Deploy a Chief Financial Officer for your professional services or agency business.
Bypass bloated consulting firms. Secure a US-based, Ivy League-educated CFO to navigate agency rollup integration — entirely remotely, deployed in 48 hours.
What Professional Services & Agencies CEOs hire CFOs to solve.
- 01Utilization, gross margin and revenue-per-FTE compression
- 02Founder-led BD that does not scale
- 03Productizing services into recurring revenue
- 04Succession and equity restructuring for partners
Where this CFO plugs in across Professional Services & Agencies.
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
What lands in week 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
The scoreboard they answer to.
- ·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 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.
Six tiers. One bench. Zero hidden fees.
Every tier deploys your CFO — same operator, scaled to the depth of mandate your professional services or agency business needs.
Intensive corporate audit. Client submits raw P&L or operational overview; executive delivers a 3-page triage roadmap.
Two 90-minute advisory calls per month with asynchronous email and Slack access for high-level decision support.
Dedicated C-suite oversight. Executive owns KPI tracking, manages team meetings, and drives weekly execution.
Deep operational execution. Best for rapid scaling phases, pre-funding rounds, or intensive systemic cleanups.
Full-time (4–5 days/week) coverage during acute crises, sudden executive departures, or active global executive searches.
Physical placement at corporate HQ, manufacturing facilities, or boardrooms. Calculated on location, travel, lodging, and complexity.