Access the financial expertise your company needs to thrive.

Our trusted Fractional CFOs help companies solve problems, capitalize on opportunities, and build confidence in their financial health and future.

Reveal Financial
Challenges & Solutions

Gain Cost-Effective
Financial Leadership

Know Your
Finances Are Strong

Why 600+ Private Companies Have Chosen Rankin McKenzie

  • 30+ Partners, each with 15+ years of diverse experience
  • Rapid ramp up for faster time to value
  • Cost-effective alternative to FT hire
  • Flexible durations and in-person/remote availability
  • Quick access to experts at critical moments
  • Friendly, personable finance experts

Our Partners: The Rankin McKenzie Difference

Each year, Rankin McKenzie welcomes only a few select Partners.

We don’t rush our process because our clients’ success requires the best fractional CFOs, each with at least 15 years of relevant experience.

We don’t just look for financial geniuses; we select for personality and leadership skills, ensuring you look forward to collaborating with friendly, personable Partners.

It all adds up to satisfied clients and healthy private company finances.

Discover the right Partner for your business. Schedule a consultation now.

No Matter Your Financial Trajectory, We Can Help.

With a Rankin McKenzie fractional CFO, you gain access to experts who have successfully led private companies like yours through:
  • Financial Leadership / Advice
  • Strategic Financial Planning
  • Cashflow Optimizations
  • Admin Team Leadership
  • Regulatory Compliance
  • Reorganizations
  • CFO Turnover
  • Mergers & Acquisitions
  • Exits

Schedule a consultation now to meet the right fractional CFO for your business.

Financial Expertise When You Need It

Gain high-level financial leadership from seasoned CFOs whose experience empowers them to lead your:

  • Strategic Analysis & Planning
  • Investment & Capital Structure
  • Stakeholder Communication
  • Leadership & Decision-Making

Backfill a CFO vacancy or bring on a cost-effective interim expert with one of our trusted CFO Partners.

Schedule a consultation and we’ll pair you with the ideal Partner.

Our Clients Trust Us to Bring Results

Rankin McKenzie has served over 600 clients

Success Stories from Satisfied Clients

Tim came on board our company at a critical time; we were wrapping up two acquisitions and kicking off a second fundraising round, and he hit the ground running. He was instrumental in helping us clean up our books and accounting processes and helped give us visibility into the KPIs that mattered most. Additionally, he helped create the financial growth model which we used in our fundraise, and he helped us successfully navigate the departure of our controller and led the process to find her replacement. Tim is a very talented CFO and the consummate professional. I highly recommend him!

Daniel Hudspeth, CEO

My DocPlus

CEO

Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

Vijay Agarwal, CEO

Alpheus Medical

CEO

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.

Marlene Heymer, Director

JDavis and Procurement Management, LLC

Director

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!

Kirsten Sharpe, Global Accounts Director

The rAVe Agency

Global Accounts Director

Jaye has been an invaluable and impactful resource for us. Although she stepped in to support us during a staff transition period, she was able to quickly get up to speed with current systems, processes, and procedures and provided trustworthy and skilled support. While the new Finance and HR director acclimated, she helped maintain all the financial functions and meet important deadlines. She reviewed our existing structures and policies and has stayed on to implement changes and provide guidance and insightful feedback. She has a great grasp and able to articulate big picture needs and goals while being willing to get in the weeds, doing anything she can to support. She cares about her clients and goes above and beyond to help them succeed. She’s a pleasure to work with, and I am grateful for her partnership and mentorship.

Jennifer Beichner, HR and Finance Director

StepUp Ministry

HR and Finance Director

I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings.  Andrew brings an ability to assess where an organization is currently situated, both financially and operationally, and the perspective of where the organization needs to improve in order to scale for growth.  He has demonstrated a solid ability to build strong teams while also being willing to roll-up his sleeves to get the work out.  I have greatly appreciated his knack for addressing potential challenges early and with well-researched solutions.  He has also demonstrated a high-level of stress tolerance and imparts a sense of calm to those around him.

John Stewart, Managing Partner

Forvis

Managing Partner

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.

Melissa Phillippi, CEO & Co-Founder

WorkDove

CEO & Co-Founder

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.

Ken Moore, Former CEO

Anfield Inc.

Former CEO

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.

Krysti Zeiger, President

Branz Technologies Inc

President

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.

lacey

Lacey Dean, Senior Manager- Accounting and Human Resources

Nuvoda

Senior Manager- Accounting and Human Resources

How It Works

3 Steps to Financial Clarity

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

1

Schedule a consultation with a Managing Partner, identifying your needs and goals.

2

Get matched with a trusted CFO to address your challenges and identify opportunities.

3

Gain clarity and confidence in your company’s finances, unlocking growth potential.

Take the first step. Schedule a consultation with Managing Partner, Beth Mullaney.

About Rankin McKenzie

Rankin McKenzie is a trusted partner to private companies, providing quality, cost-effective CFOs across every industry.

Available on-site in the Triangle region of North Carolina or remotely otherwise, our Partners’ flexible commitment durations and part-time/interim availability gives you the right-sized access to financial leadership.

Whether you’re navigating an exit, an acquisition, a downturn, or the loss of a CFO, we’ve helped companies just like yours identify their challenges and execute solutions that bring real results and value.

If your private company could benefit from the high-level leadership of a CFO, set up a consultation with Beth Mullaney, Managing Partner, and meet the right Partner.

FAQs

Private companies’ unique needs require the specialized expertise of CFOs whose experience can turn any financial challenge or opportunity into an optimal outcome.

Rankin McKenzie’s experienced CFOs give private companies cost-effective access to top financial experts, helping them navigate exits, acquisitions, downturns, restructuring, or CFO churn with ease and confidence.

Having served over 600 clients, we know what it takes to bring stability and profitability to private companies, no matter their industry or current financial health.

Rankin McKenzie sets itself apart by operating as a cohesive team of full-time Partners rather than a loose network of independent consultants.

We prioritize matching CFOs to clients based on executive team dynamics, personalities, and company culture, not solely financial needs and experience. 

Lastly, the tenure of our Partners and the average length of our client engagements is unparalleled in the industry, reflecting our commitment to building lasting, effective partnerships.

Matching you with the right Rankin McKenzie partner begins by discussing your specific needs and goals, plus building an understanding of the personalities on your team.

Once we have an understanding of your requirements, we’ll introduce you to one of our trusted Partners whose experience and expertise are the ideal fit for your company, giving you access to a CFO on your terms.

Rankin McKenzie takes a measured approach to selecting and vetting partners. We discover many new Partners via referrals from existing Partners or actively recruiting top CFOs, each with a minimum of 15 years of experience.

We look for a career history of success, necessary certifications and education, plus conduct personality analyses to ensure they’re a pleasure to work with and have the necessary leadership skills.

Finally, each candidate is interviewed by our Managing Partners with only the top candidates joining us as Partners.

A cost-effective alternative to a full-time hire, as you receive a seasoned CFO for only the time you need.

Once we identify your needs, we’ll pair you with a Partner whose rate best matches your budget—and the skills that match your requirements.

To get pricing tailored to your needs, plus answers to your questions, schedule a consultation now.

Rankin McKenzie serves diverse clients across many industries. Traditionally, we’ve served clients in:

  1. Service Businesses
  2. Medical and Biotech
  3. Technology & SaaS
  4. AgTech
  5. Pharma & CRO
  6. Not for Profit
  7. Construction & Real Estate

However, thanks to the skills and experience of our 30+ Partners, we help private companies in any industry or vertical.

Not ready for a consultation—or need answers now?

Call us at (919) 380-1793.

Schedule Consultation

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