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Beth is an excellent resource in the business community with her people and networking skills. She knows how to skillfully pitch so to make the biggest impact for all parties involved. She has high ethics and gains the trust and confidence of her peers and coworkers. She is a high-level performer and a valuable asset.

Scott Farms had the pleasure of working with our Rankin McKenzie Partner as our CFO for over four years. Our Partner helped us with the restructuring of our finances and improved our cash. He helped us develop tools for reporting for our company financials, KPIs and cash flow which helped us to not just be in the best compliance possible but also helped us understand what happened and what was in front of us clearly. Mainly, our RM Partner cared about us in a personal and professional manner and mentored and challenged us to be even better. This relationship not only worked wonderfully but we have become close professional friends.

Kathy Morris has worked with HexaTech for the past 13 years as a fractional CFO.  Even though she worked part time over the years, she has always been a critical member of our management team, and a key contributor to HexaTech’s success. Kathy is dependable, responsive, extremely knowledgeable in all facets of accounting and finance, and most of all has been a pleasure to work with. When we were acquired by Stanley Electric in 2020, Kathy was our point person for all of the due diligence that was required.  I can honestly say that without Kathy, this acquisition probably would not have happened.  When we were asked by Stanley to hire a full time Accounting Manager, Kathy led the search, identified a great candidate which we hired, and then trained that individual to ensure a seamless transition.  I would strongly recommend Kathy to any company looking for a part time CFO.  Thank you to Rankin McKenzie for supporting HexaTech from its inception through its acquisition. Your support for the past 16 years has been critical to our success!

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.

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.

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!

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.

Following the departure of a previous consultant, Alex took over the roll of DHIC’s Finance/HR Consultant and was able to step in and sort through everything on her own in order to keep us functioning without any down time.  Alex is thoughtful in her approach and thorough in her research of systems and processes.  She is easy to work with, and I trust and respect the input she provides in our Finance/HR area.  We look forward to our continued relationship with Alex as a trusted business partner.

What drew us to Rankin and McKenzie was the ability to onboard talent like Phil Sandy in a fractional model. As a small business owner, it is always challenging to time and deploy capital effectively for new hires, particularly those in overhead positions. The fractional model allowed us to interview and select a CFO well-versed in our industry, challenges, and financial model and ultimately swing way above our weight class.

When we chose Phil, we knew he would step in and drive improvements and process changes in our back office and finance department. What we didn’t expect was his ability to drive transformational changes across the entire business, even when outside the natural purview of a CFO. His impact has been immense and we know there is still untapped potential in the relationship that we intend to explore in the coming years.

Kathy’s role as our fractional Controller was instrumental during a critical transition period for our CFO. Her adeptness in grasping the nuances of our organization dedicated to early childhood development was remarkable. Not only did she ensure a seamless operational flow, but her strategic insights and recommendations were invaluable, particularly because they came from an objective, external viewpoint. Yet, despite being an outsider, Kathy assimilated effortlessly into our team, becoming an indispensable asset throughout her four-and-a-half-month engagement.