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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.

Working with Anna as our fractional CFO has been awesome. Joining our team in 2020 during a challenging transition, Anna came in and did wonders to tidy up our accounting department. She’s not just a financial whiz but also a great support for our sales team, helping with forecasts and projections. Every chat with Anna is delightful – she’s clear, strategic, encouraging, and wonderfully kind. Plus, she does a bunch of behind-the-scenes stuff that keeps our day-to-day running smoothly. Anna’s a crucial part of our team, and we couldn’t do what we do without her!

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.

Our experience has been amazing with Anna.  As a small, but growing, tech startup, using a fractional resource from Rankin McKenzie was a perfect fit for our size company.  After hearing Anna’s heart and past experience, I didn’t hesitate to hire her.  She truly listens, advises, and delivers on-time, quality work.  As a female leader, I personally appreciate working with another female advisor that treats me as equal and does not talk down to me.  Anna was able to help us “grow up” with our financial reporting, including switching over to GAAP reporting and assisting with the budgeting and planning processes.  With Anna’s help, our company is positioned for continued and sustained growth.

I cannot recommend Bethany Hong highly enough – she is highly-skilled, hard-working and good-natured.  Bethany really came through in a pinch for us when we were trying to clear some thorny 280G issues in a fast-moving acquisition for a start-up technology client that had never previously even prepared financial statements.  Bethany immediately gained the trust of the client and worked directly with him to resolve all the issues prior to closing.  We and, more importantly, our client are very grateful to Bethany for the great work she did to help us navigate the tricky 280G landscape in order to successfully conclude the pending acquisition on time.  We would welcome the opportunity to work with Bethany again in a heartbeat!

Our Rankin McKenzie Partner joined our organization in September of 2023. Wake Radiology had never had a CFO before and the rapid growth of our organization over the last 5 years had outstripped the capacity of our accounting team. We asked them to reorganize and build out our finance team while at the same time “teaching” the whole company what a CFO could do. Along the way they helped us find several key administrative personnel, helped solve a few politically delicate compensation problems and helped lead some key negotiations with our hospital partners. We now have a much stronger financial team infrastructure and are better positioned to take advantage of future opportunities.

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. 

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.

The entire population of Personify and I have sincerely enjoyed working with Todd Ackman.  He has been instrumental in transforming our Finance Department to not only control costs but to also add strategic capability for better decision-making at the C-Suite level.  His professionalism, knowledge, experience, and vast connections have proven invaluable, and what we thought would be a position to help us for a few months has turned into a lifelong partnership. The entire organization enjoys working with Todd, and our CEO referred to the Finance Department as the “coolest Finance Team” he’s ever encountered.  Not only is Todd strategic and knowledgeable, but he is fun, down to earth, and engaging as he navigates his work with professionalism. We couldn’t have made a better decision than hiring Todd as our fractional CFO.

I am honored to offer a testimonial regarding our Rankin McKenzie Partner’s outstanding service to the Institute for Medical Research. Our Partner came to our organization at a time of tremendous upheaval, comprising C-Suite turnover, massive growth and accounting and HR software transitions. He provided rock-solid advice and financial oversight throughout the staff and leadership changes, flexing admirably around each person’s needs. Our Partner helped me (the Interim CEO) grasp the major business components and cash flow challenges quickly and accurately. He was direct, honest and professional in his dealings with the staff, sponsors and Board, and we all relied on him for his foresight and analyses. It was an honor to serve with our RM Partner on behalf of North Carolina Veterans.