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Faces of Accounting

Providing value to clients beyond accounting.
By D Partner Studio |
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Left to Right: Chin Yu, Advisory Partner in Charge; Brad Cummings, Dallas Office Managing Partner; Bo Blocher, Tax Partner Matthew Shelley

Calvetti Ferguson, a full-service, middle market CPA and advisory firm, is one of the largest independent accounting firms based solely in Texas. It is one of the fastest growing firms in the United States and is planning to become one of the top 100 U.S. accounting firms in the next five years. “Much of our success can be attributed to the firm’s unique entrepreneurial culture,” says Brad Cummings, Dallas office managing partner. “Our culture and service offerings resonate well with clients which has put us in an exceptional position to advise beyond accounting for companies in the middle market.” 

 Cummings says none of Calvetti Ferguson’s success and growth would exist without its people—the team members who help clients grow in the right way, at the right time, and with the right plan in place. “We operate with an entrepreneurial mindset and are intentional about finding team members who are ambitious, innovative, and excited to be trusted advisors to our clients,” Cummings says. Since the firm’s beginning in 2003, Calvetti Ferguson has focused on building a culture that treats employees like family and gives them the opportunity to build and put their fingerprints on the shaping of the organization.

 Calvetti Ferguson’s leadership agrees they are in a prime spot—Dallas—as the company continues to grow. “Everyone is aware of the opportunities in Dallas; it’s a wonderful market,” Cummings says. “I love the fact that we can serve so many different industries in one area. One example is private equity—a niche which we serve incredibly well in the Dallas area as well as across the United States.” 

Calvetti Ferguson provides tax, assurance, advisory, technology risk, and accounting services to privately held and public companies, private equity funds, family offices, and high-net-worth individuals. Whether addressing complex corporate and partnership tax needs or solving business issues and providing support for a PE fund and portfolio companies, the firm’s advisors are intentional about providing value to clients beyond accounting.


Calvetti Ferguson
2200 Ross Avenue, Suite 3850, Dallas, Texas 75201
972.848.6600

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