San Antonio, TX ( December 1, 2016) – Calvetti Ferguson, a Houston-based CPA firm, has announced the acquisition of Jim Oliver & Associates P.C. effective December 1, 2016. Additionally, Sandra Schieffer, formerly of Mangum, Schieffer, Bradley & Co., will join the firm effective November 1, 2016.
“I am excited to announce the addition of Sandra, Jim and their respective teams to our firm,” said Jason Ferguson, Managing Partner 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, healthcare, 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.” He is a member of the San Antonio CPA society, the Texas Society of CPAs and currently serves on its Executive Board as Chairman-Elect. Oliver is also on the Finance and Compensation committees, chairs the Bylaws Task Force and is a member of AICPA Council. He is a graduate of Baylor University. Along with Jim, six members of his staff will be joining Calvetti Ferguson.
“My team and I look forward to joining Calvetti Ferguson in December,” Oliver said. “The foundation built at Calvetti Ferguson mirrors the foundation we have here.”
As stated in Accounting Today, Schieffer was a founding partner at Mangum, Schieffer, Bradley & Co., 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. Schieffer is a graduate of Eastern New Mexico University and is a member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants, and San Antonio Chapter of Certified Public Accountants. She will also 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,” Schieffer said. “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.”
You can read more about our acquisition posted by Inside Public Accounting (IPA) where Calvetti Ferguson was also 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.