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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.

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.

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.

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.

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.

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.

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!

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.   

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.

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.