Access the financial expertise your company needs to thrive.

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.

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.

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.

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. 

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.

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. 

Hire what you aren’t proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!

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.

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.

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.