Audit & Accounting Archives - Insero Advisors, LLC

July 7, 2026

When Does Your 401(k) Plan Require an Audit?
When Does Your 401(k) Plan Require an Audit?
By Jennifer Allen|Categories: Article, Audit & Accounting|5.2 min read|
June 8, 2026

Purchase Price Accounting After an Acquisition: What Middle-Market Companies Should Know
Purchase Price Accounting After an Acquisition: What Middle-Market Companies Should Know
By Ann Montgomery|Categories: Article, Audit & Accounting|4.3 min read|
June 5, 2026

How to Prepare Your Organization for an Employee Benefit Plan Audit
How to Prepare Your Organization for an Employee Benefit Plan Audit
By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|4.4 min read|
March 3, 2026

The Importance of Quality Earnings Reports in M&A Transactions
The Importance of Quality Earnings Reports in M&A Transactions
By Ann Montgomery|Categories: M&A Solutions, Article, Manufacturers & Distributors, Real Estate & Construction Companies, Professional Service Firms, Private Equity 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: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, 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|

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Audit & Accounting

When Does Your 401(k) Plan Require an Audit?

When Does Your 401(k) Plan Require an Audit?

Purchase Price Accounting After an Acquisition: What Middle-Market Companies Should Know

Purchase Price Accounting After an Acquisition: What Middle-Market Companies Should Know

How to Prepare Your Organization for an Employee Benefit Plan Audit

How to Prepare Your Organization for an Employee Benefit Plan Audit

The Importance of Quality Earnings Reports in M&A Transactions

The Importance of Quality Earnings Reports in M&A Transactions

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

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