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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In 2017, Steve Radom founded Radom Capital with a vision: to acquire, reposition, and develop real estate properties that would positively impact local communities. The firm has since become a respected player in Houston's commercial real estate market, leveraging a mix of passion, strategy, and innovation to transform underutilized spaces into thriving community assets.

From day one, Steve recognized the value of having the right team in place. Just as he selectively hired the best professionals to support the business, he also knew that partnering with MGA was crucial to his firm’s success.

“MGA has always been an integral part of our business. They are the people who, from a planning perspective, counsel us on business decisions,” Steve explains. “In our line of work, we structure projects and establish new partnerships and entities. It’s 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.”

From outsourced accounting to technology consulting, MGA has been there every step of the way, helping Radom Capital get the resources and strategies needed to scale. MGA’s team provided essential services, such as advising on software and platforms tailored to Radom’s specific needs, and streamlining financial processes to ensure the business could focus on growth.

As Radom Capital continues to scale and embrace new technologies, MGA’s forward-thinking approach ensures they stay ahead of the curve.

“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,” Steve continues. “We have been automating our processes and adopting artificial intelligence, and MGA has helped us implement these strategies. We’ve been utilizing their advice to ensure the business’s technology side becomes more accessible, easier to implement, and less expensive.”

How MGA Supports Radom Capital:

• Strategic advisory for project structuring and business planning
• Regulatory and tax guidance for complex real estate deals
• Technology consulting for process automation and AI integration
• Ongoing support for scaling and operational efficiency

Through MGA’s support and expertise, Radom Capital continues to evolve and thrive in the competitive real estate market, confident that the firm is well-positioned for sustainable growth.

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For more than 36 years, Dr. Thomas Arnold has built a respected optometry practice in Houston, known for exceptional patient care and a commitment to doing things the right way. As his practice has evolved, one thing has remained constant — his belief in surrounding himself with quality people who share his standards of excellence. That’s where MGA comes in.

“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.”

Dr. Arnold’s straightforward approach mirrors MGA’s philosophy: focus on what you do best and let trusted experts handle the rest. Over the years, MGA has become a key part of his inner circle and a team he can rely on for honest advice, proactive guidance, and clarity at every stage of his professional journey.

“The MGA team is the right amount of conservative and aggressive for me,” Dr. Arnold explains. “They take advantage of what’s on the table while staying within the lines. They know me, my goals, and my priorities.”

That personal understanding has allowed MGA to play a vital role in Dr. Arnold’s long-term planning, from day-to-day financial management to his eventual exit strategy and retirement vision. Because MGA takes time to know him as a person, not just a client, every plan is customized to fit his goals and risk tolerance.

“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.”

As Dr. Arnold puts it, MGA isn’t just keeping pace with change, we’re helping lead it.

“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 MGA team makes things so easy for their clients.”

For Dr. Arnold, that trust and simplicity make all the difference. He can focus on his patients, confident that MGA is managing the details with clarity and care.

How MGA Supports Dr. Thomas Arnold:

• Strategic advisory and exit planning for long-term security
• Personal, relationship-driven financial guidance
• Compliance and planning aligned with individual goals
• Technology-forward solutions for efficiency and insight

With MGA by his side, Dr. Thomas Arnold continues to thrive, not just as a business owner, but as a professional who knows the value of clarity, trust, and the right team.

Ready to see what MGA can do for your business? Let’s Connect →

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Robert Cox and Liz Kirby have been business partners for nearly thirty-five years, navigating every stage of growth together in the insurance industry. When they first came to MGA in 2008, they were facing complex accounting challenges and needed a team who could understand the intricacies of their business — and simplify them.

They found exactly that.

Paul and the MGA team quickly stepped in and made sense of their books from day one. With deep experience in the insurance industry, MGA understood the language and the layers of complexity that come with it. As Robert and Liz soon learned, MGA was no ordinary accounting firm; it was a true advisory partner.

“We look to the MGA team to tell us what’s going on,” they explain. “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.”

Over the years, MGA has continued to stay one step ahead for Robert and Liz, providing proactive insight, compliance support, and strategic planning to help their business grow with confidence.

When it came time to sell their company, MGA guided them through the entire process with clarity and care. Paul helped them evaluate deal structures, understand how the numbers would fall, and minimize future tax liabilities. He even worked directly with their attorneys, reviewing purchase and sale drafts to ensure every detail of the transaction was structured to their advantage.

“Some people don’t want to spend money for a firm like MGA,” Liz shares, “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.”

Robert and Liz’s story reflects what sets MGA apart, which is a proactive mindset, a depth of industry knowledge, and a partnership that lasts well beyond a single engagement.

How MGA Supports Entrepreneurs Like Robert & Liz:

• Strategic advisory and tax planning for business sales
• Compliance and financial clarity for complex industries
• Transaction review and structure optimization
• Proactive guidance and long-term partnership

With MGA as their trusted advisor, Robert Cox and Liz Kirby successfully transitioned their business while protecting their financial future — proof that with the right partner, even the most complex decisions can be made simple.

Ready to see what MGA can do for your business? Let’s Connect →

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For nearly thirty years, David Greenberg, Founder and President of Greenberg & Company, has trusted MGA to handle the financial side of his thriving commercial real estate firm. As David and his team focus on providing exceptional real estate services across Houston, MGA is there in the background, managing the accounting and advisory needs that keep the business running smoothly.

Having MGA as a trusted partner gives David the freedom to focus on what matters most: serving his clients and maintaining the high-touch experience that defines the Greenberg name.

“The MGA team is very diligent, very efficient, and offers phenomenal advice on a variety of circumstances that best fit our needs at any given time,” David shares. “It’s comforting to know you’re working with people like that. I like being able to trust the people I work with and to trust their ability to do what they say they’re going to do. And I have that with MGA.”

Over the years, as Greenberg & Company’s portfolio and reputation have expanded, MGA has been there every step of the way, growing with them and adapting to new challenges. From tax strategy and entity structure to ongoing advisory and property accounting, MGA continues to provide the comprehensive support the firm needs to stay agile and competitive in a fast-moving market.

“When it comes to new things that come up, if they don’t have the answers, they get the answers,” David adds. “They are always readily available to assist with different opportunities that come up in our industry, too, like the 1031 tax-free exchange. We’re always reaching out to them for their expertise in a multitude of areas.”

How MGA Supports Greenberg & Company:

• Advisory and tax strategy for real estate operations
• Entity and property accounting management
• 1031 exchange guidance and compliance
• Proactive insights and long-term financial planning

With MGA as a partner, Greenberg & Company continues to grow confidently, backed by trusted guidance and a relationship built on nearly three decades of collaboration.

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Scott Bork and MGA go way back. More than 15 years ago, Scott worked within the Firm before setting out on his own entrepreneurial journey. Since then, he’s held CFO and controller roles across several organizations — experience that eventually led him to his current position as CFO of Nailor Industries, a leading manufacturer in the HVAC industry.

Scott’s story offers a unique perspective on MGA’s approach because he’s seen it from both sides. "The one thing that always impressed me with the folks at MGA is their concern about their clients," he shares. "Besides the compliance, they always wanted to learn more about your business so they could try to help in other ways or save taxes in other areas. That always mattered to me."

When Scott joined Nailor Industries in 2016, one of his first tasks was to reevaluate their accounting firm and get new bids to find the right fit. MGA was the first firm that came to mind. From experience, Scott knew the MGA team went beyond expectations.

Out of five firms in consideration, MGA stood out immediately. Partner Paul Grossbard was the only one who visited Nailor’s facility to learn about their operations firsthand, not just to make a pitch. During that initial meeting, Paul made several proactive recommendations, including conducting cost segregation studies on buildings Nailor was finishing and exploring R&D tax credits that might have been overlooked.

Even before Nailor officially engaged MGA, the team was already providing value-added insight. That initiative stood out to Steve Nailor, COO, and set the tone for a partnership built on trust and strategic thinking.

"They are just the first Firm I think of when it comes to advisory and accounting services because they practice what they preach," Scott says. "They show interest in your business and aren’t content with just doing the compliance work. They want to understand what the company does so they never leave anything behind."

Since then, MGA has served as Nailor’s trusted advisor, helping the company strengthen its financial position, optimize tax strategies, and uncover new opportunities for savings and growth.

How MGA Supports Nailor Industries:

• Strategic advisory and tax planning
• Cost segregation and R&D tax credit analysis
• Compliance oversight and audit support
• Value-added recommendations grounded in understanding the client’s business

Ready to see what MGA can do for your business? Let’s Connect →

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In 2011, Stephen Jurgella founded Fountain Forward with a clear goal — to help business owners solve real-world marketing challenges. What started as a small, outsourced marketing firm has since evolved into a nationally recognized automotive marketing agency, helping dealerships and service companies grow through data-driven insights and brand strategy.

Stephen brings unmatched energy and authenticity to everything he does. His clients trust him not only for his marketing expertise but for his commitment to their success. As Fountain Forward has grown, so have the demands of running a fast-moving business, and that’s where MGA comes in.

"Brian took the time to listen to my problems," Stephen shares. "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."

Through every stage of Fountain Forward’s growth, MGA has been Stephen’s sounding board and strategic partner, helping him navigate financial decisions, stay compliant, and make confident choices for the future. MGA’s advisory team doesn’t just manage accounting tasks; they offer creative, forward-thinking solutions that let Stephen focus on what he does best: building brands and growing businesses.

"They don’t just say no if they don’t have the answers," Stephen adds. "They say, 'We’ll help you find it.'"

With MGA as a trusted partner, Stephen has the confidence and clarity to keep scaling Fountain Forward and serving clients across the automotive industry with the same bold, people-first approach that defines his work.

How MGA Supports Fountain Forward:

• Strategic financial guidance and business advisory
• Creative problem-solving for growth-stage challenges
• Compliance and operational structure for stability
• A sounding board for complex decisions and long-term planning

With MGA, Stephen continues to build on Fountain Forward’s success, turning every challenge into an opportunity and every problem into progress.

Ready to see what MGA can do for your business? Let’s Connect →

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For more than 40 years, C&D Scrap Metal has been a Houston landmark, known not only for its famous commercials and community presence, but for turning scrap into something valuable again. As owner and CEO Dennis Laviage puts it, "It’s much easier to recycle metal than it is to get it from the ground. You can’t just throw metal away. What we do makes waste useful again."

As the company has grown, MGA has been there every step of the way, providing trusted financial guidance and full-scope advisory support. From tax compliance to technical insight, the MGA team has helped C&D stay ahead of new regulations and maintain financial clarity in a complex, fast-changing industry.

"They are always staying up to date on the new rules and regulations that our government sets in place," Dennis shares. "At any point, if we have an issue of any sort, we can call and get a response from one of their team members. Anytime we need them, they are there."

Dennis describes MGA as a partner who keeps the business protected and informed, allowing him to focus on running operations and serving the community.

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

Through every stage of growth, MGA has provided the insight, responsiveness, and proactive support that business owners like Dennis rely on. With MGA as a trusted partner, C&D Scrap Metal continues to thrive, celebrating four decades of success and looking forward to the future.

How MGA Supports C&D Scrap Metal:

• Full-scope accounting and advisory services
• Compliance management and regulatory guidance
• Technical insight and operational support
• Responsive client service and long-term partnership

With MGA as a partner, C&D Scrap Metal continues to build on its legacy of innovation, integrity, and community impact.

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For more than three decades, Houston entrepreneur Cindy Marion built one of the city’s most respected marketing and advertising agencies, MMI Agency. Under her leadership, the firm grew into Houston’s third-largest agency, known for its innovation, integrity, and people-first culture.

When Cindy first came to MGA, MMI was in a period of rapid growth and full of opportunity, but also complexity. There were many moving parts, and decisions had to be made quickly to keep the business on track. Cindy turned to MGA for guidance and support through the fast-paced expansion, and she recalls feeling fully backed by Partner Brian Miller and the MGA team every step of the way.

Years later, when it came time to plan her exit strategy, Cindy once again relied on MGA’s insight. Preparing a successful sale takes more than numbers; it requires clear-eyed strategy, structure, and confidence. MGA helped Cindy evaluate deal options, understand the financial implications, and position the agency for a smooth transition to new ownership.

"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."

The result was a successful sale in 2018 that allowed MMI Agency to continue thriving under new leadership while preserving the culture and reputation Cindy built. Through every stage of her journey — growth, transition, and sale — MGA provided clarity, strategy, and partnership.

"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, building a firm that cares about its clients."

How MGA Supports Entrepreneurs Like Cindy Marion:

• Strategic advisory through periods of growth and transition
• Financial modeling and deal evaluation for business sales
• Exit planning and transaction readiness support
• Trusted guidance for long-term clarity and confidence

With MGA as her partner, Cindy Marion successfully transformed her life’s work into a lasting legacy, proving that with the right support, even the most complex transitions can be made simple.

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