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We had zero doubt when we met with Justin the first time that he was the right person to help out, but what we didn’t know was just how big of an impact he was going to have.

Justin has been a huge help in getting a big mess fixed. When Justin got here, we thought we were pretty good on our accounting side and just needed him to help prepare for a SBA loan. However, after a few days of him being here, we realized there was so much that we had not done: organizing our sales, fixing pay plans, correcting taxes, and helping us for growth. Saying that Justin just came in here to help with accounting would be an understatement. After guidance from Justin on the structure of the company, I feel extremely confident knowing that moving forward we are much more prepared for growth and how to retain more of the income.

He’s always there even when he’s not at the office to help with a question or a problem; he’s gone way above and beyond what we expected. We really feel like he’s part of the company and not just some accounting nerd who comes in to crunch numbers. I would highly recommend Justin.

Tim came on board our company at a critical time; we were wrapping up two acquisitions and kicking off a second fundraising round, and he hit the ground running. He was instrumental in helping us clean up our books and accounting processes and helped give us visibility into the KPIs that mattered most. Additionally, he helped create the financial growth model which we used in our fundraise, and he helped us successfully navigate the departure of our controller and led the process to find her replacement. Tim is a very talented CFO and the consummate professional. I highly recommend him!

Our Rankin McKenzie Partner brought expertise to us on Day 1 and started immediately digging into the details. He helped us establish better accounting practices in a scalable way that supports our growth goals. Most importantly for us has been his flexibility with scheduling to work around our needs.

I cannot recommend Bethany Hong highly enough – she is highly-skilled, hard-working and good-natured.  Bethany really came through in a pinch for us when we were trying to clear some thorny 280G issues in a fast-moving acquisition for a start-up technology client that had never previously even prepared financial statements.  Bethany immediately gained the trust of the client and worked directly with him to resolve all the issues prior to closing.  We and, more importantly, our client are very grateful to Bethany for the great work she did to help us navigate the tricky 280G landscape in order to successfully conclude the pending acquisition on time.  We would welcome the opportunity to work with Bethany again in a heartbeat!

Due to an unexpected medical situation, our CFO was going to miss 2 to 6 weeks of work – with little ability to communicate with us at all.  We contacted Rankin McKenzie and within a couple of days met with Angie, and she felt like a perfect fit.  She spent a few days with our CFO and quickly got up to speed.  It was a great comfort having her take over the day to day finances for a couple of months until our CFO was able to return to work full-time.

The entire population of Personify and I have sincerely enjoyed working with Todd Ackman.  He has been instrumental in transforming our Finance Department to not only control costs but to also add strategic capability for better decision-making at the C-Suite level.  His professionalism, knowledge, experience, and vast connections have proven invaluable, and what we thought would be a position to help us for a few months has turned into a lifelong partnership. The entire organization enjoys working with Todd, and our CEO referred to the Finance Department as the “coolest Finance Team” he’s ever encountered.  Not only is Todd strategic and knowledgeable, but he is fun, down to earth, and engaging as he navigates his work with professionalism. We couldn’t have made a better decision than hiring Todd as our fractional CFO.

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.

Scott Farms had the pleasure of working with our Rankin McKenzie Partner as our CFO for over four years. Our Partner helped us with the restructuring of our finances and improved our cash. He helped us develop tools for reporting for our company financials, KPIs and cash flow which helped us to not just be in the best compliance possible but also helped us understand what happened and what was in front of us clearly. Mainly, our RM Partner cared about us in a personal and professional manner and mentored and challenged us to be even better. This relationship not only worked wonderfully but we have become close professional friends.

I have really appreciated the expertise and professionalism Kathy Huff brings as we operate the company, especially under the many challenges we have faced in the last year. Her tutelage of our administrative lead has also provided her with the professional development opportunities she deserves.

In addition to all this, I was so impressed with the awesome effort Kathy put in on our behalf regarding PPP, we truly could not have done this without her. Kathy is a valued member of our team.

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.