Insights

Diverse Client Base Insero serves a wide range of industries including government, education, social services, manufacturing, and high-tech, presenting opportunities to tailor solutions across multiple sectors.

Growth and Expansion Recent acquisitions and strategic investments, such as the Demottsmith acquisition and funding from Rallyday Partners, highlight Insero's aggressive growth trajectory, signaling potential for additional partnership and service engagements.

Reputation and Awards Consistently recognized as a top workplace and accounting firm, Insero's strong brand and employee engagement initiatives position it as a trusted partner for premium professional services.

Leadership Focus Recent partner promotions and hires, including industry veterans like Ann Montgomery and Michael Giess, demonstrate a committed leadership team supporting service expansion and client relationship management.

Technology Adoption Utilizing a sophisticated tech stack including analytics, SEO, and workflow tools indicates operations optimized for efficiency and data-driven decision making, offering prospects technologically advanced solutions.

Insero Tech Stack

Insero uses 8 technology products and services including SOLIDWORKS, oEmbed, SafeSend, and more. Explore Insero's tech stack below.

  • SOLIDWORKS
    Cad & Graphics
  • oEmbed
    Dev Tools
  • SafeSend
    Document Management Systems
  • ADP Workforce Now
    Human Capital Management
  • IBM
    IT
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets

Insero's Email Address Formats

Insero uses at least 2 format(s):
Insero Email FormatsExamplePercentage
First.Last@inserocpa.comJohn.Doe@inserocpa.com
81%
Last@inserocpa.comDoe@inserocpa.com
19%

Frequently Asked Questions

What is Insero's phone number?

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You can contact Insero's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Insero's official website and social media links?

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Insero's official website is inseroadvisors.com and has social profiles on LinkedIn.

What is Insero's SIC code NAICS code?

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Insero's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 54 - Professional, Scientific, and Technical Services.

How many employees does Insero have currently?

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As of December 2025, Insero has approximately 140 employees across 2 continents, including North AmericaEurope. Key team members include Chief Growth Officer: D. A.Founder: F. I.Managing Partner: N. C.. Explore Insero's employee directory with LeadIQ.

What industry does Insero belong to?

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Insero operates in the Professional Services industry.

What technology does Insero use?

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Insero's tech stack includes SOLIDWORKSoEmbedSafeSendADP Workforce NowIBMYoast SEOGoogle AnalyticsTwitter.

What is Insero's email format?

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Insero's email format typically follows the pattern of First.Last@inserocpa.com. Find more Insero email formats with LeadIQ.

When was Insero founded?

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Insero was founded in 1972.

Insero

Professional ServicesNew York, United States51-200 Employees

Insero is a Rochester-based accounting and advisory firm with a unique focus on people. Insero’s purpose is to make a difference in people’s lives, including employees, clients, and community members. This focus, along with valuing success, integrity, accountability and innovation, is how Insero redefines the experience of working with an accounting firm beyond industry standards.

“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Insero provides a variety of professional services including recruiting, executive search, audit, tax, accounting, and consulting services to government agencies, colleges and universities, nonprofit organizations and companies ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate.

Insero has been repeatedly recognized as one of the Best Accounting Firms to Work For by Accounting Today and Best Companies Group as well as various local and state top workplace awards. At Insero you're not just a number, you are an individual with aspirations. We work with you to craft your career to match your interests and future plans. Give us a chance to show you why we're different!

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
54 - Professional, Scientific, and Technical Services
Founded
1972
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Insero's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Insero's revenue is estimated to be in the range of $100M$250M

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