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Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great uncertainty to profitability and growth.  Tasked with navigating large operational, customer, and employee complexities, along with multiple investor groups, he quickly uncovered and solved some of our most challenging problems in a high-pressure environment. Tim was the missing link we didn’t know we needed – greatly exceeding our expectations and expanding the definition of a strategic CFO. He will be our go-to partner in the future.

Our Rankin McKenzie Controller, Jaye McDermott,  went above and beyond on this assignment.  She inherited a challenging accounting department with some infrastructure and staff issues and proceeded to jump right into a due diligence process.  She deserves tremendous credit for stabilizing and positioning the company for acquisition and now for further success.

We engaged Debbie in January 2024 for high-level Accounting and Consulting services due to turnover in our Accounting Department and outdated financial practices. Our goal was to stabilize the company by addressing these evident financial shortcomings.

Debbie’s energy and detailed approach was evident from the start, as she undertook a forensic audit of our overall finances, records, and practices and identified deficiencies and key avenues for improvement. She recommended changes, including restating the 2023 Profit and Loss Statement, implementing new Budget Procedures, and adapting QuickBooks for Payroll, Accounts Receivable, and Payables. These changes have been crucial to stabilizing our financials.

Debbie has proven to be an invaluable resource with her organized, detailed approach and positive, can-do attitude. She offers clear, measured counsel and remains calm even in difficult situations. Her strong accounting background and ability to simplify complex solutions make her a trusted advisor and a tremendous asset to our company.

Our company has been experiencing many changes and our RM Partner, Steve Weiner has helped us navigate these waters with grace. His flexibility and availability has been invaluable, and we always feel like a priority. It has been exciting working on the Cycle Labs launch with him, and we are looking forward to continuing our work with Steve post-launch.

We have had an outstanding experience working with Tom Mense and Rankin McKenzie.  One of the things that I was most impressed with in working with Tom is his ability to help in a variety of ways.  From executive level consultation, to implementing accounting processes, to actual “in the books” controller duties – Tom can do it all.  He works well with every personality and exudes a high level of emotional intelligence.  He is very flexible with his schedule and works hard to accommodate schedules for everyone on the team.  Tom also delivers feedback in a way that is professional and supportive.  He does a great job of identifying areas of improvement and is fully engaged in creating solutions and implementing positive changes.  Above all, Tom worked diligently to make sure we were in great hands before his consultation period was completed.  Not only did he assist with the hiring process of team members within our financial dept., but he also went above and beyond to make sure those individuals received great training and support.  I highly recommend Tom’s services and am very grateful that we had the opportunity to learn from him.

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. 

During the past three years of working with Larry, his strategic guidance has been invaluable to our company, and he has positioned us for continued growth.  For example, Larry created a detailed ROI analysis of all of our services, which helped us become more profitable. In addition, he completed financial models to assist us with capital equipment purchases. 

Larry is always eager to help and support us, even when he’s not in the office.  Larry’s professionalism, strong business acumen, experience and connections in the financial community combined with his integrity, work ethic and attention to detail make him an outstanding partner. I am grateful to be able to work with him.

Tom is an amazing CFO who is very consistent, honest, and gives wise counsel.  He has taken on some of the toughest challenges in our businesses and has seen them through to success. Tom was critical to the success of Intelligent Access Systems and a valued member of the senior leadership team.  The company was named on the Inc. 5000 list of the fastest growing US companies for four straight years and won many other awards before it was sold in 2014.  Tom’s contributions to the success of that company were priceless.

When DHIC had a sudden opening for our Controller position, Betty Larose stepped in, took on the role with minimal guidance, and immediately proved how much of a self-starter she is with learning about our industry and nuances of tax credit and bond funding. She also took on some specialized reporting required by our funders, figured out the system on her own, and created a much better method for handling the process.  Betty fits in perfectly as a member of our small finance team of six, always having a pleasant attitude and ready to help in any area we need it.  Her work ethic is exceptional and that, combined with her experience and the quality of her work deliverables, makes Betty the perfect partner for our team.

Beth is an excellent resource in the business community with her people and networking skills. She knows how to skillfully pitch so to make the biggest impact for all parties involved. She has high ethics and gains the trust and confidence of her peers and coworkers. She is a high-level performer and a valuable asset.