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CFO Services

We Help You Plan Your Business, Build and Manage Your Finances, and Drive Growth

Are you ready to move your business to the next level? Utilizing CFO Services to help manage your company’s finances is a great way to strengthen and grow your business. We offer a suite of CFO Services tailored to the needs of modern business owners.

What Makes Our CFO Services Unique?

We are a team of experienced energy finance processionals (CFOs, Financial Modelers, Controllers, Accountants, Business Planners, and FP&A) focused on helping you develop, startup, fund, construct, accelerate, grow, change or turnaround private companies involved in all aspects the energy industry. Energy is very special industry niche – while quite broad in terms of types of B2B business it touches – its also a tight-knit business community. The business of producing, generating, and delivering energy is quite dynamic and the energy sector is very cyclical.


The Energy CFO is a small giant in the energy field – there are not many specific industry niche cfo firms like us. Just as you would never hire an inexperienced CEO, COO, or VP of operations – we believe the same applies in terms of hiring a CFO Advisor to provide interim cfo services to your energy business.    


If you are not familiar with the difference in the CFO vs. other financial management roles such as an accountant and/or controller, you may want to reference the following blog article first: What is a CFO And What Does A CFO Do? Generally speaking, a CFO helps strengthen your business by building on historical numbers produced by accounting and focusing on helping the CEO drive the company’s financial future.   


Likewise, just because energy, oil, lng gas, power, solar energy, wind energy, power and gas utilities, energy products and services, energy engineering, etc. are involved in producing and selling “commodities”, doesn’t mean that all energy business are “commoditized” and run the same way. To the contrary, in our opinion every energy company we have worked for has its own niche, culture and traditions, many have one-of-a-kind assets and technology, all have peculiarities in terms of ownership/capitalization/business model or plan, and frankly they all have their own way of doing what they do best and running their business. The same holds true for our cfo company versus our cfo industry peers.    


With that in mind, our cfo process begins with designing fit-for-purpose CFO Services to help accelerate your business growth while also taking into account your needs and objectives, key milestones, realistic execution deliverables, and investment budget. We accomplish this by taking a holistic approach to building your processes and teams, as opposed to an a-la-carte menu or standardized package of services.  This is the way we helped build and run businesses for global energy companies and high net worth families who have built significant energy empires. We have just honed our approach to the specific needs of private companies.


​We make it easy for you to plug and play our services into your organization. We offer flexible outsourced service options (Fractional CFO, Part Time Startup CFO, Financial Consulting, FP&A Services), reliable virtual capabilities and SMEs, virtual cfo and hybrid cfo onsite services, and our technology stack leverages affordable cloud technologies and apps. All our CFO Advisory Services essentially wrap around your accounting providers. Not surprisingly, our custom cfo solutions are often less expensive than other alternatives.

What Do I Get With Fractional CFO Service?

Hiring a cfo to manage your company’s finances is a great way to strengthen and grow your business. For private companies, there are so many choices other than just hiring a full time cfo, part time cfo, or interim cfo. For example, a Fractional CFOs are part time cfos that are retained to work when you need them. Or maybe you want to limit CFO work to a special CFO Consulting project which is another form of cfo service we offer. Most of our services are virtual services as most work can be completed remotely.

  1. Provide you with an experienced Fractional CFO Advisor to help you achieve your short term and long term financial goals.

  2. Recommend ways to improve your corporate governance and strengthen your internal controls.

  3. Advise your company board and provide a CFO to present professional financial reports to your private board.

  4. Help you develop a working capital playbook and implement plans.

  5. Prepare financial reports for management and provide you with financial and business intelligence.

  6. Increase investor and external confidence in your leadership and your team.

  7. Go beyond day to day management reporting and help you drive the numbers.

  8. Explain the raising capital process and help you decide which debt or equity funding options are the best fit for your company.

  9. Prepare you for investor pitches and tough investor Q&A sessions.

  10. Facilitate the development of business and financial strategies and prepare the company for future transactions.

  11. Analyze, plan, budget and forecast ahead using 13 week cash flow templates, financial models, and scenario analysis.

  12. Offer recommendations to manage your cash, accounts receivable, and improve profitability.

  13. Provide pricing, procurement, productivity, and other creative cost cutting recommendations.

  14. Assist in vetting opportunities, analyzing data, and supporting critical decisions.

  15. Make smart and impactful digital technology investments and look for additional opportunities to optimize your workforce.

If you are just getting started in your journey and still learning how a cfo advisor can help your company, you may also be interested in reading our blog post titled How to Use an Outsourced CFO To Strengthen Your Business

The Stakes Have Never Been Higher

The Business Stakes At Risk

Do you have unprofitable products or services?


Is your company struggling to break even or cash flow?


Have you run out of financial strategies to improve your profit margins?
Low profit margins are an early warning signal of distress.


Get the financial management advice and operational finance and accounting know-how you need to take action to protect your company.

Cash Flow Forecasting Service

It’s The #1 Financial Planning Tool For Businesses.

Improve Business Liquidity With Cash Forecasting

Do you need guidance in raising capital?
Are you worried you might run out of cash in your business?

Is your bank balance so low that you’re having to closely manage it on a day to day basis, wasting precious time you could be using building or re-building your business?

If so, you’re in the perfect place to benefit from our cash flow forecast service.  Not knowing your company’s future cash balance can cause you to miss financial goals, and in some cases, cause catastrophic problems if shortfalls are not caught early enough.  See why our energy cfo blogger says Why Cash Flow Forecasting is the Top Tool for Decision Making.

Profit Improvement Consulting

Get Your Business Back On Track And Improve Profitability

It's not easy to succeed in business. There are a lot of opportunities to make huge mistakes and errors. You want to avoid this, and we get it.


We provide profitability consulting as one of our cfo services to assist you. Like you, most of our clients have navigated recessions and, in some cases, multiple downturns. The low hanging fruit in their cost structure has been harvested.


The Energy CFO can provide you with fresh new ideas to increase your revenues, lower your operating and administrative costs, and make smart technology choices. We offer more creative, customized, and advanced recommendations. Our expertise lies in helping you see the big picture and thinking about how your enterprise's various components impact your profitability, cash flow, and/or impede business growth.


We collaborate with you to create an action plan, come up with new ideas, and devise practical solutions. We assist you with implementing those suggestions as well as keeping track of them to help you navigate uncertain circumstances, achieve your objectives, and thrive.

FP&A Services

We Help You Track and Understand Key Performance Drivers That Matter To Your Business

  • We provide financial analytics, data analytics and business intelligence designed to help you follow-the-money, highlight areas needing more of your attention, aid in decision making, and spot opportunities for improvement

  • Get information distilled into simple key performance metrics. 

  • Translates your vision into an action plan, complete with sales metrics and financial projections.

  • Improve day to day organizational decision making.

  • Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.

  • Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.

  • FP&A services enable you to take proactive measures to improve your company's future success.

  • Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.

Data Visualization KPI Dashboard

We Want You And Your Business To Thrive

We have been working with organizations for over 9 years to help them transform their businesses. Our Strategic Advisors have been doing this even longer - more than 25+ years in the industry.

We have seen a lot of companies change during this time. They start out with a clear vision and a sharp sense of what they are going to do. They make a few key decisions, establish a few guiding principles, and then they start executing.


And then the complexities of building a business set in. Growth slows. Innovation is replaced by inertia. 

That's when the transformation process needs to be revisited. 

Generally, what's needed is a new set of guiding principles, new strategies, and a shift in culture.

That's what we do. We help you (and your team) transform your organization by providing strategic advisory. We help you see the big picture and the opportunities to grow your products and build a more sustainable business. 

We Specialize In Energy | Oil and Gas

The Energy CFO is a 9-year old CFO Advisory Services and Business Consulting headquartered in San Antonio, Texas. ​We are a small giant in our financial consulting field and we specialize in helping organizations involved in all aspects of the energy industry (energy project developers, operators, products and service providers, construction, energy technologists and manufacturers). We offer an affordable, highly qualified and capable, long term advisory solution for private companies. Many clients stay with us for a number of years.


Our majority business owner is an award-winning Chief Financial Officer and Certified Public Accountant and former Global Fortune 500 energy finance and accounting executive. Paula Waggoner-Aguilar founded The Energy CFO in 2013 after moving from Houston to San Antonio to work in the Eagle Ford and continues to serve as the Managing CFO for clients. The Energy CFO is a BBB accredited business in good standing.  

Our CFO team has a combined 100+ years of energy, finance, and accounting work experience. We have worked across the energy value chain (oil and gas, LNG, renewables), equipment manufacturing, and service sectors. Our cfo team has strong business, strategic, energy marketing, operational, financial, and accounting acumen. Our CFO Consultants have worked for Fortune Global 500 companies based in the US Europe and Australia, several energy startups, middle market companies, multi-generation family businesses, small businesses, and a handful of the largest private oil and gas companies in the world. Likewise, over the course of our combined careers, we have worked on and managed international projects located in more than 20 countries..

​For more about financial, energy, community impact, and business awards, including Best Outsourced CFO for Private Energy Companies, see our list of Honors & Awards.

How Our Services Add Value To Your Company

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, key performance indicators, and operational data. We meet with you monthly to provide 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 business growth, devise  action plans, budget and forecast cash, create financial projections,  secure debt/equity funding, pricing, costing,  reduce costs, improve margins, & monitor performance.

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101 Ways To Speed Up Cash Flows in Small Businesses

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