The Calderwood Group

What The Calderwood Group does

The Calderwood Group is a private, for-profit professional services firm headquartered in Houston, Texas, founded in 2011. According to the firmographic profile, the company provides tax planning, tax preparation, part-time CFO services, and business advisory services. The combination of compliance-oriented tax work with fractional CFO and advisory work positions the firm as a small-scale outsourced finance function for organizations that do not require or cannot afford a full-time internal finance team.

The firm operates with a headcount of 1-10 employees, consistent with a boutique professional services practice. No details are available in the source data regarding specific products, proprietary technology, pricing structure, client roster, industry focus, partner names, or geographic reach beyond the Houston headquarters. The company website (calderwoodgrp.com) was undergoing verification at the time of data collection, so no further operational details could be confirmed. No funding rounds, acquisitions, partnerships, or leadership changes are disclosed in the available material.

The business model is inferred to be fee-for-service professional services, with revenue dependent on billable hours or fixed engagements for tax filings, advisory retainers, and fractional CFO work. There is no indication of technology platforms, recurring SaaS revenue, or non-service revenue streams. The absence of disclosed pricing, customer segments, or distribution channels limits further triangulation.

Name

The Calderwood Group

Website

https://calderwoodgrp.com

Company type

Private

Founded year

2011

Headcount range

1–10 employees

Short description

The Calderwood Group is a Houston-based private professional services firm, founded in 2011 and operating with 1-10 employees, providing tax planning, tax preparation, part-time CFO, and business advisory services to small businesses and individual clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

The Calderwood Group provides outsourced tax planning, tax preparation, part-time CFO, and business advisory services. The firm supports small and emerging businesses with fractional finance leadership and tax compliance, functioning as a fractional finance partner rather than a full-time in-house department.

Differentiator

Problem solved

Functional benefit

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• B2B CFO: National network of fractional CFO partners serving SMBs, with many Houston-area partners. Directly comparable to The Calderwood Group's part-time CFO offering and overall advisory profile.
• Preferred CFO: Fractional CFO and business advisory firm serving SMBs across multiple US markets. Closely comparable to Calderwood's part-time CFO and advisory focus.

Broad incumbents

• BDO USA: Top-10 US accounting firm providing tax, advisory, and CFO services to mid-market businesses. Overlaps with Calderwood's full service mix at a much larger scale.
• RSM US: Large mid-market-focused accounting firm offering tax, CFO advisory, and consulting. Comparable service suite to Calderwood's tax, CFO, and business advisory.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm focused on SMBs and mid-market, providing tax, advisory, and outsourced CFO services. Direct service overlap with Calderwood.
• Marcum LLP: Major US accounting and advisory firm offering tax, CFO, and business advisory. Same service mix as Calderwood but at a national scale.
• CBIZ: National provider of tax, advisory, and outsourced financial services to SMBs. Comparable services to Calderwood's tax plus part-time CFO bundle.
• Withum: Mid-market accounting and advisory firm offering tax, CFO, and business advisory services with similar SMB client mix.
• BPM LLP: Top-50 US accounting firm with full tax, advisory, and outsourced CFO services for SMBs and mid-market. Comparable service breadth.

Regional players

• PKF Texas: Houston-based full-service accounting firm offering tax, advisory, and CFO services to Texas SMBs. Direct geographic and service overlap with Calderwood.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about The Calderwood Group