Vessel Blenders

Vessel Blenders

Charles King and his team have been long-time MGA clients, coming on board after searching for a new CPA firm that could offer them a more forward-thinking experience. Since then, we have provided fundamental guidance and expertise as their company, Vessel Blenders, has continued to evolve, truly making the complex simple.

Keep reading to see how we are more than just an accounting firm to them, always looking forward to what’s coming next and helping them build their future.

Blending Operations with Accounting Creates a Superior Solution

Charles King, Founder of Vessel Blenders, tells us that after the departure of his business partner, he began to capitalize on MGA's strengths and spread the company's wings. He knew that the MGA team were more than just CPAs who could get him a tax return. He started opening the door for higher-level conversations and strategic partnerships, which took his business to the next level.

One prime example is how we helped Charles and his team connect with a local banker. They previously partnered with a large bank, where they felt like just another number. When they switched to a local banking relationship, Charles tells us it was like night and day. At MGA’s guidance, they started talking to their new banker about opening a line of credit, as they wanted to be prepared and have it ready and available before they needed it.

Other excellent examples of how we have made the complex simple for Charles and his great business is by referring them to another specialist who could help them with tax credits and a consulting resource that enabled them to work on their team development. Charles tells us that these types of things are what set MGA apart from the rest. Fundamental building blocks, as such, were the guiding forces to help them move forward.

For the first time, they are now seeing a generation of not just bottom-line income but the energy they feel with their big-name partnerships. Many of these things are a direct result of sitting down with the MGA team every quarter and mapping out their vision.

Together, we are looking ahead at Vessel Blender’s future. Sharing the same vision and working together as a team to get there is key.

Behind the Scenes: The Real Benefits of Working With Like-Minded Entrepreneurs

Looking behind the scenes at the evolution of Vessel Blenders is a testament to their mission to provide consistent, high-quality solutions to customer quality and schedule problems inherent to onboard blending.

In 2010, Charles, an independent petroleum loss control contractor, was working with a client facing several challenges at a terminal in Houston, TX:

  • compensating for complicated shoreline adjustments
  • managing the onboard distribution of unique cargos to meet blend specifications (on a per-vessel tank basis)
  • streamlining operations to minimize delays to the terminal

Charles innovated effective solutions, evolving as the client’s requirements became more complex. The results of his success led to him forming Petro Cargo, later renamed Vessel Blenders, to keep up with the demand for his services. The company and its reputation grew quickly.

While we may be in different industries, we understand the unique needs of Charles and his business because it's also at our Firm's roots. Not satisfied with the status quo, we set out to do accounting services differently, to do it better. And we have. As trusted advisors, we help entrepreneurs do what they do best: find innovative ways to open new markets and create real value.

More than understanding entrepreneurs’ specific problems and situations, MGA recognizes how creative people think, allowing us to work proactively together toward a common goal — success.

If you are looking for a more forward-thinking experience and a team to share your long-term vision with, we might be the right advisors for you.

Read more about how we work with other like-minded entrepreneurs. Or, if we can be of help to you today, let's talk.

Proceanic

Proceanic

“Before working with MGA, I never felt completely confident with my accounting. I rarely felt like something was explained 100% clearly to me, so I always had an uneasy feeling in the back of my mind. Once I started working with MGA, it was like night and day. Things really improved across the board, and I gained clarity out of the fog.” — Mark Waller, CEO / Managing Director at Proceanic

Proceanic has been an MGA client for three years now, and the quote above says it all. Before coming on board with MGA, they were lost in a sea of fog. They received conflicting advice, which, when questioned, often changed, and there were many gray areas overall. Past CPA services were “generally acceptable” (pun intended), but Proceanic did not have a tax advocate to think one step ahead for them, to think strategically.

Mark tells us that shortly after working with MGA and Partner Adam Barr in particular, many of those gray areas were picked up on and corrected. He also tells us that MGA helped in other areas where he feels his previous CPA would not have been able to, specifically related to research and tax development credits, employee retention credits, and capital expenditure depreciation.

“Things are a lot more organized, much clearer, and, being truthful, a little more expensive, which is okay because it’s money well spent, as you truly get added value. Overall, I am much more comfortable with where Proceanic is today, relating to our taxes and accounting. Our corporate administrator who runs Proceanic’s bookkeeping is also much happier with how things are going now.”

International Tax Experts: If We Don’t Have the Answer for You, We Promise to Find It

Proceanic has been in business for twenty years, starting as an engineering consulting firm in 2002, providing engineering project management and construction management services to the offshore industry. Later, the company evolved into providing underwater inspection services in addition to the engineering and project management. Underwater inspection now makes up the majority of their business.

Headquartered in Houston, Texas, Proceanic also has field offices in Singapore, Malaysia, and, more recently, Brazil. MGA has assisted in the operations of the two Asian corporate entities and has also been a significant help to Proceanic in setting up the Brazilian entity.

One thing Mark particularly likes about MGA is that we are quick to tell him when we’re approaching our limitations, but we are then able to draw on other resources when necessary. This is a perfect example of that. We are a proud member firm of PrimeGlobal, an award-winning association of independent accounting and business advisory firms located in more than 100 countries. This membership gives us all the advantages of a supersized global firm, with national and worldwide contacts we can reach out to for resources and expertise when needed.

Have a question about your global operations? Don’t worry. We have trusted resources to get you an answer.

Mark Puts His Growing, Successful Business in Hands He Can Trust

Over the past few years, Proceanic has gone from being hunter-gatherers to farmers. Clients now come to them first, as they’ve established their brand name and work with large, reputable companies in the industry. When these companies need any type of ROV inspection services, whether it be for offshore oil and gas, offshore wind, or inshore dams and water utilities, Proceanic is their first call.

As they continue to grow in size, revenue, and locations, Mark tells us that he needs an advisor he can trust. He is glad to have found MGA to be just that.

“Adam has an uncanny knack for clarifying questions in my head and giving me guidance. I’m not a financial guy; I’m a technical and commercial guy. My eyes start to glaze over when we talk accounting, and I can rely on Adam to clearly answer my questions when I have them.

Nine times out of ten, MGA is able to answer my question or solve my issue quickly and concisely. That one time out of ten when they can't, they tell me that immediately, but then they go out and find the answer for me.”

Read more about how we work with other global enterprises or how we help other well-respected clients in the oil and gas industry.

Criss Cross Commercial Group

Criss Cross Commercial Group

Criss Cross Commercial Group is in the business of helping retail businesses succeed. And for nearly 20 years, they have been doing just that, growing steadily year after year.

They do things differently than the standard brick-and-mortar commercial real estate companies out there. They view their tenants differently, as a partner in each other’s success. They partner with businesses to help them reach their dreams and become successful entrepreneurs, knowing that their own success comes directly from their tenants’ success. This approach, along with their ability to creatively make deals happen in their industry, is what sets them apart from the rest. They never like to say no. They always like to figure out how to achieve the “yes,” seeking solutions that are a win-win for everyone involved.

Their story is one of a small company that has “grown-up” over the years. As they grew from a small business to a more formal and professional company, they knew they needed a trusted advisor along the way — someone to lean on for sound accounting and tax-related advice. And that’s where MGA comes into their story.

Criss Cross needed a high-level, sophisticated accounting firm. MGA delivered.

One of the ways that MGA has made the complex simple for the Criss Cross team is by helping them improve and formalize their accounting operations as their company evolved. Ryan and Melissa Dennard (Executive Director and Operations Director at Criss Cross) knew that they needed to become more organized as the business developed, especially to manage and scale their growth successfully. That’s why they went out looking for a high-level, sophisticated accounting firm to lean on, and that’s right where they found the MGA team.

When we asked Ryan to tell us more about why they continue to choose to partner with MGA, he told us that having a team they trusted to keep up with the ever-changing tax laws related to their industry was invaluable. Don’t just take our word for it, here’s what he had to say himself:

“There are also a lot of specific tax laws that apply to us and our industry, and those laws have changed and evolved quite a lot over the last five or six years. We have had a very collaborative relationship with the MGA tax team to make sure that we understand those laws, that we are well-informed about how we can manage our documentation inside the company to stay compliant, and that we are truly maximizing the opportunities around those laws. The results of this partnership have been exceptional. We are so pleased with the clarity, communication, and thoroughness of the knowledge from the MGA team and their ability to articulate precisely what we need to do to be compliant, maximize opportunities, and structure our investments and developments in ways that are tailored to the current laws.”

If your small business is looking to grow more strategically, we are here to be a collaborator in your success. Whether you are in the real estate industry or not, we can help you understand the specific tax laws that affect you and the opportunities available to you.

“We look forward to continuing to expand our relationship with MGA. They have been such a good partner with us over the last few years and allowed us to grow our business in a more strategic way. It’s a relationship that we are excited to continue to lean on in the coming years, and we know they’ll continue to be a resource for us.” — Ryan Dennard, Executive Director at Criss Cross Commercial Group

Our tax and accounting experts are here to help make the complex simple.

If we can do that for you, please reach out to us today. We are ready when you are.

Swyft Filings

Swyft Filings

Swyft Filings recently celebrated their fifth anniversary, really setting out to make the complex simple for established business owners and start-ups alike.

Over the years, Swyft Filings has grown from an online filing service to help businesses get started to a company that fosters growth through a business’s whole life cycle by helping with things like filing annual reports to stay in compliance, offering a library of searchable legal documents, and assisting with physical mail. This helps them live out their tagline — do what you love and let them handle the paperwork. They handle the behind-the-scenes in the most efficient and affordable way possible using technology, innovation, and automation, so their customers can pursue their passion with confidence.

Swyft Filings and MGA, Working Together With a Shared Passion

The founding team of Swyft Filings came from various backgrounds — legal, marketing, strategy, coding, and the technical side of things were all covered. But one of their blind spots was finance and accounting. So choosing the right accounting partner, someone who could be a real trusted advisor, was one of the most critical decisions they faced as they grew.

As they begin to grow — and very rapidly at that — in both revenue size and number of employees, they knew they needed to find a firm that could keep up and fit their growing needs. As they asked around, Travis tells us that the name MGA came up more than once as a team that could handle quickly growing companies with multiple entities and brands. And when we asked Travis why he and his team decided to partner with MGA, this was his response:

“MGA definitely had an entrepreneurial spirit about it. You could just feel it, and given that we exist to serve entrepreneurs and promote entrepreneurship, we tried to cultivate that internally. That was part of the gut feeling, the natural fit that drew us to MGA — we could feel that same entrepreneurial vibe and spirit inside their firm. Most people think, eh, accounting, boring. But everything from their office culture to their technology to their people, it all spoke to us and truly felt like we had a shared passion.” — Travis Crabtree, Co-Founder of Swyft Filings

The Swyft team takes full advantage of our outsourced accounting services, so they can truly focus on growing their own business. Our Finance Accounting Support Team (F.A.S.T.) provides them with real-time financials that help them make the best business decisions. We took over all of the bookkeeping aspects of their business, and now they can simply log in and have real-time access to their numbers. They always know exactly what’s going on so they can make better decisions day in and day out.

Learn More about How We Work with like-Minded Business Owners

As Travis put it, it truly feels like we have a shared passion when working with like-minded entrepreneurs, especially those venturing into the high-tech scene. Swyft Filings is using technology, innovation, and automation to stay ahead of the curve for their great clients. We are doing the same.

If are looking for a business partner who can keep up with the changing trends and understands the high-tech side of your business because they, too, are staying ahead of the curve, MGA is your answer.

Click here to learn more about Swyft Filings and how they can help you start your business with confidence.

Jewish Funerals USA / Distinctive Life

Jewish Funerals USA / Distinctive Life

Twenty years ago, the funeral service industry started losing its personal touch. The corporate world was buying up all the independent and family-owned funeral homes, putting them all under one corporate umbrella. With this came a personality and philosophy change, as what happens when any family-owned business turns into a corporate-owned company.

That’s where Jewish Funerals USA was born (also known as Distinctive Life — their non-Jewish division). They saw an opportunity to set themselves apart by offering a personalized, family-focused, quality service, all at a fair price. And once people in the community realized they had an option, they responded.

Similarly enough, that’s precisely how and why the Jewish Funerals team chose to partner with MGA. Here’s what Andy Starr, Owner / Executive Director, had to say himself. 

“We started with another accounting firm that was family-run, just like we are. And at a certain point, they decided to sell out to the big boys. As a client, it seemed like there were four sales in a row, and every time I called, there were new names. And the more acquisitions that took place, the less I felt that I had a connection to anyone there, and the less I felt that I could ever call and get an immediate response. Then we found MGA, and we are so thankful we did. They do business the way we do. And any time I’ve needed them, they’ve been very accessible and helpful.”

Good Business Expertise That Spans Every Industry and Niche

At MGA, our primary goal is to make the complex simple — to offer sound business expertise, no matter the industry or niche. We like to grow with our clients, always staying one step ahead for them. And that’s exactly what we’ve offered Jewish Funerals USA / Distinctive Life all these years.

“We are so glad to be with MGA. We need an accounting and financial partner that can grow with us because although it’s not going to get ultra-complicated, we have to have someone who can advise us and make sure we continue to structure our business appropriately as we expand into other areas. Paul has been much more than an accountant for us; he’s advised us on so many business structure issues — like how to restructure debt and use equity most advantageously. He was also incredibly helpful in assisting us with the PPP loan process during the height of the COVID-19 shutdown. Whenever we have any complex business-related questions, the first phone call we make is always MGA.” — Andy Starr, Owner / Executive Director at Jewish Funerals USA

Click here to read more about this Texas-based funeral business — and how we do business just like they do.

Radom Capital LLC

Radom Capital LLC

Just over five years ago, Steve Radom set out with a passion and a vision to acquire and reposition properties, molding them into community-enhancing environments. He wanted to develop projects that he was passionate about, and that’s where Radom Capital was born — a successful Houston-based commercial real estate developer and investor.

Steve was very selective when building his team over the last five years, making sure he chose excellent team members in their respective portions of the work, but most importantly, ensuring that every participant was passionate about their contribution. Choosing to partner with the MGA team from day one was no different — a true testament to our level of care and expertise.

"MGA has always been an integral part of our business. They are the people who, from a planning perspective, counsel us on business decisions. In our line of work, we structure projects and establish new partnerships and entities. It is imperative that we enter new ventures with full consideration of the tax and regulatory complexities. We regard MGA as our trusted counselors and an extension of our company." — Steve Radom, Managing Principal at Radom Capital

During the initial startup, Radom Capital leaned on the MGA team for everything. You name it, and we were there. Our outsourced accounting team helped them with all their bookkeeping and accounting functions. Our technology consulting team advised them on software and platforms to acquire that were specific to the industry. Whatever resources they needed to ramp up their business, we were there offering that to them — truly making the complex simple.

Regarding the future and changing times, Steve trusts the MGA team to have the intelligence and resources to stay one step ahead. Don’t just take our word for it. Here’s what Steve has to say himself:

"Now more than ever, especially with constant changes in regulatory laws and regulations and the evolving environment, it’s critical to have a trusted advisor that has the intelligence and bandwidth to keep up with what is literally, on a daily basis, a changing network of rules, regulations, and opportunities. I have unwavering confidence and belief that the MGA team is on top of everything we are up against and presents the opportunities, making sure we are aware of them.

We have been automating our processes and adopting artificial intelligence, and MGA has helped us implement these strategies. We have been utilizing advice from the MGA team, trying to ensure that the business's technological side becomes more accessible, easier to implement, less expensive, and that we're aware of those opportunities and taking advantage of them."

Click here to read more about Steve Radom’s great real estate venture and how MGA continues to do next level thinking with him and his great team.

 

Dr. Thomas Arnold, OD

Dr. Thomas Arnold, OD

Dr. Thomas Arnold is a reputable Houston optometrist. He has been practicing for 36 years, and he is also a long-time MGA client. He intentionally keeps quality people in his corner, which he says is key to his success.

“My personal philosophy is that I’m an optometrist. I concentrate on optometry because that’s what I do. And I try to hire the best people I can for other disciplines. I’m not going to try to be the accountant. I’m not going to try to be the attorney. I’m not going to try to be the realtor. I’m an optometrist. So I believe that finding the best people, paying them what they want, and just letting them do their jobs is the way to go. That’s the way I run my business. So I am relying a lot on picking quality people to partner with.” — Dr. Thomas Arnold, OD

The MGA team is the right amount of conservative/aggressive for Tom. We take advantage of what’s on the table while staying within the lines. That’s because we know Tom. We know him on a personal level, and we understand his risk tolerance, his goals, and his priorities. That’s what MGA is all about — taking a personal approach to our client’s unique needs.

We have also been an instrumental part of Dr. Arnold’s exit planning strategy. From the beginning, our personal approach has allowed us to plan ahead together.

“What I would say about Paul and the MGA team is that they have become more than just my accountants. They have become my friends because they really take a personal approach. They just look at the whole person. So for the last 20 years, I’ve been planning this entire journey for my retirement and the next phase. And they’ve been right there with me through it all. So it’s more than a professional partnership, it’s a personal relationship.”

He also talks about MGA continually staying ahead of the curve, which allows us to provide the top-notch quality and efficiency that our clients know and deserve.

“Saying that MGA is cutting edge is such a cliché, but they are — they are forward-thinking. They not only keep up with technology, they kind of lead technology, I think. It’s great. We are all crunched for time, and the computers and electronic medical records and power points of the world take more time, not less. So I’m busier than I’ve ever been in my entire career because you have all these other avenues of things you are maintaining. But the MGA team makes things so easy for their clients.”

In other words, we really do make the complex simple for our great clients, like Tom.

Click here to read more about Dr. Arnold’s story and why he has chosen to partner with MGA for all these years.

Robert Cox & Liz Kirby: Careered Entrepreneurs

Robert Cox & Liz Kirby: Careered Entrepreneurs

Robert Cox and Liz Kirby, who have been business partners for nearly thirty-five years, came to MGA in 2008 as they were looking for someone to help them correct some complex accounting problems.

They are in the insurance industry. They are used to the complexity. In insurance, sure, one plus one still equals two. But the verbiage used is different and can be foreign to those who have never been exposed to it.

It didn’t take them long to learn that MGA was no ordinary accounting firm.

Paul stepped right in to help and was able to understand their books from day one without any guidance. Because MGA knows the ins and outs of the insurance industry, we were ready to dive right in and help them, truly making the complex simple.

But their story doesn’t stop there. MGA works closely with Robert and Liz, always staying one step ahead for their business.

“We look to the MGA team to tell us what’s going on. We trust them to look at the documents we give them from all angles, noticing if they shed light on other issues that should be addressed. We look to them to ask the questions we don’t even know to ask.”

Paul and the MGA team assisted Robert and Liz as they recently sold their great business, when taxes were essential. Paul led them through how the numbers would fall so they wouldn’t be hit with future tax liabilities. He also reviewed the various drafts of the Purchase and Sale Agreement and worked with the attorneys to be sure the structure of the sale minimized the tax to the shareholders.

They both told us that Paul was instrumental in that process.

“Some people don’t want to spend money for a firm like MGA, but I’m not sure why because people like them can save you money in the long run. Making the wrong mistake can cost you with the IRS, so it’s worth it to hire professional experts like Paul and his team. They are very, very good at what they do.” — Liz Kirby

Robert and Liz’s relationship with MGA is an excellent example of how we do things differently. We are their partner and trusted advisors, always offering simple solutions to their complex problems.

To read more about Robert Cox and Liz Kirby’s successful business ventures over the years, click here.

Stephen Jurgella, CEO Fountain Forward

Stephen Jurgella, CEO Fountain Forward

Stephen Jurgella created Fountain Forward in 2011 with a simple goal in mind: to help solve business owners’ real-life marketing challenges.

Fountain Forward describes themselves as, “A complete outsourced and highly trained marketing team specializing in branding and customer acquisition. Instead of you having one of everyone “in-house,” you can have an outsourced team of subject matter experts there to help whenever you need them.”

Their approach is straight-forward. Just like MGA, they want to make the complex simple for their clients.

Stephen is anything but your average entrepreneur. The energy and passion that he puts behind Fountain Forward is unmatched. His clients trust him to have their best interest at heart. They trust the Fountain Forward team to care for them and get their business to the next level.

Fountain Forward’s success is a testament to the care they have for their clients.

Stephen tells us that he wouldn’t be able to care for his clients the way he does if MGA wasn’t in the background caring for him and his business. Knowing that he has an MGA expert to call at any time of the day for sound advice lets him focus on the road ahead.

When a problem arises, Stephen's first reaction isn't to freak out or make rash decisions. His first reaction is to call MGA, and Partner Brian Miller, in particular.

“Brian took the time to listen to my problems. He took the time to listen to me say, “Hey, I don’t know what I’m doing.” Not coming from an entrepreneurial family, this venture was completely off the cuff for me. I’m good at building brands, growing businesses, and analyzing data. That’s what I do. But I don’t know how to run my books or protect myself from IRS issues. MGA does. Every time I have a need, they are right there, creatively solving my problems. They don’t just say no if they don’t have the answers. They say we’ll help you find it.”

At MGA, our goal is to be our clients’ sounding board. Stephen’s story is a perfect example of that.

Wherever you are headed, MGA is here to help.

To learn more about Fountain Forward and how MGA gives them the confidence to continue pushing forward, click here.

C&D Scrap Metal

C&D Scrap Metal

The Houston-famous C&D Scrap Metal is currently celebrating their 40th year in business. They are a long-time client of MGA, and we are proud to be their partners in success.

Dennis Laviage, owner and CEO of C&D Scrap Metal, tells us, “They are always staying up to date on the new rules and regulations that our government sets in place. At any point in time, if we have an issue of any sort, we can call, and we’re going to get a response from one of their team members.”

C&D Scrap Metal is Houston’s premiere metal recycling facility. Dennis explains to us that it’s much easier to recycle scrap than it is to get the metal out of the ore or the ground. It’s an important industry, as you can’t simply put metal out to waste. So what Dennis and his company are doing is a great way to make that waste valuable again.

As this great company has grown its reputation within the industry and the local community, MGA has been in the background providing insights and technical support. “Any time that we need them, they are there.”

“They are very up on what they do. If any new laws are going to affect us, they’re going to let us know. We have a lot of different needs that require a full-scope firm. Russ and the MGA team are just that. They take care of our business and make sure that we’re legal all the way around.” — Dennis Laviage

As a full-scope accounting and advisory firm, we are here to help you with your unique challenges and needs. Just like Dennis, we will have your back as you grow your business. You will always get a timely response from our team of experts.

Click here to read more about C&D Scrap Metal’s great history and how MGA makes the complex simple for them.