CFO Services For Midstream Oil & Gas Companies

Our CFOs Help You Develop Your Financial Playbook, Improve Accounting, and Drive Growth

Pipeline Construction Contractor Business Owner
  • Save Time And Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leadership Confidence 

Midstream Energy CFO Services

Custom Tailored Midstream Finance Solutions

We custom-tailor 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 "cookie-cutter" approaches and solutions competitors offer.  To get a better idea of what your scope of service might include, see these two examples below of more common services provided to growth companies and mature companies

Whether you are located in Houston, Tulsa, the Permian or Delaware Basin 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. Our services are delivered virtually (since 4Q 2017) and we utilize a remote Texas based workforce. 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. 

Midstream | Energy Services | O&G Pipelines | Storage 

CFO Services for Midstream Oil and Gas Companies The Energy CFO.jpg

The midstream oil and gas industry covers a broad spectrum of businesses in the energy industry value chain.

The Energy CFO® serves midstream developers of domestic and international midstream oil and gas projects, crude oil, natural gas facilities, oil and gas storage and greenfield projects, engineers, pipeline contractors, operators of midstream energy companies, maintenance supply and service providers, equipment manufacturers, and recyclers including:

  • Midstream Energy Infrastructure

  • Oil and Gas Engineering

  • EPC Oil and Gas

  • Gathering Oil and Gas

  • Oil and Gas Storage and Transportation

  • Tank Farms

  • Oil and Gas Software

  • Pipelines

  • Pipeline Contractors

  • Pipeline Supply and Service

  • SCADA Systems

  • Pipeline Maintenance

  • Pipeline Equipment

  • Pigs, Valves, and Flow Meters

  • Civil Engineering

  • Midstream Energy Software

  • Operational Tech

  • Oil and Gas Terminals 

  • LNG Terminals

  • Methanol Fuel Projects

  • Oil, LNG, Marine Tankers

  • Green Shipping and Fuels

  • Pipeline Removal and Steel Recycling

Don't Get Stuck Midstream
The Stakes Have Never Been Higher

The Stakes Have Never Been Higher For Energy Companies The Energy CFO Why You Need Us.jpg

Are you losing profits on bids and projects? 
Have you run out of ideas to improve company profitability?
Is your banker questioning the LT viability of your business? 
 
Lack of profits can lead to business failures. 
 
Take Action Today to Protect Your Midstream Energy Company!

Why Outsource Your CFO Work

Fractional CFO | Virtual CFO | Financial Consulting

Hiring an outsourced CFO to manage your oil and gas and pipeline contractor company’s midstream finances is a great way to strengthen and grow your business. For private 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 financial 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.

Pipeline Contractor Client Success Stories

Navigating Clients Through Challenging Business Cycles

Happy Pipeline Contractor Client

Grew operating cash / working capital by more than 800% over a 12-month period from December 2019 to November 2020 by improving project profitability, disciplined cash management, changing processes and controls, capturing accounting efficiencies, CFO coaching, adding to their accounting bench, and active receivables management.

 

Increased existing line of credit by 60% or $3 million dollars in 2020 by engaging their banker and the bank's financial analyst, providing management reports and relevant financial analysis, and sharing projections and fielding related Q&A. 

Family-Owned Midstream Service Company

Gross Revenues +$200 Million 2019

We Help You Construct Your Profit Pipeline

And Build A Strong Financial Offense To Defend Your Hard-Earned Profits

Financial Planning

Bid Pricing and Project Profitability
3-Way Forecasting / Budgets

Scenario Analysis

Data Analysis

Actual vs. Budget Variance Analysis 

Financial Ratios

Operational Data 

Business Intelligence

Monthly Mgmt Reports

KPI Dashboards

Business Planning

Strategic Solutions For Midstream Companies

We offer a range of strategic advisory and consulting services tailored to fit your specific needs including:

  • Strategy guidance and strategic planning

  • SWOT assessment

  • Benchmarking competitors

  • Risk management and mitigation

  • Strategic partnering

  • Sales and marketing business plans

  • Asset or portfolio optimization

  • Organizational development

  • Virtual CFO Coaching

  • Portfolio Investment Decisions

  • Strategic Financing

  • Capital structuring

  • Change Leadership

  • Restructuring and turnarounds

  • Preparing companies for sale

  • Family Succession planning

  • Transaction Advisory Services

    • Mergers and Acquisitions (“M&A”) Support

    • ​Post Acquisition M&A Transition

We Want You and Your Business To Thrive

Owning and running a private midstream company is tough. Your least abundant resources are time, money for capex,  and when you are growing - you never have enough operating cash. These are common growing pains we see clients struggling with: 

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

  • Unfamiliarity with what is going on with the financial health 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.

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. 

Who We Are

Paula Waggoner-Aguilar Founder CEO and Managing CFO for The Energy CFO in Houston Dallas S

Midstream CFO Bio
Paula Waggoner-Aguilar, CPA

Our CFO Firm

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

  • We specialize in energy finance and helping entrepreneurial  organizations. We are a small giant in our field. 

  • Most of our clients stay with us for a number of years. We grow together. 

  • We are owned and run by an award-winning Energy CFO and CPA and former Fortune 500 executive. She has more than 25 years experience working in the energy industry.

Our CFO Team

  • Combined energy finance work experience of 100+ years.

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

  • Hard working independent critical thinkers.

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

Energy, CFO, 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".

Our ROI To Our Midstream Energy Clients

CFO & Financial Management Advisory Services
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

Consulting Services
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.

CFO & Financial Management Advisory Services
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.

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.

Midstream CFO For Texas and Oklahoma 

Whether your midstream energy services is located in Houston, Tulsa, or the Permian Basin (Midland, Odessa, or New Mexico), we got you covered with Virtual CFO Services. If you are outside of Texas or Oklahoma and you are interested in learning more about our Midstream Oil and Gas CFO Services, give us a call or email us to discuss whether our cfo service is a good fit.

Sometimes, new clients tell us they have not gotten help before because they are often working in the field. We understand many pipeline contractors and midstream energy services owners are "working owners" - we want you to know that its not uncommon for us to have meetings while some of the management team is out in the field. We have come up with various solutions over the years, so please don't let this hold you back from getting help.  

The Energy CFO is headquartered in San Antonio, Texas. Our CFO team is made up a remote workforce based in cities across Texas. We have been providing virtual cfo services to clients in the field since late 2017.