Tuesday, February 27, 2024 Feb 27, 2024
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Faces of Accounting

Calvetti Ferguson.
Standing: Chin Yu, Advisory Partner in Charge; Melanie Dreyer, Accounting Services Director; Brad Cummings, Dallas Office Managing Partner Sitting: Bo Blocher, Tax Partner; Victoria Lee, Business Development Officer

Calvetti Ferguson, a middle-market-focused accounting and advisory firm, is celebrating its 20th anniversary this year. As the third-largest independent accounting firm headquartered in Texas, Calvetti Ferguson has enjoyed fast-paced growth and many accolades, including top workplaces awards and being ranked in the top 200 firms in the U.S. for the third year in a row.

“Our focus on client service has been well-received, and it has been exciting to see all we have accomplished in the past 20 years,” says Brad Cummings, Dallas office managing partner.

Cummings cites Calvetti Ferguson’s high net promoter score as a primary indicator of its ability to double in size within the past five years. “Our score places us as best in class within the industry,” he says. “We know we are only as good as our people. While the firm’s growth is unceasing, this is one constant attribute.”

The team’s consideration and commitment to clients directly correlates to the firm’s success. Cummings says, “We have 92% employee retention on average, which shows our dedication to fostering a sustainable and collaborative culture. With our core clients being dynamic, middle-market companies, we hold firm in our team’s abilities to meet their unique needs, build strong relationships, and provide unparalleled service.”

Calvetti Ferguson provides premier services to the middle market, including tax, assurance, transaction advisory, technology advisory, family office, and accounting services. Whether addressing complex corporate and partnership tax needs or streamlining business processes for a growing company, the firm’s advisors energetically pursue new avenues for clients to add value to their businesses. In the next few years, Calvetti Ferguson’s footprint will grow to cities outside of Texas and continue to focus on providing premier services to the middle market.