Access the financial expertise your company needs to thrive.

Our company has been experiencing many changes and our RM Partner, Steve Weiner has helped us navigate these waters with grace. His flexibility and availability has been invaluable, and we always feel like a priority. It has been exciting working on the Cycle Labs launch with him, and we are looking forward to continuing our work with Steve post-launch.

We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates.  Having Andrew Graham join MyCovia as our part-time CFO was an easy decision.  We appreciated how professional Andrew is as he’s very responsive and stays on track with tasks.  As a result, the work he’s done will allow our business leaders and finance team to better monitor trends and budget to actuals going forward.  Overall, Andrew is great to work with and super easy going.

We were extremely satisfied with Kim and her work. She settled in quickly and accomplished a great deal. The added bonus was that she quickly assimilated into our team and everyone enjoyed her presence. We were very pleased with the arrangement and will call your firm again should the need arise.

When our original CFO could no longer continue with us, we found ourselves in the middle of complex acquisition discussions and in urgent need of an experienced financial partner. We needed someone who could not only step in quickly but also dig into five years’ worth of transactions and financial planning to help guide us through a critical transition.

Andrew Graham did exactly that—and more. He dove into our financials with clarity and confidence, quickly getting up to speed and helping us make sense of a complicated situation. Acquisitions and due diligence are inherently stressful, but Andrew’s steady leadership and insight made the process far more manageable. He was a trusted partner every step of the way.

Thanks to Andrew’s support, we successfully sold the company. His contributions were instrumental, and we’re incredibly grateful for his expertise and dedication.

NCEPS completed a state employment audit and passed with flying colors thanks to Jaye McDermott, our Rankin McKenzie part-time Controller. In fact, the auditors’ visit was very short as she was so impressed with our books and records. We have been very pleased with our RM resource and feel like she is an integral part of our team. We have enjoyed her support and look forward to a continued strong relationship.

When I joined AgBiome Innovations as the commercial director in 2013, Andrew was already on board as the CFO.  He proved to be a valuable asset in numerous ways during the next 6 years that I worked with him. He has excellent communication skills; always used clear concise messaging to my group regarding budgeting and financial requirements and results. Andrew is very knowledgeable of the financial reporting requirements for startups, and his interest in our business was very useful.  Andrew also assisted my team on a product and company acquisitions effort, as well as a multiple equity funding rounds.  My team was very comfortable in working with Andrew and had a tremendous amount of respect for him. Finally, Andrew makes people feel very comfortable in work situations which in turn makes them want to help him in any way possible.

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.

Alex has been crucial to our success and immense growth as an organization.  With Alex’s exceptional knowledge of non-profit organizations and professionalism, we did not hesitate to hire her to help us grow as a company like no one had before.  Alex is conscientious, fair, and diligent.  She has moved us from cash to accrual accounting, assisted in training staff, supported the development of detailed budgets and financial statements, participated in several hirings, and has helped us increase the timeliness of our reporting. 

 

Tom’s expertise and thoughtful approach was key to driving our growth and professionalizing our organization. He helped us think about our business in ways we hadn’t previously and unlocked areas of investment we hadn’t contemplated. Further, Tom’s caring and professional approach has enabled us to navigate difficult choices with confidence and clarity. During our 5+ years of working with Tom, he has not only been a great advisor and CFO but has also grown into a professional friend as well.

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.