Calvetti Ferguson

What Calvetti Ferguson does

Calvetti Ferguson, P.C. is a Houston-headquartered CPA and advisory firm founded in 2003 that provides accounting, tax, assurance, and advisory services to middle-market companies, private equity funds and their portfolio companies, family offices, and high-net-worth individuals. The firm serves clients across a broad set of industries including real estate, energy, private equity, financial services, nonprofit organizations, technology, manufacturing, healthcare and life sciences, and charter schools, with offices in Houston (headquarters), Dallas/Fort Worth, San Antonio, and Nashville.

The firm's service platform is organized into four lines. Outsourced accounting includes tiered subscription packages for startups (Growth 1000 at $1,000/month, Scale 1250 at $1,250/month, Enterprise 1500 at $1,500/month) as well as GL management and transaction readiness for PE-backed and private companies. Advisory covers risk advisory, governance and controls, SOX readiness, internal audit, technology advisory (vCIO/vCISO), transaction advisory, quality of earnings, due diligence, and business valuations. Assurance includes financial statement audits, employee benefit plan audits, fund audits, nonprofit and Yellow Book/Single Audits, charter school audits, and SOC 1/SOC 2 reporting. Tax services span state and local tax, sales and use tax, specialty tax incentives and credits, R&D tax credit studies, and trust and estate planning. The firm is PCAOB-registered and holds credentials across SOC 1, SOC 2 Type 1, ISO/IEC 27001, GDPR, CCPA, HIPAA, and CMMC Level 1 compliance frameworks. Calvetti Ferguson does not operate proprietary technology platforms; engagements are delivered using standard audit and tax methodologies integrated with third-party tools such as ShareFile, Suralink, CPACharge, SafeSend Returns, QuickBooks, and Yearli.

Calvetti Ferguson operates a sales-led, direct-engagement business model targeting middle-market and enterprise clients through partner-led advisory relationships, with no resellers, distributors, or marketplace channels. The firm scaled to 101–250 employees across four offices, supported by acquisitions of Gummer Group in December 2023 (which increased Dallas headcount by 25% and doubled the family office practice) and Randy Walker & Company in August 2025 (which added 23 employees and nonprofit audit capabilities). In June 2026, Cherry Bekaert acquired Calvetti Ferguson, P.C., with attest assets absorbed by Cherry Bekaert LLP and nonattest assets by Cherry Bekaert Advisory LLC, and the firm is being fully integrated into the Cherry Bekaert brand.

Name

Calvetti Ferguson

Legal name

Calvetti Ferguson, P.C.

Website

https://calvettiferguson.com

Company type

Private

Founded year

2003

Operating status

Acquired

Headcount range

101–250 employees

Short description

Calvetti Ferguson is a Houston-headquartered CPA and advisory firm serving middle-market companies, private equity funds, and family offices across real estate, energy, nonprofit, financial services, and technology with outsourced accounting, tax, audit, and advisory services; it was acquired by Cherry Bekaert in June 2026.

Ownership category

akta.pro rank

Product category

Public Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Public accounting services
• Outsourced accounting services
• Tax advisory services
• Transaction advisory services
• Audit and assurance services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Accounting Services: Recurring monthly accounting services provided on a subscription basis with tiered pricing models. Services include outsourced accounting, GL management, financial reporting, and startup accounting packages.
2. Advisory Services: Project-based and recurring advisory engagements including risk advisory, transaction advisory, technology advisory, governance and controls, SOX compliance, and internal audit services.
3. Assurance Services: Audit and attestation services including financial statement audits, employee benefit plan audits, fund audits, nonprofit audits, and charter school audits.
4. Tax Services: Tax compliance, consulting, and planning services including state and local tax, sales and use tax, specialty tax incentives, R&D tax credits, and trust and estate planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Calvetti Ferguson is a CPA and advisory firm providing outsourced accounting (including tiered startup packages), audit and assurance (financial statement, fund, PE, nonprofit, and employee benefit plan audits), tax compliance and consulting, and transaction and risk advisory services. The firm served middle-market companies, private equity funds and portfolio companies, and family offices, and has been fully integrated into Cherry Bekaert following a June 2026 acquisition.

Product overview

Calvetti Ferguson is a CPA and advisory firm that operates as a unified professional services platform offering accounting, advisory, assurance, and tax services. The core offerings include outsourced accounting (with tiered startup packages: Growth 1000, Scale 1250, Enterprise 1500), transaction advisory (quality of earnings, due diligence, business valuations), risk and governance services (SOX compliance, internal audit, SOC reporting), and tax services (R&D credits, state/local tax, tax consulting). The firm serves middle-market clients across industries including real estate, energy, private equity, financial services, nonprofits, and technology, and has been acquired by Cherry Bekaert as of 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting for PE-Backed and Private Companies Provides outsourced accounting for PE-backed and private companies, offering institutional-grade general ledger accounting, cash flow management, and financial reporting.
• Outsourced Accounting for Startups Tiered startup accounting service with fixed monthly costs providing transaction reconciliation, partner on-call support, and investor-ready reporting for early-stage companies.
• Transaction Readiness Accounting Prepares businesses for successful exits through financial cleanup, audit readiness, GAAP conversion, and sell-side quality of earnings preparation.
• Risk Advisory Services Provides governance, risk, and controls services including SOX compliance, internal audit, and IT risk and cybersecurity advisory.
• Governance, Risk, and Controls Governance, risk, and controls consulting under the Risk Advisory service line.
• Technical Accounting and Reporting Technical accounting and reporting services under the Risk Advisory practice.
• Technology Advisory Services Offers vCIO/vCISO on-call support, IT risk and cybersecurity services, and technology assessment and optimization.
• Internal Audit Advisory Co-sourced and outsourced internal audit services including SOX compliance, IT general controls, and operational audits.
• SOX Readiness and Implementation PCAOB-compliant SOX 404 implementation including gap analysis, control design, documentation, and external audit liaison services.
• SOC Reporting SOC 1 and SOC 2 examinations providing independent verification of controls for financial reporting and trust services criteria.
• Advisory On-Call Support On-demand executive-level support including CFO, CRO, CAE, and CIO/CISO on-call services for emerging challenges.
• Transaction Advisory Provides transaction support, due diligence, and business valuations for mergers and acquisitions.
• Transaction Support Transaction support services for mergers and acquisitions under the Transaction Advisory practice.
• Due Diligence Deep-dive financial and tax reviews to validate true value of assets during acquisitions or mergers.
• Quality of Earnings Transaction advisory service providing normalized EBITDA analysis, revenue quality assessment, and working capital analysis for M&A due diligence.
• Business Valuations Comprehensive business valuation services for transactions, estate planning, and financial reporting.
• Financial Statement Audits Independent verification of financial health delivering audit opinions for companies with complex ownership structures.
• Employee Benefit Plan Audits Specialized audits for employee benefit plans ensuring compliance with ERISA requirements.
• Fund Audits

Quantifiable outcome

• Dallas office headcount increased by 25% following Gummer Group acquisition
• +1 more outcomes

Segments9 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

One partnership is on record.

• Cherry BekaertcoreStrategic or Co-development Partner · 1 June 2026Cherry Bekaert, a top national professional services firm, acquired Calvetti Ferguson P.C. in June 2026. The acquisition significantly expands Cherry Bekaert's presence in Texas and strengthens its Nashville market. Calvetti Ferguson brings expertise in real estate, energy, private equity, and financial services. Calvetti Ferguson is being fully integrated into the Cherry Bekaert brand.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Whitley Penn: Fort Worth-headquartered full-service CPA and advisory firm serving middle-market clients across Texas with audit, tax, and advisory services — closely comparable in geography, size, and middle-market PE/real estate focus.
• UHY Advisors: National mid-market accounting and advisory network with strong presence in Houston and Texas serving middle-market, PE-backed, and family-owned businesses — comparable in target client and service mix.
• Eide Bailly: Top-25 US CPA and advisory firm with deep middle-market and PE/VC practice providing audit, tax, and advisory — comparable in size, industry verticals, and outsourced accounting offerings.
• RSM US: Leading middle-market audit, tax, and consulting firm with strong PE practice and outsourced accounting/transaction advisory services — directly comparable in target segment and service portfolio.
• FORVIS (formerly BKD + Dixon Hughes Goodman): Top-tier US middle-market CPA firm formed via merger serving PE, real estate, energy, and nonprofit clients — closely comparable in size, industry specializations, and advisory breadth.
• Carr, Riggs & Ingram (CRI): Top-25 US accounting and advisory firm with significant Southeast/Texas presence serving middle-market, PE, and nonprofit clients — directly comparable in segment focus and acquisition-driven growth strategy.
• Plante Moran: Large US middle-market accounting and advisory firm serving PE, manufacturing, real estate, and nonprofit clients — comparable in middle-market PE/RE specialization and integrated advisory offerings.
• Wipfli: Top-20 US accounting and advisory firm serving middle-market and PE-backed clients with audit, tax, outsourced accounting, and technology advisory — directly comparable in segment and outsourced accounting practice.

Broad incumbents

• Cherry Bekaert: Top national CPA and advisory firm that acquired Calvetti Ferguson in June 2026; overlaps substantially in audit, tax, advisory, and PE services and is now the parent platform absorbing CF's Texas/Mid-South book.
• BDO USA: Top-5 US accounting firm with deep PE, real estate, energy, and nonprofit practices and significant Houston presence — broader incumbent competing for the same middle-market and PE-backed engagements.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@calvettiferguson
• Facebookfacebook.com/calvettiferguson
• LinkedInlinkedin.com/company/calvetti-ferguson
• Instagraminstagram.com/calvettiferguson
• Xx.com/cfaccounting

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Calvetti Ferguson