CFO Services Houston, TX

The Energy CFO provides CFO Services to oil and gas companies and energy companies in Houston, Texas. Our CFO Consulting services include Fractional CFO Services, Virtual CFO Services, Startup CFO, CFO for Family Offices, and Interim CFO Services. These services range in duration from six months to three or more years for private companies. We also offer cfo consulting to Houston businesses including strategic cfo advisory, financial planning and analysis, cash forecasting, profit improvement consulting, CFO coaching, and board advisory services. Our most popular service is a monthly financial and operations report service (the MOFR) that our energy CFO reviews with your leadership team for about an hour to hour and a half each month.

We work for oil companies, engineering companies, oilfield energy services, energy technology, LNG and petroleum export projects, pipeline contractors, E&C, EPC, engineering companies, power and gas, renewable energy, manufacturing companies, 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 companies in Houston and have broad backgrounds including global management and operations. Our combined energy finance and accounting experience exceeds more than 100 years.

We Help Houston Companies Drive The Numbers

Our CFOs Help You Develop Your Financial Strategy, Plan, and Drive Growth

The Energy CFO Helping Clean Energy Rene
The Energy CFO Provides CFO Services to Renewable Energy  Companies and Solar Technicians
CFO Services
Budgets & Forecasts
FP&A Services
Financial Models
Profit Improvement
Strategic Planning
CFO Coaching
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CFO Consulting Services Tailored To Your Needs

Fractional CFO | Virtual CFO| Interim CFO | Strategic 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 Houston 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. 

CFO For Houston Family Offices

The Energy CFO also offers variety of CFO Services for Family Offices 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 Family CFO Services include strategic advisory, due diligence team support, financial planning and analysis, complex financial modeling, post acquisition transition, outsourced or fractional cfo services, board and family council advisory services, and our popular Monthly Operational and Financial Review with your leadership team.  

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 private equity team and/or new investment will need interim,  fractional,  or part time support from an experienced cfo team. Preferably a cfo 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.  

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. 

Adding Value with Financial Planning and Analysis

"Good Fortune Is What Happens When Opportunity Meets With Planning." - Thomas Edison

Financial Planning and Analysis ("FP&A") is a tool that all Houston Fortune 500 corporations use to grow their businesses. This type of planning is incredibly beneficial. We offer FP&A as-a-service to private mid-sized clients in the oil, natural gas, oilfield, chemicals, utilities, renewables and storage, energy services, engineering and construction industries.  

 

FP&A helps translate your strategy into action so you can plan for, measure, monitor, and course-correct as needed. Any size business can benefit from it. And you don't have to hire a full-time FP&A department and CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using our outsourced FP&A service.   

We can help you plan for future opportunities by creating and implementing a flexible financial plan that:

  • Enables you to take proactive measures to improve your company's future success.

  • Translates your vision into an action plan, complete with sales metrics and financial projections.

  • Reduce the stress of balancing basic financial management tasks enhance discussions with our strategic cfo insights.

  • Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.

  • Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.

  • Improve organizational decision making.

  • 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. ​

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The Energy CFO has been serving the energy capital Houston, TX since 2013.  Our co-owners spent many years working in the Galleria area and Downtown for some of Houston's top integrated energy companies before moving to San Antonio.

We offer both Virtual CFO Services and Hybrid CFO™ Services (hybrid is a mix of both virtual and on-site typically 85%/15%).

Get Started Now - CFO Help is Four Steps Away! 

1. Contact us to schedule an initial consultation.

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 Houston