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Alex is reliable, accurate, and knowledgeable about nonprofit financials. MiracleFeet initially hired Alex when we had a transition in finance staff and needed immediate assistance to keep the bills paid and lights on! Alex jumped right in and was quick to learn our systems and processes while also providing great insight and feedback about ways we could improve. At the time, we were in the midst of an accounting software transition, and even though she hadn’t used the new software, she was eager to support us through that transition. Alex was so good that we have kept her on board even after we re-hired, and Alex now provides support on short-term projects as needed.

Kathy Morris has worked with HexaTech for the past 13 years as a fractional CFO.  Even though she worked part time over the years, she has always been a critical member of our management team, and a key contributor to HexaTech’s success. Kathy is dependable, responsive, extremely knowledgeable in all facets of accounting and finance, and most of all has been a pleasure to work with. When we were acquired by Stanley Electric in 2020, Kathy was our point person for all of the due diligence that was required.  I can honestly say that without Kathy, this acquisition probably would not have happened.  When we were asked by Stanley to hire a full time Accounting Manager, Kathy led the search, identified a great candidate which we hired, and then trained that individual to ensure a seamless transition.  I would strongly recommend Kathy to any company looking for a part time CFO.  Thank you to Rankin McKenzie for supporting HexaTech from its inception through its acquisition. Your support for the past 16 years has been critical to our success!

Tim came on board our company at a critical time; we were wrapping up two acquisitions and kicking off a second fundraising round, and he hit the ground running. He was instrumental in helping us clean up our books and accounting processes and helped give us visibility into the KPIs that mattered most. Additionally, he helped create the financial growth model which we used in our fundraise, and he helped us successfully navigate the departure of our controller and led the process to find her replacement. Tim is a very talented CFO and the consummate professional. I highly recommend him!

Over that last 25 years, the executive team at Tyrata has worked together in several different start-up environments, so we have had experience with many other accounting firms and partners during that time.  Frankly, none we have worked with have been of Kathy Huff’s caliber and skill level; she has absolutely distinguished herself among her peers. The two words that would characterize our experience with Kathy would be flexibility and accuracy, both of which are extremely valuable to any small company.  With a limited staff, we have very diverse needs, but Kathy has always been able to fulfil her role quickly and effectively whether it be coordinating valuations, banking, insurance, payroll, taxes, AP/AR, or just routine bookkeeping needs.  Kathy doesn’t hesitate to take advantage of other resources from RM should the need arise, so we are never left without a resource.  Kathy is truly a valued member of our team at Tyrata.

Due to the growth of our firm over many years, we needed to improve numerous processes especially in our accounting/finance department in order to continue our success or I knew we would eventually retract. Our Rankin McKenzie Partner joined us at RKA approximately 4 years ago and brought to us a wealth of experience from various industries which helped to improve not only our accounting/finance team, but they also played a key role on our leadership team. They helped our firm greatly by developing and mentoring our Director of Accounting and Finance, recommended numerous growth strategies for his team, implemented processes to expedite our month-end closing, improved our reporting, started a new budgeting/forecasting process, took an active role as an ex-officio board member, and was also extremely beneficial to me during the acquisition of our firm by a private equity backed company. Our Partner was a steady hand during several difficult situations and provided good guidance which helped me in my decision making. I appreciate everything that our Partner has done not only for me but especially for our firm.

Upon starting our search, we had doubts about our ability to retain a highly competent finance person within our budgetary constraints who could handle maintaining our finances while also strategizing for the future. This made a fractional CFO like Anna a great fit. After interviewing Anna, we felt very comfortable that she had the right skills and temperament for the role. 

Anna is an experienced professional who has provided financial expertise and guidance to our company, while enabling us to get the right systems and processes in place to manage the daily requirements for finance and for reporting to investors. Anna has also done an excellent job of training people who are not finance professionals to handle the “everyday” work, which has greatly improved our efficiency as a company and enabled us to leverage Anna for higher-order needs. 

Most importantly, Anna has become a trusted advisor for the company – especially when managing complex decisions or new frontiers that the company has no experience with. When making these decisions, you can tell Anna really cares about the company and does everything in her power to fight for its success – which is critical in an early-stage business. 

I am not sure how we would have managed our finance function over the past few years without Anna, especially reporting, tax, and audit. Furthermore, Anna has had a lasting impact on several of our employees through mentorship and education. We are very grateful for her service to the company. 

I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide.  We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies.  John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place.  We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.

We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made.  On a more personal note, the entire team feels that Betty and John are a great addition to our work family.

Kim is a tremendous asset to Disruptive Process Solutions.  She’s allowed myself and the rest of our team to stay focused on what we do best – technical solutions for food and beverage manufacturing.  Since working with Kim, she’s helped define and tune our accounting system setup to ensure we have visibility into our company’s financial strengths and weaknesses so we can find ways to improve our bottom line.  Part of this effort was helping us establish proper client on-boarding and workflows to ensure we’re properly leveraging our software.  From a legal perspective, she assisted in connecting and implementing with legal and benefit improvements.  She’s assisted us and provided great foresight into the benefits of different corporate structures and state filings.  She also assisted us with implementing benefits for our company by finding a benefit provider as well as selecting the right coverage for our company.

For over a decade, the consortium we were part of managed its finances internally. After bringing Todd on board, we realized there were missed opportunities we hadn’t noticed before. Thanks to Todd’s hands-on management, not only have we stopped losing money, but our returns have also improved significantly. It’s a huge relief knowing that someone with such diverse experience is handling things. Looking back, my only regret is that we didn’t make this change sooner.