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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.

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.

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

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.

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.

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.

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.

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.

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 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.