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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.

Steve Carnevale has been an exceptional CFO for Reveal Mobile, demonstrating remarkable expertise and dedication. He successfully completed our financial audit and implemented numerous accounting processes and procedures, significantly enhancing our financial management. Steve’s efforts led to the creation of a robust financial reporting package and a comprehensive multi-year financial forecast. Moreover, he streamlined financial information for the board, ensuring clarity and efficiency in our reporting. His contributions have been invaluable, and he has greatly strengthened our financial operations.

Tom is an amazing CFO who is very consistent, honest, and gives wise counsel.  He has taken on some of the toughest challenges in our businesses and has seen them through to success. Tom was critical to the success of Intelligent Access Systems and a valued member of the senior leadership team.  The company was named on the Inc. 5000 list of the fastest growing US companies for four straight years and won many other awards before it was sold in 2014.  Tom’s contributions to the success of that company were priceless.

When DHIC had a sudden opening for our Controller position, Betty Larose stepped in, took on the role with minimal guidance, and immediately proved how much of a self-starter she is with learning about our industry and nuances of tax credit and bond funding. She also took on some specialized reporting required by our funders, figured out the system on her own, and created a much better method for handling the process.  Betty fits in perfectly as a member of our small finance team of six, always having a pleasant attitude and ready to help in any area we need it.  Her work ethic is exceptional and that, combined with her experience and the quality of her work deliverables, makes Betty the perfect partner for our team.

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. 

Debbie came to us when we needed an outside look at a company’s finances during a turnaround effort, and with cash at a premium, we needed someone to be efficient. My firm lacked visibility into how the company might be struggling, and she brought good clarity to the situation, providing answers quickly. She helped my client’s company find its footing.  With her efficiency and a better understanding of the company’s financial health, she’s since been able to further help with budgeting.  My clients entrusted me to bring in the right professional to assist their finance team, and Debbie was the right fit.  She doesn’t make assumptions and asks great questions as she understands each company is unique. Debbie is not aggressive, threatening, or heavy handed at all; she lets the data speak for itself.  She’s very responsive and approachable.  All these characteristics make her a truly valuable team member.

A valuable asset to Fast Lane is how you would describe our former part-time Controller, Lynne Hicks. Having assisted our accounting department in all aspects of our accounting procedures for over six years, she was always dependable, knowledgeable, and accessible. Fast Lane’s continuous growth and addition of new revenue opportunities in multiple countries equates to the need of a controller who can be available to answer questions at any time throughout the work week as well as coming into our office unexpectedly when problems arise. She was someone we could depend on to guide us in our following of GAAP. Our RM Controller paid great attention to detail, focusing on all issues, whether large or small. The commitment to excellent service to Fast Lane is greatly appreciated and an important component of our company’s success.

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.

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.

Lisa has really helped get our business over the bump. Her experience in owning and operating a small business has been exceptionally valuable to our expansion. She has an excellent ability to understand the needs of the business owner and the direction they want to take their business. She is wonderful while training other employees and helping guide them during the learning process. She has made my life so much easier and can somehow even know what I am going to need before I even need it. I believe we are lucky to have her knowledge and expertise and am grateful to Rankin McKenzie for pairing us together.