Insero Advisors

Insero Advisors is a certified public accounting firm founded in 1973 and headquartered in Rochester, New York, with additional offices in Ithaca, Cortland, and Watkins Glen. The firm employs between 100 and 249 people and operates under the tagline "The Highest Standard," reflecting its commitment to integrity and client service. Insero Advisors serves clients across the United States, focusing on small and medium businesses.

The firm provides accounting, business consulting, and business process outsourcing (BPO) services. Its expertise covers corporate services, finance, and human resources industries. Insero Advisors emphasizes proactive ideas and suggestions to help clients meet business objectives, not just basic compliance needs. The firm invests heavily in defining and training staff on client service delivery, ensuring regular face-to-face contact with clients throughout the year.

Insero Advisors works with a range of client types, including small businesses, medium businesses, and larger entities such as publicly-traded companies, government agencies, and nonprofits. The firm's listed clients include Catoctin Creek Distilling, Montanya Distillers, and Boys & Girls Clubs of Rochester. The firm's approach is built on quiet integrity, avoiding flashy advertising in favor of consistent, personal service.

The firm has no publicly available Google reviews, and its minimum budget and hourly rate are listed as "Inquire." Insero Advisors positions itself as a CPA firm that differentiates through its dedication to client service and long-term relationships, having served growth-focused companies for more than 40 years.