Our Fractional CFO Services
Our team has a successful track record of assisting business owners and leaders with growing their private companies and advancing their enterprises to the next level. We offer a diverse range of Fractional CFO Services - also known as Part-Time CFO Services or Virtual CFOs - and Business Consulting Services that are custom-tailored to the needs of today's dynamic business leaders. Each client we serve has a unique business, even within their respective oil and gas, energy, renewable industry sectors they operate. No two businesses are identical; thus, our service approach is highly crafted to fit their individual needs.
We want to ensure convenience, accessibility, flexibility, and savings for our clients. Our services have been crafted to be delivered virtually, though we are prepared to be there when premium on-site support is needed. For example, leading discussions about the financial health of your business and sharing our strategic insight at your shareholder or board meetings. In addition, clients often ask us to attend kickoff and quarterly on-site meetings with their teams which helps our CFOs align with your business goals and become more familiar with your staff and your business operations.
Our commitment is to deliver strategic financial insights and guidance that drive growth and optimize performance for each client. By leveraging our expertise, businesses can navigate complex financial landscapes with confidence and precision. Whether virtually or in person, our goal is to be a steadfast partner in your business journey, helping you achieve sustainable and measurable success.
Fractional CFOs For The Energy Industry
-
Oil and Gas
-
Oilfield Products and Services
-
Renewable Energy
-
New Energy Companies
-
Gas LNG Energy Projects
-
Engineering and Construction
-
Pipeline Services
-
Energy Technology
-
Energy Manufacturing
-
Chemicals
-
Energy Services
Our Client Success Stories
Cash Flow Management Achievements
Grew operating cash / working capital by more than 800% over a 12-month period by improving project basis financial performance, implementing new financial strategies, and disciplined cash flow management. In addition, changing business processes and controls, capturing accounting efficiencies, controller coaching, building the accounting bench, and active receivables management.
Increased existing line of credit by 60% or $3 million dollars by engaging their banker and the bank's financial analyst, providing management reports and relevant financial analysis, and sharing projections and fielding related Q&A.
Family-Owned Midstream Service Company
Gross Revenues +$200 Million
The Financial Stakes Have Never Been Higher
-
Are you worried about your business?
-
Is financial management holding your company back?
-
Is your company struggling with cash flow and accounts receivable?
-
Do you have unprofitable products, services, business units, regions?
-
Are you in need of new strategies to improve your profit margins and grow the business?
These problems can signal distress and ultimately lead to business failures.
Take action to protect your company today! Contact us to discuss CFO services for your business.
We Want You And Your Business To Thrive
Owning and running a private company is tough. Your least abundant resource is time and when you are growing - you never have enough cash.
Here are some common growing pains we see clients struggling with:
-
Owners are overrun with too many responsibilities - working and running the company.
-
Unfamiliarity with what is going on with the financial management and the financial performance of their companies.
-
Not getting relevant and impactful information they need to aid in decision making.
-
Encountering growth resistance points and frustrated with an inability to make traction.
-
Feeling something is off or there is a gap, but not exactly sure what "it" is.
-
Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.
-
Dealing with gaps in organizational design and governance.
We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how the administrative and operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action.
Experienced Fractional CFOs
Chief Financial Officer | Part-Time CFO
Paula Waggoner-Aguilar, CPA
Our CFO Services Company
-
The Energy CFO is a 11-year old Fractional CFO Consulting firm headquartered in San Antonio, Texas. We serve companies across the United States.
-
We are a small giant in our field and we specialize in helping startups, small and medium-sized businesses involved in all aspects of the industry.
-
We offer an affordable, highly qualified and capable, long term alternative to hiring a full-time cfo.
-
We are owned and run by an award-winning Chief Financial Officer and CPA.
Our Virtual CFO Team
-
Combined energy, finance, and accounting work experience of 100+ years.
-
Strong business, strategic, marketing, operational, and financial acumen.
-
Worked for Fortune 500, billionaires, second and third generation family businesses, and private companies across the energy value chain and around the globe.
Chief Financial Officer, Energy Industry, and Entrepreneur Awards
-
NAWBO's prestigious "2019 Woman Business Owner of the Year".
-
Business Journal's "Who's Who In Energy" for 3 consecutive years.
-
Business Journal's 2014 Best Outsourced CFO for Private Energy Companies.
Our Value To Our Clients
Save Time and
Save Money
Outsource your CFO work to us and optimize your time. Our CFO Services are designed to save you time and find ways to save you money. You will still be in control, but you will get more done so your company can make more money
Understand Your Finances
We analyze your financial health, performance, and operation information and meet with you monthly to provide you with our analysis, insights, guidance, and recommendations. We will explain finance and accounting concepts you have questions about.
Make Informed
Bus. Decisions
Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed decisions. We help identify and narrow down alternatives
based on your objectives.
Build Leader Confidence
We help maximize the Return on Investment on your money and sweat equity invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business leadership.
Transform Your Business
We help you strategize,
plan for growth, devise action plans, budget, forecast cash, create financial projections, secure debt/equity funding, pricing, costing, reduce costs, improve margins, & monitor performance.
Ready To Hire A Fractional CFO?
How to Get Started Today
1. Contact us to schedule an initial consultation.
-
Complete our prospective client form or
-
Leave us a voice mail or
-
Email us directly
2. We have a Zoom listening session.
-
Learn more about your company
-
Understand your objectives: business, financial, and personal
-
Assess whether our service is a good fit for your business
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.
Client Reviews
We have ⭐⭐⭐⭐⭐ CFO Client Reviews on Google
Fractional CFO Services
And Financial Modeling
"Not sure how I got through 60 years of life without Paula (our Fractional CFO)!"
"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Owners of mid-sized family-owned pipeline services company offer pipeline construction, fabrication, maintenance, ROW clearing, and more with more than $200 Million in annual revenues.
Fractional CFO Services
And Project Finance Modeling
"The Energy CFO's solutions saved our energy project a fortune and helped us scale quickly."
International Energy Developer and Investment Banker
"I LOVE what The Energy CFO does, how they do it, and their amazing resource network".
Chairman World's Largest Methanol Energy Project
Startup CFO Services
And Financial Modeling
“Now we walk into private equity pitches with a lot more confidence. Our financial models have been vetted, we know how to raise capital and how much we need, and we have an experienced interim cfo who can answer tough investor questions. The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings."
Co-founder Permian Basin Oil & Gas Exploration and Production company.