Outsourced CFO Services San Antonio, TX
The Energy CFO provides CFO Services and Management Consulting to oil and gas and energy companies in San Antonio, the Eagle Ford, and the Port of Corpus Christi, TX. Our Outsourced CFO Services include Fractional CFO Services, Virtual CFO Services, and CFO Consulting Services. These outsourced cfo services can be temporary or interim in nature and range in duration anywhere from 6 months to 3+ years for private companies. We also offer cfo management consulting services to San Antonio and Corpus Christi companies including financial planning and analysis, cash forecasting, profit improvement consulting, business accounting advisory services, oil and gas and energy accounting advisory, strategic cfo consulting, and our cfos serve as board advisors. By far, our most popular service is a monthly financial and operations review service (the MOFR) that our energy CFO conducts with your management team monthly.
We work for oil and gas companies, oil field and oilfield services (drilling, fracing, wireline), midstream, pipeline services, renewable energy companies (B2B solar and wind), batteries and storage, electricity, energy technology and software, engineering, construction, manufacturing, and chemical companies.
The Energy CFO specializes in energy finance, strategy, financial planning and analysis. Our CFO team’s combined energy industry and finance/accounting experience exceeds +100 years. We also have global management and operations experience. Our Managing CFO is a San Antonio Business Journal C-Suite awards winner, “Best CFO Private Companies”, and a Texas CPA specializing in the energy and oil and gas industry. We are also a 2019 the National Association of Women Business Owners NAWBO award winner. We are woman owned small business and have been in business since 2013.
We Help Energy Companies Drive The Numbers
Our CFOs Help You Strategize, Plan, Understand Your Financial Health, and Drive Growth
Budgets & Forecasts
CFO Corpus Christi Tx - We Got You Covered Too
Fractional CFO and Part Time CFO Consulting Service
The Energy CFO's ties to the Coastal Bend run deep. Our CFO firm's very first client was a local 30+ year family-owned oil field drilling and fracing fluids company that was working in the Eagle Ford and the Permian. We help them develop a 13 week cash flow and create and create a procurement and inventory process to help them improve their profitability. We also help them set up and track inventory movements, field dispatch, standardize chemical mixes quantities and related costing, and build the cost accounting function in their accounting system.
We work for oil and gas companies, LNG and export terminals, oilfield services, pipeline contractors and petroleum storage, renewable energy companies (wind farms and B2B solar), energy services, engineering, construction (E&C, EPC), manufacturing, and greenfield energy and chemical projects. We support the community and local businesses. We also collaborate well with local accounting firms.
Customized CFO Consulting Services
Fractional CFO | Virtual CFO | Part Time CFO | Interim CFO
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 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 to hire a Chief Financial Officer. Our CFO Consulting Services includes a team of very experienced energy finance and accounting professionals and our outsourced CFO services are designed to wrap around your business accounting provider (that saves you money!). We have been delivering fractional and part time cfo services virtually since 4Q 2017 (yes, a very long time now) and we utilize a remote Texas based workforce. Our company uses specialized finance software to perform our work and produce management reports and dashboards (we are efficient and use our own tools, which helps save you money).
Not surprisingly, our custom solutions are often less expensive than other San Antonio and Corpus Christi alternatives: executive searches, oil and gas recruiters, CFO companies, business management consultants, CPA firms, accounting services firms, outsourced staffing agencies, business consultants, and independent financial consultants or CFO/Controllers.
The Energy CFO specializes in providing CFO Services and Business Consulting to companies in the oil and gas, energy and gas projects, renewables and the energy transition, engineering and oilfield services, and manufacturing tech sectors.
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.
The Energy CFO was established in San Antonio in 2013. We offer Virtual CFO Services and Hybrid CFO™ Service (hybrid is a a mix of both virtual and on-site typically 85%/15%). We also serve business owners in Corpus Christi and other South Texas cities.
Many folks in San Antonio know us for our life science, physician, and healthcare cfo division, The Healthcare CFO.
CFO Services For San Antonio Family Offices
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 team and/or your new company 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.
The Energy CFO also offers variety of Family CFO Services 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 services of interest include strategic advisory, due diligence team support, financial planning and analysis, complex financial modeling, post acquisition transition, outsourced or fractional cfo services, board advisory, and our popular Monthly Operational and Financial Review with your leadership team.
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.
Get Started Now - 4 Steps to Hire CFO Help!
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 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.
CFO Services San Antonio Contact Info.
Text or Call Us In
San Antonio, Corpus Christi, and South Texas
Email Us At:
13423 Blanco Rd. #244
San Antonio, TX 78216