Our CFO Service Offering

Startup Solutions for Founders & Investors

Improving Profits & Cash Flow Service

Profitability Consulting & Cash Forecasting

Interim, Fractional aka Part-Time, & Virtual CFO

Strategic Advisory Services & Financial Modeling

Board Advisory for Family Boards & Private Companies

Our Customized Client Service Approach

We Add Value By Helping Our Clients Grow Their Companies and Moving Their Businesses To The Next Level


Every single client has a unique business (even within the sectors they operate) and no two are alike.  Our clients are referred to us or find us because they want and require a customized industry-specific Outsourced CFO Solution.  Our CFO Advisory and Consulting Service includes a team of very experienced energy finance professionals (including energy financial modeling) and is designed to wrap around the client's accounting providers.  The Energy CFO's service approach truly sets us apart from all the competition: recruiters, staffing firms, CPA firms offering CFO services, CFO advisory firms, CFO consultants, management consultants, and other client accounting service providers.  We are a small giant in our field and we specialize in helping private entrepreneurial organizations.


Our process begins with custom designing CFO Services to help accelerate our client's growth while also taking into account their needs, key milestones, realistic execution deliverables, and budget.  We do this by taking a holistic view when building processes and teams, as opposed to an a-la-carte menu of services.  This is the way we ran businesses for Fortune companies, billionaire wildcatters, private equity portfolio companies, SMBs of large foreign companies, energy infrastructure developers, and family businesses.  We have just tailored our approach to the specific needs of smaller, private companies.

We make it easy for our clients to plug and play our services into their organizations.  We offer flexible service options (Interim, Fractional a.k.a. Part-Time, Consulting Projects), reliable virtual capabilities and SMEs, hybrid onsite and virtual engagements, and our technology stack leverages affordable cloud technologies and apps (including advanced finance and accounting technology). 


Not surprisingly, our custom solutions are often less expensive than other alternatives.    

How Our Clients Benefit from Hiring  Us

  1. Provide you with an experienced CFO

  2. Help you achieve your goals.

  3. Improve your corporate governance.

  4. Build your financial intelligence.

  5. Increase investor and external confidence in your leadership.

  6. Go beyond reporting and help you drive the numbers.

  7. Explain and select debt and equity funding options.

  8. Prepare you for investor pitches, Q&A.

  9. Plan for succession and prepare the company for transactions.

  10. Strategize, analyze, and plan ahead using financial models and scenario analysis.

  11. Expand your industry and service networks.

  12. Offer solutions to maximize your profit and your cash flow.

  13. Provide pricing, procurement, and productivity recommendations/guidance.

  14. Offer creative cost-cutting opportunities.

  15. Assist you in analyzing and vetting critical decisions.

  16. Recommend opportunities to optimize your workforce.

  17. Make smart and impactful digital technology investments.

Collaborating With CPAs & Other Professional Services Firms

We Collaborate with Other Professional Firms.  Our CFO Advisory and Consulting Services are complementary to services offered by bookkeeping, writeup services, oil and gas accounting, outsourced controller services, client accounting services, controller services, auditing and reviews, tax planning and compliance, recruiters, and other outsourced business process service providers. 


  • Strategic Alliances with CPA Firms.  Our business model is unique.  We focus on the Finance Lanes.  Our CFO and Industry Finance Services wrap around Client Accounting Services.  This makes us an ideal partner for CPA Firms and Outsourced Controller Firms.  


The Energy CFO is a CFO Advisory and Business Consulting Firm helping private oil and gas, energy infrastructure, oilfield, energy services, renewables, manufacturing, and technology companies accelerate their growth and take them to the next level.  Many of our clients are family-owned business enterprises with multiple generations working in operations.  The Energy CFO offers a range of financial and operational leadership services including Startup CFO, Interim CFO, Part-Time CFO, Fractional CFO, Virtual CFO, financial modeling, energy modeling, financial planning and analysis (FP&A) packages.  We serve clients across the US, Texas, and Lousiana:  Houston, the Gulf Coast, Austin, San Antonio, Midland, Dallas, and Corpus Christi.


For our firm's Healthcare and Life Science CFO Advisory Services, go to www.thehealthcarecfo.com website. 



San Antonio, TX 78216

Office 210-802-8640


Office 832-521-8190


The Energy CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

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The Energy CFO, LLC is not a CPA firm.