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Virtual CFO Services

We Help You Drive The Numbers

Our Virtual CFOs Help You Strengthen Your Company's Financial Health and Power Growth

Energy company executives hiring an outsourced cfo firm to help
  • Save Time And Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leaders Confidence

Virtual CFO Services Help You Improve And Grow

We help owners and executives grow their companies and move their business to the next level. Our suite of CFO Services are custom-tailored to the needs of modern business owners. Every one of our clients has a unique business (even within the industry sectors they operate), and no two are alike. 

CFO Services for Startups
The Energy CFO TM CFO Services Vector Icon for Fractional CFOs, Outsourced CFOs, Virtual C
Outsourced CFO Services
Financial Planning and Business Intelligence
 Strategic Planning and Board Advisory

 Best Virtual CFO Services For The Energy Sector

The Energy CFO's CEO and Managing CFO Paula Waggoner-Aguilar
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO

Our CFO Firm

  • The Energy CFO is a 11-year old CFO Advisory and Consulting Firm headquartered in Texas.

  • We specialize in helping private entrepreneurial organizations.

  • We are woman majority-owned and led by an award-winning CFO/CPA.


Our CFO Team

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

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

  • Worked as for Global Fortune 500 and private companies across the energy value chain and around the globe.

CFO, Energy, and Business 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 Energy Companies.

Our CFO Value Proposition

Save Time and
Save Money

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

Understand Your Finances

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 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 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.

Do You Want To Be In The Same Place Next Year?

CEO and Shareholders Losing Cash Profits and Wealth

The answer, of course, is no!


Whether it's been a successful year for your business or one you'd rather forget, the goal is always to keep moving forward.


  • What are you doing to make this goal a reality?


  • Have you quantified what your business plan means in terms of future profits and cash flows?


  • Are you measuring and monitoring your sales, budget, and profit margin performance against your plan?  

​Our Virtual CFO team can help you develop your company's road map, budget and forecast, visualize your business plan, develop strategy, prepare for transactions, present to your board, and help advise you as you navigate your company to the next level. 

We Care and Want Your Business To Thrive

Owning and running a private company is tough. Your least abundant resource is time and when you are growing - you never have enough cash. These are common growing pains we see clients struggling with: 

  • Owners are overrun with too many responsibilities - working and running the company.

  • Unfamiliarity with what is going on with the financial health and the performance of their companies. 

  • Not getting relevant and impactful information they need to aid in decision making.

  • Encountering growth resistance points and frustrated with an inability to make traction.

  • Feeling something is off or there is a gap, but not exactly sure what "it" is. 

  • Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.

  • Dealing with gaps in organizational design and governance.

We have experience helping clients with these issues and much more. 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. 

Client Success Stories

Extraordinary Results in Challenging Business Cycles

Energy Equipment and Services Company Client Success Story

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 Work For Private Companies

We Work For Private Companies

We work for entrepreneurs, single and multi-generation family businesses (either family or professional led), energy project developers, energy professionals (engineers, etc.), founding executive teams, c-suite executives (Board Chairman, CEOs, Presidents, COOs, even CFOs), high net worth individuals, family offices, and private equity.  

Approximately 75% of our clients have technical backgrounds - the rest are amazing self taught individuals (school of hard knocks) or industry disrupters. The majority of our clients are engineers or working owners with operations backgrounds, scientists, a couple of technologists, quants, and financial professionals (banking, investment banking, investment, or accounting professionals).  Included in this group is a growing number of women business owners and energy executives. 

Private Company Executive Family Business Shareholder

Virtual CFOs Who Deliver Results

​Still on the fence? Here are seven more reasons to schedule a consultation:

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

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

  3. We help maximize the ROI on your time and money invested in your business. 

  4. We help you build your financial intelligence and confidence in your business and your leadership.​

  5. ​We offer a CFO-As-A-Service alternative for private healthcare companies and physician practices to hiring a full-time CFO.

    No headcount, salaries, equity share, or recruiter fees!

  6. We free you up from work that is not related to your core business, so you can get back to running your practice/business and get your time back to focus on other priorities (like spending time with your family). ​

  7. We provide our clients with peace of mind.

Ready To Unlock Your Company's Potential?

Schedule Your CFO Consultation Today

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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