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Working with Anna as our fractional CFO has been awesome. Joining our team in 2020 during a challenging transition, Anna came in and did wonders to tidy up our accounting department. She’s not just a financial whiz but also a great support for our sales team, helping with forecasts and projections. Every chat with Anna is delightful – she’s clear, strategic, encouraging, and wonderfully kind. Plus, she does a bunch of behind-the-scenes stuff that keeps our day-to-day running smoothly. Anna’s a crucial part of our team, and we couldn’t do what we do without her!

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!

We have had an outstanding experience working with Tom Mense and Rankin McKenzie.  One of the things that I was most impressed with in working with Tom is his ability to help in a variety of ways.  From executive level consultation, to implementing accounting processes, to actual “in the books” controller duties – Tom can do it all.  He works well with every personality and exudes a high level of emotional intelligence.  He is very flexible with his schedule and works hard to accommodate schedules for everyone on the team.  Tom also delivers feedback in a way that is professional and supportive.  He does a great job of identifying areas of improvement and is fully engaged in creating solutions and implementing positive changes.  Above all, Tom worked diligently to make sure we were in great hands before his consultation period was completed.  Not only did he assist with the hiring process of team members within our financial dept., but he also went above and beyond to make sure those individuals received great training and support.  I highly recommend Tom’s services and am very grateful that we had the opportunity to learn from him.

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.

During the past three years of working with Larry, his strategic guidance has been invaluable to our company, and he has positioned us for continued growth.  For example, Larry created a detailed ROI analysis of all of our services, which helped us become more profitable. In addition, he completed financial models to assist us with capital equipment purchases. 

Larry is always eager to help and support us, even when he’s not in the office.  Larry’s professionalism, strong business acumen, experience and connections in the financial community combined with his integrity, work ethic and attention to detail make him an outstanding partner. I am grateful to be able to work with him.

Beth is an excellent resource in the business community with her people and networking skills. She knows how to skillfully pitch so to make the biggest impact for all parties involved. She has high ethics and gains the trust and confidence of her peers and coworkers. She is a high-level performer and a valuable asset.

We had the pleasure of working with Bethany Hong from Rankin McKenzie, and she was an exceptional asset to our team. Bethany quickly mastered our software, conducted thorough financial analyses, and significantly improved our overall performance. Her professionalism, friendliness, and seamless integration into our team were outstanding. Although her contract was short-term, Bethany made a lasting positive impact. We highly recommend Bethany and the excellent services provided by Rankin McKenzie.

From the moment Angela joined our team, her impact has been both collaborative and transformative. Working closely with me, she has implemented efficient workflows for accounts payable, accounts receivable, budgeting, and reporting. She has developed and documented formal procedures for recurring financial tasks, ensuring both consistency and compliance across the department.

Angela has been instrumental in building realistic, strategic budgets that align with firm-wide objectives and in enhancing our ability to track and manage key performance indicators. Her efforts have resulted in faster processes, more strategic budgeting, and stronger, more insightful reporting.

In addition to her process improvements, Angela has led targeted training sessions for the finance team, equipping staff with the tools and knowledge to work with accuracy and confidence. She is consistently proactive in offering assistance and mentoring others on the team, helping each person leverage their strengths to contribute more effectively.

Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

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.