Access the financial expertise your company needs to thrive.

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 are incredibly grateful for the partnership we’ve had with Rankin McKenzie. Their expertise and support have been invaluable to us throughout our collaboration. In particular, working with Todd has been an absolute pleasure. Over the past few months, his contributions, especially during the due diligence and transition period, have been essential to our success. His professionalism, knowledge, and unwavering dedication made him an indispensable asset to our team. We can’t recommend him and Rankin McKenzie highly enough!

I have great appreciation, admiration, and gratitude for the excellent work that my RM Partner, Todd Ackman did for our company as our fractional CFO. We had some changes in Q3 and therefore had some complex financial operations that needed to be handled. Todd calmly prioritized critical tasks and through this succeeded in ensuring that there were zero interruptions to our business despite having no prior knowledge of our finances or operations and despite the fact that these had never been rigorously documented. Throughout his time working with us, Todd has been calm, professional, and above all, exceedingly competent. I was very quickly able to trust him to handle complex and business-critical matters during this period for our company.

Kathy’s role as our fractional Controller was instrumental during a critical transition period for our CFO. Her adeptness in grasping the nuances of our organization dedicated to early childhood development was remarkable. Not only did she ensure a seamless operational flow, but her strategic insights and recommendations were invaluable, particularly because they came from an objective, external viewpoint. Yet, despite being an outsider, Kathy assimilated effortlessly into our team, becoming an indispensable asset throughout her four-and-a-half-month engagement.

When we first started working with Alex, we had just transitioned out of our fiscal sponsor and were establishing ourselves as an independent nonprofit. She guided us through building and refining our financial systems and processes, creating a foundation that continues to serve us as we’ve grown and our operations have become more complex. Working with her is truly a joy – she’s thoughtful, precise, and deeply committed to understanding the full context of every issue. Her expertise has brought our organization to a level of financial sophistication we could not have reached on our own, and she’s helped us navigate challenges with clarity and confidence. Thanks to her guidance, we had a clean audit in our first year, which speaks volumes about the quality of her work and her impact on our success.

Rich has been a critical part of our success at Susteon.  His integrity, work ethic and attention to detail are exemplary. Not only has he effectively managed the government accounting for multiple DOE and commercial projects, but he has also been a true CFO to guide us with cash flow, future investments and getting us through the Covid-19 downturn.  He has been a great mentor and advisor to me.  He is a pleasure to work with.

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.

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!

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.   

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.