CFO Services
Hire Fractional CFOs To Help Improve Financial Decision Making, Strengthen And Grow Your Business
Looking to hire a CFO advisor to help your business grow? We provide Fractional CFO Services and Business Consulting to B2B companies involved in all aspects of the energy, resources, and industrials sector.
At The Energy CFO, we are committed to delivering strategic financial guidance and business insights that help improve your company's financial decision making, optimize your financial and business performance, and drive growth. By leveraging our financial expertise and broad industry experience, businesses can navigate complex financial landscapes with confidence and precision. Whether virtually or in person, our goal is to be a steadfast partner in your business journey, helping you achieve sustainable and measurable success.
We offer a suite of CFO Consulting solutions tailored to the needs of modern business owners and executives like you:
Ready To Elevate Your Business To New Levels?
Imagine your business growing significantly beyond its present size. Your financial status is not just stable, but thriving. Your performance metrics are showing impressive results, and you are feeling confident about the strategic decisions you've made. Now, instead of just visualizing these achievements, it's time to make them your reality.
We invite you to schedule a 30 to 45-minute consultation with us to determine if our financial services fit your company’s ambitions. Our solutions are designed for private enterprises generating over $5 million annually, particularly those looking to strengthen their presence in the oil and gas, energy, chemicals, mining, and industrial sectors.
By partnering with us, you can streamline your company’s financial operations, making them as efficient as your energy / industrial business solutions. Spend less time and resources while gaining a comprehensive understanding of your financial landscape. Benefit from the insights and strategic advice of a CFO, improve cash and profits, make well-informed decisions, and stimulate growth.
Are you ready to power your business to greater heights? Schedule you consultation today to learn how to hire a cfo!
The Financial Stakes Have Never Been Greater
Consider the choices your leadership team might make, or the opportunities you could seize, if you had two critical elements:
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A company where the finance and operations teams are aligned and collaborating to foster growth opportunities and boost efficiency.
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A comprehensive understanding of your company's standing in terms of profit and loss, cash sources and uses, working capital, and overall financial health. Perhaps downsizing isn't necessary, or you might reallocate resources to expand your marketing budget, bring on that COO, or invest in new technology.
How can you afford NOT to have these insights???
The Energy CFO has extensive experience in helping clients align and synchronize their operations with their finance teams. Our Fractional CFO Services provide a clear picture of a company’s financial condition, showing how operational actions affect financial results. Additionally, our CFO solution provides a monthly forum for constructive dialogue and strategic planning, equipping clients with the insights and business intelligence needed to inform decisions and adjust their business strategies.
What Do Outsourced CFO Services Include?
Hiring outsourced financial leadership to evaluate and advise you regarding your company’s finances is a great way to strengthen and grow your business. For private companies, there are so many choices to scaling other than just hiring a full-time cfo, interim cfo, or even a controller. For example, a Fractional CFOs are part-time cfos that are contracted to deliver agreed services when you need them.
Common Outsourced CFO Services help for small and medium-sized businesses (SMBs) include:
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Provide you with strategic financial leadership to help grow your business and achieve financial goals.
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Provide an experienced CFO to present professional financial reports and advise your company board.
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Recommend ways to improve your corporate governance, strengthen internal controls, and organize accounting systems.
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Help you develop a working capital playbook and implement plans.
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Prepare financials for management and provide you with financial and business intelligence you can use.
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Increase shareholder and external stakeholder confidence in your leadership and your team.
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Go beyond day-to-day management reporting and help you drive the numbers.
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Explain the raising capital process and help you decide which debt or equity funding options are the best fit for your company.
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Prepare you for investor pitches and tough investor Q&A sessions.
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Facilitate the development of business and financial strategies and prepare the company for mergers and acquisitions.
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Analyze, budget, and create 13 week cash projections, financial models, and scenario analysis.
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Offer recommendations to manage your cash and accounts receivable along with profit improvement planning.
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Provide pricing, procurement, productivity, and other creative cost cutting recommendations.
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Assist in vetting opportunities, planning and analysis, and supporting critical decisions.
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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 be interested in reading our blog post titled How to Use an Outsourced CFO To Strengthen Your Business.
How CFO Services Add Value To Your Company
Save Time and
Save Money
Outsource your CFO work to us and optimize your time. Our solutions 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, KPIs, and operational data. We meet with you monthly to provide our analysis, insights, guidance, and recommendations. We help build your financial foundation by explaining accounting and finance concepts you have questions about.
Make Informed Business Decisions
Get timely and relevant financial advice, business intelligence, and scenario analysis to help you make more informed business decisions. We help identify and narrow down alternatives
based on your business needs and objectives.
Build Leader Confidence
We help maximize the Return on Investment on your money and sweat equity invested in your business. Our solutions not only help you increase your financial acumen, but also build confidence in your business leadership.
Transform And Grow Your Company
We help you strategize,
plan for business growth, prioritize action plans, budget, create cash and financial projections, secure debt/equity funding, pricing, costing, reduce costs, improve margins, & monitor performance.
Cash Flow Forecasting
The Number One Financial Planning Tool For Businesses
Are you struggling to manage cash from operations, financing, and investments?
Do you need guidance in raising capital to finance growth, m&a, operations, or new projects?
Are you routinely delaying payment of key vendors and contractors because your customers haven't paid you and you have to conserve cash to cover payroll?
If you answered "Yes", you’re the perfect position to benefit from our cash flow forecasting solution. When you make time to plan ahead - you can anticipate rough patches and take action. Whereas, not knowing what your company’s current or future projected cash balance can cause you to miss financial goals, and in some cases, cause catastrophic problems if shortfalls are not caught early enough.
Financial Planning And Analysis (FP&A)
The Key Performance Indicators That Drive Your Business
We provide financial planning and analysis, 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.
We help translate your vision into an action, complete with sales metrics and complete financial projections. Having forecast profits and cash inflows / outflows enable you to anticipate and take proactive measures to improve your company's future success.
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Improve your day-to-day organizational decision making.
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Reduce the stress of balancing financial management tasks with more strategic FP&A activities.
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Get results distilled into simple key performance metrics.
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Enjoy advanced FP&A techniques and technologies that larger customers and competitors use, without the big price tag.
Profit Consulting Services
Business Profitability and Growth Advisory
Are you looking for a profit consulting firm to analyze and recommend actions to improve and grow business profits? Inquire about our profit improvement planning services.
The Energy CFO can provide you with fresh new ideas to grow your sales, expand into new markets, and boost your revenues? We also offer cost management recommendations to help lower your operating and administrative costs and make smart technology investments. We offer creative, customized, and advanced recommendations. Our expertise lies in helping you see the big picture and thinking about how your enterprise's business model and choices impact your profits, cash reserves, and overall company growth.
We collaborate with you to create an action plan, come up with new ideas, and devise practical solutions. As advisors we not only recommend but can assist you with implementing these suggestions as well as keeping track of them to help you navigate uncertain circumstances, achieve your objectives, and thrive.
We Want To Help Your Business Thrive
As private company business leaders, we often find ourselves navigating a complex balancing act. Our role requires us to expertly manage a wide array of responsibilities, including our team, operations, customer experience, company culture, strategy and planning. While we handle these with finesse, there remains an equally crucial set of tasks demanding our unyielding focus—financial duties.
Our cfo firm stands as a pivotal ally for business leaders and their finance team.
Our cfos can help leaders like you balance a wide array of strategic, business planning, and financial responsibilities.
We also support finance teams with business partnering, analyzing and narrating the company’s financial performance, working more effectively, enhancing the budget and forecasting process, and crafting a roadmap to achieve the company’s financial and growth objectives.
Our commitment is not just to provide guidance but to empower your enterprise to thrive in an ever-evolving marketplace.
CFO Company Specializing In Energy Oil & Gas
The Energy CFO is a 12-year old outsourced cfo firm headquartered in San Antonio, Texas. We help companies in the energy sector. For example, developers commercialize lng gas energy projects, engineers and construction companies, industry legal professionals and technical consultants, resource operators, oilfield and energy service companies, energy technology, and energy manufacturing firms.
Our CFO consultants have deep industry knowledge and broad financial management experience. We offer experienced energy finance professionals at a fraction of the cost of a full-time executive. Our expert cfo offers a higher level of financial solutions and strategic perspective than say a bookkeeper or an accountant does. With cfo outsourcing, you always remain in control and manage your business. Many of our clients stay with us for a number of years - which speaks to our value proposition. Year-after-year we aim to deliver a positive return on investment to our clients.
Our founder, Paula Waggoner-Aguilar, is an award-winning Chief Financial Officer, Certified Public Accountant ("CPA"), and former Global Fortune 500 energy finance and accounting executive. She enjoys working with business owners and industry executives and serves as the firm's Managing CFO. Paula is known for having a real creative knack for solving business problems and helping clients overcoming adversity. She focuses on understanding your business, developing relationships, listening to feedback, and crafting an agile financial and business plan tailored to your company's goals and needs.
We have received honors and awards for our work in finance and energy, including Best CFO Services for energy companies. In addition, small business awards for our innovative business model and honored with recognition for our community impact.
Our Client Success Stories
Financial Management, Profit, and Growth Achievements
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Significantly Improved Cash Flow Management With The 13WCF And Bi-Weekly Discussions
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Self-Financing Operations And New Growth
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Reduced Average DSO +5 Days (Below Avg)
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Improved Operating Profit Margin +15% And Increased Net Income +900%
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Exceeded Y2 Budgeted Net Income +150%