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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.

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!

Beth is a fantastic partner! She is extremely responsive, intentional, and trustworthy. I refer clients to her because I know that she will be a valuable resource for them, even if the immediate opportunity is not a fit. She is a joy to work with!

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.

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.

We engaged Debbie in January 2024 for high-level Accounting and Consulting services due to turnover in our Accounting Department and outdated financial practices. Our goal was to stabilize the company by addressing these evident financial shortcomings.

Debbie’s energy and detailed approach was evident from the start, as she undertook a forensic audit of our overall finances, records, and practices and identified deficiencies and key avenues for improvement. She recommended changes, including restating the 2023 Profit and Loss Statement, implementing new Budget Procedures, and adapting QuickBooks for Payroll, Accounts Receivable, and Payables. These changes have been crucial to stabilizing our financials.

Debbie has proven to be an invaluable resource with her organized, detailed approach and positive, can-do attitude. She offers clear, measured counsel and remains calm even in difficult situations. Her strong accounting background and ability to simplify complex solutions make her a trusted advisor and a tremendous asset to our company.

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.

Following the departure of a previous consultant, Alex took over the roll of DHIC’s Finance/HR Consultant and was able to step in and sort through everything on her own in order to keep us functioning without any down time.  Alex is thoughtful in her approach and thorough in her research of systems and processes.  She is easy to work with, and I trust and respect the input she provides in our Finance/HR area.  We look forward to our continued relationship with Alex as a trusted business partner.

I will want to hire Steve as my CFO in every company I ever lead! I value his deep financial and business expertise which includes working with startups like ours. I leaned on him for his experience in complex funding and legal transactions. He was an integral part of our recent successful transaction with Truist. His focus on the details, process discipline and getting things done right were so needed in our company when we started.

These last 2.5 years have been a roller coaster of exciting highs and scary lows. Steve was always the voice of calm and reason. His team and his peers like and respect him. He guided us through those troubling times with an unwavering commitment and work ethic. We could not have done it without him!

I have great appreciation, admiration, and gratitude for the excellent work that my RM Partner, Todd Ackman did for our company as our fractional CFO. We had some changes in Q3 and therefore had some complex financial operations that needed to be handled. Todd calmly prioritized critical tasks and through this succeeded in ensuring that there were zero interruptions to our business despite having no prior knowledge of our finances or operations and despite the fact that these had never been rigorously documented. Throughout his time working with us, Todd has been calm, professional, and above all, exceedingly competent. I was very quickly able to trust him to handle complex and business-critical matters during this period for our company.