CFO Chief Financial Officer
On-Demand Chief Financial Officer Deployment
What this operator owns from day one.
Capital allocation, financial modeling, cash flow management, fractional fundraising preparation, and audit readiness for emerging and mid-market enterprises that need institutional-grade finance without a full-time hire.
- 01
Build investor-grade financial models and three-statement forecasts
- 02
Architect cash runway, working capital, and treasury strategy
- 03
Prepare and steward GAAP audits, due diligence, and 409A valuations
- 04
Lead capital raises, debt structuring, and M&A diligence
- 05
Install monthly close, FP&A cadence, and management reporting
- 06
Negotiate banking, insurance, and vendor terms
How the engagement actually runs.
A Crimson Bench CFO gives management, investors, lenders, and auditors a finance function that can withstand diligence: clean numbers, clear cash visibility, and capital decisions tied to operating reality.
- 01
Reconcile cash, debt, receivables, payables, payroll, revenue recognition, and close process quality.
- 02
Review the current model, chart of accounts, reporting package, and board finance materials for diligence gaps.
- 03
Install a 13-week cash view with risk flags, covenant triggers, and owner-level working-capital actions.
- 04
Define the finance operating calendar for close, forecast, board reporting, audit prep, and capital strategy.
Cash command
Manage runway, burn, treasury, collections, payment timing, and scenario planning with weekly executive visibility.
Institutional reporting
Build board-ready financial packages, KPI bridges, variance commentary, and clean monthly close discipline.
Capital strategy
Prepare fundraising, debt, lender, grant, or M&A materials with defensible assumptions and sensitivity cases.
Audit readiness
Clean controls, revenue policy, supporting schedules, and evidence libraries before auditors or buyers arrive.
The questions this page answers before deployment.
Diagnostic Questions
- How many months of cash does the company really have under downside assumptions?
- Which numbers would fail investor or lender diligence today?
- What is the true gross-margin profile by product, customer, and channel?
- Which spend categories should be frozen, renegotiated, or doubled down?
Early Proof Points
- 13-week cash flow live
- Three-statement model rebuilt or validated
- Board finance package delivered
- Audit and diligence gap list prioritized by severity
Tangible artifacts. Yours on day one.
Three-statement model with scenario and sensitivity analysis
13-week rolling cash flow and treasury dashboard
Board-ready monthly financial package
Audit-ready chart of accounts and revenue recognition policy
Typical engagement scenarios.
- Pre-audit cleanup ahead of Series B due diligence
- Cash flow crisis stabilization in 60 days
- M&A buy-side or sell-side preparation
- Transition from cash to accrual GAAP reporting
Measured on outcomes, not hours.
- Days cash on hand and burn multiple
- Forecast accuracy variance (<5%)
- Close cycle time (target: 10 business days)
- Audit findings and material weaknesses (target: zero)
A typical operating rhythm.
Monday
Cash position, AR/AP review, treasury moves
Tuesday
FP&A model updates, variance analysis
Wednesday
CEO and board financial review
Thursday
Audit, tax, and compliance workstreams
Friday
Strategic finance — fundraising or M&A advancement
Drawn exclusively from:
- Forecasts are presented with assumptions, sensitivity bands, and data-source limitations.
- Audit, tax, and securities issues are escalated to licensed professionals where required.
- Payment controls and approval workflows remain under client-authorized signers.
Available engagement tiers
Compare all six →2-Hour Corporate Audit
The Executive Diagnostic
Strategic Sounding Board
The Advisory Retainer
1 Day / Week Equivalent
The Scale-Up Fractional
2.5 Days / Week Equivalent
The Hyper-Growth Accelerator
Full-Time C-Suite Bridge
The Interim Placement
On-Site / Hybrid Placement
The Enterprise Deployment
Deploy your CFO.
Most engagements begin within 48 hours of payment authorization. Mutual NDA hardcoded into the intake.
Select a Tier