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.

Cindy Marion: Houston Entrepreneur and Founder of MMI Agency

Cindy Marion: Houston Entrepreneur and Founder of MMI Agency

For thirty-two years, Cindy has worked to build Houston’s third-largest marketing and advertising agency, which she recently sold in 2018. While she is no longer affiliated with the firm, she laid the groundwork for this reputable and trusted agency to carry on without her.

Her story is an excellent example of how MGA can step in to help business owners make the complex simple. The MGA team has been there to support Cindy and her great company through various stages and challenges.

When she first onboarded with MGA, her agency was in a very high growth mode. There were many moving pieces and a lot of fast-paced kind of decisions that needed to be made. Cindy tells us she felt very supported through that process with Brian Miller and the MGA team.

Years later, as Cindy focused on her exit strategy and built on the technology, talent, and clients that would appeal to potential buyers, MGA was right there by her side. Selling your business comes with many complex obstacles. MGA was there to support Cindy, helping to make sure the agency was properly poised to be bought by a bigger entity.

“There were a lot of moving pieces, and MGA worked with me to help me understand the pros and cons of each deal point and what was in my best financial interest. Ultimately, some decisions had to be made, and MGA gave me the tools and insight to make the decisions that I felt were best.”

Cindy tells us that the MGA team was very instrumental in making the sales process a success. As she needed resources, support, or knowledge, they were just a call away.

“Firms like MGA are very personal and passionate about their clients, and I think that's something that can be missing in service businesses. I never felt uncomfortable admitting what I didn't know or challenging what I did know with the team. I feel very good about what MGA is doing here, related to building a firm that cares about its clients.”Cindy Marion

Just like Cindy, we are here for our clients no matter what challenges they are currently facing in their business. We are more than just Cindy’s accountants. We are her trusted resource for sophisticated business advice.

Click here to read more about Cindy’s journey as an entrepreneur and how MGA has been a part of her great success.

Robert Martinez, CEO Rockstar Capital

Robert Martinez, CEO Rockstar Capital

Robert Martinez founded Rockstar Capital in 2011 with a simple goal in mind: to create a better real estate organization delivering genuine care for tenants and those who support them. They have since grown into one of the most admired real estate firms by doing just that.

Robert has managed the underwriting, acquisition, and management of 27 apartment communities consisting of greater than 4,900 rental units. In the last eight years, they have won 15 city and state national apartment association awards and were recently ranked as the 15th fastest-growing company in Houston by the Houston Business Journal.

How does Robert make this all work? By making the complex simple.

First, Robert takes the complexity out of apartment hunting. It’s 2019, and he knows that the majority of people do most, if not all, of their research online. People are no longer spending their Saturday mornings touring ten different apartment complexes. What matters now is who stands out? The ones with the best reviews, right? However, as choices are quickly narrowed down, what comes next?

Thinking outside of the box, Robert decided to show people what it would be like to live in one of his communities.

That’s where Rockstar has set itself apart from the competition. Before ever stepping foot on one of their properties, a prospective tenant can picture exactly what it would be like to call that place their home.

Further, he wants his tenants to stay with him. His entire operation is built around that goal. And it works.

Our F.A.S.T. (Finance Accounting Support Team) program handles all of the back-office accounting responsibilities for Rockstar Capital. Our F.A.S.T. program has freed up Robert’s time to focus on the things that truly matter — like growing his business and building the “Rockstar Culture.”

“MGA’s F.A.S.T. program has been a game-changer for us, in terms of how we manage our books. We get analytical information and suggestions. They’ve taken a lot of the work off of our plate, and they’ve put it on their plate — where it belongs. This has allowed me to focus on buying more apartment deals, to focus on our residents. I am now able to spend more time on what I want to focus on.”

Since coming on board with our F.A.S.T. program, we’ve watched Robert’s company soar to new heights and become ranked as the 15th fastest-growing company in Houston. Robert was also recently featured in this Forbes article where he shared some insight on How to Stay Top of Mind and Boost Referrals in Any Business.

To learn more about Rockstar Capital and how MGA has become more than just their ordinary tax accountants, click here.

In the video below, Robert Martinez, Founding Principal and CEO of Rockstar Capital, shares a little more about his company's experience with MGA and why we are the right solution for them.

Roy Marsh: An Entrepreneur’s Success Story

Roy Marsh: An Entrepreneur's Success Story

Roy Marsh has been a successful entrepreneur for more than 20 years, and we at MGA are proud to have been his trusted partners along the way.

Roy and his business partner started using MGA as a Russ Miller client when they were in their pager and cell phone business days. Then, they transitioned to offering dial-up internet services followed by dedicated hosting. You can well imagine how they adjusted to changes in technology and how people were using that technology. Their entrepreneurial ventures took them into a mortgage company, followed by a home building business, and in 2012 they bought eSigns, an online retailer of custom printed signage, banners, and items used in tradeshow displays.

MGA is more than just their “tax guy.”

Roy served as eSigns’ CFO for four years before assuming duties as its CEO in the spring of 2016 after his brother and business partner suddenly passed away. Russ Miller was one of those first calls, and as Roy puts it, “You need folks along the way — people that can listen and digest and give you a straight answer.” That was his relationship with MGA and “his Russ.”

As a retail e-commerce entrepreneur, Roy knows all about the fast pace of change. It is not very different from the pressures he experienced with pagers and mortgages.

He sees this industry changing bit by bit every hour. As he tells us:

“The rate of change is accelerating as we move forward, and a massive new wave of technology is right around the corner. From a tax and accounting perspective, business owners don’t have the time or capacity to maintain a good handle on what’s to come. That’s why you’ve got to have folks like Russ who are staying up with that rate of change for you.”

That’s why MGA is ready when you are to “think forward,” as Russ always tells us.

At MGA, we aren’t just your tax accountants. We are the people you call to collaborate with about what’s coming next and how to anticipate it — from a tax perspective, yes, but also from a business strategy and technology perspective.

As entrepreneurs at MGA, we understand Roy and his company’s unique needs. We help him do what he does best: find innovative ways to open new markets and create real value.

Click here to read more about Roy Marsh’s entrepreneurial journey and how MGA thinks ahead with him.