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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.

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.

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.

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.

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!

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.

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.

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.

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.

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.