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Outsourced CFO Services

Fractional CFO | Virtual CFO | CFO Services

Hiring an outsourced chief financial officer or CFO to manage your company’s 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 CFO. For example, our Fractional CFOs and Part Time CFOs work virtually when you need them. CFO Services are an ideal option for project work. Since a great deal of work can be completed remotely, most of our services are virtual cfo services. However if you prefer a hybrid cfo services (virtual with an agreed upon percentage of on-site work), give us a call to discuss premium services in more detail. 


We offer a range of customized services. The first step is to understand how a Fractional CFO can help you. If you are not familiar with how outsourced cfo services can strengthen your business, you may want to read our blog post How to Use an Outsourced CFO To Strengthen Your Business.

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 finance and focusing on helping the CEO drive the company’s financial future.

Outsourced CFOs To Help You Drive The Numbers

Our CFOs Help You Plan Your Business, Build and Manage Your Finances, and Drive Growth

The Energy CFO Helping Clean Energy Renewables and Cleantech Business Owners Drive Growth.
The Energy CFO Financial Planning And Analysis and Business Intelligence Services for Your
The Energy CFO Helping Owners of Energy Service and Engineering Companies Drive Growth Co.
  • Save Time And Money
  • Understand Your Finances
  • Transform Your Business
  • Build Leaders Confidence

CFO Services Tailored to Your Needs

Virtual CFO | Fractional CFO | Part Time CFO

We custom-tailor outsourced cfo services 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 small to middle market companies and middle to large companies

We make it easy for you to plug and play our cfo services into your organization.  Our service is designed to wrap around your bookkeeping and accounting services, helping stretch your dollars further. We offer flexible full 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 outsourced 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. 

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

What's at Stake. Business Owner Losing Cash Profits and Wealth

The answer, of course, is no!


Whether it's been a successful year for your business 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 business plan means in terms of future profits and cash flows?


  • Are you measuring and monitoring your sales, budget, and profit margin performance against your plan?  

​Our Outsourced CFO Services (also known as Fractional CFO Services or Virtual CFO Services) can help you develop your company's road map, budget and forecast, visualize your business plan, develop strategy, prepare for transactions, present to your board, and help advise you as you navigate your company to the next level. 

Middle Market Companies

CFO Services For Middle Market 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

  • Assist you with day to day financial management

  • 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

    • Financial models

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

    • What-if scenario modeling and analysis

    • Funding requirements and cash burn

  • Strategic planning

  • Board Meetings

  • Fundraising analysis and advisory

  • Advisory and analytical support for negotiations and contracting​

  • 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

Client Success Stories

Extraordinary Results in Challenging Business Cycles

Fractional CFO Services Client Success Stories The Energy CFO.jpg

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

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

Secured +60% Line of Credit Increase in 2020. 

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


Family-Owned Pipeline Construction Company

Annual Revenue > $200MM

Larger Private Companies

CFO Services For Larger Private Companies

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

  • Assist you with day to day financial management

  • 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 modeling and 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​

  • Board Meetings

  • Strategic Planning

  • Competitor benchmarking

  • Corporate Finance

    • Recapitalizations​

    • Lease vs. buy

  • Profitability consulting

    Productivity (operations) and resource management

    • 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

Contract CFO Services To The Energy CFO

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. Contact us and find out why clients prefer our cfo services.

Our Value To Our Clients

Save Time and
Save Money
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.

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.

Who We Are

Outsourced CFO Paula Waggoner-Aguilar. She is the Managing CFO The Energy CFO
Outsourced CFO Bio
Paula Waggoner-Aguilar, CPA
Our CFO Firm
  • The Energy CFO is an 9-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
  • We are a small giant in our field and we specialize in helping private entrepreneurial organizations.
  • We are woman majority-owned and led by an award-winning CFO/CPA.
Our CFO Team
  • Combined energy finance work experience of 100+ years.
  • Strong business, strategic, operational, and financial acumen.
  • Worked for Fortune 500 and private companies across the energy value chain and around the globe.
​Outsourced CFO, Energy, and Entrepreneur Awards

Hire A Fractional CFO 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.

What Clients Say

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

Happy Working Owner of a Pipeline Services and Construction Company

Outsourced CFO Services

"Not sure how I got through 60 years of life without you!" 

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

Owners of Family-Owned Midstream Service Company with more than two hundred million in annual revenues during 2019. 

Fractional CFO Services Client with Methanol Fuel and Chemical Project

CFO Consulting Services

"The Energy CFO's solutions 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, and their amazing resources". 

Chairman World's Largest Methanol Development Project​

The Energy CFO Startup CFO Services for Oil and Gas Companies r2.jpg

Virtual CFO Services


“Now we are walking into private equity pitches with a lot more confidence.  Our financial projections have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions.  The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings." 


Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company. 

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