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Calvetti Ferguson Adds New Technology Risk Service Line

Houston-based Calvetti Ferguson (FY18 net revenue of $15.3 million) has introduced a new technology risk service line. Led by partner John Jamison out of the firm’s Dallas office, the new practice will offer services including interim and fractional CIO/CISO, IT internal audits, IT risk assessments, SOC reporting and IT due diligence consulting.

“The reality is that organizations continue to be targets of ransomware and other cyberattacks, so whether our client is on the audit committee or in the C-suite, we will be ready to assist,” says MP Jason Ferguson. “John’s experience advising clients in financial services, data processing and other service organizations is a welcome addition to our firm’s industry expertise.”

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Calvetti Ferguson Admits New Dallas Partner

John Jamison

Houston-based Calvetti Ferguson (FY18 net revenue of $15.3 million) has admitted John Jamison as PIC of the technology risk services practice in the Dallas office.

“We have been growing dramatically for the past couple of years, especially in the Dallas/Fort Worth metroplex. We have known of this need in the market for a while, and knew we needed someone skilled in this area and very familiar with the local market,” states MP Jason Ferguson. “When we met John, we knew we had found the right leader for our new practice.”

He brings over 17 years of experience to the firm with expertise in SSAE 18 (SOC 1 and 2) readiness and examination; IT internal audit, risk assessment and general controls reviews; virtual CIO / IT leadership consulting; and Sarbanes-Oxley (SOX) and financial statement audit support.

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Calvetti Ferguson Acquires Kapp & Miller

Houston-based Calvetti Ferguson of Houston (FY18 net revenue of $15.3 million) announces the acquisition of Kapp & Miller, effective Jan. 1.

Kapp & Miller of Fort Worth, founded in 1988, will bring six team members to the tax and accounting services teams.

According to partner Catherine Miller, “Calvetti Ferguson’s culture of building strong client relationships, advising entrepreneurial, growth-oriented clients and treating team members like family is a wonderful match for our firm.”

Partner Lois Kapp adds, “Whether you’re an individual, family office or business owner, we know our clients will enjoy the integrated service experience Calvetti Ferguson will provide.”

Calvetti Ferguson MP Jason Ferguson says, “Our growth strategy over the last two years has been to increase our brand awareness in the Dallas-Fort Worth metroplex. With the completion of this acquisition, we are making great strides toward that goal.”

Calvetti Ferguson provides accounting, advisory, assurance and tax services to private and public companies, private equity funds, family offices and high-net-worth individuals. It is an IPA 300 firm and a member of PrimeGlobal.

Calvetti Ferguson Acquires Mayrath & Co.

Nick Mayrath

Houston-based Calvetti Ferguson (FY17 net revenue of $11.5 million) has acquired Mayrath & Co. of Dallas on Jan. 1, with the intention to further expand in the Dallas-Fort Worth area.

The firm says it now has 100 professionals across six offices in Texas, in Houston, The Woodlands, San Antonio, Cleburne, Dallas and Fort Worth.

Founder Nick Mayrath, president of Mayrath & Co., joins Calvetti Ferguson as a tax partner. Mayrath says he was honored when presented with the opportunity to join the firm. “Calvetti Ferguson’s culture, reputation and dedication to clients is unparalleled. Their industry expertise and integrated service offerings will allow us to better serve our clients.”

Calvetti Ferguson MP Jason Ferguson says, “Since our founding in 2003, our approach has been to grow organically as well as acquire firms with an entrepreneurial culture and trusted business advisor mindset.”

A total of 11 professionals from Mayrath & Co. will join the Calvetti Ferguson office in Dallas.

Calvetti Ferguson Acquires AuldridgeGriffin

Calvetti Ferguson of Houston, has acquired Fort Worth, Texas-based AuldridgeGriffin. The team at AuldridgeGriffin has been serving clients for over 40 years.

The OMP will be Jack Auldridge Jr., who is a founding shareholder and has been involved in the business communities his entire career. Joining him are five partners, including Mike Griffin, another founding shareholder.

“Joining the Calvetti Ferguson family gives our clients access to an expanded service offering,” says Auldridge. “We are excited to join one of the fastest-growing middle market CPA firms in Texas.” A

Adding AuldridgeGriffin allows Calvetti Ferguson to continue to build on its market position in Dallas-Fort Worth. The team joined Calvetti Ferguson effective June 1.

Calvetti Ferguson Acquires Holden & Parker

Effective Feb. 1, Calvetti Ferguson of Houston acquired Holden & Parker of Dallas and opened an office in Dallas.

The team at Holden & Parker has more than 30 years of experience serving high-net-worth individuals, executives and family groups. Ken Sibley will be the PIC of the Dallas office. He has been involved in the Dallas business community his entire career. Ken Holden, founding shareholder of Holden & Parker, will also join Calvetti Ferguson.

“Becoming part of Calvetti Ferguson allows us to have greater depth in serving our clients’ needs, especially with the ever-changing tax laws,” says Holden.

Calvetti Ferguson Expands to San Antonio with Acquisition

Houston-based Calvetti Ferguson (FY15 net revenue of $9 million) has announced the acquisition of Jim Oliver & Associates P.C. of San Antonio, Texas, effective Dec. 1, 2016. Additionally, Sandra Schieffer, formally of Mangum, Schieffer, Bradley & Co., will join the firm Nov. 1.

“I am excited to announce the addition of Sandra, Jim and their respective teams to our firm,” says Jason Ferguson, MP of Calvetti Ferguson. “We established a foothold in San Antonio in 2014 with the expectation to be where we are today. The expertise, relationships and culture fostered by Jim and Sandra in their firms will only make us a more dynamic presence in the central Texas market.”

Oliver founded his firm in 1981. Since then he has grown the firm to represent a host of owner/operators, health care, real estate, legal professional clients and family offices. Oliver served as the technical editor of Today’s CPA, and provided his unique viewpoint in his column “The Closing Entry.” Oliver is also a member of the AICPA Council and is active on committees. Along with Oliver, six members of his staff will be joining Calvetti Ferguson.

“The foundation built at Calvetti Ferguson mirrors the foundation we have here,”
says Oliver.

Schieffer was a founding partner at Mangum, Schieffer, Bradley & Co., also of San Antonio, where her practice consists primarily of energy-related clients and closely held family-owned businesses and the individuals who own them. She brings more than 35 years of experience as a CPA to Calvetti Ferguson and will bring four members of her staff to join the Calvetti Ferguson team.

“With the experience I have in providing tax consulting for energy companies, Calvetti Ferguson felt like the natural place to transition to,” says Schieffer. “Their breadth of knowledge in the energy market from being on both sides of the desk is something that I not only found impressive, but also very beneficial in making this decision.”

Calvetti Ferguson was named an IPA Best of the Best firm in 2015, and was honored with IPA’s Fastest-Growing Pyramid Award for its impressive 68% growth rate.

IPA Unveils The 2015 Pyramid Awards

Smith & Howard MP John Lucht

Smith & Howard MP John Lucht

INSIDE Public Accounting (IPA) recognized three 2015 Best of the Best firms with Pyramid Awards at the fifth annual PRIME Symposium, Nov. 2-4, in Indianapolis. The recipients are: Smith & Howard of Atlanta, Houston-based Calvetti Ferguson and Denver-based Hein & Associates.

Smith & Howard is the recipient of IPA’s “Pyramid of Excellence” award for the second consecutive year. This high-performing firm scored No. 1 among the elite 50 Best of the Best Firms selected by IPA. The rankings are based on data from the 25th annual IPA Survey and Analysis of Firms, which covers finances and operations in dozens of areas. Smith & Howard is listed at No. 129 on the IPA 200, a list of the nation’s largest accounting firms.


Jim Calvetti, Calvetti Ferguson

Calvetti Ferguson is receiving the fifth annual IPA Best of the Best “Fastest-Growing Pyramid Award.” With an impressive 68.01% growth rate, with no mergers to boost that number, the firm has seen continued success in a tentative economic environment. In 2014, Calvetti Ferguson also was named a Best of the Best Under $5 Million and a Fastest-Growing firm in this group.

Hein & Associates is receiving the fifth annual IPA Best of the Best “Pyramid Award” this year. Hein & Associates debuted on the IPA Best of the Best list in 1995, and has been named a Best of the Best firm 14 times during that time span, 12 consecutively. Hein & Associates is an IPA 100 firm, listed at No. 63 this year.

IPA’s independent ranking of the nation’s best-managed firms is one of the highest honors within the profession today.

Hein COO James Winton

Hein COO James Winton

Selections were based on responses from more than 500 accounting firms on over 70 metrics. The IPA Best of the Best firms come in all sizes and are geographically dispersed across the U.S. They demonstrate long-term consistency and exceptional performance, regardless of outside factors. This is IPA’s 21st year ranking Best of the Best firms.

The 2015 Nationwide Fastest-Growing Firms

INSIDE Public Accounting (IPA) is pleased to present its annual ranking of the fastest-growing public accounting firms.2013_Fastest-Growing_Artwork

IPA ranks Fastest-Growing firms by organic growth, which is the percentage of growth in net revenues from the previous year excluding mergers and acquisitions. The data is also displayed by region, and all the graphs and analysis will be available in the October issue of INSIDE Public Accounting.

In the Under $5 Million category, Houston-based MiddletonRaines+Zapata was No. 1 at 33.6% increase in organic growth. No. 10 belongs to Beasley Mitchell & Co. of Las Cruces, N.M. with 9.9% organic growth.

The biggest jump in organic growth in the Over $5 Million category – at 68% – was Houston-based Calvetti Ferguson, an oil and gas specialty firm. JTaylor of Fort Worth, Texas followed Calvetti at an impressive 45.2% organic growth. No. 10 on the list, Dubuque, Iowa-based Honkamp Krueger & Co. grew at an impressive rate of 20.6%.

“The exciting thing about the IPA Fastest Growing firms is that they prove there is no one right way to be successful in public accounting.” says Kelly Platt, principal of The Platt Group, the publisher of IPA. “These firms are innovative; they’re seeing client problems and offering unique solutions – often well beyond the traditional scope of services you would expect from an accounting firm.”

View the full list of the 2015 IPA Nationwide Fastest-Growing Firms