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

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.

Jason R. Ziegler, President/CEO

MacGregor Partners, LLC

President/CEO

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

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

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.

Ben McGraw, CEO & Chairman

TheraVida

CEO & Chairman

Steve Carnevale has been an exceptional CFO for Reveal Mobile, demonstrating remarkable expertise and dedication. He successfully completed our financial audit and implemented numerous accounting processes and procedures, significantly enhancing our financial management. Steve’s efforts led to the creation of a robust financial reporting package and a comprehensive multi-year financial forecast. Moreover, he streamlined financial information for the board, ensuring clarity and efficiency in our reporting. His contributions have been invaluable, and he has greatly strengthened our financial operations.

Brian Handly, CEO

Reveal Mobile

CEO

I have worked with John in different companies over the last 20 years and would eagerly do so again. I have worked with other Chief Financial Officers, but John is the cream of the crop when it comes to being a true partner to the functions of human resources and employee engagement. He understands the power of leveraging employee engagement to advance the business and improve the bottom line. For more than two decades, John has been my trusted partner with whom I could analyze issues, deliberate options and then create solutions while maintaining our commitments to stakeholders, including our employees.

In addition to being an exceptional partner, John has been a outstanding mentor to me. John not only provides the answer but will also provide the explanation that has allowed me to grow in my understanding of financial and accounting principles. While this has been personally rewarding, it has also allowed me to bring better ideas forward to benefit the company. John makes the people around him better.

amanda mancuso

Amanda Mancuso, Chief of Staff

Ribogenics

Chief of Staff

Though we were not ready to hire a full-time CFO, we sure were glad to have the assistance of Alex Duhon every week. Alex served as CFOH’s part-time controller, keeping the numbers in line so we could continue to fly kids. We loved having her as part of our crew!

Staci Barfield, Former Executive Director

Children’s Flight of Hope

Former Executive Director

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.   

Scott Goudy, President

MedThink

President

Robert McKenzie, our former Rankin McKenzie part-time CFO, became an essential member of our management team. Not only was he able to learn our industry quickly, he made improvements across multiple departments, increased efficiencies and helped us expand and grow to new heights. Our RM CFO was a true leader in our company, Majestic Marble and Glass, for six years.

Danny

Danny Cox, Former President

Majestic Marble and Glass Co.

Former President

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.

Gary Kirk, Former CEO

Paragon Application Systems

Former CEO

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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