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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!

While operating a company experiencing significant growth the past 2 years, we recognized the need for financial expertise to confirm and assist with our daily decisions. Rankin McKenzie has a fantastic reputation, and we felt lucky to have this resource available here in the Triangle market. Through our vetting process it became obvious that RM was a good fit. We appreciated the selection process used to determine which person would be assigned to our account and could not be happier having our Rankin McKenzie Partner as our fractional CFO. Our Partner adapted to our company culture quickly and is doing a great job managing and mentoring our staff. In the past few months, our Partner has provided us with solid insight as well as created financial tools and resources to help us make better business decisions. For any small business that is transitioning to a mid-size structure, I would highly recommend RM.

We had the pleasure of working with Bethany Hong from Rankin McKenzie, and she was an exceptional asset to our team. Bethany quickly mastered our software, conducted thorough financial analyses, and significantly improved our overall performance. Her professionalism, friendliness, and seamless integration into our team were outstanding. Although her contract was short-term, Bethany made a lasting positive impact. We highly recommend Bethany and the excellent services provided by Rankin McKenzie.

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.

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.

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.

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.

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.

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.

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.