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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.

Following the departure of a previous consultant, Alex took over the roll of DHIC’s Finance/HR Consultant and was able to step in and sort through everything on her own in order to keep us functioning without any down time.  Alex is thoughtful in her approach and thorough in her research of systems and processes.  She is easy to work with, and I trust and respect the input she provides in our Finance/HR area.  We look forward to our continued relationship with Alex as a trusted business partner.

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in January 2024 for high-level Accounting and Consulting services due to turnover in our Accounting Department and outdated financial practices.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.

Lisa has really helped get our business over the bump. Her experience in owning and operating a small business has been exceptionally valuable to our expansion. She has an excellent ability to understand the needs of the business owner and the direction they want to take their business. She is wonderful while training other employees and helping guide them during the learning process. She has made my life so much easier and can somehow even know what I am going to need before I even need it. I believe we are lucky to have her knowledge and expertise and am grateful to Rankin McKenzie for pairing us together.

Our Rankin McKenzie Partner has been a rock during this global pandemic. Whether it was building multiple versions of budgets or finding us a banking partner to acquire a PPP loan and low-interest loans, he always stayed focused and managed his task load. His insights and budgeting led us through the hardest six months of our nine year history. Our Partner and the entire team at Rankin McKenzie have an incredible company filled with dedicated professionals.

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!

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.   

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!

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.

Beth Mullaney is thoughtful in utilizing her network to benefit others. In the end, she can listen, identify and find a solution to a problem. Regardless of whether they be short or long term solutions, she is engaged throughout the process to ensure that everyone is happy with the outcome and that there will be a true benefit to the client. She is strategic, highlights her team, and has successfully grown the service offerings along with becoming a partner in the organization. She is a visionary that can take on implementation and execution. I am glad Beth is part of my network and someone I respect for guidance.