences they each bring to the workplace. The firm is committed to maintaining and promoting a work environment where team members’ and clients’ similarities and differences are respected and valued. A team member is expected to treat coworkers, clients, vendors, suppliers, and other non-employees that the team member comes in contact with on the job with fairness, dignity, and respect.