What Insero & Co. CPAs does

Insero & Co. CPAs is a full-service accounting, tax, and business advisory firm founded in 1973 and headquartered in Rochester, New York. The firm operates through an AICPA-compliant alternative practice structure consisting of two entities: Insero & Co. CPAs, LLP, a licensed CPA firm providing attest and audit services, and Insero Advisors, LLC, providing tax and business consulting services. Its service portfolio spans six practice areas — audit and accounting advisory (including employee benefit plan audits, lease accounting under ASC 842, technical accounting, and public company/SOX solutions), specialty tax (state and local tax, R&D tax credits, international tax, business tax), transaction advisory (M&A support, financial due diligence), outsourced solutions (client accounting services, HR advisory, and recruiting/contract staffing via the Insero Talent subsidiary), industry-specific services for nine verticals, and private client services for individuals and multi-generational families.

The firm employs 101–250 people across offices in Rochester and Ithaca, New York, and serves clients throughout the Northeast United States, with concentration in New York, New Jersey, Ohio, and Pennsylvania. It claims a 98% client recommendation rate and markets itself as award-winning. GTM motion is sales-led and relationship-driven, anchored by industry-specific thought leadership across a content engine of industry-tagged blogs, video, events, and newsletters. The underlying technology stack is not publicly disclosed; no AI/ML, API, or proprietary platform capabilities are referenced, positioning the firm as a traditional professional services practice rather than a technology-enabled provider. A 2025 funding round led by Rallyday Partners introduces institutional private equity sponsorship into a regional CPA franchise, signaling an inflection point toward platform-scale expansion through both organic service-line growth and potential inorganic consolidation.

Name

Insero & Co. CPAs

Legal name

Insero & Co. CPAs, LLP

Website

https://inserocpa.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

101–250 employees

Short description

Insero & Co. CPAs is a full-service accounting, tax, and business advisory firm serving mid-market businesses, nonprofits, and individuals across the Northeast US. Operating through an AICPA-compliant alternative practice structure with offices in Rochester and Ithaca, NY, it provides audit, tax, transaction advisory, and outsourced solutions.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Audit and assurance services
• Tax compliance services
• Transaction advisory services
• Outsourced accounting services
• Business advisory services

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Professional Services Fees: Fee-based professional services billing for accounting, tax, and advisory engagements. Revenue generated through audit, tax preparation, consulting, and transaction advisory services delivered to businesses, nonprofits, government entities, and individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Insero & Co. CPAs is a full-service accounting, tax, and business advisory firm delivering audit and assurance, specialty tax, transaction advisory, outsourced accounting, HR advisory, and recruiting/staffing services to businesses, nonprofits, government entities, educational institutions, and private individuals. The firm operates under an alternative practice structure with Insero & Co. CPAs, LLP providing attest services and Insero Advisors, LLC providing tax and consulting services.

Product overview

Insero & Co. CPAs is a professional services firm offering an integrated suite of accounting, tax, and business advisory services through two operating entities: Insero & Co. CPAs, LLP (a licensed CPA firm providing attest services) and Insero Advisors, LLC (providing tax and business consulting services). The service portfolio spans six core practice areas: (1) Audit & Accounting Advisory covering assurance services, employee benefit plan audits, lease accounting, technical accounting solutions, and public company solutions; (2) Specialty Tax Services including state and local tax, R&D tax credits, business tax, and international tax; (3) Transaction Advisory Services encompassing M&A transaction support and financial due diligence; (4) Outsourced Solutions providing client accounting services, HR advisory, and recruiting/staffing; (5) Industry-Specific Services serving government agencies, manufacturing & distribution, nonprofits, private equity, professional services, schools, and real estate/construction sectors; and (6) Private Client Services for individuals and families. The firm operates with offices in Rochester and Ithaca, New York, serving clients across the United States with concentration in New York, New Jersey, Ohio, and Pennsylvania.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services

Quantifiable outcome

• 98% of clients recommend Insero

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Insero Talent (Recruiting and Contract Staffing)minorOthersInsero Talent is a subsidiary entity providing recruiting and contract staffing services. Referenced as an outsourced solutions component under the Insero brand umbrella.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-10 US accounting firm with extensive Northeast presence offering audit, tax, and advisory to mid-market and large clients — overlapping with Insero across multiple service lines and industries.
• Marcum LLP: Top-15 US accounting firm with offices across the Northeast offering a comprehensive suite including audit, tax, advisory, and transaction services — competing for the same mid-market and private equity clients from a larger platform.

Direct peers

• The Bonadio Group: Rochester, NY-headquartered CPA and advisory firm of comparable size serving mid-market businesses, nonprofits, and government entities across the Northeast with audit, tax, and consulting services — directly competing with Insero for the same regional client base.
• EFPR Group: Western New York-based full-service accounting firm with comparable headcount offering audit, tax, advisory, and outsourced accounting to similar middle-market and nonprofit clients — overlapping geographic and service footprint with Insero.
• Freed Maxick CPAs: Buffalo, NY-based CPA firm of similar size serving businesses, nonprofits, and government entities with audit, tax, and advisory services across the Northeast, in direct competition for the same Upstate New York client pool.
• PKF O'Connor Davies: Mid-Atlantic and Northeast regional accounting and advisory firm of similar scale providing audit, tax, advisory, and specialty services to closely comparable mid-market, nonprofit, and government clients.
• Withum: Mid-sized US accounting and advisory firm with strong Northeast presence offering audit, tax, transaction advisory, and outsourced services — competing with Insero for the same mid-market and private equity client work.
• Cherry Bekaert: Mid-Atlantic and Southeast regional accounting firm of comparable size with a strong industry-vertical model (government, nonprofits, real estate, manufacturing) — competing directly with Insero's vertical specialization approach.
• Citrin Cooperman: Northeast-based mid-sized accounting and advisory firm with PE backing and a vertically focused service model targeting closely comparable middle-market, private equity, and nonprofit clients.

Regional players

• Eide Bailly: Top-30 US accounting firm with comparable headcount offering audit, tax, advisory, and outsourced services to mid-market clients — same business model and service mix as Insero though regionally focused elsewhere.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/inserocpas
• Facebookfacebook.com/inserocpas

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insero & Co. CPAs