Outsourced CFO Services | Fractional CFO
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 (cfo will provide 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.
CFO Services Tailored to Your Business Needs
Find The Right Fit | Get The Right Outsourced CFO
We custom-tailor fractional cfo services to fit your unique business 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 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.
The Future Of Your Company Is At Stake
Whether it's been a successful year for your business or one you'd rather forget, the goal is always to keep moving forward.
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What are you doing to make business growth a reality?
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Have you quantified what your business plan means in terms of growth, future profits, and cash flows?
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Do you have a financial strategy and action plan?
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Are you monitoring your sales, profits, EBITDA, and cash flow against your budget or forecast regularly so you can spot trends and adapt in a timely manner ?
Our Outsourced CFO Services (also known as Fractional CFO Services or Virtual CFO Services) can help your company develop and implement a financial action plan, budget and forecast, monitor and assess performance, enhance corporate governance, update your business strategy, recommend opportunities to grow, present to your board, and help advise you as you navigate your company to the next level.
CFO Services For Middle Market Companies
While the scope of services for each client engagement is unique, some of the more common examples of CFO consulting services for growing and expanding companies include:
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Build/leverage accounting systems and staffing
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Internal controls and corporate governance
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Assist with financial processes and financial management
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Business process automation
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Cash flow and working capital management
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Cash flow forecasting
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13 Week Cash Flow
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Accounts Receivable and Accounts Payables terms and processes
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Inventory management
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Budgeting and preparing financial projections
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Financial models
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3-Way Forecasting (P&L, Balance Sheet, Cash Flows)
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What-if scenario modeling and analysis
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Funding requirements and cash burn
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Strategic planning
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Board Meetings
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Fundraising analysis and advisory
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Advisory and analytical support for negotiations and contracting
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Management reporting (looking at the financial health, performance, and operations)
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Variance analysis
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Financial ratios and trends
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Non-financial performance and trends
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- Profitability consulting
- Product or service pricing and customer mix
- Product or service costing accounting
- Cut Costs - labor and purchasing/supply chain
- Productivity (operations) and resource management
- Drilling into profit margins
Our Client Success Stories
Extraordinary Results in Challenging Business Cycles
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
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:
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Assist you with financial processes and financial management
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Leveraging system integrations
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Automating business processes
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Cash flow and working capital management
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Financial modeling
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3-Way Forecasting (P&L, Balance Sheet, Cash Flows)
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Running what-if scenario modeling and analysis
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Management Reporting (looking at the financial health, performance, and operations)
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Variance analysis
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Segment and joint venture profitability
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Analyzing non-financial data impacting P&L
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Board Meetings
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Strategic Planning
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Competitor benchmarking
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Corporate Finance
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Recapitalizations
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Lease vs. buy
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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
Outsource Your CFO Function To Our CFO Team
We Care and We Want Your Business To Thrive
Leading and growing businesses is tough. There is never enough time and never enough cash. Here are common growing pains we see business owners and executives struggling with:
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They are overrun with too many responsibilities trying to do their day jobs and run the company.
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Companies often lack financial expertise and an integrated cohesive financial strategy.
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They are not receiving financial guidance about the financial health and performance of their companies.
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They are not getting relevant and impactful information they need to aid in decision making.
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They are encountering heavy resistance and are frustrated with an inability to make significant progress in growth initiatives.
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They lack candid feedback, constructive guidance, or practical solutions to tackle problems.
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Dealing with gaps in human resources, organizational design, and corporate governance.
Our financial team has experience helping clients with these issues and so much more. Our outsourced cfos can help your team see the big picture and understand how the financial, operational, and administrative parts of your business may be impacting your 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 learn more about why companies prefer our our cfo service.
How We Create Value For Our Clients
Save Time and
Save Money
Take Control Of 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 concepts you have questions about and help you take action.
Who We Are
Experienced CFO Bio
Paula Waggoner-Aguilar, CFO and CPA
Our CFO Firm
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The Energy CFO is a 12-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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Combined energy, finance, and accounting work experience of 100+ years.
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Strong business, strategic, marketing, operational, and financial acumen.
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Worked for Fortune 500, billionaires, second and third generation family businesses, and private companies across the energy value chain and around the globe.
Outsourced CFO, Energy Industry, and Business Awards
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NAWBO's prestigious 2019 Woman Business Owner of the Year Award.
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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 Outsourced CFO for Private Companies Award.
Interested In Hiring An Outsourced CFO?
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.
What Clients Say
We Have A Strong Reputation For Quality And Excellence.
Outsourced CFO Services And Financial Services
"Not sure how I got through 60 years of life without Paula (our Fractional CFO)!"
"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Owners of mid-sized family-owned pipeline services company offer pipeline construction, fabrication, maintenance, ROW clearing, and more with more than $200 Million in annual revenues.
CFO Outsourcing Services And Outsourced Finance Solutions
"The Energy CFO's solutions saved our energy 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 resource network".
Chairman World's Largest Methanol Energy Project
CFO Consulting Services - Small Business
“Now we walk into private equity pitches with a lot more confidence. Our financial models have been vetted, we know how to raise capital and how much we need, and we have an experienced interim cfo who can answer tough investor questions. The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings."
Co-founder Permian Basin Oil & Gas Exploration and Production company.