Our Story

Energy and Healthcare CFO Services

The Energy CFO Our Story from Oil & Gas

The Energy CFO® was initially established in 2013 to help businesses accelerate their growth and take them to the next level by providing access to experienced CFO (Chief Financial Officer) leadership that is not typically available to early and middle-market companies and their investors.  Very quickly, our founder saw a need for the firm to expand its SHARED CFO Services to include Interim, Fractional a.k.a. Part-Time, and Virtual CFO services that essentially wrap a company’s accounting services providers. 

 

In 2015, The Energy CFO® began diversifying into new sciences, technology, and engineering-related industries.  Since then, we have worked for executives running regenerative medicine, joint develop tissue and stem cell manufacturing, medical devices, electrical engineering firms, chemicals (Methanol fuel), and various technology businesses. Today we have a mix of clients – both small and large.  Along our journey, we discovered how applicable our knowledge, skills, and experience are to other industries and how much we enjoy the challenge of learning about new industries.  In fact, we decided to carve out our life science and healthcare work and launch it as part of a new division called The Healthcare CFO in the summer of 2019. 

 

Both The Energy CFO and The Healthcare CFO are headquartered in San Antonio, Texas.  We also maintain a small private office in Houston.    We provide virtual and on-site services to clients in Houston, Dallas Fort Worth, Austin, San Antonio, Austin, Corpus Christi, Eagle Ford counties, and the Texas and Louisiana Petrochemical Complex.   Some of our clients have international offices and projects.  Our virtual capabilities, along with our significant international work and management experience, have proved to be a competitive advantage for our clients with international operations.  

 Our Mission

The Energy CFO specializes in Outsourced CFO Advisory and Business Consulting services for entrepreneurial thinking organizations.     

 
Our MISSION is to help owners and executives grow strong sustainable businesses so they can create more jobs in our local communities, employ the hardworking men and women of this nation, contribute towards state and local tax bases, and ignite that fiercely innovative and ingenious American Spirit within ALL of US.


The Energy CFO is passionate about helping entrepreneurs, family enterprises, private equity-backed, and other privately-owned companies who DREAM BIG, want to CHALLENGE the status quo, INNOVATE and BOLDLY DISRUPT markets. 

Walk with the Dreamers by Wilferd Arlan