Nick Petersen, CPA

Manager

Chico, CA

3013 Ceres Avenue Chico, CA 95973

Contact Information

eMail

Social Media Information

Nick leverages his focused experience in the areas of financial reporting standards, funding requirements, and internal controls to deliver quality assurance products to for-profit entities, employee benefit plans, educational organizations, and healthcare institutions.

Nick appreciates a challenge. He eagerly reviews and solves any issues an organization faces in the areas of worry-free reporting. His recent accomplishments include:

  • Reviewing an entity’s internal controls after a period of high turnover. The review uncovered significant income loss and the entity was able to implement controls to minimize the risk of future losses.
  • Analyzing and identifying missing funding requirements for a school district . Nick’s investigation pinpointed requirements, which were eventually reinstituted, bringing the school back to standards and enabling it to receive state funding.
  • Creating a single attendance tracking process for a school district that was using scattered methods. Nick’s methodology was adopted by the school district to measure attendance throughout the entire system.

Passionate about finance, Nick chose accounting because he excelled in solving financial puzzles, such as the ones organizations face as they pursue governmental funding. Nick’s approach yields useful results which further organizations through improved internal controls, financial reporting, and operational efficiencies.

Education

  • B.S. with honors, accounting, California State University, Chico

Credentials

  • Licensed CPA in California

Professional Associations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • AICPA Employee Benefit Plan Audit Quality Center: Member

Civic Associations

  • Chico Little League Softball: Board Member

Industry Areas

Education | Healthcare

Mentions and articles by Nick

california-wilfire-disaster-relief

How to Help California Fire Victims

K·Coe Editoral | November 12, 2018

Camp Fire, now the most destructive wildfire in the history of California, has desecrated an insurmountable number of people’s lives, families, friends, homes, and livelihoods.  In addition, two more wildfires in Southern California are displacing residents and businesses. As K·Coe […]

california-wilfire-disaster-relief

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

K·Coe Editoral | August 2, 2018

How to Treat Insurance Casualty Gains As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients […]