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Nicholas Perez, Managing Director, Finance & Accounting Advisory at Perrin & Co.

Nicholas Perez

Managing Director, Finance & Accounting Advisory

CPA

Nick combines Big Four accounting experience with hands-on controller leadership, operational finance, financial reporting, internal controls, and finance-function modernization.

His experience includes financial reporting, forecasting, centralized cash management, technical accounting, process improvement, operational accounting oversight, and the development of scalable financial infrastructure for growing and evolving organizations.

Nick focuses on building finance functions that are accurate, efficient, controlled, and capable of supporting better executive decisions. His work includes strengthening internal controls, improving close and reporting processes, documenting accounting policies and procedures, implementing automation, modernizing financial systems, and creating reporting frameworks that provide management with clearer and more timely information.

He also brings practical experience applying technology to accounting and finance. Nick helps organizations evaluate and implement tools that improve workflow efficiency, financial visibility, accountability, and scalability without allowing technology to replace professional judgment.

His industry experience spans agriculture and agricultural inputs, single-family residential construction, manufacturing, transportation, distribution, wholesale, retail, and service-based businesses.

Nick is also the Co-Founder of Meridian CPAs, LLP, which addresses the accounting and tax needs of middle-market companies.

Nick's approach combines accounting rigor with practical operating experience and a strong commitment to building finance organizations that can support growth, complexity, and change.

Areas of Focus

Certified Public Accountant
Big Four Accounting Experience
Financial Reporting and Technical Accounting
Internal Controls and COSO
Finance Process Improvement
Accounting Operations & Outsourcing
Technology-Enabled Accounting Operations

Education & Credentials

Certified Public Accountant (CPA)
Bachelor of Science in Accounting — California State University, Fresno

Publications & Insights

Accounting & Reporting

Building Financial Reporting That Management and Lenders Can Trust

A practical framework for improving the timeliness, consistency, and usefulness of financial reporting.

July 14, 2026 · 5 min read

Technology & Automation

Where Finance Teams Should Automate First

An overview of the repetitive reporting, reconciliation, data collection, and workflow processes that often present the strongest opportunities for automation.

July 14, 2026 · 5 min read

Accounting & Reporting

Month-End Close: Turning a Scramble Into a System

How a disciplined close calendar, standardized reconciliations, and clear ownership shorten the close and raise the reliability of every report that follows.

July 14, 2026 · 5 min read

Accounting & Reporting

Internal Controls for Growing Companies: Where to Start

The handful of controls — segregation of duties, approval thresholds, and bank reconciliation discipline — that deliver the most protection for a growing private company.

July 14, 2026 · 5 min read

Technology & Automation

Automation and the Finance Function: What Changes, What Doesn't

Automation is reshaping how finance teams collect, reconcile, and report — but judgment, controls, and the questions worth asking remain a human responsibility.

July 14, 2026 · 5 min read

Technology & Automation

Building a Finance Technology Stack That Grows With the Business

A practical framework for sequencing finance technology decisions — core ledger first, integrations second, analytics last — so each investment compounds instead of competing.

July 14, 2026 · 5 min read

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