Audit & Accounting Archives - Insero Advisors, LLC

March 3, 2026

How Quality of Earnings Reports Shape M&A Deals
How Quality of Earnings Reports Shape M&A Deals
By Ann Montgomery|Categories: Private Equity Firms, Manufacturers & Distributors, M&A Solutions, Article, Real Estate & Construction Companies, Professional Service Firms, Audit & Accounting|4.9 min read|
February 26, 2026

The Importance of a Due Diligence Process: Even for Modest Transactions
The Importance of a Due Diligence Process: Even for Modest Transactions
By Ann Montgomery|Categories: Private Equity Firms, Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, Audit & Accounting|4 min read|
February 24, 2026

Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders
Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders
By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|4.5 min read|
December 29, 2025

What the Fed’s Rate Cut Means for Commercial Real Estate
What the Fed’s Rate Cut Means for Commercial Real Estate
By Brian Reitz|Categories: Article, Audit & Accounting|2.9 min read|
November 4, 2025

Year-End Accounting Reminders: Closing 2025 with Confidence
Year-End Accounting Reminders: Closing 2025 with Confidence
By Brian Reitz|Categories: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, Audit & Accounting|3.1 min read|
October 31, 2025

Relief for Expected Credit Loss Complexity: Understanding FASB ASU 2025-05
Relief for Expected Credit Loss Complexity: Understanding FASB ASU 2025-05
By Brian Reitz|Categories: Article, Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Audit & Accounting|4.4 min read|
October 3, 2025

How to Avoid 401k Compliance Errors and Penalties
How to Avoid 401k Compliance Errors and Penalties
By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|3.5 min read|
September 10, 2025

FASB’s ASU 2023-09: Enhancing Transparency in Income Tax Disclosures
FASB’s ASU 2023-09: Enhancing Transparency in Income Tax Disclosures
By Brian Reitz|Categories: Article, Audit & Accounting|3 min read|
December 16, 2024

On-Demand Webinar: Year-End Technical Accounting Update – What You Need to Know
On-Demand Webinar: Year-End Technical Accounting Update – What You Need to Know
By Sarah Stage|Categories: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, M&A Solutions, Audit & Accounting, Events|1.6 min read|
August 7, 2024

Selecting the Ideal Financial Evaluation – Audits or Agreed Upon Procedures
Selecting the Ideal Financial Evaluation – Audits or Agreed Upon Procedures
By Duane Shoen|Categories: Article, Governmental Agencies, Audit & Accounting, Nonprofit Organizations|2.1 min read|

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How Quality of Earnings Reports Shape M&A Deals

How Quality of Earnings Reports Shape M&A Deals

The Importance of a Due Diligence Process: Even for Modest Transactions

The Importance of a Due Diligence Process: Even for Modest Transactions

Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders

Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders

What the Fed’s Rate Cut Means for Commercial Real Estate

What the Fed’s Rate Cut Means for Commercial Real Estate

Year-End Accounting Reminders: Closing 2025 with Confidence

Year-End Accounting Reminders: Closing 2025 with Confidence

Relief for Expected Credit Loss Complexity: Understanding FASB ASU 2025-05

Relief for Expected Credit Loss Complexity: Understanding FASB ASU 2025-05

How to Avoid 401k Compliance Errors and Penalties

How to Avoid 401k Compliance Errors and Penalties

FASB’s ASU 2023-09: Enhancing Transparency in Income Tax Disclosures

FASB’s ASU 2023-09: Enhancing Transparency in Income Tax Disclosures

On-Demand Webinar: Year-End Technical Accounting Update – What You Need to Know

On-Demand Webinar: Year-End Technical Accounting Update – What You Need to Know

Selecting the Ideal Financial Evaluation – Audits or Agreed Upon Procedures

Selecting the Ideal Financial Evaluation – Audits or Agreed Upon Procedures

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