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Though we were not ready to hire a full-time CFO, we sure were glad to have the assistance of Alex Duhon every week. Alex served as CFOH’s part-time controller, keeping the numbers in line so we could continue to fly kids. We loved having her as part of our crew!

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.

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 have great appreciation, admiration, and gratitude for the excellent work that my RM Partner, Todd Ackman did for our company as our fractional CFO. We had some changes in Q3 and therefore had some complex financial operations that needed to be handled. Todd calmly prioritized critical tasks and through this succeeded in ensuring that there were zero interruptions to our business despite having no prior knowledge of our finances or operations and despite the fact that these had never been rigorously documented. Throughout his time working with us, Todd has been calm, professional, and above all, exceedingly competent. I was very quickly able to trust him to handle complex and business-critical matters during this period for our company.

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.

Rich has been a critical part of our success at Susteon.  His integrity, work ethic and attention to detail are exemplary. Not only has he effectively managed the government accounting for multiple DOE and commercial projects, but he has also been a true CFO to guide us with cash flow, future investments and getting us through the Covid-19 downturn.  He has been a great mentor and advisor to me.  He is a pleasure to work with.

The short answer is that our part-time Controller, Denise Huska, was the best “consultant” I’ve ever had the pleasure to work with. First and foremost, she’s extremely smart. A person doesn’t need to work with her very long to realize that. Her consistently positive attitude is contagious. It didn’t matter if things were going well or if we were struggling a bit, she always radiated the feeling that everything will be just fine. We always felt that we were, to borrow a phrase, “in good hands”. And we always were. Our RM Controller fit in extremely well with our staff. She is instantly likable and always did her best to minimize interruptions to employees’ time. She’s very organized and always came to meetings well-prepared. Working with her always felt more like a personal, friend-to-friend type of relationship than simply a business one. To summarize, her top-notch business and interpersonal skills are second to none, and I’ve learned a great deal from her on both fronts. She does excellent work and is truly a pleasure to work with. Paragon is in a much sounder financial position now as a direct result of her efforts.

Hire what you aren’t proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!

Tim came on board our company at a critical time; we were wrapping up two acquisitions and kicking off a second fundraising round, and he hit the ground running. He was instrumental in helping us clean up our books and accounting processes and helped give us visibility into the KPIs that mattered most. Additionally, he helped create the financial growth model which we used in our fundraise, and he helped us successfully navigate the departure of our controller and led the process to find her replacement. Tim is a very talented CFO and the consummate professional. I highly recommend him!

Our Rankin McKenzie Partner joined our organization in September of 2023. Wake Radiology had never had a CFO before and the rapid growth of our organization over the last 5 years had outstripped the capacity of our accounting team. We asked them to reorganize and build out our finance team while at the same time “teaching” the whole company what a CFO could do. Along the way they helped us find several key administrative personnel, helped solve a few politically delicate compensation problems and helped lead some key negotiations with our hospital partners. We now have a much stronger financial team infrastructure and are better positioned to take advantage of future opportunities.