ABOUT US

The Energy CFO is a CFO Advisory and Business Consulting Firm helping owners and executives of private oil and gas, energy infrastructure, energy services, renewables, manufacturing, and technology companies accelerate their growth and take them to the next level.  The Energy CFO offers a range of financial and operational leadership services including Startup CFO, Interim CFO, Fractional CFO, Virtual CFO, financial modeling, complex energy modeling, financial planning and analysis (FP&A) packages.  We serve clients across Texas:  Houston, Austin, San Antonio, the Texas Gulf Coast, Dallas, and the Energy Port of Corpus Christi.

 

For more information about our Healthcare and Life Science division, go to The Healthcare CFO website. 

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SAN ANTONIO, TEXAS

212 Losoya St.,

Suite 7

San Antonio, TX 78205

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Telephone 210-802-8640

HOUSTON, TEXAS

In the Energy Corridor

Houston, TX 77077

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Telephone 832-521-8190

MAILING ADDRESS 

All Office Correspondence:

The Energy CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

Copyright © 2013-2019 The Energy CFO, LLC.  All rights reserved.
The Energy CFO, LLC is not a CPA firm.
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OUR HEALTHCARE CFO DIVISION

In 2015, The Energy CFO began diversifying into life sciences, biotechnology, and related manufacturing industries.  Over the next 3 years, we worked for executives running regenerative medicine, tissue distribution, stem cell manufacturing, and even a public European medical device maker.  As in all entrepreneurial journeys, new paths lead to new opportunities.

 

The Healthcare CFO℠ is our newest division.  It combines both our life science practices with new Physician Practice offerings designed at the request of healthcare experts to help them address large industry gaps in the financial management of physician practices.   The Healthcare CFO℠ is being launched over the Summer and Fall of 2019.

https://www.thehealthcarecfo.com/

The Healthcare CFO Logo Dark Blue.jpg
The Healthcare CFO CFO Services for Mode
 
 

CFO ADVISORY SERVICES FOR
MODERN HEALTHCARE PHYSICIAN/OWNERS

We help companies in the healthcare industry accelerate their growth and take them to the next level by offering a variety of CFO Advisory and Consulting Services including Startup CFO Solutions, CFO Service Packages customized for Smaller Physician Practices, more robust Fractional and Virtual CFO Services tailored to larger businesses, Financial Planning & Analysis Service Packages, Strategic Advisory Services, and Board Advisory Services for investor-backed practices. 

 

Our CFO Advisory and Consulting Services are designed to essentially wrap around your company’s bookkeeping, accounting (internal or outsourced), audit and tax (CPAs) providers.  

Improving Profits & Cash Flow Service
 
 
Paula Waggoner-Aguilar, CEO The Energy C
Paula Waggoner-Aguilar
CFO/Owner

ACCEPTING NEW CLIENTS.
CONTACT US TODAY!

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SMALL PHYSICIAN CFO SERVICES

Contact us today for more information about our new CFO Package designed for Small Physician Practices. 

 

Briefly, our Small Physician CFO Service includes:  

  • Our Financial Planning and Analysis team will regularly review the financial health of your Small Physician Practice.

  • This is a tech-enabled monthly service.

  • Our CFO Package is designed to complement your existing bookkeeping, accounting, third-party medical billing, and tax services.  Note, we do not provide bookkeeping, accounting, billing, or tax compliance services.

  • We provide you with industry-specific analysis of your financial, revenue management, and operations management data depending upon which service package you choose.

  • A CFO will review this analysis and discuss any trends with you during a pre-scheduled 30-minute monthly video conference using our technology.

  • The CFO can answer any questions you have about financial topics, explain any financial concepts you are curious about, and discuss recommendations for your practice.

  • Our team can assist you with implementing recommendations if you prefer (extra service).

OUR VALUE TO OUR CLIENTS

  • We add value by helping our clients grow their companies and moving them to the next level. 

  • Having an experienced business advisor and financial leader assisting you increases your chance of success.

  • We help maximize the ROI on your time and money invested in your business.  In doing so, we help you build your financial intelligence and confidence in your business and your leadership.​

  • We offer a CFO-As-A-Service alternative for small physician practices to hiring a full-time CFO. No headcount, salaries, or equity share.

  • We free you up from work that is not related to your core business, so you can get back to running your practice and get your time back to focus on other priorities. 

  • We provide our clients peace of mind.

 

CLIENT TESTIMONIALS

"The ability to be so innovative is a great talent, and The Energy CFO will continue to rise and be even more successful than they are now."  Shirley Crandall, President of Crandall and Associates.

"Working with The Energy CFO has been by far the best strategic planning and financial modeling experience I have been involved with throughout my 30+ year career.  I highly recommend Paula as a Chief Financial Officer and her firm's fractional CFO solutions for startups." Chairman of an early stage Regenerative Therapy Product Company that has raised $2 Million.

 

“We are now walking into to investor pitches with a lot more confidence.  We know that our forecast and proformas have been vetted and we have a CFO by our side that can answer tough questions.  The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings.  Likewise, we can assure prospective investors that we have a CFO Firm under contract that is fully capable of helping us scale our business post-funding." Co-Founder of an Early Stage Company. 

"Paula has a wide range of CFO experience.  She is a rock star and I look forward to working with The Energy CFO® more in the future.​"  Managing Partner of Pioneering CPA Firm providing virtual outsourced bookkeeping, accounting, and tax services.