CFO Services
Fractional CFO And Business Consulting
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.
What Makes Our CFO Services Unique?
Our process begins with custom designing the fit-for-purpose 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 to building processes and teams, as opposed to an a-la-carte menu of services. This is the way we ran businesses for Fortune 500 and Fortune Global 100 companies and high net worth families who have built significant companies. 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 (Outsourced CFO, Fractional CFO, Part Time CFO, Interim CFO based on availability, CFO Consulting, Outsourced Financial Planning and Analysis), reliable virtual capabilities and SMEs, hybrid onsite and virtual engagements, and our technology stack leverages affordable cloud technologies and apps. We offer CFO Advisory Services that essentially wrap around a company's accounting provider. Not surprisingly, our custom solutions are often less expensive than other alternatives.
CFO Advisory and Consulting Services Since 2013
Our "Outsourced CFO Service" Benefits
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Customized fractional cfo services tailored to your needs and delivered virtually.
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Provide you with an experienced CFO Advisor.
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Achieve your financial and business goals.
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Recommend ways to improve your corporate governance and strengthen your internal controls.
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Advise your company board and provide a CFO to present professional financial updates to your private board.
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Facilitate strategic discussions and planning.
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Help you develop a working capital playbook and implement plans.
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Build your financial and business intelligence.
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Increase investor and external confidence in your leadership and your team.
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Go beyond reporting and help you drive the numbers.
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Explain and select debt and equity funding options.
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Prepare you for investor pitches and tough investor Q&A sessions.
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Plan for executive and family succession. Prepare the company for future transactions.
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Analyze, plan, budget or forecast ahead using financial models and scenario analysis.
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Offer recommendations to manage your accounts receivable and cash flow.
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Make recommendations to improve your bottom-line profitability.
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Provide pricing, procurement, and productivity guidance and recommendations.
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Offer creative cost-cutting ideas and search for outsourcing opportunities.
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Assist in vetting opportunities, analyzing data, and supporting critical decisions.
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Make smart and impactful digital technology investments and look for additional opportunities to optimize your workforce.
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.
Who We Are
Our CFO Firm
We are a CFO-owned, Outsourced CFO Company. We specialize in helping private B2B energy related organizations owned by entrepreneurs involved in energy development, constructing infrastructure, operating oil and gas, providing oilfield and energy services, chemicals, technologists, and the next generation of wildcatters building the foundation of our new energy economy.
The Energy CFO is an 9-year old firm headquartered in Texas. We were founded by a woman who specializes in energy finance. We also have a 2-year old healthcare division, The Healthcare CFO.
Our CFO Team
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. We all have strong business, strategic, operational, AND financial acumen. We have worked for Fortune Global 500, startups, middle market and a couple of the largest private 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.
CFO, Energy, and Business Awards
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National Association of Women Business Owner's (NAWBO) "2019 Woman Business Owner of the Year".
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Business Journal for 7 US Cities "Who's Who In Energy" for 2014-2017.
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San Antonio Business Journal's 2014 "Best CFO" for Private Companies.
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How Our Fractional CFO Services Benefit You
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.