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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!

I want to praise our experience working with Beth Mullaney.  She was very thorough and communicative from the beginning and took the time to fully understand our needs before recommending our contractual CFO Tom to support our company.  Overall, we have had an outstanding experience working with Rankin McKenzie.

Our Rankin McKenzie Partner brought expertise to us on Day 1 and started immediately digging into the details. He helped us establish better accounting practices in a scalable way that supports our growth goals. Most importantly for us has been his flexibility with scheduling to work around our needs.

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.

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.

Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

When I joined AgBiome Innovations as the commercial director in 2013, Andrew was already on board as the CFO.  He proved to be a valuable asset in numerous ways during the next 6 years that I worked with him. He has excellent communication skills; always used clear concise messaging to my group regarding budgeting and financial requirements and results. Andrew is very knowledgeable of the financial reporting requirements for startups, and his interest in our business was very useful.  Andrew also assisted my team on a product and company acquisitions effort, as well as a multiple equity funding rounds.  My team was very comfortable in working with Andrew and had a tremendous amount of respect for him. Finally, Andrew makes people feel very comfortable in work situations which in turn makes them want to help him in any way possible.

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.

Our Rankin McKenzie Partner has been a rock during this global pandemic. Whether it was building multiple versions of budgets or finding us a banking partner to acquire a PPP loan and low-interest loans, he always stayed focused and managed his task load. His insights and budgeting led us through the hardest six months of our nine year history. Our Partner and the entire team at Rankin McKenzie have an incredible company filled with dedicated professionals.

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.