Access the financial expertise your company needs to thrive.

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.

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in January 2024 for high-level Accounting and Consulting services due to turnover in our Accounting Department and outdated financial practices.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

I hired Angie in the midst of a significant growth period and was in need of a self starter, and that’s what we got with Angie. I had no reservations regarding hiring her and was impressed by her enthusiasm for her work.  She was an excellent business partner, and I had the utmost trust in her as her leader as she was privy to all customer communication.  Overall, I most remember her attention to detail and financial acumen.  I was so disappointed when our contract with Angie ended as ultimately it required me to staff two distinct roles to replace Angie’s work.

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.

Beth is a fantastic partner! She is extremely responsive, intentional, and trustworthy. I refer clients to her because I know that she will be a valuable resource for them, even if the immediate opportunity is not a fit. She is a joy to work with!

By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert’s performance, he became a critical member of our management team and the company. Rankin McKenzie was a long-term member of our executive team and proved to be essential in helping our business develop and grow.

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.

Mike has been a pleasure to work with and has brought lots of great ideas to our growing company. His laid-back personality blends well with our team. What I appreciate most about Mike is his willingness to teach and ensure that everyone understands the “why” behind what we’re doing.

Our Rankin McKenzie Partner brought expertise to us on Day 1 and started immediately digging into the details. He helped us establish better accounting practices in a scalable way that supports our growth goals. Most importantly for us has been his flexibility with scheduling to work around our needs.

I have had the opportunity to work closely with Kim, and she has been outstanding in every respect. She has an exceptional command of financial data and a deep understanding of performance, budgeting, and operational efficiency. Kim consistently analyzes complex information, identifies opportunities, and implements strategies that directly improve profitability.

Through her work, she has played a key role in transforming my companies into more profitable, well-run operations. She is detail-oriented, dependable, and highly strategic, while also being collaborative and easy to work with across teams.

Kim is someone I trust with critical financial and operational matters. Her persistence, insight, and commitment have made her an invaluable partner, and she is now a top priority in my business. I would confidently recommend her to any organization seeking a knowledgeable, driven, and results-oriented professional.