Access the financial expertise your company needs to thrive.

Alex Duhon is very professional and proficient. She reviewed our policies, accessed the needs of the staff and management, and improved Accounting processes. Alex served as a mentor to me, and we overall had a wonderful experience with her.

Kathy Morris has worked with HexaTech for the past 13 years as a fractional CFO.  Even though she worked part time over the years, she has always been a critical member of our management team, and a key contributor to HexaTech’s success. Kathy is dependable, responsive, extremely knowledgeable in all facets of accounting and finance, and most of all has been a pleasure to work with. When we were acquired by Stanley Electric in 2020, Kathy was our point person for all of the due diligence that was required.  I can honestly say that without Kathy, this acquisition probably would not have happened.  When we were asked by Stanley to hire a full time Accounting Manager, Kathy led the search, identified a great candidate which we hired, and then trained that individual to ensure a seamless transition.  I would strongly recommend Kathy to any company looking for a part time CFO.  Thank you to Rankin McKenzie for supporting HexaTech from its inception through its acquisition. Your support for the past 16 years has been critical to our success!

Robert McKenzie, our former Rankin McKenzie part-time CFO, became an essential member of our management team. Not only was he able to learn our industry quickly, he made improvements across multiple departments, increased efficiencies and helped us expand and grow to new heights. Our RM CFO was a true leader in our company, Majestic Marble and Glass, for six years.

I have had the opportunity to work closely with Kim, and she has been outstanding in every respect. She has an exceptional command of financial data and a deep understanding of performance, budgeting, and operational efficiency. Kim consistently analyzes complex information, identifies opportunities, and implements strategies that directly improve profitability.

Through her work, she has played a key role in transforming my companies into more profitable, well-run operations. She is detail-oriented, dependable, and highly strategic, while also being collaborative and easy to work with across teams.

Kim is someone I trust with critical financial and operational matters. Her persistence, insight, and commitment have made her an invaluable partner, and she is now a top priority in my business. I would confidently recommend her to any organization seeking a knowledgeable, driven, and results-oriented professional.

What a tremendous asset our Rankin McKenzie Partner has been to our firm. Our consulting engineering firm is over 46 years old but had never had a true financial professional on staff and so the fractional CFO fit our needs perfectly. Our Partner spent a great deal of time and effort in the beginning to understand every aspect of our business, not just the financial data. His goal was clearly to make sure his input was customized to our firm. With this background, he helped us create metrics and KPIs to understand both what our current financial health was and what trends in the data showed us about the future. This is information we never had before, and it has helped us reinforce our culture of personal responsibility and accountability. With his help and guidance, we have been able to grow our firm’s revenue by more than 35% over the last two years with significant increases in profitability, and we have increased our staff by 20%, all during a global pandemic! We now exceed the top performers in our industry in almost every measurable financial metric.

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.

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.

Firebird Sign Company was launched in 2024 as a startup signage business, backed by a veteran team—but we lacked a senior financial officer. After researching the value of a fractional CFO and receiving a glowing recommendation from one of Mike’s former clients, I reached out to Rankin McKenzie specifically with the hope of working with Mike.

The onboarding process exceeded expectations. Mike very attentively sought to understand our needs and ensured he could dedicate the right amount of time and attention. Since partnering with him, Mike has successfully led our QuickBooks Online implementation and played a critical role in launching and integrating our new ERP system.

Mike is a true coaching professional who brings out the best in those around him. He represents Firebird with professionalism and precision in interactions with our private equity sponsor and has been instrumental in our first-year success. His local network has also been a major asset—connecting us with tax partners and helping us explore line-of-credit opportunities with local banks.

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.

While operating a company experiencing significant growth the past 2 years, we recognized the need for financial expertise to confirm and assist with our daily decisions. Rankin McKenzie has a fantastic reputation, and we felt lucky to have this resource available here in the Triangle market. Through our vetting process it became obvious that RM was a good fit. We appreciated the selection process used to determine which person would be assigned to our account and could not be happier having our Rankin McKenzie Partner as our fractional CFO. Our Partner adapted to our company culture quickly and is doing a great job managing and mentoring our staff. In the past few months, our Partner has provided us with solid insight as well as created financial tools and resources to help us make better business decisions. For any small business that is transitioning to a mid-size structure, I would highly recommend RM.