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We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates.  Having Andrew Graham join MyCovia as our part-time CFO was an easy decision.  We appreciated how professional Andrew is as he’s very responsive and stays on track with tasks.  As a result, the work he’s done will allow our business leaders and finance team to better monitor trends and budget to actuals going forward.  Overall, Andrew is great to work with and super easy going.

When the company moved responsibility for accounting from a venture fund into the company, Kim took over as acting CFO, and we never had a problem with accounting after that.  We never had to worry about whether reports or tasks were going to be completed on time or with good quality.  Overall, Kim was quite pleasant to work with as well as serious about making sure the accounting in the business was being done correctly.

Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.

Debbie came to us when we needed an outside look at a company’s finances during a turnaround effort, and with cash at a premium, we needed someone to be efficient. My firm lacked visibility into how the company might be struggling, and she brought good clarity to the situation, providing answers quickly. She helped my client’s company find its footing.  With her efficiency and a better understanding of the company’s financial health, she’s since been able to further help with budgeting.  My clients entrusted me to bring in the right professional to assist their finance team, and Debbie was the right fit.  She doesn’t make assumptions and asks great questions as she understands each company is unique. Debbie is not aggressive, threatening, or heavy handed at all; she lets the data speak for itself.  She’s very responsive and approachable.  All these characteristics make her a truly valuable team member.

Langdon & Company LLP has had the opportunity and pleasure of working with Alex Duhon on several mutual not-for-profit clients. Alex is diligent, hard-working and conscientious about her work product and about her commitment to the client. She always has the client’s best interest in mind. We have enjoyed getting to know Alex and always look forward to working with her.

While operating a company experiencing significant growth the past 2 years, we recognized the need for financial expertise to confirm and assist with our daily decisions. Rankin McKenzie has a fantastic reputation, and we felt lucky to have this resource available here in the Triangle market. Through our vetting process it became obvious that RM was a good fit. We appreciated the selection process used to determine which person would be assigned to our account and could not be happier having our Rankin McKenzie Partner as our fractional CFO. Our Partner adapted to our company culture quickly and is doing a great job managing and mentoring our staff. In the past few months, our Partner has provided us with solid insight as well as created financial tools and resources to help us make better business decisions. For any small business that is transitioning to a mid-size structure, I would highly recommend RM.

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.

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.

Working with Anna as our fractional CFO has been awesome. Joining our team in 2020 during a challenging transition, Anna came in and did wonders to tidy up our accounting department. She’s not just a financial whiz but also a great support for our sales team, helping with forecasts and projections. Every chat with Anna is delightful – she’s clear, strategic, encouraging, and wonderfully kind. Plus, she does a bunch of behind-the-scenes stuff that keeps our day-to-day running smoothly. Anna’s a crucial part of our team, and we couldn’t do what we do without her!

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.