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Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide.  We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies.  John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place.  We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.

We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made.  On a more personal note, the entire team feels that Betty and John are a great addition to our work family.

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.

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. 

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.

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.

Due to the growth of our firm over many years, we needed to improve numerous processes especially in our accounting/finance department in order to continue our success or I knew we would eventually retract. Our Rankin McKenzie Partner joined us at RKA approximately 4 years ago and brought to us a wealth of experience from various industries which helped to improve not only our accounting/finance team, but they also played a key role on our leadership team. They helped our firm greatly by developing and mentoring our Director of Accounting and Finance, recommended numerous growth strategies for his team, implemented processes to expedite our month-end closing, improved our reporting, started a new budgeting/forecasting process, took an active role as an ex-officio board member, and was also extremely beneficial to me during the acquisition of our firm by a private equity backed company. Our Partner was a steady hand during several difficult situations and provided good guidance which helped me in my decision making. I appreciate everything that our Partner has done not only for me but especially for our firm.

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.

We had the pleasure of working with Bethany Hong over the past 9 months, and her exceptional service and expertise made a significant impact on our company. Bethany provided valuable insights that improved our financial health, conducted thorough analyses of project profitability, and enhanced our financial systems for greater accuracy and efficiency. She identified opportunities for revenue growth and played a crucial role in preparing and presenting our financial statements, ensuring accuracy and clarity. Her ability to blend technical expertise with a genuine commitment to our success, along with outstanding leadership and communication skills, fostered a collaborative environment and proactive approach. Overall, Bethany exceeded our expectations, and we highly recommend her services to any company seeking a top-tier fractional CFO.

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.

As a fast-growing professional service firm, we were transitioning a very experienced controller into the CFO role. We needed someone who could bridge the gap as we sought a new controller and also serve as a mentor to our new CFO. Our Rankin McKenzie Partner was a perfect match. He collaborated with us on an appropriate scope of work to meet our goals and successfully assisted us through this transition period. Our Partner was a true partner and made a positive difference for our organization.