Dominion Strategic Holdings LLC / Services
Institutional Services
Fractional CFO Services
A fractional CFO is a senior finance professional engaged on a monthly retainer instead of as a full-time employee. You get monthly statements, budget-versus-actual variance reporting, a live financial model and a standing strategy call — the finance function of a much larger company, at a fraction of the cost of the hire.
What changes in the first ninety days
Month one, the reporting becomes real: a profit and loss, balance sheet and cash flow you can trust, delivered on a fixed calendar rather than whenever the bookkeeping catches up.
Month two, the budget gets a variance report — not just what happened, but why it differed from plan and what that implies for the rest of the year.
Month three, the model becomes a decision tool: three scenarios, updated monthly, so that hiring, pricing and capital questions get answered with numbers instead of instinct.
What you receive
- Monthly profit and loss, balance sheet and cash flow statement
- Budget-versus-actual variance reporting with written explanation
- A monthly strategy call with the analyst who prepares your numbers
- Three-scenario financial model, updated monthly (full service)
- Custom KPI dashboard (full service)
- Investor-ready and board-ready financial packages
Standard or full service
Standard — monthly P&L, balance sheet and cash flow, budget-versus-actual variance reporting, a monthly strategy call and email support.
Full service — everything in Standard plus a three-scenario financial model updated monthly, a custom KPI dashboard, investor-ready financial packages and capital structure advisory.
Who this is for
- Companies too large for a bookkeeper and too small for a full-time CFO
- Businesses servicing debt covenants or reporting to a lender
- Founders reporting to a board or investors
- Owners who want to stop making decisions on the bank balance
Turnaround. Monthly retainer, with a thirty-day notice period to modify or cancel.
Fees are quoted per engagement and are not published. Inquire and you will receive a written proposal with a fixed fee, a fixed scope and a delivery date, at no charge.
Frequently asked questions
- What is a fractional CFO?
- A senior finance professional engaged part-time on a monthly retainer rather than hired full-time. You get the reporting, analysis and strategic input of a CFO without the salary, benefits or equity of a permanent executive.
- How is this different from a bookkeeper or accountant?
- A bookkeeper records what happened. An accountant files it. A fractional CFO uses it — variance analysis, forecasting, capital structure and the decisions that follow. The roles are complementary, not substitutes.
- How much does a fractional CFO cost?
- Fees are quoted per engagement based on the size and complexity of the business. Inquire for a written proposal, prepared at no charge and with no obligation.
- Can I start and stop?
- Retainers require thirty days' written notice to modify or cancel. There is no long-term lock-in beyond that.
- Is the service available in Spanish?
- Yes. Reporting, calls and written analysis are delivered in English or Spanish.
Related services
Request a proposal
Tell us what decision the analysis needs to support. You will receive a written proposal with a fixed fee, a fixed scope and a delivery date — prepared at no charge and with no obligation.
787-420-4655 · daniel.torrens@dominionstrategicholdings.com · San Juan, Puerto Rico