Jennifer Allen, CPA

Partner
Insero & Co. CPAs, LLP
Insero Advisors, LLC
Rochester, NY

Jennifer Allen, CPA, is a Partner in Insero’s Audit Department with more than 20 years of experience serving clients across a variety of industries. Since joining Insero in 2005, she has led the planning and execution of financial statement and compliance audits, helping organizations meet regulatory requirements while supporting their broader operational and financial objectives.

Jennifer’s expertise includes accounting and auditing services for real estate companies, manufacturers, service organizations, governmental entities, higher education institutions, and employee benefit plans. She is a key member of Insero’s employee benefit plan practice and possesses extensive knowledge of ERISA requirements and benefit plan audit standards. Her experience also extends beyond traditional audit services, advising clients on budgeting, operational processes, compliance matters, and other management-related challenges.

Known for her collaborative and client-focused approach, Jennifer works closely with organizations to provide practical insights that strengthen financial reporting, enhance compliance, and support informed decision-making. She is committed to building long-term client relationships and delivering solutions tailored to each organization’s unique needs.

EDUCATION
St. John Fisher University, Bachelor of Science in Accounting

CERTIFICATIONS
Certified Public Accountant – New York
AICPA Advanced Defined Contribution Plan Audit Certificate

PROFESSIONAL ORGANIZATIONS
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
AICPA Employee Benefit Plan Audit Quality Center

BOARD/COMMUNITY INVOLVEMENT
Treasurer, Finance Chair, and Board Member, Elevate Rochester (formerly Rochester Area Business Ethics Foundation)
Volunteer, Flower City Habitat for Humanity