About Insero Advisors
Insero Advisors supports organizations that need more than routine accounting support. Our clients rely on us for clear financial insight, proactive guidance, and a long-term perspective that helps them confidently operate and expand their business.
A Trusted Advisory Partner for Growth-Focused Organizations
Supporting Clients with Clarity, Confidence, and Long-Term Perspective
Organizations face increasing complexity across financial reporting, compliance, and strategic planning. Insero works alongside leadership teams to bring clarity to financial decisions, improve visibility, and support sustainable growth through proactive, relationship-driven engagement.
A Proactive Advisory Approach Beyond Compliance
Our work extends beyond completing tasks or meeting deadlines. We work as an extended part of your leadership team, identifying opportunities, addressing risks early, and helping you make informed decisions by understanding the related impacts short and long term. Our approach reflects our commitment to delivering solutions that support your growth.
Who We Are
A Regional Firm With More Than 50 Years of Experience
For more than five decades, Insero has supported growth-oriented organizations in most 50 states, concentrated throughout the Northeast and Great Lakes regions. Clients value the consistency, experience, and perspective that come from working with a team that understands both evolving regulations and real-world business challenges.
A Team Known for Responsiveness, Integrity, and Accountability
Our team is built on a culture of accountability and follow-through. Clients work with a consistent team of professionals who stay engaged, communicate clearly, and take ownership of outcomes.
Insero maintains a client satisfaction score that far exceeds industry averages, reflecting long-term relationships built on trust, responsiveness, and consistent delivery.
We are also recognized as a Best Place to Work and a Top Accounting Firm, reinforcing our commitment to our people and the clients we serve.
What We Do
Who We Serve
Private Equity Firms and Portfolio Companies
A Technology-Enabled Approach to Client Service
Insero uses technology and AI tools to help streamline financial processes, improve reporting accuracy, and provide timely access to data. Clients benefit from better visibility and more efficient workflows across accounting and reporting functions.
Streamlined Processes That Improve Visibility and Efficiency
Our approach reduces manual effort and aligns financial processes with organizational needs. Structured workflows and automation help clients focus on strategic priorities rather than administrative tasks.
Partner-Level Involvement and Integrated Teams
Clients work with partners and experienced professionals who remain actively involved throughout the engagement. Each team integrates expertise across audit, tax, and advisory services, providing coordinated support rather than isolated solutions.
Where We Operate
Serving Clients Across the Northeast, Great Lakes and Beyond
Insero supports organizations nationally with a concentration throughout New York, New Jersey, Pennsylvania and Ohio, with the ability to work across multiple locations and jurisdictions, including internationally.
Supporting Multi-State and Multi-Entity Organizations
Our team works with organizations operating across state lines, helping manage reporting requirements, compliance considerations, and financial coordination across entities.
Why Insero
Long-Term Client Relationships Built on Trust
We focus on building lasting relationships by staying engaged, delivering consistent value, and supporting clients through every stage of growth. Our teams take the time to understand each organization and provide guidance that reflects both opportunity and risk.
Extensive Expertise Across Industries and Services
Clients benefit from partnerships with professionals across tax, audit, accounting, and advisory disciplines, providing access to specialized knowledge when it matters most. Our integrated structure ensures clients receive coordinated insight across services, rather than disconnected recommendations.
A People-First Culture Focused on Excellence
Our culture prioritizes people, collaboration, and continuous improvement. We invest in our team so they can deliver thoughtful, proactive solutions to our clients. As a signatory of CEO Action for Diversity & InclusionTM, we foster an inclusive, respectful environment where diverse perspectives strengthen our team culture, support our Best Place to Work recognition, and enhance the guidance we provide to clients.
Peer Reviews
Quality service is a core tenet of our service philosophy. Insero consistently provides accurate, timely accounting, tax, and consulting services to our clients. You can depend on the quality of our work to help you make sound business decisions. The Highest Standard is not just a tagline for us; it is the way we deliver service.
Our firm is committed to upholding the standards of the American Institute of Certified Public Accountants (AICPA), and we undergo a peer review by an outside public accounting firm every three years. We are also registered with the Public Company Accounting Oversight Board (PCAOB), the AICPA Employee Benefit Plan Audit Quality Center, and the AICPA Center for Audit Quality.
Our peer review opinions are clean, and routine examinations by the PCAOB and DOL have resulted in no audit findings. View our most recent Peer Review and PCAOB Report:
Insero & Co. CPAs, LLP Peer Review
Insero & Co. CPAs, LLP PCAOB Report
Aprio Alliance
Insero Advisors is proud to be part of Aprio Alliance, a national association created by accounting professionals to help collaborative, growth-minded CPA firms thrive. The affiliation gives us access to leading expertise, resources, and best practices, while preserving what matters most: the personalized service and local insight you expect from an independent firm.
Aprio Alliance supports our commitment to exceptional client service and staying ahead of industry trends.
Community Outreach
We take pride in giving back to the communities in which we work, live, and play. That’s why we established the Insero Outreach Committee. All of our employees are supported and encouraged to take part in community service, whether through a monetary donation on behalf of our firm, participating in a professional organization, serving on a board or committee, or volunteering their time to a cause.
What We’ve Been Up To
#InseroOutreach