CFO Services for Startups

Our Fractional CFOs Help You Plan Ahead For Success and Startup Your Operations

Startup CFO Services The Energy CFO
  • Save Time and Money
  • Understand Your Finances
  • Transform Your Business
  • Build Confidence in Your Leadership

Fractional CFOs for Startups

The Energy CFO CFO Services For Startups the Missing Piece To The Startup Puzzle Fractiona

Our clients hire us because they want an experienced fractional cfo for startups (pre-revenue companies) to help them get their companies up and running and take their companies to the next growth stage. 


What we know from our own experience is being a good startup cfo advisor is not just about having prior experience and energy finance chops, but also having the high energy and motivation to get things done, thinking critically, and having an positive strategic risk-taking mindset.  Likewise, simply being able to relate and taking the time to listen to owners, company executives, and investors. All while helping lead your business through today's challenging business cycles.

When Only 10% to 20% of Startups Succeed, 
Your Startup CFO Really Matters

Fractional Startup CFO Services & Financial Proformas for E&P 


“We are more organized and confident at investor pitches.  We know that our financial model and financial proformas have been vetted.  We got a CFO by our side that can answer tough questions.  And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has the experience to help us scale our business post-funding."

Co-Founder of an Early Stage Company 

What Clients Say About Our Fractional CFO Services
What Clients Say About Start CFO Services

Fractional Startup CFO Services, Financial Modeling, and Risk Management
"The Energy CFO's solution has saved our energy development project a fortune and helped us scale quickly. We are going to save > $100,000 in project finance audit fees because the financial model is so organized and easy to follow."  
International Energy Developer and Investment Banker​


Fractional CFO Startup Services

We offer a fractional Startup CFO Service on monthly retainer to our clients. Our CFO Advisory services are customized to your needs. The scope of client services do vary depending on factors such as client's needs and budget, lifecycle stage (startup, development project, pre-revenue, etc), industry sector, amount of funding need, anticipated source of funding (equity vs project finance), and ownership structure. Some of the more common services we offer include:

  • Business Planning

  • Evaluating Strategic Partnerships

  • Testing Business Model Assumptions

  • Preparing Financial Projections

    • 3-Way Forecasting (P&L, Balance Sheet, Cash Flows)

    • Financial Modeling (including integrated energy infrastructure models for project finance)

    • What-If Scenario Analysis

    • Pro-Forma Financials

    • Funding Requirements and Cash Burn

  • Fundraising Analysis and Advisory

  • Business Plan, Executive Summaries, and Investor Pitch Decks
  • Preparing Founders for Investor Pitches

  • Startup Planning and Execution

    • New Product or Service Pricing and Costing

    • Revenue or Sales Forecasting

    • Optimal Product Mix

    • Estimating Breakeven Costs

    • Advisory and analytical support for negotiations and contracting

    • Cash flow forecasting

The above list is not an all inclusive list, so if you don't see what you are looking for please ask.  

Hire The Energy CFO For Your Startup

We Want to Help Your Startup Scale And Thrive

Launching and building a young company on a limited budget 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: 

  • Owners are overrun with too many responsibilities - "working in" and running the company.

  • Unfamiliarity with finance, putting together projections, navigating fundraising, and the performance of their companies. 

  • Not getting relevant and impactful information they need to aid in decision making.

  • Encountering growth resistance points and frustrated with an inability to make traction.

  • Feeling something is off or there is a gap, but not exactly sure what "it" is. 

  • Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.

  • Dealing with gaps in organizational design and governance during rapid growth.

We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how various pieces of your business impact your future profitability, cash flow, and/or hold back growth so you can take action. 

How Fractional CFO Services Benefit Your Startup

Save You Time
Save You Money
Save Money and Time

Outsource your startup finance work to us and optimize your time. Our Startup CFO Services are designed to save you time and find ways to save you money. You will get more done so your company can make more money.

Know Your Economics
Understand Your Finances

We will help you prepare financial projections, cash forecasts,  analyze, and review your financial performance against milestones with you monthly. We will provide you with CFO insights, recommendations, and explain finance concepts you have questions about.

Decision Making Advisory
Make Informed Bus. Decisions

Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed business decisions. We help identify and narrow down  fundraising alternatives 

based on your objectives.

Build Investor Confidence In Your Leadership
Build Leader

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.

Scale and Transform Your Company
Your Business

We help you strategize, plan for growth, devise action plans, create budgets

and financial projections, forecast sales and cash flow, secure funding, reduce costs, improve profits, measure and monitor bus. performance.

Who We Are

Paula Waggoner-Aguilar CEO and Managing CFO The Energy CFO Fractional CFO Services re.jpg
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO

Our CFO Firm

  • The Energy CFO is a 9-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.

  • We are a small giant in our field and we specialize in helping private entrepreneurial organizations.

  • We are woman majority-owned and led by an award-winning CFO/CPA.


Our CFO Team

  • Combined energy finance work experience of 100+ years.

  • Strong business, strategic, operational, and financial acumen.

  • Worked for Fortune 500 and private companies across the energy value chain and around the globe.

  • Worked for bootstrapped startups, startups fundraising with individual or family offices, executive led projects seeking private equity, and energy development projects seeking project finance.

CFO, Energy, and Business Awards


  • NAWBO's prestigious "2019 Woman Business Owner of the Year".

  • Business Journal's "Who's Who In Energy" for 3 consecutive years.

  • Business Journal's 2014 "Best CFO for Private Companies".

The Energy CFO Launching Startups CFO Startup Solutions Houston TX Austin TX San Antonio T

Get Started Today
Its Easy!

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 have a Zoom listening session.


  • Learn more about your company

  • Understand your objectives: business, financial, and personal

  • 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.

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