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Jamie Wilkerson joined Spiffy as Interim CFO during one of the most challenging periods in our company’s history. At the time, we faced limited cash reserves, cash flow negative operations, strained vendor relationships, and a team uncertain about the future.

Jamie immediately stepped in as a true team player—bringing optimism, shrewd execution, and clear communication both internally and externally. Under her leadership, we executed over $10 million in annual cost savings across all major lines of the P&L, built and deployed a new financial reporting system that provided accurate cash contribution insights across 50+ internal sub-P&Ls, and successfully raised more than $13 million in new capital.

Her impact was transformative. Jamie combines strong financial acumen with pragmatic leadership, and she consistently demonstrated sound judgment and integrity throughout her tenure. She was excellent in all regards, and I highly recommend her for any CFO role.

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.

We had zero doubt when we met with Justin the first time that he was the right person to help out, but what we didn’t know was just how big of an impact he was going to have.

Justin has been a huge help in getting a big mess fixed. When Justin got here, we thought we were pretty good on our accounting side and just needed him to help prepare for a SBA loan. However, after a few days of him being here, we realized there was so much that we had not done: organizing our sales, fixing pay plans, correcting taxes, and helping us for growth. Saying that Justin just came in here to help with accounting would be an understatement. After guidance from Justin on the structure of the company, I feel extremely confident knowing that moving forward we are much more prepared for growth and how to retain more of the income.

He’s always there even when he’s not at the office to help with a question or a problem; he’s gone way above and beyond what we expected. We really feel like he’s part of the company and not just some accounting nerd who comes in to crunch numbers. I would highly recommend Justin.

Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great uncertainty to profitability and growth.  Tasked with navigating large operational, customer, and employee complexities, along with multiple investor groups, he quickly uncovered and solved some of our most challenging problems in a high-pressure environment. Tim was the missing link we didn’t know we needed – greatly exceeding our expectations and expanding the definition of a strategic CFO. He will be our go-to partner in the future.

I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

Debbie came to us when we needed an outside look at a company’s finances during a turnaround effort, and with cash at a premium, we needed someone to be efficient. My firm lacked visibility into how the company might be struggling, and she brought good clarity to the situation, providing answers quickly. She helped my client’s company find its footing.  With her efficiency and a better understanding of the company’s financial health, she’s since been able to further help with budgeting.  My clients entrusted me to bring in the right professional to assist their finance team, and Debbie was the right fit.  She doesn’t make assumptions and asks great questions as she understands each company is unique. Debbie is not aggressive, threatening, or heavy handed at all; she lets the data speak for itself.  She’s very responsive and approachable.  All these characteristics make her a truly valuable team member.

Lisa has really helped get our business over the bump. Her experience in owning and operating a small business has been exceptionally valuable to our expansion. She has an excellent ability to understand the needs of the business owner and the direction they want to take their business. She is wonderful while training other employees and helping guide them during the learning process. She has made my life so much easier and can somehow even know what I am going to need before I even need it. I believe we are lucky to have her knowledge and expertise and am grateful to Rankin McKenzie for pairing us together.

Upon starting our search, we had doubts about our ability to retain a highly competent finance person within our budgetary constraints who could handle maintaining our finances while also strategizing for the future. This made a fractional CFO like Anna a great fit. After interviewing Anna, we felt very comfortable that she had the right skills and temperament for the role. 

Anna is an experienced professional who has provided financial expertise and guidance to our company, while enabling us to get the right systems and processes in place to manage the daily requirements for finance and for reporting to investors. Anna has also done an excellent job of training people who are not finance professionals to handle the “everyday” work, which has greatly improved our efficiency as a company and enabled us to leverage Anna for higher-order needs. 

Most importantly, Anna has become a trusted advisor for the company – especially when managing complex decisions or new frontiers that the company has no experience with. When making these decisions, you can tell Anna really cares about the company and does everything in her power to fight for its success – which is critical in an early-stage business. 

I am not sure how we would have managed our finance function over the past few years without Anna, especially reporting, tax, and audit. Furthermore, Anna has had a lasting impact on several of our employees through mentorship and education. We are very grateful for her service to the company. 

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.

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.