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From the moment Angela joined our team, her impact has been both collaborative and transformative. Working closely with me, she has implemented efficient workflows for accounts payable, accounts receivable, budgeting, and reporting. She has developed and documented formal procedures for recurring financial tasks, ensuring both consistency and compliance across the department.

Angela has been instrumental in building realistic, strategic budgets that align with firm-wide objectives and in enhancing our ability to track and manage key performance indicators. Her efforts have resulted in faster processes, more strategic budgeting, and stronger, more insightful reporting.

In addition to her process improvements, Angela has led targeted training sessions for the finance team, equipping staff with the tools and knowledge to work with accuracy and confidence. She is consistently proactive in offering assistance and mentoring others on the team, helping each person leverage their strengths to contribute more effectively.

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.

Beth is a fantastic partner! She is extremely responsive, intentional, and trustworthy. I refer clients to her because I know that she will be a valuable resource for them, even if the immediate opportunity is not a fit. She is a joy to work with!

Jamie Wilkerson joined Spiffy as Interim CFO during one of the most challenging periods in our company’s history. At the time, we faced limited cash reserves, cash flow negative operations, strained vendor relationships, and a team uncertain about the future.

Jamie immediately stepped in as a true team player—bringing optimism, shrewd execution, and clear communication both internally and externally. Under her leadership, we executed over $10 million in annual cost savings across all major lines of the P&L, built and deployed a new financial reporting system that provided accurate cash contribution insights across 50+ internal sub-P&Ls, and successfully raised more than $13 million in new capital.

Her impact was transformative. Jamie combines strong financial acumen with pragmatic leadership, and she consistently demonstrated sound judgment and integrity throughout her tenure. She was excellent in all regards, and I highly recommend her for any CFO role.

Jeff is a true professional whom I trust and respect.  He draws from his vast and diverse experience to find practical and actionable solutions.  While serving as our CFO, Jeff built strong relationships throughout the company and became a trusted strategic advisor to the leadership team.  He took the financial function at MedThink to the next level, quickly identified KPIs and developed models to measure them, as well as supported the company through a successful M&A process.  I thoroughly enjoyed working with Jeff.   

By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert’s performance, he became a critical member of our management team and the company. Rankin McKenzie was a long-term member of our executive team and proved to be essential in helping our business develop and grow.

We hired Kim right before we switched from QuickBooks online to NetSuite. With her guidance, we were able to make the right decisions and setup NetSuite in the most efficient way. In addition, she implemented a closing process for our accounting team, which enables us to get financials ready in a timely manner. We love her honest feedback and suggestions to make our accounting team more efficient. She understands our business!

I want to praise our experience working with Beth Mullaney.  She was very thorough and communicative from the beginning and took the time to fully understand our needs before recommending our contractual CFO Tom to support our company.  Overall, we have had an outstanding experience working with Rankin McKenzie.

Tim has truly been a transformative force for our business. He is so much more than a finance partner, as he has also been an invaluable resource, mentor, and thought and strategic partner dedicated to our success. Tim stepped into extremely challenging and difficult times – post-acquisition with a high amount of change and volatility.

His keen attention to detail and experience has helped me navigate through complex business and financial decisions. In times of uncertainty, Tim provided steady guidance, with strategic financial planning that have positioned us for growth. Beyond the numbers, Tim has demonstrated an unwavering commitment to our success by aligning financial strategies with a unique team fit and overarching business goals. His personalized approach distinguishes Tim as a true and invaluble partner.

Engaging Tim is the best decision I’ve made stepping in as a new CEO.

Kathy began serving as Biospatial’s fractional CFO during our first year in business in 2017. After working with Kathy for 5+ years now, I believe the decision to contract Kathy was one of the best decisions we have made since founding. The success of a business hinges on successful execution in all parts of the business. Kathy has successfully managed all of our activities related to AR/AP, accounting, taxes, employee benefits, banking, and cash management, including helping us to navigate periods where cash was lean. Kathy is always responsive, thorough, and efficient. She is easy to work with and enjoys to have fun and laugh. It would be tough to find a fractional CFO who delivers a higher value than Kathy continues to deliver for Biospatial.