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Colleges and Universities


Colleges and universities face unique challenges. From student recruiting to financial development to managing your faculty and staff's retirement benefits, you need a skilled and knowledgeable team of professionals to help your institution stay compliant with continually-evolving issues.

Why choose Insero?

One area in particular that is experiencing constant change is the regulation of 403(b) plans. In order to help our higher education clients stay abreast of the Department of Labor's requirements, our team spends a significant amount of time staying on top of all the changes. Just as importantly, our clients receive training from us so there are no surprises when it comes to the audit.

Beyond your benefit plan audit, when you choose Insero as your CPA firm you're assured of a team of professionals who are highly trained in all the specific requirements affecting your institution. So you won't have to worry about wasting time training auditors or disruptions that draw your focus away from your mission of education. We constantly communicate with you about any compliance problems and how to correct those to prevent little problems from becoming big problems that could jeopardize your institution's reputation. You can stay focused on doing what you do best - educating your students.

Click below to learn how we can help you:

  • Audit and Accounting Services
  • Tax Compliance and Consulting Services
  • Benefit Plan Audits
  • Internal Audit
  • Outsource Accounting Services
  • Business Succession Planning

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