Videos – Demonstrating Value in Critical Moments: Fidel Baca’s Story

Demonstrating Value in Critical Moments: Fidel Baca’s Story

I’m Fidel Baca. I’m the chief marketing officer and one of the cofounders with Exponent HR in Dallas. Exponent provides what we call a human capital management platform and that human capital platform management enables an organization to better manage their employees, control costs, scale infrastructure, engage their employees.

We first met the folks at MCG when we were in a prior business and we started with Tom (Montgomery), but then we immediately met Jeanette (Musacchio) and Matt (Coscia) and Paul (Greilich) and James (Lyngholm) and a number of other partners there, Karen (Soefje) the other Matt Groves. What we found was that Tom shared a very, very common approach to Exponent. That approach was identifying people that you can build a relationship with, through that relationship, uncovering what their business challenges were and coming up with solutions for those people. Because of that, we probably share 50 to 100 clients with them today.

One of the biggest values that MCG brings to a firm like ours is their ability to actually address so many issues. A client may come to us because they’re preparing for a transaction, they may have a tax issue, they may have an audit issue, they may have an ERISA issue, they may need somebody to come in and provide some fractional accounting services for them. MCG offers all those things. They have the broadest spectrum of services available from a regional accounting firm and that brings real value to our clients when we introduce them.

We had a miscommunication coming from our side and MCG, because of their strong relationship, heard some of the noise on the back side, was able to come back around us and help us understand where we might have been falling a little bit short on that particular service issue. It enabled us to go back, in a very upfront way, rectify the issue, communicate with the client and in the end that actually helped us save the client which was not only critical for our business but also critical for the relationship with MCG.

If I had to say why is our satisfaction level so high with MCG after 15 years of working with them in this industry, it really is because they value the same things we value in clients and markets and the relationship. If I pick up the phone and call anybody over at MCG, I’m going to receive a response that says, “how can we help?” That’s what we’ve been looking for in partners. That partnership relationship with MCG goes well beyond just the clients we serve and the revenue we generate.

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Why MCG?

Why MCG?

Montgomery Coscia Greilich LLP
Dallas | Fort Worth | Austin
2500 Dallas Parkway, Suite 300
Plano, TX 75093
(972) 748-0300
info@mcggroup.com

     

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