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When DHIC had a sudden opening for our Controller position, Betty Larose stepped in, took on the role with minimal guidance, and immediately proved how much of a self-starter she is with learning about our industry and nuances of tax credit and bond funding. She also took on some specialized reporting required by our funders, figured out the system on her own, and created a much better method for handling the process.  Betty fits in perfectly as a member of our small finance team of six, always having a pleasant attitude and ready to help in any area we need it.  Her work ethic is exceptional and that, combined with her experience and the quality of her work deliverables, makes Betty the perfect partner for our team.

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.

What drew us to Rankin and McKenzie was the ability to onboard talent like Phil Sandy in a fractional model. As a small business owner, it is always challenging to time and deploy capital effectively for new hires, particularly those in overhead positions. The fractional model allowed us to interview and select a CFO well-versed in our industry, challenges, and financial model and ultimately swing way above our weight class.

When we chose Phil, we knew he would step in and drive improvements and process changes in our back office and finance department. What we didn’t expect was his ability to drive transformational changes across the entire business, even when outside the natural purview of a CFO. His impact has been immense and we know there is still untapped potential in the relationship that we intend to explore in the coming years.

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.

Alex Duhon is very professional and proficient. She reviewed our policies, accessed the needs of the staff and management, and improved Accounting processes. Alex served as a mentor to me, and we overall had a wonderful experience with her.

When the company moved responsibility for accounting from a venture fund into the company, Kim took over as acting CFO, and we never had a problem with accounting after that.  We never had to worry about whether reports or tasks were going to be completed on time or with good quality.  Overall, Kim was quite pleasant to work with as well as serious about making sure the accounting in the business was being done correctly.

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.

Jaye has made my life so much easier.  Prior to coming in, I was trying to do the job of multiple people.  She has taken so much off my plate, and I couldn’t be more grateful.  She is very good at explaining to everyone exactly what she needs.  We have a pretty tricky accounting system that we struggle to use.  While I can tell it’s frustrating, she powers on and continues to successfully get the information she needs out of it.  She has gotten our books straightened out and got us doing things we were never doing before.  I appreciate her every day and am so glad we decided to go with Rankin McKenzie.  Jaye is the perfect person for our business.

The short answer is that our part-time Controller, Denise Huska, was the best “consultant” I’ve ever had the pleasure to work with. First and foremost, she’s extremely smart. A person doesn’t need to work with her very long to realize that. Her consistently positive attitude is contagious. It didn’t matter if things were going well or if we were struggling a bit, she always radiated the feeling that everything will be just fine. We always felt that we were, to borrow a phrase, “in good hands”. And we always were. Our RM Controller fit in extremely well with our staff. She is instantly likable and always did her best to minimize interruptions to employees’ time. She’s very organized and always came to meetings well-prepared. Working with her always felt more like a personal, friend-to-friend type of relationship than simply a business one. To summarize, her top-notch business and interpersonal skills are second to none, and I’ve learned a great deal from her on both fronts. She does excellent work and is truly a pleasure to work with. Paragon is in a much sounder financial position now as a direct result of her efforts.

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.