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We had the pleasure of working with Bethany Hong over the past 9 months, and her exceptional service and expertise made a significant impact on our company. Bethany provided valuable insights that improved our financial health, conducted thorough analyses of project profitability, and enhanced our financial systems for greater accuracy and efficiency. She identified opportunities for revenue growth and played a crucial role in preparing and presenting our financial statements, ensuring accuracy and clarity. Her ability to blend technical expertise with a genuine commitment to our success, along with outstanding leadership and communication skills, fostered a collaborative environment and proactive approach. Overall, Bethany exceeded our expectations, and we highly recommend her services to any company seeking a top-tier fractional CFO.

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!

Kim Robinson provided all our accounting and financial needs including the creation of the monthly management accounts. She was a great person to have in the company, very much part of the team. She is a very detailed and accurate accountant and at the same time a very positive person. If ever the opportunity arose, I would have no hesitation in employing her again.

Alex has been a great resource and a pleasure to work with. She was diligent and meticulous. INDA benefited from a resource that provided regular backup to our existing staff as well as lead business processes and IT improvements in the finance area. Her level of effort was so appreciated, and I truly hope I have the opportunity to work with Alex in the future.

Huge thanks to Beth for an incredibly timely introduction. The team she connected us with brought exactly the expertise we needed and jumped in right away to help get our project back on track.

It’s clear that Beth has cultivated a powerful network of knowledgeable, responsive, and collaborative professionals. We’re truly grateful for the support!

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.

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 have found a valuable asset to add to our team, our Rankin McKenzie Partner. Like many businesses, our financial situation is unique to our business. He jumped right in to learn how our business operates to get a full understanding of our current financial picture and future financial needs. Our Partner has assisted with cash flow forecasting to ease the challenges that come with a seasonal business. He’s been instrumental in assisting with new software integration and restructuring our chart of accounts to easily pull financial data. Gaining access to this data is a game changer for our business. Our RM Partner is personable, genuine, honest, and works hard to make himself available to us. I’ve learned so much from him in the short time that he’s been working with us.  I’m excited to continue working with him to better the business.

Angie has been so impactful since day one. Before she joined the team, we had poor record-keeping, many historical mistakes in our financials, and an audit around the corner. Angie completely cleaned up our financials and standardized our monthly reporting and presentation to the Board of Directors. We just completed the audit process ahead of schedule thanks to Angie’s leadership and guidance. I cannot say enough about the positive impact Angie has had on our organization, and I look forward to continuing to work with her as we continue to grow.

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.