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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.

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!

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.

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.

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.

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.

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!

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.

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.

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.