Business Advisory Services for Modern Owners
We help owners and executives grow their companies and move their business to the next level. Our suite of CFO Services are custom-tailored to the needs of modern business owners. Every one of our clients has a unique business (even within the industry sectors they operate), and no two are alike.
Our Client's Success Stories
Working Capital Achievements
Grew operating cash / working capital by more than 800% over a 12-month period from December 2019 to November 2020 by improving project profitability, disciplined cash management, changing processes and controls, capturing accounting efficiencies, CFO coaching, adding to their accounting bench, and active receivables management.
Increased existing line of credit by 60% or $3 million dollars in 2020 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 2019
Hire The Energy CFO To Advise Your Organization
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 health and the 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.
Who We Are
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
The Energy CFO is an 9-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
We are a small giant in our field and we specialize in helping private entrepreneurial organizations.
We are woman majority-owned and led by an award-winning CFO/CPA.
Our Energy CFO Team
Combined energy finance work experience of 100+ years.
Strong business, strategic, operational, and financial acumen.
Worked for Fortune 500 and private companies across the energy value chain and around the globe.
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 CFO for Private Companies".
We Deliver Value To Our Clients
Save Time and
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.
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.
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.
We have ⭐⭐⭐⭐⭐ CFO Reviews on Google in Houston & San Antonio, TX
Interim CFO Services
"Not sure how I got through 60 years of life without you!"
"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Owners of Family-Owned Midstream Service Company with more than two hundred million in annual revenues during 2019.
Fractional CFO Services
"The Energy CFO's solutions saved our energy development 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 resources".
Chairman World's Largest Methanol Development Project
Startup CFO Services
“Now we are walking into private equity pitches with a lot more confidence. Our financial projections have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions. The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings."
Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company.