K·Coe Isom formed January 1, 2015 with the merger of Kennedy and Coe and Matson and Isom. Kennedy and Coe began in 1932 in Kansas as M.J. Kennedy and Company, becoming Kennedy and Coe in 1940 and spreading steadily across the Midwestern states. The firm moved into the Mississippi Delta, Wyoming, and Washington, DC in 2013, with its acquisition of Vela Environmental and AgKnowledge, expanding the offerings to include proactive policy and legislative involvement, sustainability and resource planning, and detailed profit-margin management at the crop and acre level. The firm ranked in the nation’s Top 100 firms with its pre-merger size of 249 people, including 37 principals.
Matson and Isom began in 1955 in California as Robert M. Matson, CPA and became Matson and Isom in 1962, shortly after Howard Isom joined. The firm was already the largest CPA firm north of Sacramento, and one of Chico’s largest employers. The firm expanded its presence into Redding in 1989, and into Yuba City and Colusa in the last five years. The firm ranked in the nation’s Top 200 at its pre-merger size of 111 people, including 23 principals.
In October 2015, the team from Fresno-based Stoughton Davidson Accountancy Corporation, founded in 1924, joined K·Coe Isom. Nineteen team members came on board, and six Stoughton Davidson partners became principals. Adding Stoughton Davidson expanded K·Coe Isom’s practice offering, serving food and agriculture and engineering/architecture sectors around Fresno and the California central valley.
November 2016 brought Turlock, California’s 20-person firm Schmidt, Bettencourt & Medeiros LLP (SBM), into the K·Coe Isom fold adding two principals and 18 team members. And on July 1, 2017, Columbia and Jackson, Missouri-based CPA firm Baer & Co became the most recent addition, expanding K·Coe Isom into a new Midwestern state with two more principals and 23 team members.
The firm serves domestic and international clientele from across the United States:
- Washington, DC
The firm does not consider any specific office as its physical headquarters. The board, CEO, and leadership team collaborate from across the multiple states they reside in. Operations are centralized with the leadership team.