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 of more common outsourced cfo services provided to small and middle market companies and larger private companies.
Whether you are located in Houston, Tulsa, the Permian 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 chief financial officer. 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
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 projects, crude oil, natural gas facilities, tank farms and gas storage, greenfield projects, engineers, pipeline contractors, operators of midstream energy companies, maintenance supply and service providers, equipment manufacturers, and recyclers including:
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Midstream Energy Infrastructure
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Oil and Gas Engineering
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EPC Oil and Gas
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Production Processes
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Gathering Oil and Gas
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Storage and Transportation
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Tank Farms
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Oil and Gas Software
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Pipelines
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Pipeline Contractors
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Pipeline Supply and Service
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SCADA Systems
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Pipeline Maintenance
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Pipeline Equipment
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Pigs, Valves, and Flow Meters
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Civil Engineering
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Midstream Energy Software
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Operational Tech
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Oil and Gas Terminals
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LNG Terminals
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Methanol Fuel Projects
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Oil, LNG, Marine Tankers
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Green Shipping and Fuels
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Pipeline Removal and Steel Recycling
Don't Get Stuck Midstream
The Stakes Have Never Been Higher
Are you losing profits on bids and projects?
Have you run out of ideas to improve company profitability?
Is your banker questioning the long term 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 chief financial officer to manage your oil and gas and pipeline contractor company’s midstream finances is a great way to strengthen and grow your business long term. 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 work to a special financial consulting project which is another form of outsourced 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 finance consultants 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 and financial reports produced by accounting and focusing on helping the Chief Executive Officer drive the company’s financial future.
Pipeline Contractor Client Success Stories
Navigating Clients Through Challenging Business Cycles
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
Management and Financial Reports
KPI Dashboards
Business Planning
Strategic Solutions For Midstream Companies
We offer a range of strategic CFO advisory and financial consulting services tailored to fit your specific needs including:
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Strategy guidance and strategic planning
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SWOT assessment
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Benchmarking competitors
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Risk management and mitigation
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Sales and marketing business plans
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Asset or portfolio optimization
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Organizational development
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Virtual CFO Coaching
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Portfolio Investment Decisions
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Strategic Financing
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Capital structuring
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Change Leadership
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Restructuring and turnarounds
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Preparing companies for sale
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Family Succession planning
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Transaction Advisory Services
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Mergers and Acquisitions (“M&A”) Support
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Post Acquisition M&A Transition
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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:
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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 production or operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action.
Who We Are
Midstream CFO Bio
Paula Waggoner-Aguilar, CPA
Our CFO Firm
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The Energy CFO is a 10-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
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We specialize in energy finance and helping entrepreneurial organizations. We are a small giant in our field.
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Most of our clients stay with us for a number of years. We grow together.
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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
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Our finance consultant's combined energy finance work experience of 100+ years.
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Strong business, strategic, operational, and financial acumen.
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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".
Our ROI To Our Midstream Energy 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.
Get Started Today - Its Easy!
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.
Midstream CFO For Texas and Oklahoma
Whether your midstream energy services is located in Texas, New Mexico, Oklahoma, North Dakota, Colorado, we got you covered with Virtual CFO Services. If you operate in the United States and you are interested in learning more about our midstream CFO energy services, give us a call or email us to discuss whether our 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.