CFO Services For Energy Tech Companies
Custom Tailored Energy Finance Solutions
We custom-tailor our cfo services and energy finance solutions to fit your unique energy manufacturing and energy technology needs in a very complex industry. We do this by taking a holistic view when building your processes and teams, as opposed to "cookie-cutter" approaches and solutions competitors offer. To get a better idea of what the scope of service might include, see these two examples below of common cfo services provided to growth companies and mature companies.
We make it easy for you to 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 Services includes a team of very experienced energy finance professionals and our services are designed to wrap around your accounting. All of our services are delivered virtually (since 4Q 2017) and our workforce is Texas based. Our firm utilizes cloud and automation tech stack along with specialized finance software to perform our analysis, 3-way rolling forecasts, and produce monthly management reports and dashboards.
Not surprisingly, our custom solutions are often less expensive than other alternatives: executive search recruiters, staffing firms, CPA firms offering CFO services, other CFO advisory firms, independent contractors or CFOs, and management consultants.
Do You Want To Be In The Same Place in 2023?
The answer, of course, is no!
Whether it's been a successful year for your business or one you'd rather forget, the goal is always to keep moving forward.
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What are you doing to make this goal a reality?
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Have you quantified what your business plan means in terms of future profits and cash flows and rising interest rates impact?
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Are you measuring and monitoring your sales, budget, and profit margin performance against your plan?
Our Outsourced CFO Services (also known as Fractional and Virtual CFO Services) can help you develop your company's road map, budget and forecast, visualize your business plan, develop strategy, prepare for transactions, present to your board, dig into your cost accounting, and help advise you as you navigate your company through these challenging to the next level.
Energy Technology | Energy Software
The Energy CFO® provides CFO Services to technologists, software programmers, data scientist, and systems engineers involved in the oil and gas, power, oilfield, chemicals, mining, marine industries. Our operational cfos are strong in operations, fintech, financial and data analysis, SaaS business models, pricing, and financial planning.
Energy Technology
Upstream Oil and Gas Technology
Offshore Drilling Technology
Oil and Gas Technology
Gas and LNG Technology
Oilfield Technology
Remote Monitoring
Data Analytics
Digital Oilfield Technology
Digital Technology in Oil and Gas
Operational Technology
Automation and Control
Carbon Capture and Storage Technology
Renewable Energy Systems Technology
Clean Tech
Solar Energy Tech
IoT Renewable Energy
Digital Energy Technology
Energy Software
Emissions Reduction Software
Oil and Gas Software
Petroleum Data Management
Oilfield Production Software
Refinery Software
Power Plant Software
IoT in Oil and Gas Software
Oil and Gas Accounting Software
SaaS Oil and Gas
We Help You Improve Your Profit Playbook
And Build A Strong Financial Offense To Defend Your Hard-Earned Profits
Financial Planning
Budgets
3-Way Forecasting
Scenario Analysis
Data Analysis
Variance Analysis
Financial Ratios
Operational Data
Business Intelligence
Monthly Mgmt Reports
KPI Dashboards
Business Planning
Why Outsource Your CFO Work
CFO Advisor | Fractional CFO | FP&A Services
Hiring an outsourced Chief Financial Officer or CFO to help you manage your oil and gas manufacturing and energy technology company’s finances is a great way to strengthen and grow your business. For energy companies, there are so many choices other than just hiring a full-time and part-time CFO. For example, a Fractional CFOs are outsourced 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 outsourced cfo services we offer. Most of our services are virtual cfo services as most of your work can be completed remotely.
The first step is to understand how a CFO Advisor can help you. If you are not familiar with how outsourced cfo services can be used to strengthen your business, you may want to read our blog post about why oil and gas service companies are outsourcing cfo leadership.
If you are not familiar with the difference in the CFO vs. other financial roles such as Controller and/or Accountant, 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.
We Want Your Business To Thrive
Owning and running a private company is tough. Your least abundant resource is time and when you are growing - you never have enough cash. These are common growing pains we see clients struggling with:
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Owners are overrun with too many responsibilities - working and running the company.
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Unfamiliarity with what is going on with the financial health and the performance of their companies.
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Not getting relevant and impactful information they need to aid in decision making.
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Encountering growth resistance points and frustrated with an inability to make traction.
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Feeling something is off or there is a gap, but not exactly sure what "it" is.
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Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.
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Dealing with gaps in organizational design and governance.
We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how the administrative and operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action.
Delivering Value To Technology Clients
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.
Hire The Energy CFO
CFO Technology Bio
Paula Waggoner-Aguilar, CPA
Our CFO Firm
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The Energy CFO is a 9-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
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We are a small giant in our field and we specialize in helping entrepreneurial organizations.
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Most of our clients stay with us for a number of years.
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We are owned and run by an award-winning CFO/CPA and former Global Fortune 500 executive.
Our CFO Team
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Combined energy finance work experience of 100+ years.
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Strong business, strategic, and financial acumen.
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Held operational roles and P&L responsibility for business lines and divisions.
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Hard working independent critical thinkers.
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Worked for Fortune 500 and private companies across the energy value chain and around the globe.
Energy, CFO, and Business Awards
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NAWBO's prestigious "2019 Woman Business Owner of the Year".
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Business Journal's "Who's Who In Energy" for 3 consecutive years.
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Business Journal's 2014 "Best CFO for Private Companies".
Get Started Today - Its Easy!
Energy Tech CFO DFW, Houston, Austin, and Midland
1. Contact us to schedule an initial consultation.
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Complete our prospective client form or
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Leave us a voice mail or
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Email us directly
2. We have a Zoom listening session.
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Learn more about your company
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Understand your objectives: business, financial, and personal
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Assess whether our service is a good fit for 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.