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Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide.  We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies.  John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place.  We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.

We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made.  On a more personal note, the entire team feels that Betty and John are a great addition to our work family.

Due to an unexpected medical situation, our CFO was going to miss 2 to 6 weeks of work – with little ability to communicate with us at all.  We contacted Rankin McKenzie and within a couple of days met with Angie, and she felt like a perfect fit.  She spent a few days with our CFO and quickly got up to speed.  It was a great comfort having her take over the day to day finances for a couple of months until our CFO was able to return to work full-time.

Kathy began serving as Biospatial’s fractional CFO during our first year in business in 2017. After working with Kathy for 5+ years now, I believe the decision to contract Kathy was one of the best decisions we have made since founding. The success of a business hinges on successful execution in all parts of the business. Kathy has successfully managed all of our activities related to AR/AP, accounting, taxes, employee benefits, banking, and cash management, including helping us to navigate periods where cash was lean. Kathy is always responsive, thorough, and efficient. She is easy to work with and enjoys to have fun and laugh. It would be tough to find a fractional CFO who delivers a higher value than Kathy continues to deliver for Biospatial.

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.

Our CPA firm identified that our company required more sophisticated financial oversight and strategic planning in order to continue to grow; services which they could not provide.  We began collaborating with John Autrey as our part time / virtual CFO in 2016 and later added Betty Larose to review our financial processes and current business strategies.  John and Betty were able to fine tune what we had while not disrupting the core processes and tools in place.  We count heavily on the planning and advice we receive from Betty and John, and they are integral to our continued success.

We believe that adding the Rankin McKenzie team was one of the best strategic moves that we have made.  On a more personal note, the entire team feels that Betty and John are a great addition to our work family.

Angie has been so impactful since day one. Before she joined the team, we had poor record-keeping, many historical mistakes in our financials, and an audit around the corner. Angie completely cleaned up our financials and standardized our monthly reporting and presentation to the Board of Directors. We just completed the audit process ahead of schedule thanks to Angie’s leadership and guidance. I cannot say enough about the positive impact Angie has had on our organization, and I look forward to continuing to work with her as we continue to grow.

By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert’s performance, he became a critical member of our management team and the company. Rankin McKenzie was a long-term member of our executive team and proved to be essential in helping our business develop and grow.

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.

Kim is a tremendous asset to Disruptive Process Solutions.  She’s allowed myself and the rest of our team to stay focused on what we do best – technical solutions for food and beverage manufacturing.  Since working with Kim, she’s helped define and tune our accounting system setup to ensure we have visibility into our company’s financial strengths and weaknesses so we can find ways to improve our bottom line.  Part of this effort was helping us establish proper client on-boarding and workflows to ensure we’re properly leveraging our software.  From a legal perspective, she assisted in connecting and implementing with legal and benefit improvements.  She’s assisted us and provided great foresight into the benefits of different corporate structures and state filings.  She also assisted us with implementing benefits for our company by finding a benefit provider as well as selecting the right coverage for our company.

The entire population of Personify and I have sincerely enjoyed working with Todd Ackman.  He has been instrumental in transforming our Finance Department to not only control costs but to also add strategic capability for better decision-making at the C-Suite level.  His professionalism, knowledge, experience, and vast connections have proven invaluable, and what we thought would be a position to help us for a few months has turned into a lifelong partnership. The entire organization enjoys working with Todd, and our CEO referred to the Finance Department as the “coolest Finance Team” he’s ever encountered.  Not only is Todd strategic and knowledgeable, but he is fun, down to earth, and engaging as he navigates his work with professionalism. We couldn’t have made a better decision than hiring Todd as our fractional CFO.