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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!

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.

We engaged Robert when we needed deeper financial insight and experienced guidance to move our business forward. A fractional CFO proved to be exactly the right fit.

From the outset, Robert took the time to understand our business and quickly made an impact. His thoughtful, deliberate approach led to clear, actionable recommendations, and he became a trusted member of our leadership team, contributing well beyond the finance function. His experience and insight shone throughout the engagement.

Most importantly, Robert helped us uncover a significant hidden issue in our financial health and guided us toward a path forward—something we will always be grateful for. He also developed our first-ever budget, immediately improving decision-making and increasing visibility into potential risks. Bringing on our Rankin McKenzie partner was an absolute game-changer for us.

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.

During the past three years of working with Larry, his strategic guidance has been invaluable to our company, and he has positioned us for continued growth.  For example, Larry created a detailed ROI analysis of all of our services, which helped us become more profitable. In addition, he completed financial models to assist us with capital equipment purchases. 

Larry is always eager to help and support us, even when he’s not in the office.  Larry’s professionalism, strong business acumen, experience and connections in the financial community combined with his integrity, work ethic and attention to detail make him an outstanding partner. I am grateful to be able to work with him.

Alex is reliable, accurate, and knowledgeable about nonprofit financials. MiracleFeet initially hired Alex when we had a transition in finance staff and needed immediate assistance to keep the bills paid and lights on! Alex jumped right in and was quick to learn our systems and processes while also providing great insight and feedback about ways we could improve. At the time, we were in the midst of an accounting software transition, and even though she hadn’t used the new software, she was eager to support us through that transition. Alex was so good that we have kept her on board even after we re-hired, and Alex now provides support on short-term projects as needed.

Robert McKenzie, our former Rankin McKenzie part-time CFO, became an essential member of our management team. Not only was he able to learn our industry quickly, he made improvements across multiple departments, increased efficiencies and helped us expand and grow to new heights. Our RM CFO was a true leader in our company, Majestic Marble and Glass, for six years.

Our Rankin McKenzie Controller, Jaye McDermott,  went above and beyond on this assignment.  She inherited a challenging accounting department with some infrastructure and staff issues and proceeded to jump right into a due diligence process.  She deserves tremendous credit for stabilizing and positioning the company for acquisition and now for further success.

Jaye has been an invaluable and impactful resource for us. Although she stepped in to support us during a staff transition period, she was able to quickly get up to speed with current systems, processes, and procedures and provided trustworthy and skilled support. While the new Finance and HR director acclimated, she helped maintain all the financial functions and meet important deadlines. She reviewed our existing structures and policies and has stayed on to implement changes and provide guidance and insightful feedback. She has a great grasp and able to articulate big picture needs and goals while being willing to get in the weeds, doing anything she can to support. She cares about her clients and goes above and beyond to help them succeed. She’s a pleasure to work with, and I am grateful for her partnership and mentorship.

I have had the opportunity to work closely with Kim, and she has been outstanding in every respect. She has an exceptional command of financial data and a deep understanding of performance, budgeting, and operational efficiency. Kim consistently analyzes complex information, identifies opportunities, and implements strategies that directly improve profitability.

Through her work, she has played a key role in transforming my companies into more profitable, well-run operations. She is detail-oriented, dependable, and highly strategic, while also being collaborative and easy to work with across teams.

Kim is someone I trust with critical financial and operational matters. Her persistence, insight, and commitment have made her an invaluable partner, and she is now a top priority in my business. I would confidently recommend her to any organization seeking a knowledgeable, driven, and results-oriented professional.