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Profit Consulting For Energy Businesses

We Analyze Your Business And Provide Recommendations to Improve And Grow Your Profits

Happy Profit Consulting Services Energy Engineering Client
  • Save Time and Money
  • Get a Customized Action Plan
  • Transform Your Business
  • Build Leader Confidence

Profit Improvement Consulting

We Want Your Company To Thrive

It's not easy to succeed in business. There are a lot of opportunities to make huge mistakes and errors. You want to avoid this, and we get it.


We provide profitability consulting as one of our cfo services to assist you. Like you, most of our clients have navigated recessions and, in some cases, multiple downturns. The low hanging fruit in their cost structure has been harvested.


The Energy CFO can provide you with fresh new ideas to increase your revenues, lower your operating and administrative costs, and make smart technology choices. We offer more creative, customized, and advanced recommendations. Our expertise lies in helping you see the big picture and thinking about how your enterprise's various components impact your profitability, cash flow, and/or impede growth.


We collaborate with you to create an action plan, come up with new ideas, and devise practical solutions. We assist you with implementing those suggestions as well as keeping track of them to help you navigate uncertain circumstances, achieve your objectives, and thrive.

The Future Stakes Have Never Been Higher

Dollar Bill face with George Washington and EKG lines

Do you have unprofitable products or services?


Is your company struggling to break even or cash flow?


Have you run out of strategies to improve your profit margins?
Low profit margins are an early warning signal of distress.


Get the financial management advice and operational finance and accounting know-how you need to take action to protect your company.

How We Help You Improve Company Profitability 

Areas We Typically Review and Make Recommendations


Customer Evaluation And Analysis
Pricing Products and Services
Bidding And Proposals
Product Mix and Diversification
Order-to-Cash Processes & Controls
Accounts Receivable Management
Profit Centers


Purchasing And Contracted Services
Asset And Inventory Management
Operations Activites and Productivity
Cost Accounting, COGS, And SG&A
Procure-to-Pay Processes & Controls
People And Organization Planning
How You Finance Your Operations


Cloud Integration & Advanced Software
Financial and Management Reporting
Data, Analytics, and FP&A Tools
Business Process Modernization
Outsourcing Options

We Focus On The Profit Drivers That Matter

You Get "Big Picture" Financial and Business Analytics and Insights

  • We help you understand and see how the financial and business drivers impact Company Profitability. We use data analysis and modern data visualization tools to help drive profit discussion.

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

  • Our FP&A Services help you track profit drivers by products, service lines, projects, business unit, region. We compare results to budgets, forecasts, financial models, and facilitate discussions of variances and action items with leadership teams.

  • With our Cash Forecasting Services, we can also look at your business operating cycle, how you finance your operations, and how you use your cash as these impact your working capital and finance costs. Our fractional cfos offer suggestions how to improve cash flow from energy company's operations

Custom Spotlight Reporting Client Profit KPIs Dashboard

We look at revenue, growth, accounts receivable, cash, operating costs, productivity, profits, assets, people, liabilities, operations, and many more profit drivers.

Consulting Client Success Stories

Extraordinary Results in Challenging Business Cycles

The Energy CFO Client Success Stories Midstream Energy Services and Chemicals Executives O

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

We Specialize In Energy | Oil and Gas

Paula Waggoner-Aguilar Founder CEO and Managing CFO for The Energy CFO in Houston Dallas S
Energy CFO Consultant
Paula Waggoner-Aguilar, CPA

Financial Consulting Firm Specializing In Energy and Oil and Gas

  • The Energy CFO is a 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 organizations involved in all aspects of the energy industry (developers, operators, products and service providers, construction, technologists, energy software, and manufacturers).

  • We offer an affordable, highly qualified and capable, long term advisory solution for private companies. Many 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 finance and accounting executive. 

Our CFO Consultants

  • Combined energy, finance, and accounting work experience of 100+ years.

  • Strong business, strategic, marketing, operational, and financial acumen.

  • Worked for Fortune 500, billionaires, second and third generation family businesses, and private companies across the energy value chain and around the globe.

​Finance, Energy, and Entrepreneur Awards


We Help You Build Your Profit Playbook

Operational Finance and Accounting Know-How Combined With Business Consulting

Marketing and Sales

  • Opportunities to offer customers a more customized experience

  • Identify new, better, cheaper markets, products, and/or services

  • Pricing who, what, how, when, and whether is it accurate

  • Validate your gross profit and profit margin - what you think vs. accounting 

  • Investigate and resolve discrepancies and problems

  • Sales mix

  • Sales forecasting and scenario analysis

  • Identify and mitigate risks embedded in contracts


Supply Chain, Inventory, and Manufacturing

  • Procurement and pricing

  • Cash invested in inventory and determining how much inventory you need

  • Look at the critical and weak links in the chain

  • Opportunities to diversify supplier base, geopolitical, and reshoring

  • Inventory processes, controls, and management

  • Warehousing and dispatch best practices

  • Accounting for and managing chemical mixes

  • Manufacturing activity-based accounting and cost accounting 

  • Calculating and understanding how to use variance analysis

Improving Productivity 

  • Review operations for opportunities to simplify, streamline, optimize, and modernize processes

  • Outsourcing

  • Selecting and tracking performance indicators - the obvious and then unplanned indicates like downtime, safety events, etc.

  • Evaluate data, business analytics reporting, and KPI dashboards 

  • Digitization

  • Cloud integrations and advance software 

  • Algorithms and RPA automations

Cutting Costs

  • Review you cost structure

  • Review how you use your cash

  • Options to reduce Cost of Goods Sold (direct, indirect, variable, fixed)

  • Review MSAs with service contractors

  • Evaluate the accuracy of cost accounting

  • Calculating and making sense of manufacturing variances

  • Options to reduce overhead costs, aka Selling, General, & Administrative Costs

  • Eliminate duplicative or low value time consuming manual processes with automation, digitization, cloud integrations, or advanced software

Our Return on Investment (ROI) to Our Clients

Save Money and Time

Outsource your Profit Advisory and Consulting work to us and optimize your time. Our Profitability Services are designed to save you time and find ways to improve and grow your operating profit. You will get more done so your company can make more money.

Understand Your Profit Margin

We analyze your financial performance and meet with you monthly to provide you with our report, CFO insights, and recommendations. We will explain finance and accounting concepts you have questions about.

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

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.

Your Business

We help you strategize, plan for growth, devise action plans, create budgets

and financial projections, forecast sales and cash flow, secure funding, reduce costs, improve profits, measure and monitor bus. performance.

Don't Wait. Get Started Now. It's 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.

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