CFO Services

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.