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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.

John Griffin possesses a strong business acumen and a calm demeanor.  Beginning with my initial interaction with John, he possessed an impressive resume and exuded confidence quickly leading us to hire him.  He was instrumental in building our accounting function from the ground up while the company was in full operations. He became an integral member of our executive leadership team during a high growth period and provided exceptional support through our recent sale of the company. During the 5+ years he has supported our company, he has proven to be exceptionally valuable and exceeded our expectations.

When we first started working with Alex, we had just transitioned out of our fiscal sponsor and were establishing ourselves as an independent nonprofit. She guided us through building and refining our financial systems and processes, creating a foundation that continues to serve us as we’ve grown and our operations have become more complex. Working with her is truly a joy – she’s thoughtful, precise, and deeply committed to understanding the full context of every issue. Her expertise has brought our organization to a level of financial sophistication we could not have reached on our own, and she’s helped us navigate challenges with clarity and confidence. Thanks to her guidance, we had a clean audit in our first year, which speaks volumes about the quality of her work and her impact on our success.

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.

I will want to hire Steve as my CFO in every company I ever lead! I value his deep financial and business expertise which includes working with startups like ours. I leaned on him for his experience in complex funding and legal transactions. He was an integral part of our recent successful transaction with Truist. His focus on the details, process discipline and getting things done right were so needed in our company when we started.

These last 2.5 years have been a roller coaster of exciting highs and scary lows. Steve was always the voice of calm and reason. His team and his peers like and respect him. He guided us through those troubling times with an unwavering commitment and work ethic. We could not have done it without him!

What a tremendous asset our Rankin McKenzie Partner has been to our firm. Our consulting engineering firm is over 46 years old but had never had a true financial professional on staff and so the fractional CFO fit our needs perfectly. Our Partner spent a great deal of time and effort in the beginning to understand every aspect of our business, not just the financial data. His goal was clearly to make sure his input was customized to our firm. With this background, he helped us create metrics and KPIs to understand both what our current financial health was and what trends in the data showed us about the future. This is information we never had before, and it has helped us reinforce our culture of personal responsibility and accountability. With his help and guidance, we have been able to grow our firm’s revenue by more than 35% over the last two years with significant increases in profitability, and we have increased our staff by 20%, all during a global pandemic! We now exceed the top performers in our industry in almost every measurable financial metric.

Over that last 25 years, the executive team at Tyrata has worked together in several different start-up environments, so we have had experience with many other accounting firms and partners during that time.  Frankly, none we have worked with have been of Kathy Huff’s caliber and skill level; she has absolutely distinguished herself among her peers. The two words that would characterize our experience with Kathy would be flexibility and accuracy, both of which are extremely valuable to any small company.  With a limited staff, we have very diverse needs, but Kathy has always been able to fulfil her role quickly and effectively whether it be coordinating valuations, banking, insurance, payroll, taxes, AP/AR, or just routine bookkeeping needs.  Kathy doesn’t hesitate to take advantage of other resources from RM should the need arise, so we are never left without a resource.  Kathy is truly a valued member of our team at Tyrata.

As a fast-growing professional service firm, we were transitioning a very experienced controller into the CFO role. We needed someone who could bridge the gap as we sought a new controller and also serve as a mentor to our new CFO. Our Rankin McKenzie Partner was a perfect match. He collaborated with us on an appropriate scope of work to meet our goals and successfully assisted us through this transition period. Our Partner was a true partner and made a positive difference for our organization.

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.

All of us at Meryx liked working with Lynne. When I decided to retire, Lynne took over my position and did it seamlessly. After Meryx was purchased, Lynne was instrumental in helping do all the necessary accounting work for the merger and also continued on to make sure the new company had everything at their fingertips for a smooth transition. The things I like the most about Lynne is that she is very easy to work with and most importantly is very good at what she does professionally as a CPA. Lynne was a delight to work with. I would hire her again in a flash.