Elevate Your Business: Services We Offer
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.
Best Virtual CFO Services
Independent Oil & Gas, Energy, Chemicals, And Industrials
Experienced Chief Financial Officer
Paula Waggoner-Aguilar CFO, CPA
Our CFO Firm
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The Energy CFO is a 12-year old Fractional CFO firm headquartered in San Antonio, Texas. We serve companies across the United States.
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We are a small giant in our field and we specialize in helping small and medium-sized businesses (SMBs) involved in all aspects of the industry.
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We offer Fractional CFO Services as an alternative to hiring an in-house CFO. Our approach results in a significant cost savings to clients.
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We are owned and run by an award-winning Fractional Chief Financial Officer and Certified Public Accountant.
Experienced Fractional CFO Team
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Combined energy, finance, and accounting work experience of 100+ years.
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Strong business, strategic planning, marketing, operational, and financial acumen.
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Worked for Fortune 500, billionaires, second and third generation family businesses, and private companies across the energy value chain and around the globe.
Business And CFO Awards
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NAWBO's prestigious "Small Business of the Year".
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3X Business Journal's "Who's Who In Energy" .
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Business Journal's Best CFO for Private Energy Companies.
Our Fractional CFO Services 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 actionable recommendations. We will explain finance and accounting concepts you have questions about.
Make Informed
Business Decisions
Get real-time and relevant financial reporting, business intelligence, financial modeling scenario analysis, and financial expertise to help you make informed decisions. We help identify and narrow down alternatives
based on your objectives.
Build Leaders' 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 and forecast cash flow, 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?
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.
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What are you doing to make this goal a reality?
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Have you quantified what your business plan means in terms of future profits and cash flows?
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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.
Client Success Stories
Extraordinary Results In Challenging Business Cycles
Increased Cash Reserves +800% Over 12 Month Period
"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Secured +60% Line of Credit Increase
"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
The Right Fractional CFO Can Help Your Business Thrive
As private company business leaders, we often find ourselves navigating a complex balancing act. Our role requires us to expertly manage a wide array of responsibilities, including our team, operations, customer experience, company culture, strategy and planning. While we handle these with finesse, there remains an equally crucial set of tasks demanding our unyielding focus— financial duties.
The Energy CFO stands as a pivotal ally for business leaders and their finance team.
Our interim CFO Services help leaders like you balance a wide array of financial strategy, business planning, and financial responsibilities.
We also support finance teams with business partnering, analyzing and narrating the company’s financial performance, working more effectively, enhancing the budget and forecasting process, and crafting a roadmap to achieve the company’s financial and growth objectives.
Our commitment is not just to provide strategic financial guidance but to empower your enterprise to thrive in an ever-evolving marketplace.
Financial Leadership 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.
Virtual CFOs Who Deliver Results
Still on the fence? Here are seven more reasons to schedule a consultation:
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We add value by helping our clients grow their companies and moving them to the next level.
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Having an experienced business advisor and financial leader assisting you increases your chance of success.
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We help maximize the ROI on your time and money invested in your business.
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We help you build your financial intelligence and confidence in your business and your leadership.
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We offer a CFO-As-A-Service alternative to hiring a full-time CFO for private companies.
No headcount, salaries, equity share, or recruiter fees!
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We free you up from work that is not related to your core business, so you can get back to growing business and get your time back to focus on other priorities (like spending time with your family).
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We provide our clients with peace of mind.
Ready To Hire A Virtual CFO
Schedule Your CFO Consultation Today
Engaging a Fractional CFO for your company can be a straightforward process. If you're considering this option but aren't sure how to proceed, follow these simple steps:
Firstly, reach out to us to arrange a consultation with a CFO. You can do this by filling out our prospective client form, leaving a voice message, or sending us an email directly.
Next, we will set up a Zoom session where we will listen attentively to learn more about your business. During this session, we aim to understand your aspirations, whether they are business-related, financial, or personal. We will also introduce you to our team, describe the financial leadership services our Fractional CFO can provide, and explain the advantages a Fractional CFO brings. This meeting helps us determine if our services align with your business needs.
After the session, we will present you with a detailed service proposal along with an estimate of your monthly investment.
Finally, once you sign our service agreement, we can kickstart the collaboration.
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