Calibre CPA Group, PLLC
Calibre CPA Group, PLLC is a full-service accounting and advisory firm providing audit, tax, forensic, payroll compliance, and client accounting services to more than 740 tax-exempt organizations and business enterprises across the United States from four offices.
- Company typePrivate
- Founded2003
- HeadquartersBethesda, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Calibre CPA Group, PLLC does
Calibre CPA Group, PLLC is a full-service accounting and advisory firm founded in 2003 and headquartered in Bethesda, Maryland, with additional offices in Chicago, New York, and Los Angeles. The firm specializes in serving tax-exempt organizations and business enterprises, with primary verticals being associations and not-for-profits, labor unions, employee benefit plans (including Taft-Hartley multiemployer plans), and business enterprises. Its service portfolio spans audit and assurance, taxation and regulatory reporting, client accounting services (including outsourced CFO/Controller functions), forensic and risk advisory, and a dedicated payroll compliance audit practice employing 60+ auditors. The firm is a member of Morison Global, an international association of professional services firms, extending its cross-border reach.
The firm's core technology is its professional services delivery model rather than a software platform; the primary proprietary asset is the Calibre Compliance Audit Program, a field-tested payroll compliance audit methodology backed by an internal database for tracking discrepancies and historical audit activity for multiemployer benefit plans. Supporting infrastructure includes a content engine comprising the "Counting on Calibre" podcast, year-end tax planning guides, an annual Employee Benefit Plan Virtual Conference, a National Labor Union Conference, and a case study library. The firm also operates sub-brands for talent and culture: the IMPACT internship program, the WIN (Women's Initiative Network) employee initiative, the XCalibre Alumni Network, and the Calibre Cares community service program.
Calibre generates revenue through professional services billing on a quote-based, engagement-by-engagement model. The go-to-market is predominantly enterprise field sales, executed via direct relationship building, RFP submissions, industry events, and thought leadership content targeting associations, labor unions, and plan sponsors. The firm is privately held by its partners (no disclosed institutional investment, no parent company, no funding rounds), with James E. Gomes serving as Managing Partner. Calibre currently serves 740+ tax-exempt organizations nationwide and has been recognized in Vault's Accounting 25 (#14 in 2027), Vault's Best Internship Programs (#21 in 2026), the IPA Top 200 (2025), and Accounting Today's Top Regional Leaders (2026).
Calibre CPA Group, PLLC firmographics
Firmographics- Name
- Calibre CPA Group, PLLC
- Legal name
- Calibre CPA Group, PLLC
- Website
- https://calibrecpa.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Calibre CPA Group, PLLC is a full-service accounting and advisory firm providing audit, tax, forensic, payroll compliance, and client accounting services to more than 740 tax-exempt organizations and business enterprises across the United States from four offices.
- Ownership category
- akta.pro rank
Where Calibre CPA Group, PLLC is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Calibre CPA Group, PLLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Audit & Assurance Services: Financial statement audits, reviews, compilations, and agreed-upon procedures for tax-exempt and for-profit organizations including OMB Uniform Guidance audits, field office audits, and program-specific audits.
- Tax & Regulatory Reporting: Tax planning, preparation and review of tax returns, tax exempt formation analysis, federal and state tax compliance, and representation before federal, state and local agencies.
- Client Accounting Services: CFO/Controller services, bookkeeping, financial recruiting, financial statement preparation, cash management, board reporting, accounts payable/receivable processing, and compliance services.
- Forensic & Risk Advisory Services: Fraud risk assessments, forensic audits, fraud examinations, internal control reviews, and internal audit services for tax-exempt organizations.
- Payroll Compliance Services: Employer payroll compliance audit program to verify participating employers reporting and contributions for covered employees, including payroll audits of participating employers for multiemployer plans.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Calibre CPA Group, PLLC product offering
Product offeringCore offering
Calibre CPA Group is a full-service accounting and advisory firm providing audit and assurance, taxation and regulatory reporting, client accounting services (including CFO/Controller outsourcing), forensic and risk advisory, and payroll compliance services. The firm specializes in serving tax-exempt organizations such as associations, nonprofits, labor unions, and employee benefit plans, as well as business enterprises ranging from small businesses to large international organizations.
Product overview
Calibre CPA Group is a full-service accounting and advisory firm offering a unified portfolio of professional services centered on audit and assurance, client accounting services, forensic and risk advisory services, payroll compliance, and taxation and regulatory reporting. The firm specializes in serving tax-exempt organizations and business enterprises across four primary industry segments: associations and not-for-profits, labor unions, employee benefit plans, and business enterprises. The service offerings function as an integrated suite where audit and assurance, tax, forensic, and payroll compliance services complement client accounting services to provide comprehensive financial support. Supporting the core services are sub-brands including the IMPACT Internship Program for talent development, the Women's Initiative Network (WIN) for professional development, the XCalibre Alumni Network for former employees, the Counting on Calibre podcast series for thought leadership, and the Calibre Cares community service program. The firm also provides supplementary resources such as case studies and annual year-end tax releases for client education.
Differentiator
Problem solved
Functional benefit
Brands
- IMPACT: Summer internship program for rising college seniors providing hands-on training in audit, accounting, and tax.
- WIN (Women's Initiative Network)
- XCalibre Alumni Network
- Calibre Cares
- Counting on Calibre
- Calibre Compliance Audit Program
Products and services
- Audit & Assurance
- Client Accounting Services
- Forensic & Risk Advisory Services
- Payroll Compliance
- Taxation & Regulatory Reporting
Quantifiable outcome
- 740+ tax-exempt organizations served
- +1 more outcomes
Companies that use Calibre CPA Group, PLLC
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Calibre CPA Group, PLLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Calibre CPA Group, PLLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Morison GlobalcoreMorison Global is a top-10 global Association of experienced, vetted and compatible firms across the globe. Calibre CPA Group is an independent member of Morison Global, which links professional services firms with talented and strategic peers across the globe, fostering authentic connections that add value and create impact. Membership allows Calibre to expand reach, capacity, and bandwidth while providing access to international resources, relationships, and tools for serving clients across the globe.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Calibre CPA Group, PLLC competitors and assessment
Company assessmentDirect peers
- Crowe LLP: Crowe LLP is a Top 10 U.S. accounting firm with dedicated practices serving tax-exempt organizations, employee benefit plans, and labor unions — directly comparable to Calibre's vertical focus and audit/advisory service mix.
- CliftonLarsonAllen (CLA): CLA is a Top 10 U.S. accounting firm with strong emphasis on nonprofit, employee benefit plan, and closely held business clients — a close peer given overlapping target segments and comparable service portfolio.
- Wipfli LLP: Wipfli is a Top 20 accounting firm with dedicated nonprofit and EBP practices serving associations and benefit plans — directly comparable to Calibre's specialized tax-exempt focus.
- Eide Bailly LLP: Eide Bailly is a Top 25 U.S. accounting firm with established nonprofit, government, and employee benefit plan practices — overlapping with Calibre's primary segments and service mix.
- Moss Adams LLP: Moss Adams is a Top 15 U.S. accounting firm with a nonprofit and EBP practice serving associations, foundations, and benefit plans — comparable in vertical specialization and engagement scale.
- Forvis (formerly FORVIS/BKD): Forvis is a Top 10 U.S. accounting firm formed via BKD and Dixon Hughes Goodman merger, with deep nonprofit, healthcare, and EBP practices — closely comparable to Calibre's segment focus.
- Plante Moran: Plante Moran is a Top 15 U.S. accounting firm serving nonprofit organizations and benefit plans with audit, tax, and advisory services — overlapping target market and service lines.
- WithumSmith+Brown (Withum): Withum is a Top 30 U.S. accounting firm with established nonprofit practice serving associations and employee benefit plans — comparable segment focus and audit/tax service portfolio.
- Marcum LLP: Marcum LLP is a Top 20 U.S. accounting firm serving nonprofit organizations and labor unions with audit, tax, and advisory services — directly comparable vertical expertise.
Broad incumbents
- BDO USA: BDO USA is a Top 10 global accounting network with a dedicated nonprofit practice serving large associations and foundations — a broader incumbent that overlaps Calibre's segments at the upper end of the market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Calibre CPA Group, PLLC social profiles
Digital presenceCalibre CPA Group, PLLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Calibre CPA Group, PLLC leadership team
Management profileNumber of profiles
Profiles28 records
Calibre CPA Group, PLLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Calibre CPA Group, PLLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Calibre CPA Group, PLLC
What does Calibre CPA Group, PLLC do?
Calibre CPA Group is a full-service accounting and advisory firm providing audit and assurance, taxation and regulatory reporting, client accounting services (including CFO/Controller outsourcing), forensic and risk advisory, and payroll compliance services. The firm specializes in serving tax-exempt organizations such as associations, nonprofits, labor unions, and employee benefit plans, as well as business enterprises ranging from small businesses to large international organizations.
Is Calibre CPA Group, PLLC a public or private company?
Calibre CPA Group, PLLC is a private company. It is classified as management employee owned and is currently operating.
When was Calibre CPA Group, PLLC founded?
Calibre CPA Group, PLLC was founded in 2003. It employs 101 to 250 people.
Where is Calibre CPA Group, PLLC based?
Calibre CPA Group, PLLC is headquartered in Bethesda, United States, in the North America region.
How does Calibre CPA Group, PLLC make money?
Five revenue lines are on record. Audit & Assurance Services are the primary driver. The others are tax & Regulatory Reporting, client Accounting Services, forensic & Risk Advisory Services and payroll Compliance Services.
Who are Calibre CPA Group, PLLC's main competitors?
Direct peers on record are Crowe LLP, CliftonLarsonAllen (CLA), Wipfli LLP, Eide Bailly LLP, Moss Adams LLP, Forvis (formerly FORVIS/BKD), Plante Moran, WithumSmith+Brown (Withum) and Marcum LLP. BDO USA is listed as a broad incumbent.
Does Calibre CPA Group, PLLC have an API?
No public API is recorded for Calibre CPA Group, PLLC.