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Our Services

A Top Accounting Firm

MCG distinguishes itself from other firms of similar size and experience through our focus on functional specializations. This unique approach allows our professionals to focus on particular business sectors while maintaining broad business knowledge. Our continued focus on maintaining and developing subject matter experts for various business sectors has allowed us to collaboratively develop and apply creative solutions to our clients’ most complex problems.

Why select MCG as your accounting firm? Our expertise, dedication to our client relationships, and competitive fee structure is a winning combination for companies looking for value in their accounting firm. Here are a few quick facts:

  • Member of the American Institute of Certified Public Accountants (“AICPA”)
  • Certified by the Public Company Accounting Oversight Board (“PCAOB”) and licensed by the Texas State Board of Public Accountancy
  • A Dallas Business Journal 2016, 2017, and 2018 Best Place to Work
  • #3 in Accounting Today’s Largest Southwest Firms
  • Ranked as a Top 100 Firm from 2014 through 2018 by Accounting Today
  • Ranked as a Top 100 Firm from 2014 through 2018 by INSIDE Public Accounting
Financial Statement Audit and Assurance

To succeed in business, you need to understand and measure your company’s performance. Additionally, your company’s investors, suppliers and customers need to have confidence in your business practices and financial statements. MCG provides a forward-looking audit strategy that focuses on risk and your stakeholders’ needs and is designed to increase quality and efficiency in the financial statement reporting process. Whether your need is for an audit, review, compilation, or other attestation services, our focus is on getting to know your business and adding value long after the engagement is complete.


Our financial statement audit and assurance services include:

  • Financial statement audits
  • Financial statement reviews
  • Compilations of financial statements
  • GAAP (Generally Accepted Accounting Principles) Consulting
  • Forensic accounting and auditing
  • IPO preparations, audits, and consulting
  • Attestations of pro forma, projections, and financial information

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Our Audit and Assurance Services Partners


Employee Benefit Plan Audit

With increased scrutiny by the Department of Labor (“DOL”) and Internal Revenue Service (“IRS”), plan sponsors of employee benefit plans as fiduciaries should expect more from their auditors. We believe that an employee benefit plan audit is only as effective as the planning that goes into it.


MCG is a member of the AICPA Employee Benefit Plan Audit Quality Center. Our audit team has a depth of knowledge and expertise in all types of plans, and is proactive in communicating new developments throughout the year. We team with plan sponsors to get their audits completed in the most efficient and productive way.


Our employee benefit plan audit services include:

  • DOL disclaimer and full-scope audits of employee benefit plans
    • Defined benefit plans
    • Defined contribution plans
  • ERISA compliance consulting
  • Plan document compliance reviews and correction methodology
  • Third party search and selection processes
  • Forms 5500 and 990 preparation
  • Power of attorney representation in DOL and IRS audits


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Our Audit and Assurance Services Partners


Internal Controls and SSAE 18 Audit

When the Sarbanes-Oxley Act was passed in 2002, it represented the most significant overhaul of federal securities regulations since the Securities and Exchange Act of 1934. By founding the Public Company Accounting Oversight Board, the legislation creates a system for federal oversight of public auditors. It also mandates new disclosure requirements for public companies and harsher civil penalties for individuals and firms convicted of accounting or reporting violations. The Act continues to present many challenges for companies today, and MCG is ready to meet those challenges in an efficient and cost effective way. We work with public and private clients to create effective top-down risk assessments, internal control documentation, testing, and remediation.


Additionally, our audit team has depth of experience and expertise in evaluating and testing internal controls at service organizations under SSAE 16/SSAE 18/SAS 70 SOC1 and SOC2 standards. SSAE 16/SSAE 18 reports should be viewed as an annual investment into your company, helping generate new clients while increasing operational efficiencies through streamlined processes.


Our internal controls and SSAE 16/SSAE 18 audit services include:

  • SSAE 16 (Statement on Standards for Attestation Engagements 16) SOC1 and SOC2 audits
  • SSAE 18 (Statement on Standards for Attestation Engagements 18) SOC1 and SOC2 audits
  • Internal audit outsourcing
  • Internal controls top-down risk assessment for management assessment of ICFR
  • Sarbanes-Oxley Act of 2002 (SOX) compliance

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Our Audit and Assurance Services Partners


Federal and State Compliance

As tax law continues to increase in complexity and the stakes for businesses continue to rise, risk must be mitigated. More than ever, it is critical to be on top of the latest tax developments. MCG tax professionals bring a breadth of federal and state tax experience to every assignment, and will partner with your organization to proactively address tax matters that arise from every business decision. We advise on all aspects of federal, state, and international business taxation.

We prepare tax returns for entities and individuals for federal, state, and local jurisdictions from all 50 states. We look for ways to reduce tax during the current year as well as in future periods. We also advise you of modifications to the tax law that would warrant filing amended returns.


Our federal and state income tax compliance services include:

  • Federal income tax return preparation
  • State income tax return preparation
  • International tax compliance
  • Provision preparation in accordance with ASC 740

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Our Tax Services Partners


Tax Consulting

In complex and changing business environments, you need a tax strategy that both creates value and is innovative. As the global economy grows and your company does more business in multiple jurisdictions, realizing the impact of the lowest effective tax rate can make all the difference. We assist companies in structuring acquisitions, divestitures, entity formation, asset protection, and state income tax minimization. We assist individuals in asset protection and estate planning.


Our tax consulting services include:

  • State Nexus studies
  • International transfer pricing
  • International tax planning
  • Tax structuring for mergers, acquisitions, and divestitures
  • Entity selection and formation
  • Research and development credit studies and calculations
  • Estate and wealth transfer planning

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Our Tax Services Partners


IRS and State Audit Representation

Being selected for an IRS audit generates stress for both individuals and company management. We guide individuals and entities through the process and consult with them on important tax issues. We act as an advocate for the taxpayer and aggressively work to not only generate the most favorable result for the taxpayer, but also to complete the audit in a timely and efficient manner.


Our IRS and state audit representation services include:

  • IRS audit consultation and representation
  • State audit consultation and representation
  • Litigation support

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Our Tax Services Partners


Compliance and Consulting

Operating taxes such as sales and use taxes, state telecommunication taxes, and alcohol and beverage taxes, are often the most misunderstood and heavily audited areas of state and local taxation. Compliance for these taxes is a time consuming task and can be the source of unexpected tax liabilities or a source of unanticipated tax savings. It is often difficult to determine if there is a taxable presence in a jurisdiction and if so, if a transaction in itself is taxable. Several clients enlist MCG as their sales tax department and entrust us with ensuring that applicable sales and use tax laws are being complied with. Our objective is to provide these compliance services by the most efficient means possible while providing an outcome that is most favorable to the client.

In addition to compliance services, we can provide a myriad of consulting services. These services are aimed at lowering the overall sales and use tax burden as well as improving the performance of the people, operations, systems and administration in supporting this tax function.


Our sales tax compliance and consulting services include:

  • Multi-state sales tax compliance
  • Sales tax refunds
  • Taxability research and matrices
  • Nexus studies and planning
  • Voluntary disclosure agreements
  • Sales tax compliance and process review
  • Tax software implementation support
  • Abandoned and unclaimed property

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Audit Representation

We will act as a liaison between you and the State’s representative during the course of the audit. All questions and correspondence from the State will be directed to MCG and we will analyze and respond to such requests appropriately. Our approach often produces unique tax credit opportunities that may be overlooked by traditional accounting firms. When disputes arise, we vigorously defend your tax positions and will appeal to whatever level is economically necessary. No matter where you are in the audit process, it is never too early – or too late – to request our assistance.


Our sales tax audit representation services include:

  • Sales tax audit and appeals representation
  • Managed audits

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Client Accounting

MCG provides a variety of controller and bookkeeping services across many industry sectors including manufacturing, distribution, information technology and venture capital.


Our client accounting services include:

  • Outsourced accounting support
  • Financial statement preparation
  • Accounting data file and software setup
  • General ledger accounting
  • Account reconciliation
  • Accounts receivable and accounts payable management
  • Payroll and sales tax reporting
  • Accounting process consultation

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Our Consulting Services Partners


Business Advisory

MCG provides business process improvement, process documentation, fraud investigation, financial and operational budgeting and financial systems consulting to large public corporations, young entrepreneurial ventures, law firms, financial services entities and everyone in between, all throughout the country.

The MCG Business Advisory Services team aids Chief Executive Officers, Chief Financial Officers and Finance Directors in the strategic transformation of finance functions by creating substantial actionable insight for the executive team and ensuring that finance adds value to operations throughout the business organization.


Our business advisory services include:

  • Revenue cycle and cash acceleration
  • Finance function strategy
  • Interim and fractional financial management
  • Financial planning and analysis
  • Performance reporting
  • Organization design and optimization
  • IPO preparation and SEC reporting
  • Corporate accounting remediation
  • Audit preparation

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Our Consulting Services Partners


Strategy and Management Consulting

MCG has a dedicated team of strategy consultants with experience from the “big three” management consulting firms (e.g. McKinsey, Boston Consulting Group, Bain). Offering this level of talent and experience is a true differentiator in the lower-middle market advisory space. The services we offer are relevant to both PE investors as well as operating companies:

Services for PE Investors

  • Market and commercial diligence                      (Quality of Strategy)
  • Voice of Customer research (VOC)
  • Secret shopper and consumer survey research
  • 100-day plan development & execution support
  • Deep-dive competitive analysis

Services for Portfolio & Operating Companies

  • Organic growth strategy development
  • Acquisition strategy development & target company identification
  • Operational efficiency analysis and improvement
  • Supplier consolidation and cost reduction
  • Profitability analysis & pricing optimization

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Our Consulting Services Partners


Transaction and Capital Advisory

Capital and transaction planning are critical elements in the business world and often go hand in hand. Capital is needed for various reasons including start up, expansion, restructuring, recapitalization, business cycle downturns, etc. Obtaining capital is often a complex process that can take place in many forms including senior debt, sub debt, preferred equity, warrants, etc. The type of capital will have a material effect on ongoing founder ownership and control. Additionally, the structure of a transaction impacts the tax consequences of the ongoing enterprise and the ultimate exit. We focus on structuring a transaction in such a way to mitigate current federal and state taxation, as well as minimize taxes upon an exit event.

In addition to having excellent sources of capital, we provide critical services related to raising capital and evaluating transactions.


Our transaction and capital advisory services include:

  • Buy side/sell side quality of earnings analysis
  • Working capital analysis
  • Tax structuring
  • Margin analysis
  • Data room preparation
  • Post-transaction financial integration
  • Analysis of capital alternatives

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Our Consulting Services Partners




Our Valuation Services practice provides business valuation services to companies or individuals that want to ascertain the value of their business for corporate planning, financial reporting or tax purposes.  We provide valuations for gift and estate tax planning purposes under ownership structures such as Limited Liability Corporations and Family Limited Partnerships. MCG’s Valuation Services group provides valuations related to change in control transactions, including purchase price allocations, goodwill impairment testing and the valuation of intangible assets.


Our valuation services include:

  • Portfolio company valuation
  • Employee stock ownership plan (ESOP) updates
  • Start-up company and 409A analysis
  • Estate and gift tax planning
  • Purchase price allocation
  • Goodwill impairment testing
  • Intangible assets and intellectual property valuation
  • Marital dissolution and shareholder dispute support

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Our Consulting Services Partners


Investment Fund Administration

The Investment Fund Administration practice provides full fund administration services including accounting and investor relations, fund performance reporting, middle and back office accounting, and general consulting for investment firms.  Our practice functions as a seamless extension of your team, reducing the administrative burden of accounting and reporting requirements placed on capital allocators.  With MCG as the investment fund administrator, general partners are able to stay focused on deploying capital and building new investor relationships.  Our experienced team utilizes institutional-level technology platforms to help funds scale operations efficiently, while providing enhanced reporting and transparency to investors and key stakeholders.  We have a deep understanding of the capital lifecycle, from fundraising through wind down, and will be a trusted financial partner throughout the life of the fund.


Our investment fund administration services include:


  • Fund accounting and financial reporting
  • Capital call and distribution management
  • Coordination of audit and tax return processes
  • Treasury services
  • Investor relations
  • Interim CFO services during fundraising periods
  • Management company reporting
  • Cash flow management
  • Best practice consultation
  • Financial and administrative analysis
  • Waterfall and complex fee remediation consulting

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Our Consulting Services Partners