We Help You Drive The Numbers

Our CFOs Help You Understand the Financial Health of Your Company and Drive Growth
  • Save Time AND Money
  • Understand Your Finances
  • Transform Your Business
  • Build Leaders Confidence
The Energy CFO Helping Energy Executives
The Energy CFO Helping Clean Energy Rene
Outsourced Financial Planning, Data Anal

Custom Outsourced CFO Solutions

Virtual | Fractional | Interim | Special Projects

Plug Us Into Your Organization And We Get Started Right Away...

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.  To get a better idea of what your scope of service might include, we have two examples below of more common services provided to growth companies and mature companies

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 and Consulting Service 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 2018) 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. 

Do You Want Your Business
To Be In The Same Place Next Year?

The Healthcare CFO Financial Planning an

The answer, of course, is no. Whether it's been a successful year or one you'd rather forget, the goal is always to keep moving forward.


  • What are you doing to make this goal a reality?


  • Have you quantified what your plan means in terms of future profits and cash flows?


  • Are you measuring and monitoring your performance against your plan?  

Exceeding Expectations & Delivering Results

Our Client Successes in 2020

The Energy CFO Outsourced Business Intel

"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job." 

Increased Cash +800% Over 12 Month Period (Dec 2019 vs. Nov 2020)

"The Energy CFO gets more done in a week than we can get done in a couple of months." 


Secured +60% Line of Credit Increase in 2020. 


Co-Owners of Family-Owned Midstream Service Company (Annual Revenue > $200MM)

Our Value To Our Clients

CFO & Financial Management Advisory Services
Save Time and
Save Money
Consulting Services
Understand Your Finances
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.

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

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.

Hire The Energy CFO Today

We Care and Want Your Business To Thrive

Owning and running a private company is tough. Your least abundant resource is time and when you are growing - you never have enough 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. 

The Energy CFO Who We Are Our DNA.jpg

Who We Are

Paula Waggoner-Aguilar CEO and Managing

Paula Waggoner-Aguilar, CPA

CEO & Managing CFO

Our Firm
  • The Energy CFO is a 7-year old CFO Advisory and Consulting Firm headquartered in Texas.
  • We specialize in helping private entrepreneurial organizations.
  • We are woman majority-owned and led by an award-winning CFO/CPA.
Our Team
  • Combined energy and finance work experience of 100+ years.
  • Strong business, strategic, operational, and financial acumen.
  • Worked as for Global Fortune 500 and private companies across the energy value chain and around the globe.
  • 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".
Its Easy! Get Started Today! Contact The

How to Get Started Today - 4 Easy Steps! 

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.
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Virtual CFO Service For Growing Companies

While the scope of services for each client engagement is unique, some of the more common examples of Virtual CFO Services for growing and expanding companies include:

  • Build/leverage accounting systems and staffing

  • Internal controls and corporate governance

  • Business process automation

  • Cash flow and working capital management

    • Cash flow forecasting​

    • 13 Week Cash Flow

    • Accounts Receivable and Accounts Payables terms and processes

    • Inventory management

  • Budgeting and preparing financial projections

    • 3-Way Forecasting (P&L, Balance Sheet, Cash Flows)

    • What-if scenario analysis

    • Funding requirements and cash burn

  • Fundraising analysis and advisory

  • Management reporting (looking at the financial health, performance, and operations)

    • Variance analysis​

    • Financial ratios and trends

    • Non-financial performance and trends

  • Profitability consulting
    • Product or service pricing and customer mix​
    • Product or service costing accounting
    • Cost control - labor and purchasing/supply chain
    • Productivity (operations) and resource management
    • Drilling into profit margins
  • Advisory and analytical support for negotiations and contracting​

Virtual CFO Service For Maturing Companies

We have a lot of experience helping middle-market business owners in mature industries achieve their working capital and profitability objectives. Some of the more common Virtual CFO Services for companies in competitive industries (such as service, engineering, and construction companies) include:

  • Leveraging system integrations

  • Automating business processes

  • Cash flow and working capital management

  • Financial Modeling

    • 3-Way Forecasting (P&L, Balance Sheet, Cash Flows)

    • Running what-if scenario analysis

  • Management Reporting​ (looking at the financial health, performance, and operations)

    • Variance analysis​

    • Segment and joint venture profitability

    • Analyzing non-financial data impacting P&L

  • Competitor benchmarking

  • Corporate Finance

    • Recapitalizations​

    • Lease vs. buy

  • Profitability consulting

    • Margin analysis
    • Pricing and customer strategies​
    • Validating price lists and bid models vs. actual costs
    • Digging into project/cost accounting
    • Cost control - COGS and Opex or G&A
    • Productivity (operations) and resource management

What Clients Say About Us

We have ⭐⭐⭐⭐⭐ CFO Reviews on Google in Houston & San Antonio, TX 

Pipeline Services Company

Family-Owned Midstream Service Company

"The bank meeting went great. Our bankers were very impressed with The Energy CFO's Monthly Management Report."


  • Secured +60% Line of Credit Increase in 2020. 

"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job." 

  • Increased Cash +800% Over 12 Month Period (Dec 2019 vs. Nov 2020)

Co-Owners of Family-Owned Midstream Service Company Annual Revenue > $200MM


World's Largest Methanol Development Project

"The Energy CFO's solution has saved our energy development project a fortune and helped us scale quickly."  
International Energy Developer and Investment Banker
"I LOVE What The Energy CFO Does, How They Do It, & Their Amazing Resources". 
Chairman World's Largest Methanol Development Project​

Early Stage

Oil & Gas Exploration and Production (E&P) Company

“Now we are walking into private equity pitches with a lot more confidence.  Our Pro-forma financials have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions.  Paula helped us organize and decide what information we needed in our executive summary for these meetings.  Likewise, we can assure investors that we have a CFO Service Firm under contract that is fully capable of ramping us up post-funding."
Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company.