In their own words — what it’s like to work with a Rankin McKenzie CFO or Controller.
“After COVID, our restaurant, brewery, and event businesses were facing a lot of challenges, and I knew I needed better financial information to understand what was working, what wasn't, and where we needed to make changes.…”
Read full story →Nick Hawthorne-Johnson, PartnerCast Iron Group
After COVID, our restaurant, brewery, and event businesses were facing a lot of challenges, and I knew I needed better financial information to understand what was working, what wasn't, and where we needed to make changes. Christie came in, took a close look at our accounting and financial processes, and helped us see where things could be improved. She gave us practical recommendations to make our reporting more useful, speed up processes, put better checks and balances in place, and reduce costs. She also helped us review our banking and tax service providers, which ended up saving us money and improving how things were being handled.
The biggest value Christie brought was helping us move from knowing we had problems to actually making the changes needed to fix them. She started by helping us look at different options for our accounting and finance needs, including whether it made sense to outsource. Having the costs, pros, and cons laid out clearly gave us confidence that we were making the right decision for our business.
Once we had a plan in place, she guided us through a significant change within our finance team. She helped us find the right person for the role, develop a transition plan, manage the handoff of responsibilities, and make sure critical information was transferred properly. What could have been a very difficult and disruptive process ended up being far smoother because of her leadership and support. I would recommend Christie to any business owner who wants a trusted advisor to help bring order and clarity to their business.
“Ray Szafranski has become an invaluable extension of our leadership team. He learned our business remarkably quickly and consistently provides timely, insightful financial analysis that helps us make better strategic decisions.…”
Read full story →Gary Kolbeck, PresidentLincoln Technology Solutions
Ray Szafranski has become an invaluable extension of our leadership team. He learned our business remarkably quickly and consistently provides timely, insightful financial analysis that helps us make better strategic decisions.
One of Ray's most impactful contributions has been developing a comprehensive five-year financial model that gives us greater visibility and confidence in our long-term planning. He also provides meaningful insight into our budgets and forecasts, helping identify areas that require additional focus and enabling more informed decision-making.
Beyond his technical expertise, Ray has been an outstanding mentor to our finance team, helping team members grow professionally and prepare for the next stages of their careers. His deep knowledge of international business structures, tax strategy, and compliance has been especially valuable as we navigate complex cross-border considerations. He brings a practical, solutions-oriented approach that helps us remain compliant while thoughtfully minimizing tax exposure for both the company and its owners.
Ray combines exceptional financial expertise with a collaborative, people-focused approach, making him a trusted advisor and an integral part of our leadership team. I highly recommend him to any organization seeking a strategic financial partner who delivers both technical excellence and practical business insight.
“We engaged Robert when we needed deeper financial insight and experienced guidance to move our business forward. A fractional CFO proved to be exactly the right fit.
From the outset, Robert took the time to understand our…”
Read full story →Scott Alexander, Co-Founder & Head of Strategy and OperationsCustom Patch Hats
We engaged Robert when we needed deeper financial insight and experienced guidance to move our business forward. A fractional CFO proved to be exactly the right fit.
From the outset, Robert took the time to understand our business and quickly made an impact. His thoughtful, deliberate approach led to clear, actionable recommendations, and he became a trusted member of our leadership team, contributing well beyond the finance function. His experience and insight shone throughout the engagement.
Most importantly, Robert helped us uncover a significant hidden issue in our financial health and guided us toward a path forward—something we will always be grateful for. He also developed our first-ever budget, immediately improving decision-making and increasing visibility into potential risks. Bringing on our Rankin McKenzie partner was an absolute game-changer for us.
“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.…”
Read full story →Andy Renfrow, President/CEOThe Renfrow Group
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.
“When we first started working with Alex, we had just transitioned out of our fiscal sponsor and were establishing ourselves as an independent nonprofit. She guided us through building and refining our financial systems and…”
Read full story →McKensey Smith, Deputy DirectorAbortion Coalition for Telemedicine
When we first started working with Alex, we had just transitioned out of our fiscal sponsor and were establishing ourselves as an independent nonprofit. She guided us through building and refining our financial systems and processes, creating a foundation that continues to serve us as we’ve grown and our operations have become more complex. Working with her is truly a joy - she’s thoughtful, precise, and deeply committed to understanding the full context of every issue. Her expertise has brought our organization to a level of financial sophistication we could not have reached on our own, and she’s helped us navigate challenges with clarity and confidence. Thanks to her guidance, we had a clean audit in our first year, which speaks volumes about the quality of her work and her impact on our success.
“Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business…”
Read full story →Tony Atti, CEOPhononic
Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.
“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…”
Read full story →Karl Murphy, CEO & FounderGet Spiffy
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.
“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…”
Read full story →Essence Nicholson, Director of AccountingBrownlee Whitlow & Praet
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.
“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…”
Read full story →Paul Della Maggiora, CEOAvallano
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.
“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…”
Read full story →Lee Dawson, PresidentFirebird Sign Company
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.
“Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great…”
Read full story →DJ King, PartnerAltitude Ventures
Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great uncertainty to profitability and growth. Tasked with navigating large operational, customer, and employee complexities, along with multiple investor groups, he quickly uncovered and solved some of our most challenging problems in a high-pressure environment. Tim was the missing link we didn’t know we needed - greatly exceeding our expectations and expanding the definition of a strategic CFO. He will be our go-to partner in the future.
“We are incredibly grateful for the partnership we've had with Rankin McKenzie. Their expertise and support have been invaluable to us throughout our collaboration. In particular, working with Todd has been an absolute pleasure.…”
Read full story →Ashlee Bauman, Co-ownerGrand Entrance Group
We are incredibly grateful for the partnership we've had with Rankin McKenzie. Their expertise and support have been invaluable to us throughout our collaboration. In particular, working with Todd has been an absolute pleasure. Over the past few months, his contributions, especially during the due diligence and transition period, have been essential to our success. His professionalism, knowledge, and unwavering dedication made him an indispensable asset to our team. We can't recommend him and Rankin McKenzie highly enough!
“For over a decade, the consortium we were part of managed its finances internally. After bringing Todd on board, we realized there were missed opportunities we hadn't noticed before. Thanks to Todd's hands-on management, not only…”
Read full story →Bernie Rosauer, PresidentWisconsin Compensation Rating Bureau
For over a decade, the consortium we were part of managed its finances internally. After bringing Todd on board, we realized there were missed opportunities we hadn't noticed before. Thanks to Todd's hands-on management, not only have we stopped losing money, but our returns have also improved significantly. It's a huge relief knowing that someone with such diverse experience is handling things. Looking back, my only regret is that we didn't make this change sooner.
“We brought in Todd to help keep our financial operations afloat as we had several team members leave all at once. He came in and helped stabilize our operations almost immediately while simultaneously helping us to hire…”
Read full story →Andrew Ellerhorst, President and CEOJDXpert
We brought in Todd to help keep our financial operations afloat as we had several team members leave all at once. He came in and helped stabilize our operations almost immediately while simultaneously helping us to hire replacements effectively. Todd positively impacted our finance operations, and we brought him back for a few different projects. Todd helped me feel comfortable about our financials and allowed me to focus more on operations and our customers. I would wholeheartedly work with Todd again and would recommend him highly.
“Our Rankin McKenzie Partner joined our organization in September of 2023. Wake Radiology had never had a CFO before and the rapid growth of our organization over the last 5 years had outstripped the capacity of our accounting…”
Read full story →Dr. Brent Townsend, President & Managing PartnerWake Radiology
Our Rankin McKenzie Partner joined our organization in September of 2023. Wake Radiology had never had a CFO before and the rapid growth of our organization over the last 5 years had outstripped the capacity of our accounting team. We asked them to reorganize and build out our finance team while at the same time “teaching” the whole company what a CFO could do. Along the way they helped us find several key administrative personnel, helped solve a few politically delicate compensation problems and helped lead some key negotiations with our hospital partners. We now have a much stronger financial team infrastructure and are better positioned to take advantage of future opportunities.
“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…”
Read full story →Marlene Heymer, DirectorJDavis and Procurement Management, LLC
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.
“We had the pleasure of working with Bethany Hong over the past 9 months, and her exceptional service and expertise made a significant impact on our company. Bethany provided valuable insights that improved our financial health,…”
Read full story →Don McEnteer, CFOJDavis Architects
We had the pleasure of working with Bethany Hong over the past 9 months, and her exceptional service and expertise made a significant impact on our company. Bethany provided valuable insights that improved our financial health, conducted thorough analyses of project profitability, and enhanced our financial systems for greater accuracy and efficiency. She identified opportunities for revenue growth and played a crucial role in preparing and presenting our financial statements, ensuring accuracy and clarity. Her ability to blend technical expertise with a genuine commitment to our success, along with outstanding leadership and communication skills, fostered a collaborative environment and proactive approach. Overall, Bethany exceeded our expectations, and we highly recommend her services to any company seeking a top-tier fractional CFO.
“I am honored to offer a testimonial regarding our Rankin McKenzie Partner’s outstanding service to the Institute for Medical Research. Our Partner came to our organization at a time of tremendous upheaval, comprising C-Suite…”
Read full story →Michele Packard-Milam, Advisor to the Executive Director/CEOInstitute for Medical Research
I am honored to offer a testimonial regarding our Rankin McKenzie Partner’s outstanding service to the Institute for Medical Research. Our Partner came to our organization at a time of tremendous upheaval, comprising C-Suite turnover, massive growth and accounting and HR software transitions. He provided rock-solid advice and financial oversight throughout the staff and leadership changes, flexing admirably around each person’s needs. Our Partner helped me (the Interim CEO) grasp the major business components and cash flow challenges quickly and accurately. He was direct, honest and professional in his dealings with the staff, sponsors and Board, and we all relied on him for his foresight and analyses. It was an honor to serve with our RM Partner on behalf of North Carolina Veterans.
“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,…”
Read full story →Brian Handly, CEOReveal Mobile
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.
“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…”
Read full story →Krysti Zeiger, OwnerBranz Technologies Inc
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.
“Kathy's role as our fractional Controller was instrumental during a critical transition period for our CFO. Her adeptness in grasping the nuances of our organization dedicated to early childhood development was remarkable. Not…”
Read full story →Amy Cubbage, PresidentThe North Carolina Partnership for Children
Kathy's role as our fractional Controller was instrumental during a critical transition period for our CFO. Her adeptness in grasping the nuances of our organization dedicated to early childhood development was remarkable. Not only did she ensure a seamless operational flow, but her strategic insights and recommendations were invaluable, particularly because they came from an objective, external viewpoint. Yet, despite being an outsider, Kathy assimilated effortlessly into our team, becoming an indispensable asset throughout her four-and-a-half-month engagement.
“Jaye has been an invaluable and impactful resource for us. Although she stepped in to support us during a staff transition period, she was able to quickly get up to speed with current systems, processes, and procedures and…”
Read full story →Jennifer Beichner, HR and Finance DirectorStepUp Ministry
Jaye has been an invaluable and impactful resource for us. Although she stepped in to support us during a staff transition period, she was able to quickly get up to speed with current systems, processes, and procedures and provided trustworthy and skilled support. While the new Finance and HR director acclimated, she helped maintain all the financial functions and meet important deadlines. She reviewed our existing structures and policies and has stayed on to implement changes and provide guidance and insightful feedback. She has a great grasp and able to articulate big picture needs and goals while being willing to get in the weeds, doing anything she can to support. She cares about her clients and goes above and beyond to help them succeed. She's a pleasure to work with, and I am grateful for her partnership and mentorship.
“When the company moved responsibility for accounting from a venture fund into the company, Kim took over as acting CFO, and we never had a problem with accounting after that. We never had to worry about whether reports or tasks…”
Read full story →Ben McGraw, CEO & ChairmanTheraVida
When the company moved responsibility for accounting from a venture fund into the company, Kim took over as acting CFO, and we never had a problem with accounting after that. We never had to worry about whether reports or tasks were going to be completed on time or with good quality. Overall, Kim was quite pleasant to work with as well as serious about making sure the accounting in the business was being done correctly.
“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…”
Read full story →Eric Larson, CEO and Lead Organizational DetectiveThe ORG Detectives
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.
“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…”
Read full story →Kirsten Sharpe, Global Accounts DirectorThe rAVe Agency
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!
“Tim has truly been a transformative force for our business. He is so much more than a finance partner, as he has also been an invaluable resource, mentor, and thought and strategic partner dedicated to our success. Tim stepped…”
Read full story →Adriana Garcia Ceja, CEOElderTree
Tim has truly been a transformative force for our business. He is so much more than a finance partner, as he has also been an invaluable resource, mentor, and thought and strategic partner dedicated to our success. Tim stepped into extremely challenging and difficult times - post-acquisition with a high amount of change and volatility.
His keen attention to detail and experience has helped me navigate through complex business and financial decisions. In times of uncertainty, Tim provided steady guidance, with strategic financial planning that have positioned us for growth. Beyond the numbers, Tim has demonstrated an unwavering commitment to our success by aligning financial strategies with a unique team fit and overarching business goals. His personalized approach distinguishes Tim as a true and invaluble partner.
Engaging Tim is the best decision I've made stepping in as a new CEO.
“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…”
Read full story →John Fogg, AttorneyRobinson Bradshaw
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!
“Angie has been so impactful since day one. Before she joined the team, we had poor record-keeping, many historical mistakes in our financials, and an audit around the corner. Angie completely cleaned up our financials and…”
Read full story →Jenny Marler, Executive DirectorLocal Start Dental
Angie has been so impactful since day one. Before she joined the team, we had poor record-keeping, many historical mistakes in our financials, and an audit around the corner. Angie completely cleaned up our financials and standardized our monthly reporting and presentation to the Board of Directors. We just completed the audit process ahead of schedule thanks to Angie’s leadership and guidance. I cannot say enough about the positive impact Angie has had on our organization, and I look forward to continuing to work with her as we continue to grow.
“As a fast-growing professional service firm, we were transitioning a very experienced controller into the CFO role. We needed someone who could bridge the gap as we sought a new controller and also serve as a mentor to our new…”
Read full story →Jim Canfield, PresidentWithersRavenel
As a fast-growing professional service firm, we were transitioning a very experienced controller into the CFO role. We needed someone who could bridge the gap as we sought a new controller and also serve as a mentor to our new CFO. Our Rankin McKenzie Partner was a perfect match. He collaborated with us on an appropriate scope of work to meet our goals and successfully assisted us through this transition period. Our Partner was a true partner and made a positive difference for our organization.
“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…”
Read full story →Karen Albright, CEO & FounderBodyLase
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.
“I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings. Andrew brings an ability to assess where an…”
Read full story →John Stewart, Managing PartnerForvis
I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings. Andrew brings an ability to assess where an organization is currently situated, both financially and operationally, and the perspective of where the organization needs to improve in order to scale for growth. He has demonstrated a solid ability to build strong teams while also being willing to roll-up his sleeves to get the work out. I have greatly appreciated his knack for addressing potential challenges early and with well-researched solutions. He has also demonstrated a high-level of stress tolerance and imparts a sense of calm to those around him.
“We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates. Having Andrew Graham join MyCovia as our part-time CFO was an easy decision. We appreciated how professional Andrew is…”
Read full story →Caroline Carr, Senior Vice PresidentMyCovia
We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates. Having Andrew Graham join MyCovia as our part-time CFO was an easy decision. We appreciated how professional Andrew is as he's very responsive and stays on track with tasks. As a result, the work he's done will allow our business leaders and finance team to better monitor trends and budget to actuals going forward. Overall, Andrew is great to work with and super easy going.
“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…”
Read full story →Bruce Battle, CEOTrashMasters
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.
“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…”
Read full story →John Rabby, Former PresidentAgBiome
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.
“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…”
Read full story →Ryan Fuller, PresidentDirect Marketing Group
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.
“Jeff is a great partner. He's easy to work with and cares deeply about the people and the business. He's willing to provide financial guidance or roll up his sleeves and do the detailed work.”
View testimonial →Kyle Chenet, CEO410 Medical
Jeff is a great partner. He's easy to work with and cares deeply about the people and the business. He's willing to provide financial guidance or roll up his sleeves and do the detailed work.
“Mike has been a pleasure to work with and has brought lots of great ideas to our growing company. His laid-back personality blends well with our team. What I appreciate most about Mike is his willingness to teach and ensure that…”
Read full story →Lacey Dean, Senior Manager- Accounting and Human ResourcesNuvoda
Mike has been a pleasure to work with and has brought lots of great ideas to our growing company. His laid-back personality blends well with our team. What I appreciate most about Mike is his willingness to teach and ensure that everyone understands the “why” behind what we’re doing.
“I want to praise our experience working with Beth Mullaney. She was very thorough and communicative from the beginning and took the time to fully understand our needs before recommending our contractual CFO Tom to support our…”
Read full story →Tom Daly, Chief Financial OfficerLeoTerra Development Inc.
I want to praise our experience working with Beth Mullaney. She was very thorough and communicative from the beginning and took the time to fully understand our needs before recommending our contractual CFO Tom to support our company. Overall, we have had an outstanding experience working with Rankin McKenzie.
“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…”
Read full story →Jon Daly, Chief Financial OfficerLeoTerra Development Inc.
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.
“Upon starting our search, we had doubts about our ability to retain a highly competent finance person within our budgetary constraints who could handle maintaining our finances while also strategizing for the future. This made a…”
Read full story →Rob Delaney, CEOInfinia ML
Upon starting our search, we had doubts about our ability to retain a highly competent finance person within our budgetary constraints who could handle maintaining our finances while also strategizing for the future. This made a fractional CFO like Anna a great fit. After interviewing Anna, we felt very comfortable that she had the right skills and temperament for the role.
Anna is an experienced professional who has provided financial expertise and guidance to our company, while enabling us to get the right systems and processes in place to manage the daily requirements for finance and for reporting to investors. Anna has also done an excellent job of training people who are not finance professionals to handle the “everyday” work, which has greatly improved our efficiency as a company and enabled us to leverage Anna for higher-order needs.
Most importantly, Anna has become a trusted advisor for the company – especially when managing complex decisions or new frontiers that the company has no experience with. When making these decisions, you can tell Anna really cares about the company and does everything in her power to fight for its success – which is critical in an early-stage business.
I am not sure how we would have managed our finance function over the past few years without Anna, especially reporting, tax, and audit. Furthermore, Anna has had a lasting impact on several of our employees through mentorship and education. We are very grateful for her service to the company.
“I first worked with John for nearly 15 years at my previous company, SCYNEXIS. In fact, John was the first full time finance employee, grew to become the Director of Finance, and helped take the company public in 2014 on the…”
Read full story →Yves Ribeill, Former CEORibogenics
I first worked with John for nearly 15 years at my previous company, SCYNEXIS. In fact, John was the first full time finance employee, grew to become the Director of Finance, and helped take the company public in 2014 on the NASDAQ. Needless to say, it was a great experience for us all, and John was on the team that made it happen.
When I started a new company, Ribogenics, of course it made perfect sense for me to go back to John for Finance. He came the first day, and we were in business!
John is not only a great numbers guy; he also understands the Biotech ecosystem: investors both public and private, shareholders, partners, principal investigators, administrative support and scientists. He communicates easily with Board members and very quickly gained their trust. John also communicates well with scientists that may not have all the financial and operational knowledge required to build and grow a Biotech company. He is also very responsive in the demands of the stakeholders and good at prioritizing his job.
In a matter of 6 months, we put in place a complete team with the facility and raised $7M as seed money. I left the company at the end of 2021, but John stayed on to ensure that the evolution of Ribogenics was well managed.
Overall, when I have my next biotech project, I’m calling John!
“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…”
Read full story →Sharon Lorden, CFO and VP of Finance/AdministrationDHIC
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.
“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…”
Read full story →Sharon Lorden, CFO and VP of Finance/AdministrationDHIC
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.
“I have worked with John in different companies over the last 20 years and would eagerly do so again. I have worked with other Chief Financial Officers, but John is the cream of the crop when it comes to being a true partner to…”
Read full story →Amanda Mancuso, Chief of StaffRibogenics
I have worked with John in different companies over the last 20 years and would eagerly do so again. I have worked with other Chief Financial Officers, but John is the cream of the crop when it comes to being a true partner to the functions of human resources and employee engagement. He understands the power of leveraging employee engagement to advance the business and improve the bottom line. For more than two decades, John has been my trusted partner with whom I could analyze issues, deliberate options and then create solutions while maintaining our commitments to stakeholders, including our employees.
In addition to being an exceptional partner, John has been a outstanding mentor to me. John not only provides the answer but will also provide the explanation that has allowed me to grow in my understanding of financial and accounting principles. While this has been personally rewarding, it has also allowed me to bring better ideas forward to benefit the company. John makes the people around him better.
“I hired Angie in the midst of a significant growth period and was in need of a self starter, and that's what we got with Angie. I had no reservations regarding hiring her and was impressed by her enthusiasm for her work. She was…”
Read full story →Meg Christman, CCOInsightSoftware
I hired Angie in the midst of a significant growth period and was in need of a self starter, and that's what we got with Angie. I had no reservations regarding hiring her and was impressed by her enthusiasm for her work. She was an excellent business partner, and I had the utmost trust in her as her leader as she was privy to all customer communication. Overall, I most remember her attention to detail and financial acumen. I was so disappointed when our contract with Angie ended as ultimately it required me to staff two distinct roles to replace Angie’s work.
“We hired Kim right before we switched from QuickBooks online to NetSuite. With her guidance, we were able to make the right decisions and setup NetSuite in the most efficient way. In addition, she implemented a closing process…”
Read full story →Iris Bowman, Vice President of OperationsCelito.net
We hired Kim right before we switched from QuickBooks online to NetSuite. With her guidance, we were able to make the right decisions and setup NetSuite in the most efficient way. In addition, she implemented a closing process for our accounting team, which enables us to get financials ready in a timely manner. We love her honest feedback and suggestions to make our accounting team more efficient. She understands our business!
“Kim is a tremendous asset to Disruptive Process Solutions. She’s allowed myself and the rest of our team to stay focused on what we do best – technical solutions for food and beverage manufacturing. Since working with Kim,…”
Read full story →Brandon Smith, Director of OperationsDPS Process Solutions
Kim is a tremendous asset to Disruptive Process Solutions. She’s allowed myself and the rest of our team to stay focused on what we do best – technical solutions for food and beverage manufacturing. Since working with Kim, she’s helped define and tune our accounting system setup to ensure we have visibility into our company’s financial strengths and weaknesses so we can find ways to improve our bottom line. Part of this effort was helping us establish proper client on-boarding and workflows to ensure we’re properly leveraging our software. From a legal perspective, she assisted in connecting and implementing with legal and benefit improvements. She’s assisted us and provided great foresight into the benefits of different corporate structures and state filings. She also assisted us with implementing benefits for our company by finding a benefit provider as well as selecting the right coverage for our company.
“Beth Mullaney is thoughtful in utilizing her network to benefit others. In the end, she can listen, identify and find a solution to a problem. Regardless of whether they be short or long term solutions, she is engaged throughout…”
Read full story →April Mills, Client Relationship ExecutiveFox Rothschild LLP
Beth Mullaney is thoughtful in utilizing her network to benefit others. In the end, she can listen, identify and find a solution to a problem. Regardless of whether they be short or long term solutions, she is engaged throughout the process to ensure that everyone is happy with the outcome and that there will be a true benefit to the client. She is strategic, highlights her team, and has successfully grown the service offerings along with becoming a partner in the organization. She is a visionary that can take on implementation and execution. I am glad Beth is part of my network and someone I respect for guidance.
“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…”
Read full story →Lesley H. Wilson, Senior VPCorporate and Institutional Banking at PNC Bank
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!
“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…”
Read full story →Anna Hunter, CFO and PartnerRankin McKenzie
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.
“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…”
Read full story →Elaine Carfley, Head of Operations and Business IntelligencePersonify
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.
“John Griffin possesses a strong business acumen and a calm demeanor. Beginning with my initial interaction with John, he possessed an impressive resume and exuded confidence quickly leading us to hire him. He was instrumental…”
Read full story →Tom Fritsch, Senior Managing DirectorCBRE
John Griffin possesses a strong business acumen and a calm demeanor. Beginning with my initial interaction with John, he possessed an impressive resume and exuded confidence quickly leading us to hire him. He was instrumental in building our accounting function from the ground up while the company was in full operations. He became an integral member of our executive leadership team during a high growth period and provided exceptional support through our recent sale of the company. During the 5+ years he has supported our company, he has proven to be exceptionally valuable and exceeded our expectations.
“Jaye has made my life so much easier. Prior to coming in, I was trying to do the job of multiple people. She has taken so much off my plate, and I couldn’t be more grateful. She is very good at explaining to everyone exactly…”
Read full story →Krysti Zeiger, PresidentBranz Technologies Inc
Jaye has made my life so much easier. Prior to coming in, I was trying to do the job of multiple people. She has taken so much off my plate, and I couldn’t be more grateful. She is very good at explaining to everyone exactly what she needs. We have a pretty tricky accounting system that we struggle to use. While I can tell it’s frustrating, she powers on and continues to successfully get the information she needs out of it. She has gotten our books straightened out and got us doing things we were never doing before. I appreciate her every day and am so glad we decided to go with Rankin McKenzie. Jaye is the perfect person for our business.
“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…”
Read full story →Montell Irvin, CEORamey Kemp Associates
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.
“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…”
Read full story →Fred Black, General ManagerUSA Flooring NC
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.
“Over that last 25 years, the executive team at Tyrata has worked together in several different start-up environments, so we have had experience with many other accounting firms and partners during that time. Frankly, none we…”
Read full story →Stephen Brooks, Vice President of OperationsTyrata, Inc.
Over that last 25 years, the executive team at Tyrata has worked together in several different start-up environments, so we have had experience with many other accounting firms and partners during that time. Frankly, none we have worked with have been of Kathy Huff’s caliber and skill level; she has absolutely distinguished herself among her peers. The two words that would characterize our experience with Kathy would be flexibility and accuracy, both of which are extremely valuable to any small company. With a limited staff, we have very diverse needs, but Kathy has always been able to fulfil her role quickly and effectively whether it be coordinating valuations, banking, insurance, payroll, taxes, AP/AR, or just routine bookkeeping needs. Kathy doesn’t hesitate to take advantage of other resources from RM should the need arise, so we are never left without a resource. Kathy is truly a valued member of our team at Tyrata.
“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…”
Read full story → Daniel Hudspeth, CEOMy DocPlus
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!
“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…”
Read full story →John T. Goehrke, CEOHexaTech, Inc.
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!
“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…”
Read full story →Vijay Agarwal, CEOAlpheus Medical
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!
“Our experience has been amazing with Anna. As a small, but growing, tech startup, using a fractional resource from Rankin McKenzie was a perfect fit for our size company. After hearing Anna's heart and past experience, I didn't…”
Read full story →Melissa Phillippi, CEO & Co-FounderWorkDove
Our experience has been amazing with Anna. As a small, but growing, tech startup, using a fractional resource from Rankin McKenzie was a perfect fit for our size company. After hearing Anna's heart and past experience, I didn't hesitate to hire her. She truly listens, advises, and delivers on-time, quality work. As a female leader, I personally appreciate working with another female advisor that treats me as equal and does not talk down to me. Anna was able to help us "grow up" with our financial reporting, including switching over to GAAP reporting and assisting with the budgeting and planning processes. With Anna's help, our company is positioned for continued and sustained growth.
“Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide. We began collaborating with John Autrey as our…”
Read full story →Susan Jabbusch, Executive Vice PresidentCarolina Advanced Digital, Inc.
Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide. We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies. John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place. We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.
We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made. On a more personal note, the entire team feels that Betty and John are a great addition to our work family.
“Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide. We began collaborating with John Autrey as our…”
Read full story →Susan Jabbusch, Executive Vice PresidentCarolina Advanced Digital, Inc.
Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide. We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies. John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place. We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.
We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made. On a more personal note, the entire team feels that Betty and John are a great addition to our work family.
“Jeff is a true professional whom I trust and respect. He draws from his vast and diverse experience to find practical and actionable solutions. While serving as our CFO, Jeff built strong relationships throughout the company…”
Read full story →Scott Goudy, PresidentMedThink
Jeff is a true professional whom I trust and respect. He draws from his vast and diverse experience to find practical and actionable solutions. While serving as our CFO, Jeff built strong relationships throughout the company and became a trusted strategic advisor to the leadership team. He took the financial function at MedThink to the next level, quickly identified KPIs and developed models to measure them, as well as supported the company through a successful M&A process. I thoroughly enjoyed working with Jeff.
“Rich has been a critical part of our success at Susteon. His integrity, work ethic and attention to detail are exemplary. Not only has he effectively managed the government accounting for multiple DOE and commercial projects,…”
Read full story →Dr. Raghubir Gupta, PresidentSusteon
Rich has been a critical part of our success at Susteon. His integrity, work ethic and attention to detail are exemplary. Not only has he effectively managed the government accounting for multiple DOE and commercial projects, but he has also been a true CFO to guide us with cash flow, future investments and getting us through the Covid-19 downturn. He has been a great mentor and advisor to me. He is a pleasure to work with.
“We have found a valuable asset to add to our team, our Rankin McKenzie Partner. Like many businesses, our financial situation is unique to our business. He jumped right in to learn how our business operates to get a full…”
Read full story →Dustin Keipper, Director of OperationsMary Mack's, Inc
We have found a valuable asset to add to our team, our Rankin McKenzie Partner. Like many businesses, our financial situation is unique to our business. He jumped right in to learn how our business operates to get a full understanding of our current financial picture and future financial needs. Our Partner has assisted with cash flow forecasting to ease the challenges that come with a seasonal business. He's been instrumental in assisting with new software integration and restructuring our chart of accounts to easily pull financial data. Gaining access to this data is a game changer for our business. Our RM Partner is personable, genuine, honest, and works hard to make himself available to us. I've learned so much from him in the short time that he's been working with us. I'm excited to continue working with him to better the business.
“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…”
Read full story →Paula Malzone, Finance ChairInterfaith Prison Ministry for Women
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.
“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…”
Read full story →Jaya Singh, ControllerNC State Bar
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.
“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…”
Read full story →Kurt von Koch, CEO FM:Systems
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.
“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…”
Read full story →Kasper Kubica, Co-Founder & COO Carpe
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.
“Our company has been experiencing many changes and our RM Partner, Steve Weiner has helped us navigate these waters with grace. His flexibility and availability has been invaluable, and we always feel like a priority. It has been…”
Read full story →Josh Owen, Co-founder & CEO Cycle Labs
Our company has been experiencing many changes and our RM Partner, Steve Weiner has helped us navigate these waters with grace. His flexibility and availability has been invaluable, and we always feel like a priority. It has been exciting working on the Cycle Labs launch with him, and we are looking forward to continuing our work with Steve post-launch.
“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…”
Read full story →Susan Cook, CEO Zaloni
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!
“By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert's performance, he became a critical member of our management team and the company. Rankin McKenzie…”
Read full story →Catherine C. Stokes, Former President and CEODrug Safety Alliance, Inc.
By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert's performance, he became a critical member of our management team and the company. Rankin McKenzie was a long-term member of our executive team and proved to be essential in helping our business develop and grow.
“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…”
Read full story →Danny Cox, Former President Majestic Marble and Glass Co.
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.
“Hire what you aren't proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!”
View testimonial →Samantha Godfrey, CEO United Drug Supply, Inc.
Hire what you aren't proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!
“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…”
Read full story →Jason R. Ziegler, President/CEO MacGregor Partners, LLC
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.
“Our Rankin McKenzie Partner has been a rock during this global pandemic. Whether it was building multiple versions of budgets or finding us a banking partner to acquire a PPP loan and low-interest loans, he always stayed focused…”
Read full story →Sam Ratto, Co-Founder, Chocolate Maker Videri Chocolate Factory
Our Rankin McKenzie Partner has been a rock during this global pandemic. Whether it was building multiple versions of budgets or finding us a banking partner to acquire a PPP loan and low-interest loans, he always stayed focused and managed his task load. His insights and budgeting led us through the hardest six months of our nine year history. Our Partner and the entire team at Rankin McKenzie have an incredible company filled with dedicated professionals.
“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…”
Read full story →Dave Mykins, P.E., PresidentLynch Mykins Structural Engineers, PC
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.
“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…”
Read full story →Kim Scott, Office ManagerScott Farms, Inc.
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.
“We were extremely satisfied with Kim and her work. She settled in quickly and accomplished a great deal. The added bonus was that she quickly assimilated into our team and everyone enjoyed her presence. We were very pleased with…”
Read full story →Mike Wawrzyniak, Director of Operations & Marketing SFL+a Architects
We were extremely satisfied with Kim and her work. She settled in quickly and accomplished a great deal. The added bonus was that she quickly assimilated into our team and everyone enjoyed her presence. We were very pleased with the arrangement and will call your firm again should the need arise.
“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…”
Read full story →Ken Moore, Former CEO Anfield Inc.
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.
“Kathy began serving as Biospatial’s fractional CFO during our first year in business in 2017. After working with Kathy for 5+ years now, I believe the decision to contract Kathy was one of the best decisions we have made since…”
Read full story →Jonathan Woodworth, CEO Biospatial, Inc.
Kathy began serving as Biospatial’s fractional CFO during our first year in business in 2017. After working with Kathy for 5+ years now, I believe the decision to contract Kathy was one of the best decisions we have made since founding. The success of a business hinges on successful execution in all parts of the business. Kathy has successfully managed all of our activities related to AR/AP, accounting, taxes, employee benefits, banking, and cash management, including helping us to navigate periods where cash was lean. Kathy is always responsive, thorough, and efficient. She is easy to work with and enjoys to have fun and laugh. It would be tough to find a fractional CFO who delivers a higher value than Kathy continues to deliver for Biospatial.
“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…”
Read full story →Gary M. Pace, Ph.D., J.D., CEOCell Microsystems, Inc.
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.
“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…”
Read full story →Michael Druga, President & CEO SinnovaTek
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.
“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…”
Read full story →Stephen Mangano, COO North Carolina Elderly Psychiatric Services, PLLC
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.
“The short answer is that our part-time Controller, Denise Huska, was the best "consultant" I've ever had the pleasure to work with. First and foremost, she's extremely smart. A person doesn't need to work with her very long to…”
Read full story →Gary Kirk, Former CEOParagon Application Systems
The short answer is that our part-time Controller, Denise Huska, was the best "consultant" I've ever had the pleasure to work with. First and foremost, she's extremely smart. A person doesn't need to work with her very long to realize that. Her consistently positive attitude is contagious. It didn't matter if things were going well or if we were struggling a bit, she always radiated the feeling that everything will be just fine. We always felt that we were, to borrow a phrase, "in good hands". And we always were. Our RM Controller fit in extremely well with our staff. She is instantly likable and always did her best to minimize interruptions to employees' time. She's very organized and always came to meetings well-prepared. Working with her always felt more like a personal, friend-to-friend type of relationship than simply a business one. To summarize, her top-notch business and interpersonal skills are second to none, and I've learned a great deal from her on both fronts. She does excellent work and is truly a pleasure to work with. Paragon is in a much sounder financial position now as a direct result of her efforts.
“Alex is reliable, accurate, and knowledgeable about nonprofit financials. MiracleFeet initially hired Alex when we had a transition in finance staff and needed immediate assistance to keep the bills paid and lights on! Alex…”
Read full story →Meredith Driscoll, Director of Finance and OperationsMiracle Feet
Alex is reliable, accurate, and knowledgeable about nonprofit financials. MiracleFeet initially hired Alex when we had a transition in finance staff and needed immediate assistance to keep the bills paid and lights on! Alex jumped right in and was quick to learn our systems and processes while also providing great insight and feedback about ways we could improve. At the time, we were in the midst of an accounting software transition, and even though she hadn’t used the new software, she was eager to support us through that transition. Alex was so good that we have kept her on board even after we re-hired, and Alex now provides support on short-term projects as needed.
“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…”
Read full story →Staci Barfield, Former Executive DirectorChildren’s Flight of Hope
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!
“Langdon & Company LLP has had the opportunity and pleasure of working with Alex Duhon on several mutual not-for-profit clients. Alex is diligent, hard-working and conscientious about her work product and about her commitment…”
Read full story →Karen Stanley, CPA, PartnerLangdon & Company LLP
Langdon & Company LLP has had the opportunity and pleasure of working with Alex Duhon on several mutual not-for-profit clients. Alex is diligent, hard-working and conscientious about her work product and about her commitment to the client. She always has the client’s best interest in mind. We have enjoyed getting to know Alex and always look forward to working with her.
“Alex has been a great resource and a pleasure to work with. She was diligent and meticulous. INDA benefited from a resource that provided regular backup to our existing staff as well as lead business processes and IT improvements…”
Read full story →Anthony (Tony) Fragnito, CPA, Chief Operating OfficerINDA
Alex has been a great resource and a pleasure to work with. She was diligent and meticulous. INDA benefited from a resource that provided regular backup to our existing staff as well as lead business processes and IT improvements in the finance area. Her level of effort was so appreciated, and I truly hope I have the opportunity to work with Alex in the future.
Nick Hawthorne-Johnson, PartnerCast Iron Group
Gary Kolbeck, PresidentLincoln Technology Solutions
Scott Alexander, Co-Founder & Head of Strategy and OperationsCustom Patch Hats
Andy Renfrow, President/CEOThe Renfrow Group
McKensey Smith, Deputy DirectorAbortion Coalition for Telemedicine
Tony Atti, CEOPhononic
Karl Murphy, CEO & FounderGet Spiffy
Essence Nicholson, Director of AccountingBrownlee Whitlow & Praet
Paul Della Maggiora, CEOAvallano
Lee Dawson, PresidentFirebird Sign Company
DJ King, PartnerAltitude Ventures
Ashlee Bauman, Co-ownerGrand Entrance Group
Bernie Rosauer, PresidentWisconsin Compensation Rating Bureau
Andrew Ellerhorst, President and CEOJDXpert
Dr. Brent Townsend, President & Managing PartnerWake Radiology
Marlene Heymer, DirectorJDavis and Procurement Management, LLC
Michele Packard-Milam, Advisor to the Executive Director/CEOInstitute for Medical Research
Brian Handly, CEOReveal Mobile
Krysti Zeiger, OwnerBranz Technologies Inc
Amy Cubbage, PresidentThe North Carolina Partnership for Children
Jennifer Beichner, HR and Finance DirectorStepUp Ministry
Ben McGraw, CEO & ChairmanTheraVida
Eric Larson, CEO and Lead Organizational DetectiveThe ORG Detectives
Kirsten Sharpe, Global Accounts DirectorThe rAVe Agency 
Adriana Garcia Ceja, CEOElderTree
John Fogg, AttorneyRobinson Bradshaw
Jenny Marler, Executive DirectorLocal Start Dental
Jim Canfield, PresidentWithersRavenel
Karen Albright, CEO & FounderBodyLase
John Stewart, Managing PartnerForvis
Caroline Carr, Senior Vice PresidentMyCovia
Bruce Battle, CEOTrashMasters
John Rabby, Former PresidentAgBiome
Ryan Fuller, PresidentDirect Marketing Group
Kyle Chenet, CEO410 Medical
Lacey Dean, Senior Manager- Accounting and Human ResourcesNuvoda
Tom Daly, Chief Financial OfficerLeoTerra Development Inc.
Rob Delaney, CEOInfinia ML
Yves Ribeill, Former CEORibogenics
Sharon Lorden, CFO and VP of Finance/AdministrationDHIC
Meg Christman, CCOInsightSoftware
Iris Bowman, Vice President of OperationsCelito.net
Brandon Smith, Director of OperationsDPS Process Solutions
April Mills, Client Relationship ExecutiveFox Rothschild LLP
Lesley H. Wilson, Senior VPCorporate and Institutional Banking at PNC Bank
Anna Hunter, CFO and PartnerRankin McKenzie
Elaine Carfley, Head of Operations and Business IntelligencePersonify
Tom Fritsch, Senior Managing DirectorCBRE
Krysti Zeiger, PresidentBranz Technologies Inc
Montell Irvin, CEORamey Kemp Associates
Fred Black, General ManagerUSA Flooring NC
Stephen Brooks, Vice President of OperationsTyrata, Inc.
Daniel Hudspeth, CEOMy DocPlus
John T. Goehrke, CEOHexaTech, Inc.
Vijay Agarwal, CEOAlpheus Medical
Melissa Phillippi, CEO & Co-FounderWorkDove
Susan Jabbusch, Executive Vice PresidentCarolina Advanced Digital, Inc.
Scott Goudy, PresidentMedThink
Dr. Raghubir Gupta, PresidentSusteon
Dustin Keipper, Director of OperationsMary Mack's, Inc
Paula Malzone, Finance ChairInterfaith Prison Ministry for Women
Jaya Singh, ControllerNC State Bar
Kurt von Koch, CEO FM:Systems
Kasper Kubica, Co-Founder & COO Carpe
Josh Owen, Co-founder & CEO Cycle Labs
Susan Cook, CEO Zaloni
Catherine C. Stokes, Former President and CEODrug Safety Alliance, Inc.
Danny Cox, Former President Majestic Marble and Glass Co.
Samantha Godfrey, CEO United Drug Supply, Inc.
Jason R. Ziegler, President/CEO MacGregor Partners, LLC
Sam Ratto, Co-Founder, Chocolate Maker Videri Chocolate Factory
Dave Mykins, P.E., PresidentLynch Mykins Structural Engineers, PC
Kim Scott, Office ManagerScott Farms, Inc.
Mike Wawrzyniak, Director of Operations & Marketing SFL+a Architects
Ken Moore, Former CEO Anfield Inc.
Jonathan Woodworth, CEO Biospatial, Inc.
Gary M. Pace, Ph.D., J.D., CEOCell Microsystems, Inc.
Michael Druga, President & CEO SinnovaTek
Stephen Mangano, COO North Carolina Elderly Psychiatric Services, PLLC
Gary Kirk, Former CEOParagon Application Systems
Meredith Driscoll, Director of Finance and OperationsMiracle Feet
Staci Barfield, Former Executive DirectorChildren’s Flight of Hope
Karen Stanley, CPA, PartnerLangdon & Company LLP
Anthony (Tony) Fragnito, CPA, Chief Operating OfficerINDA