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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.

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.

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.

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.

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.

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.

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

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.

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.

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.