Outsourced CFO Services Dallas, TX
The Energy CFO provides CFO Services to oil and gas and energy companies in Dallas, Texas. Our outsourced cfo services include Fractional CFO Services, Virtual CFO Services, and Part Time CFO Services. These services range in duration from 6 months to 3+ years for private companies. We also offer management consulting to Dallas businesses including strategic cfo advisory, financial planning and analysis, cash forecasting, profit improvement consulting, CFO coaching, and board advisory. Our most popular service is a monthly financial and operations report service (the MOFR) that our energy CFO reviews with your leadership team on a monthly basis.
We work for oil and gas companies, oilfield energy services, energy technology, LNG and petroleum export, pipeline contractors, E&C, EPC, engineering, power and gas, renewable energy, energy manufacturing, chemicals and greenfield energy projects.
The Energy CFO specializes in energy finance, strategy, financial planning and analysis. Our CFO team built their corporate careers working for some of the best oilfield, oil and gas, mining, and integrated energy companies in Dallas and Houston and have broad backgrounds including global management and operations. Our combined energy finance and accounting experience exceeds +100 years. Our Managing CFO is an alumni of the University of North Texas in Denton and the University of Texas at Arlington.
We Help DFW Companies Drive The Numbers
Our CFOs Help You Develop Your Financial Strategy, Plan, and Drive Growth
Budgets & Forecasts
CFO Services Tailored To Your Company Needs
Fractional CFO | Virtual CFO| Part Time CFO
We custom-tailor cfo solutions to fit your unique needs in a very complex industry. We do this by taking a holistic view when building your processes and teams, as opposed to standard cookie cutter package of services.
Just plug and play our services into your organization. We offer flexible service options that are designed to grow with you until such time when you truly need a full-time CFO. Our CFO Advisory and Consulting Service includes a team of very experienced energy finance professionals and our services are designed to wrap around your accounting services provider (that saves you money!). We have been delivering fractional cfo services virtually since 4Q 2017 (yes, a very long time now) and we utilize a remote Texas based workforce. Our company specialized finance software to perform our work and produce management reports and dashboards (we are efficient and use our own tools and this saves you money).
Not surprisingly, our custom solutions are often less expensive than other Dallas alternatives: executive searches, oil and gas recruiters, CFO groups or CFO companies, business management consultants, accounting firms, employment agencies, oil and gas consultants, and independent financial consultants or CFOs.
Fractional CFO Services For Dallas Family Offices
Many successful family owned businesses are following the private equity model and organizing family offices to make direct investments and professionally manage their interests. While some family offices prefer to make solo investments, others prefer to farm out the risks through informal alliances of family offices or family office associations or forums. Whichever approach you prefer when making direct investments, chances are your team or your new investment will need interim, fractional, or part time support from an experienced cfo team. Preferably a team with analytical firepower and industry-specific operational experience to help you scale and grow these businesses, live within their cash flow, achieve target profit margins and return cash to investors, institutionalize these organization, and get a jump start on preparing to harvest.
The Energy CFO also offers variety of Family CFO Services to support your family business' merger and acquisition transactions and post acquisition transition. We can help you with buying energy assets, companies, scaling emerging technologies, or exploring "energy transition" themed options. Our services of interest include strategic advisory, due diligence team support, financial planning and analysis, complex financial modeling, post acquisition transition, outsourced or fractional cfo services, board advisory, and our popular Monthly Operational and Financial Review with your leadership team.
If you are just getting started, you might want to read our CFO Blog about transforming your business with strategic partnerships and joint venturing. You may also be interested in our leadership's bios as both Paula Waggoner-Aguilar and Roland Aguilar have worked for companies owned by high net worth families.
The Energy CFO specializes in providing CFO Services and Business Consulting to companies in the oil and gas, energy and gas projects, downstream power, engineering and energy services, renewables, and manfuacturing tech sectors.
We add value by helping our clients grow their companies and moving them to the next level.
Having an experienced business advisor and financial leader assisting you increases your chance of success.
We help maximize the ROI on your time and money invested in your business. In doing so, we help you build your financial intelligence and confidence in your business and your leadership.
We offer a CFO-As-A-Service alternative for private companies to hiring a full-time CFO. No headcount, salaries, or equity share.
We free you up from work that is not related to your core business, so you can get back to running your business and get your time back to focus on other priorities.
The Energy CFO was established in 2013 by UTA and UNT alumna Paula Waggoner-Aguilar. Paula is a Dallas Native. She started her oil and gas cfo career as an internal auditor working for Dresser Industries and later Halliburton.
The Energy CFO offers Virtual CFO Services and Hybrid CFO™ Service (hybrid is a mix of both virtual and on-site typically 85%/15%).
Get Started Now - Help is 4 Steps Away!
1. Contact us to schedule an initial consultation.
Complete our prospective client form or
Leave us a voice mail or
Email us directly
2. We will schedule a Zoom listening session to:
Learn more about you and your company
Understand your objectives: business, financial, and personal
Assess whether our service is a good fit for you and your business
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.
Fractional CFO Services Contact Info in Dallas
Text or Call Us In
Dallas, Fort Worth, and the DFW Metroplex
Email Us At:
13423 Blanco Rd. #244
San Antonio, TX 78216