Briar Capital Real Estate Fund found its footing in the commercial real estate world with a mission to help businesses unlock the value of their owner-occupied real estate. Unlike traditional lenders, Briar Capital focuses on asset value rather than financial history, offering flexible, transparent lending solutions designed to help businesses grow. Founded by a small but highly experienced team, Briar Capital has made a significant impact in its sector, working with businesses to leverage their real estate for growth.

As a trusted audit partner since 2018, MGA plays a key role in Briar Capital’s financial operations. While the annual audit is a critical part of the partnership, CFO Leah Goldberg appreciates that MGA offers much more than just year-end work. MGA provides a level of support and accessibility that goes beyond the typical service provider-client relationship.

“David has been a great partner for us. Even if it’s not during the audit cycle, he’s always available to talk through issues with us. That’s something I really appreciate because not all service providers offer that level of support or partnership,” Leah explains.

That access to financial expertise has been invaluable, especially when navigating complex challenges like problem loans or other pressing accounting questions. Instead of scrambling for answers, Briar Capital knows they can count on MGA for guidance and clarity year-round.

Briar Capital also benefits from MGA’s technology-forward approach to managing the audit process. Leah highlights how much she appreciates MGA’s client portal, which makes it easier to track progress, delegate tasks, and communicate efficiently.

For Briar Capital, MGA is not just an audit provider; we are a trusted financial partner. Whether it’s assisting with compliance, offering advice on difficult accounting situations, or streamlining the audit process, MGA’s involvement has been key to the company’s ongoing success.

How MGA Supports Briar Capital Real Estate Fund:

• Audit services for financial transparency and regulatory compliance
• Proactive financial guidance for informed decision-making
• Problem-solving for complex accounting challenges, like problem loans

Briar Capital continues to grow and evolve, and MGA’s comprehensive support helps the firm maintain confidence, compliance, and preparedness as they navigate the dynamic world of commercial real estate.

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Founded in 2018 by Matthew Flume and Cole Burdette, Worth Street Partners is a Dallas-based multifamily property management firm dedicated to preserving affordable housing for the workforce. With over 600 units across six properties, their portfolio emphasizes operational efficiency and community service.

Initially managing all operations in-house, Worth Street Partners recognized the need to streamline backend processes. This led to a collaboration with MGA, aiming to optimize accounting and finance operations, thereby allowing property managers to focus on core activities like rent collection and work order management.

“MGA has been an integral piece in helping our property managers become more efficient,” says Cole Burdette, highlighting the value brought by outsourcing and automating certain processes.

Beyond accounting, MGA's proactive approach has been instrumental in supporting Worth Street Partners' growth. From forecasting potential needs to providing solutions before they arise, MGA has offered valuable insights and recommendations, including referrals and seamless integration of services like a PEO platform.

“Building out this company from scratch, we’ve been flexible in all the processes and adjoining software, and MGA has been a huge value-add for us in terms of capabilities. They know the industry and are well-equipped with technology recommendations, referrals, and so much more. When you start a company, there are many needs that you haven’t thought through, but MGA has done a great job forecasting needs that we might have and offering solutions before we even know we need them. They have a very collaborative yet professional approach.”

As Worth Street Partners looks toward the future, their relationship with MGA continues to evolve. This collaboration allows Worth Street to focus on business development and expansion while trusting MGA to help manage the complexities of running a growing company.

How MGA Supports Worth Street Partners:

• Outsourced accounting and financial management
• Proactive tax planning and regulatory compliance
• Strategic advisory for project structuring and business development
• Technology consulting for process automation and system optimization

With MGA’s guidance and strategic support, Worth Street Partners is equipped to scale efficiently, stay ahead of industry shifts, and continue their mission of preserving affordable housing while expanding their impact in the real estate market.

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In 2010, a family dream took shape with the founding of Jamestown Estate Homes, named after the first lot purchased on Jamestown Road in Piney Point. At the helm are three sisters — Elizabeth, Katy, and Victoria — working alongside their father, Greg Hawes, a respected leader in Houston’s homebuilding community.

After nearly two decades leading one of the city’s largest semi-custom builders, Greg envisioned a more intimate, fully custom approach to luxury homebuilding. Jamestown Estate Homes was built on that foundation, where craftsmanship, family values, and close collaboration with clients drive every project. It’s not just a business; it’s a shared passion.

That same philosophy shaped their partnership with MGA. Amid the evolving complexities of tax law and the financial challenges of a growing business, Jamestown Estate Homes sought a CPA firm that could match their pace and mindset. After meeting with several firms, Comptroller Katy Hawes found the perfect fit in MGA Partners Adam Barr and David Long. Their proactive approach, technical expertise, and ability to understand the nuances of the homebuilding industry stood out immediately.

Since then, MGA has provided ongoing tax and assurance services, including balance sheet audits and financial statement compilations for lenders. The Jamestown team describes the audit process as smooth, professional, and collaborative — a partnership marked by accessibility and mutual respect. The MGA assurance team even visited Jamestown’s active build sites across Houston to gain a full understanding of their operations, something that left a strong impression on Katy and her team.

What Jamestown appreciates most is MGA’s ability to speak their language. The MGA team asks industry-specific questions, digs into the details of custom and speculative home sales, and offers advice that aligns with the realities of the homebuilding business. “It’s refreshing to work with someone who truly understands what we do,” Katy says. “MGA just gets it.”

With MGA’s support, Jamestown Estate Homes can stay focused on what matters most: creating homes and relationships that stand the test of time. The partnership reflects shared values of trust, integrity, and craftsmanship, which are the same principles that make Jamestown’s homes so exceptional.

How MGA Supports Jamestown Estate Homes:

• Assurance and financial statement preparation for lender confidence
• Tax compliance and planning tailored to the homebuilding industry
• Guidance that aligns with the company’s growth and operational goals
• A trusted relationship built on accessibility and collaboration

Jamestown Estate Homes continues to grow its reputation as one of Houston’s premier custom homebuilders. With MGA by their side, they’re well-positioned to keep building on their legacy — one home, one relationship, and one thoughtful decision at a time.

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After selling his business, Robert Cox was ready to move into the next chapter of his life — one focused less on running a company and more on enjoying the rewards of a lifetime of hard work. But with that transition came a new kind of challenge: managing the financial complexity that often follows the sale of a business.

As a long-time MGA client, Robert didn’t have to look far for trusted guidance. The MGA team had already supported him and his business partner through the sale of their company in 2018, helping them navigate the many tax and financial considerations involved in such a significant transaction. When it came time to manage the proceeds and prepare for retirement, MGA was ready to step in once again, this time through the expertise of Partner Michael Miller.

“I wanted to be able to relax and enjoy my retirement without worrying about my finances,” Robert shares. “I was in the insurance business, but the investment world is a little more complex to me. Michael has taken the complex investment world and made it fairly simple. In fact, he’s allowed both me and my wife to not even think twice about it.”

With Michael’s help, Robert has been able to take a confident, hands-off approach to his retirement finances. He trusts MGA to make thoughtful, strategic investment decisions aligned with his goals and risk tolerance. What stands out most to him is the personal connection. Michael takes the time to listen first, to understand before advising. That relationship of trust and genuine care is what Robert says makes all the difference.

“MGA is not a typical accounting firm. Everyone I’ve worked with at MGA, from Paul Grossbard on the sale of our business to Michael Miller on managing my personal finances, gets to know you and understands your particular wants and needs. Then they tailor their recommendations to your specific desires. You don’t get that same treatment when working with larger accounting firms. This is the magic of MGA.”

Today, Robert enjoys his retirement with peace of mind, knowing his financial future is in capable hands. The partnership with MGA has allowed him to focus on what matters most: spending time with his family, pursuing his interests, and embracing this new chapter without financial stress or uncertainty.

How MGA Supports Robert Cox:

• Retirement and wealth planning for long-term security
• Strategic investment management and portfolio oversight
• Tax guidance and estate planning alignment
• Personalized advisory rooted in trust and understanding

With MGA’s proactive approach and personal touch, Robert continues to move forward confidently, knowing his wealth and legacy are well cared for.

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When Charles King, founder of Vessel Blenders, began searching for a new CPA firm, he wanted more than compliance; he wanted a strategic partner who could help him think ahead. After partnering with MGA, he found exactly that. Over the years, MGA has provided clarity, confidence, and trusted guidance as Vessel Blenders has evolved and grown, turning complexity into opportunity.

After the departure of his business partner, Charles began to fully embrace the firm’s forward-thinking approach. He quickly saw the value in MGA’s ability to think strategically, not just file returns. Through higher-level conversations and quarterly meetings, MGA helped Charles map out a long-term vision for his business — identifying growth opportunities, strengthening operations, and preparing for what’s next.

One key example of this partnership was when MGA guided Vessel Blenders toward a more meaningful banking relationship. Previously working with a large institution, Charles felt like just another number. With MGA’s counsel, he connected with a local banker who could better understand his business. That change opened the door to a line of credit and a stronger financial foundation — all before the need arose.

Beyond that, MGA connected Vessel Blenders with specialists who could help the team secure valuable tax credits and improve team development. These proactive, forward-focused steps have helped the company grow with stability and confidence. “The results we’re seeing now, both in energy and outcomes, are a direct result of sitting down with the MGA team every quarter and mapping out our vision,” Charles says.

Vessel Blenders’ story began in 2010 when Charles, then an independent petroleum loss control contractor, was asked to solve complex challenges at a Houston terminal. His innovative solutions to manage shoreline adjustments, cargo blending, and schedule delays quickly earned attention and trust in the industry. What started as one client’s need evolved into a thriving business that now provides petroleum cargo management services worldwide.

MGA understands that mindset, the drive to build something better. Like Vessel Blenders, MGA was founded on the belief that there’s always a smarter way to serve clients and make the complex simple. It’s that shared entrepreneurial spirit that makes this partnership so strong.

How MGA Supports Vessel Blenders:

• Strategic advisory and business planning for sustainable growth
• Guidance on tax credits and operational efficiency
• Connection to trusted banking and financial partners
• Quarterly collaboration to align vision and strategy

Vessel Blenders continues to grow its reputation as a trusted leader in petroleum cargo management. With MGA as a steady partner, the company navigates its next chapter with confidence, clarity, and a shared vision for what’s ahead.

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When Mark Waller, CEO and Managing Director of Proceanic, first came to MGA, he knew his accounting needed more clarity. “Before working with MGA, I never felt completely confident with my accounting,” he recalls. “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.”

For the past three years, MGA has helped Proceanic move from uncertainty to confidence, bringing organization, insight, and structure to the company’s financial and tax strategy. Before partnering with MGA, Proceanic received inconsistent guidance that left many gray areas unresolved. With MGA, and Partner Adam Barr in particular, those issues were identified and corrected, and new opportunities emerged.

MGA’s team helped Proceanic take advantage of research and development tax credits, employee retention credits, and capital expenditure strategies that had previously gone untapped. “Things are a lot more organized, much clearer, and, being truthful, a little more expensive, which is okay because it’s money well spent,” Mark says. “You truly get added value.”

Founded in 2002, Proceanic began as an engineering consulting firm providing project and construction management services to the offshore industry. Over time, it expanded into underwater inspection services — now the core of its business. Headquartered in Houston, with operations in Singapore, Malaysia, and Brazil, Proceanic relies on MGA to help navigate international tax compliance and entity structuring. Through MGA’s global network, the team connects clients with trusted international partners when specialized expertise is needed.

“One thing I really appreciate about MGA is that they’re honest about their limits,” Mark says. “If something falls outside their immediate scope, they reach out to trusted partners to get us the right answer. That’s incredibly valuable.”

As Proceanic continues to expand, Mark knows he can count on MGA for guidance and clarity. “Adam has an uncanny knack for clarifying questions in my head and giving me guidance,” he explains. “I’m not a financial guy — I’m a technical and commercial guy. I can rely on Adam to clearly answer my questions. 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.”

How MGA Supports Proceanic:

• International tax planning and compliance
• R&D and employee retention credit optimization
• Capital expenditure and depreciation strategy
• Cross-border coordination through trusted global partners
• Strategic advisory and ongoing financial guidance

With MGA as their trusted advisor, Proceanic operates with clarity and confidence, navigating global growth while staying focused on what they do best: delivering excellence in offshore engineering and inspection.

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Criss Cross Commercial Group has spent nearly two decades helping retail businesses thrive, building partnerships rooted in collaboration and shared success. Unlike traditional brick-and-mortar real estate companies, Criss Cross views tenants as partners rather than customers, believing their own success is tied directly to the success of the entrepreneurs they serve.

This philosophy, paired with a creative, can-do approach to dealmaking, has allowed the company to grow steadily year after year. And as they evolved from a small, family-run business into a more formal, sophisticated organization, they knew they needed an accounting partner who could grow with them — one who understood their industry and could help them plan strategically for the future. That’s when they turned to MGA.

Ryan and Melissa Dennard, Executive Director and Operations Director of Criss Cross, wanted a high-level firm that could not only manage compliance but also anticipate challenges and opportunities unique to the real estate space. MGA delivered, helping them formalize their accounting operations and strengthen their financial foundation as the company scaled.

“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,” Ryan shares. “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.”

That collaboration has helped Criss Cross make informed, confident decisions, ensuring their investments and developments are structured for compliance, efficiency, and growth.

“We look forward to continuing to expand our relationship with MGA,” Ryan adds. “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.”

How MGA Supports Criss Cross Commercial Group:

• Tax strategy and compliance guidance tailored to real estate operations
• Ongoing advisory to navigate changing regulations and maximize opportunities
• Accounting process development and formalization for scalable growth
• Trusted collaboration built on clarity, communication, and responsiveness

With MGA as a strategic partner, Criss Cross Commercial Group continues to grow confidently, equipped with the insight, structure, and foresight to keep building success for themselves and their tenants.

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When Gregory Miller was referred to MGA in the early 90s, he had just taken over his parents’ company following his stepfather’s passing. Fortunately, his stepfather’s careful planning had already positioned Gregory to lead the business, but with so many moving pieces, he knew he needed steady guidance. That introduction to Russ Miller and the MGA team became the start of a relationship that has now spanned more than three decades.

Over the years, Gregory has continued to choose MGA for one simple reason: trust. From the beginning, he saw that MGA’s team didn’t just prepare taxes; they offered personalized, long-term advice that reflected an understanding of his goals, his risk tolerance, and his family’s needs. That honest, relationship-driven approach continues to guide their work today.

As Gregory puts it, “It’s more than just doing your taxes; it’s giving trusted financial advice and looking at the bigger picture. One example that the MGA team advised us on back in the day, which we subsequently implemented, was around a franchise tax. The Texas governor at the time wanted to dramatically change some of the laws, so Russ helped us change from a corporation to a general partnership to circumvent those taxes. You’re never going to avoid all taxes, but coming up with ways to minimize them and save where you can is something Russ has always done for us.”

That same forward-thinking strategy has shaped every stage of Gregory’s financial journey, especially when it comes to estate planning. After his stepfather’s passing, MGA helped continue that thoughtful planning process, offering creative approaches to manage his mother’s estate and minimize tax exposure. Russ and the team provided solutions that balanced structure, family goals, and long-term peace of mind.

“In the corporate world, a lot of our customers became our good friends,” Gregory says. “And that same attitude extends into the people that we do business with. You develop that friendship and trust, and it becomes an integral part of the relationship. So, in sitting down and discussing advice, you can bounce ideas off each other. You’re doing that with a person who isn’t just a vendor — it’s a trusted friend, and the advice is honest and meaningful.”

For Gregory, that sense of trust and open communication is what makes MGA indispensable. It’s not just about forms and filings; it’s about conversations that lead to confident decisions and strategies that protect what matters most. Knowing that his finances and estate are managed by people who understand both his history and his hopes gives him lasting comfort.

How MGA Supports Gregory Miller:

• Comprehensive tax and estate planning with a personal, strategic approach
• Creative tax minimization and business structure strategies
• Trusted advisory built on a 30-year relationship of honesty and collaboration

For Gregory Miller, MGA is more than an accounting firm. We're a trusted advisor, a sounding board, and a steady partner helping him preserve both his business and his legacy.

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Since launching in 2015, Swyft Filings has been helping entrepreneurs and business owners make the complex simple. What began as an online filing service to help businesses get started has evolved into a full-service support platform guiding clients through every stage of their business journey, from filing annual reports and staying compliant to managing mail and accessing a library of legal documents. Their philosophy is simple: do what you love, and let them handle the paperwork.

Behind that mission is a commitment to technology, innovation, and automation — values that align perfectly with MGA’s own forward-thinking approach. When it came time for Swyft Filings to find a financial partner that could grow alongside them, they wanted a firm that shared that same entrepreneurial spirit.

The Swyft Filings founding team brought together expertise in law, marketing, strategy, and technology, but they knew they needed a trusted partner for the financial side of the business who could scale with them as they expanded rapidly in both revenue and headcount. After asking around, they heard the same recommendation more than once: MGA.

“MGA definitely had an entrepreneurial spirit about it. You could just feel it,” says Travis Crabtree, Co-Founder of Swyft Filings. “Given that we exist to serve entrepreneurs and promote entrepreneurship, we tried to cultivate that internally. That was part of the gut feeling and 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.”

Through MGA’s F.A.S.T. (Finance, Accounting, Strategy, and Technology) program, Swyft Filings has access to real-time financials that help them make smart, fast business decisions. MGA manages all of their bookkeeping and accounting functions, giving the team full visibility into their numbers anytime they need it. This partnership allows Swyft Filings to focus entirely on what they do best — supporting entrepreneurs — while knowing their financial foundation is strong and accurate.

As Travis puts it, the relationship between Swyft Filings and MGA works because it’s built on shared energy and innovation. Both teams are constantly thinking forward, using technology to make life simpler, smarter, and more efficient.

For Swyft Filings, MGA isn’t just an accounting firm. We’re a growth partner who shares their entrepreneurial drive and commitment to using technology to move business forward.

How MGA Supports Swyft Filings:

• Outsourced accounting through our F.A.S.T. program
• Real-time financial visibility for smarter decision-making
• Scalable solutions for a fast-growing, multi-entity business
• Advisory support aligned with their entrepreneurial and tech-driven culture

Swyft Filings continues to grow and evolve as a leader in business formation and compliance, and MGA remains by their side, helping them stay focused, informed, and ready for what’s next.

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Twenty years ago, the funeral service industry began losing its personal touch. Family-run businesses were being absorbed by corporate entities, and with that came a shift in philosophy, away from compassion and toward efficiency. In response, Jewish Funerals USA was founded, followed by its non-denominational division, Distinctive Life. Their mission was clear: bring care, dignity, and personalization back to funeral services.

As word spread, families across Texas discovered that they once again had an option and a way to honor their loved ones through a service that felt meaningful and human. And as Jewish Funerals grew, so did the complexity of running a business built on both heart and logistics. That’s where MGA came in.

Owner and Executive Director Andy Starr recalls what drew him to MGA after experiencing firsthand how corporate transitions can dilute the client relationship:

“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. Every time I called, there were new names, and I felt less connected. 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.”

That shared philosophy of partnership and accessibility quickly became the foundation of their working relationship. For years, MGA has provided accounting and strategic advisory support, helping the Jewish Funerals / Distinctive Life team navigate growth while maintaining the same care and integrity their clients expect.

Andy explains how the partnership has evolved alongside the business:

“We need a financial partner that can grow with us. MGA has been much more than an accountant; they have advised us on restructuring debt, using equity strategically, and even helped us through the PPP loan process during the COVID-19 shutdown. Whenever we have complex business-related questions, the first phone call we make is always MGA.”

Through each stage of expansion, MGA has been there, offering not only numbers and reports but proactive guidance, structure, and peace of mind. It’s a relationship grounded in trust and built on shared values: accessibility, honesty, and partnership.

How MGA Supports Jewish Funerals / Distinctive Life:

• Accounting and financial advisory for sustainable growth
• Business structure and debt management guidance
• Proactive support during critical events like the PPP loan process
• Long-term strategic partnership rooted in trust and accessibility

Like Jewish Funerals and Distinctive Life, MGA believes in doing business the right way — personal, attentive, and human. Together, we’ve built a partnership that ensures both organizations can continue serving others with clarity and confidence.

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