Profit Consulting Services

Improve & Grow Your Operating Profit Margin

Our CFOs Analyze Your Business & Recommend Actions to Improve And Grow Your Profits

• Save Time and Money

• Get a Customized Action Plan

• Transform Your Business

• Build Leader Confidence

The Stakes Have Never Been Higher

Are your companies, projects, or business units unprofitable?

Have you run out of ideas to improve your profitability?

Is your banker questioning the long term viability of your company? 
 
Lack of profits can lead to business failures. 
 
Take Action Today to Protect Your Company!

Profitability Consulting Services

The Math is Easy. Getting The Financial Value Drivers Right Is The Tricky Part.

Focus On The Value Drivers That Matter

Customized Dashboards Help You Quickly Visualize How Value Drivers Are Trending

• We help you understand and see how the details of your business impact the Big Profit

• Get information distilled into simple key metrics. Last month you put $0.XX cents in operating profit in your pocket book, and this month you put $0.XX.

• Our Financial Planning & Analysis Services can help you track profit and value drivers by business unit, region, project, products or service lines. 

• With our Cash Forecasting Services, we can also look at your cash conversion cycle and debt as these impact your working capital and finance costs.

Client Success Stories

Extraordinary Results in 2020

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

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

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Secured +60% Line of Credit Increase in 2020. 

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"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

Our Value to Our Clients

With Only 10% to 20% of Businesses Succeeding...
Who You Have On Your Team REALLY Matters! 

We Want You and Your Company To Thrive

The world of business is not an easy one. There are plenty of opportunities to make mistakes and errors that can cost a company a lot of money. You know this firsthand, and it's something you want to prevent. We get it. That's why we offer profitability consulting as part of our services offerings. Most of our clients have navigated recessions and in some cases multiple downturns. In our opinion, most of the private companies in our industry have seized all the "low hanging fruit" in their cost structure. What they are looking for is fresh new ideas. What we offer are more customized, creative, and advanced recommendations.

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We have experience helping clients with these issues and more. We utilize our broad industry, financial, and operational knowledge and experience. Couple with institutional and tacit knowledge gained from working with both global, domestic, public and private companies.

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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. But we don't stop with just recommendations. We work with you to develop an action plan with practical solutions. We help implement those recommendations and establish tracking to monitor and help you navigate and achieve your goals. 

Who We Are

Paula Waggoner-Aguilar, CPA

CEO & Managing CFO

Our Firm

• The Energy CFO is a 8-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 entrepreneurial  organizations.

• Most of our clients stay with us for a number of years. 

• We are owned and run by an award-winning CFO/CPA and former Global Fortune 500 executive. 

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Our 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.

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​Awards

• 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".

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

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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 

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​3. We will provide you with a service proposal and price quote. 

4. Sign our service agreement and we are ready to begin.

We Help You Build Your Profit Play Book

Building Strong Financial Offense To Defend Your Hard-Earned Profits

Sales & Revenue

• Identify new markets, customers, products, and services

• Validating sales margin

• Review customer and project profitability

• Pricing - bids, products, and services

• Sales mix

• Sales forecasting and scenario analysis

• Mitigate risks embedded in contracts

• Aligning commercial and financial contract provisions

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Managing Costs

• Reducing Cost of Goods Sold or Cost of Sales

• MSAs and Service Contractors

• Accurate Project Accounting and/or Cost accounting

• Calculating and making sense of manufacturing variances

• Overhead Cost Reduction, aka Selling, General, & Administrative Costs

• Integrating ERP modules (eliminate duplicative manual processes)

Supply Chain and Inventory

• Procurement

• Diversify geographic supplier base

• Warehousing and dispatch best practices

• Perpetual inventory management 

• Accounting for and managing chemical mixes

• Manufacturing activity-based accounting

Improving Productivity 

• Track performance indicators like uptime, planned/unplanned downtime, safety, etc.

• Business process improvement - simplify, streamline, and optimize

• Outsource work

• Upgrading digital technologies

• Embrace Cloud and Digital Technologies to streamline work and automate high volume low value activities​