Insights

Growth through Acquisition Insero's recent acquisition of DeMott & Smith and strategic investment from Rallyday Partners indicate an active growth strategy. This presents opportunities to introduce complementary services such as advanced financial technology solutions, risk management, and expanded advisory offerings to support their integration and future expansions.

Diverse Client Base With a broad client base spanning government agencies, educational institutions, nonprofits, and various industries, Insero is well-positioned for tailored consulting, compliance, and digital transformation services. These sectors often require specialized compliance and technological upgrades, creating potential sales avenues.

Focus on Innovation Insero emphasizes innovation and value-driven client experiences, which suggests openness to innovative tech solutions like cloud accounting, data analytics, or AI-powered auditing. Engaging with their strategic growth initiatives could facilitate entry into these high-value areas.

Recognition and Market Presence Numerous awards for workplace excellence and consistent recognition position Insero as a reputable firm. Leveraging this reputation, sales efforts can focus on high-end advisory services, advanced HR solutions, or premium consulting packages that align with their commitment to success and integrity.

Technology and Digital Engagement Insero employs a variety of modern tools, including Google Analytics, Yoast SEO, and social media channels, indicating a digital-first approach. This opens doors for digital marketing solutions, cybersecurity services, and technological upgrades to further enhance their brand presence and service delivery.

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

Where is Insero's headquarters located?

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Insero's main headquarters is located at 300 Clinton Square Rochester, New York 14604 United States. The company has employees across 2 continents, including North AmericaEurope.

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 February 2026, Insero has approximately 159 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

Headquarters
300 Clinton Square Rochester, New York 14604 United States
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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