Outsourced CFO Advisory Services For Modern Business Owners

The Energy CFO® 's CFO Services are custom-tailored to the needs of modern business owners.  Our clients range in size and industry.  Some clients prefer us to work in their offices, whereas others are opting for our virtual services.  We work with your staff and other outsourced service providers as one team.  
The Energy CFO Outsourced CFO Services T

Interim, Fractional, & Virtual CFO

Improving Profits & Cash Flow Service

Cash Forecasting
& Profit Consulting

Our Customized Client Service Approach

We Add Value By Helping Our Clients Grow Their Companies and Moving Their Businesses To The Next Level

 

Every single client has a unique business (even within the sectors they operate) and no two are alike.  Our clients are referred to us or find us because they want and require a customized industry-specific Outsourced CFO Solution.  Our CFO Advisory and Consulting Service includes a team of very experienced energy finance professionals (including energy financial modeling) and is designed to wrap around the client's accounting providers.  The Energy CFO's service approach truly sets us apart from all the competition: recruiters, staffing firms, CPA firms offering CFO services, CFO advisory firms, CFO consultants, management consultants, and other client accounting service providers.  We are a small giant in our field and we specialize in helping private entrepreneurial organizations.

 

Our process begins with custom designing CFO Services to help accelerate our client's growth while also taking into account their needs, key milestones, realistic execution deliverables, and budget.  We do this by taking a holistic view when building processes and teams, as opposed to an a-la-carte menu of services.  This is the way we ran businesses for Fortune companies, billionaire wildcatters, private equity portfolio companies, SMBs of large foreign companies, energy infrastructure developers, and family businesses.  We have just tailored our approach to the specific needs of smaller, private companies.

We make it easy for our clients to plug and play our services into their organizations.  We offer flexible service options (Interim, Fractional a.k.a. Part-Time, Consulting Projects), reliable virtual capabilities and SMEs, hybrid onsite and virtual engagements, and our technology stack leverages affordable cloud technologies and apps (including advanced finance and accounting technology). 

 

Not surprisingly, our custom solutions are often less expensive than other alternatives.    

Schedule Your Free Client Consultation 

Startup Energy Infrastructure Success Story

The Energy CFO® packaged a scalable outsourced Vertical CFO Solution™ for one of the largest energy startups in the world by leveraging our project management, CFO startup know-how and many years experience working for complex international multibillion-dollar oil and gas, midstream, LNG, Methanol, and other petrochemical development projects.  We assembled energy finance specialists using our deep energy networks and led a team of independent vertical service partners to help move our client to prepare for a large complex international transaction and move them to the next level in a matter of months.  Our client got a truly on-demand, plug and play solution using the latest cloud technologies and apps.

"The Energy CFO's solution has saved us a fortune and helped us scale quickly.  I don't understand why more petrochemical and energy infrastructure projects aren't using this service!"  
Veteran International Energy Developer and Energy Banker
"I LOVE What The Energy CFO Does, How They Do It,
& Their Amazing Resources". 
Chairman of the World's Largest Methanol Startup

The Benefits Of Hiring The Energy CFO

  1. Provide you with an experienced CFO

  2. Help you achieve your goals.

  3. Improve your corporate governance.

  4. Build your financial intelligence.

  5. Increase investor and external confidence in your leadership.

  6. Go beyond reporting and help you drive the numbers.

  7. Explain and select debt and equity funding options.

  8. Prepare you for investor pitches, Q&A.

  9. Plan for succession and prepare the company for transactions.

  10. Strategize, analyze, and plan ahead using financial models and scenario analysis.

  11. Expand your industry and service networks.

  12. Offer solutions to maximize your profit and your cash flow.

  13. Provide pricing, procurement, and productivity recommendations/guidance.

  14. Offer creative cost-cutting opportunities.

  15. Assist you in analyzing and vetting critical decisions.

  16. Recommend opportunities to optimize your workforce.

  17. Make smart and impactful digital technology investments.

Outsourced CFO Services for 

Petroleum Technology & Energy Services

Upstream | Midstream | Downstream | Energytech

About Us

Our Leadership

  • Led by a CFO/Entrepreneur

  • In 2019, Awarded "Woman Business Owner of the Year" by the National Association of Women Business Owners (NAWBO) for Central Texas

  • Named "BEST CFO for Private Medium Companies" by the San Antonio Business Journal in 2014

  • Recognized by several industry organizations for energy finance expertise

Our Consultants

  • Strong business, strategic, operational, and financial acumen

  • Previous CFO Leadership Experience

  • Worked for several Global Fortune 100 and 500 companies, high net worth individuals and families that have built significant companies, private equity and other investors, startups and pre-revenue companies, and innovative non-profits

  • Combined finance and accounting work experience of 100+ years

  • Combined energy experience (across the energy value chain) of 100+ years

  • Worked on projects in more than 15+ countries

  • Strong International Management Experience, including two Spanish speaking CFOs

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American Institute of CPAs
Association of International Petroleum Negotiators

Testimonials

"Our bankers were very impressed with The Energy CFO's MFOR Report™ (ECFO's Monthly Financial and Operational Report).  Our meeting went great!  You set the standard very high.  We got a 60% increase in our Line of Credit.  Wow, thank you!"  Co-Owner of one of the largest private Pipeline Services companies in the US.

"The ability to be so innovative is a great talent, and The Energy CFO will continue to rise and be even more successful than they are now."  Shirley Crandall, President of Crandall and Associates.

"Working with The Energy CFO has been by far the best strategic planning and financial modeling experience I have been involved with throughout my 30+ year career.  I highly recommend Paula as a Chief Financial Officer and her firm's fractional CFO solutions for startups." Chairman of an early stage Regenerative Therapy Product Company that has raised $2 Million.

 

“We are now walking into to private equity pitches asking for $50+ Million with a lot more confidence.  We know that our financials have been vetted and we have a CFO by our side that can answer tough questions.  Paula helped us organize and decide what information we needed in our executive summary for these meetings.  Likewise, we can assure investors that we have a CFO Service Firm under contract who is fully capable of ramping us up post-funding." Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company. 

"Paula has a wide range of CFO experience.  She is a rock star and I look forward to working with The Energy CFO® more in the future.​"  Managing Partner of Pioneering CPA Firm providing virtual outsourced bookkeeping, accounting, and tax services.  

ABOUT US

The Energy CFO is a CFO Advisory and Business Consulting Firm helping private oil and gas, energy infrastructure, oilfield, energy services, renewables, manufacturing, and technology companies accelerate their growth and take them to the next level.  Many of our clients are family-owned business enterprises with multiple generations working in operations.  The Energy CFO offers a range of financial and operational leadership services including Startup CFO, Interim CFO, Part-Time CFO, Fractional CFO, Virtual CFO, financial modeling, energy modeling, financial planning and analysis (FP&A) packages.  We serve clients across the US, Texas, and Lousiana:  Houston, the Gulf Coast, Austin, San Antonio, Midland, Dallas, and Corpus Christi.

 

For our firm's Healthcare and Life Science CFO Advisory Services, go to www.thehealthcarecfo.com website. 

SAN ANTONIO, TX

Headquarters

San Antonio, TX 78216

Office 210-802-8640

HOUSTON, TEXAS

Office 832-521-8190

MAILING ADDRESS 

The Energy CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

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The Energy CFO, LLC is not a CPA firm.
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