Fractional CFO Services
Improve Financial Decision Making, Strengthen And Grow Your Business With CFO Services
Hiring a Fractional CFO to assist you with managing your company’s finances is a great way to strengthen and grow your business. In private companies, a chief financial officer (CFO) plays a vital role in enhancing your business by helping shape the company's financial future and helping you drive the numbers. As your EBITDA grows, so does the value of the business.
For over a decade, The Energy CFO has been assisting energy clients in achieving their financial, corporate, and personal business objectives by building, understanding, and deploying financial and business intelligence across their companies.
Who Can Benefit From Our Fractional CFO Services?
Our fractional CFO service encompass corporate financial management services designed for private companies with $5 million to $300 million in annual revenues.
We cater to companies who develop, engineer and construct, produce, operate, provide services or products, and/or manufacture equipment to the oil and gas, energy, chemicals, and industrial sectors.
We tailor our services to meet your unique needs and are available on an annual service basis at a fraction of the time of a full time equivalent (FTE). On average, most of our first year engagements run between 15 to 40 hours a month. Our Fractional CFO value proposition is strong and very competitive to hiring a full-time CFO.
Fractional CFO Services To Help Your Business
Fractional Power Is Having A CFO When You Need One
And Its Worth It For Your Business
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Save Time And Money
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Understand Your Finances
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Budget and Plan Ahead
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Transform Your Business
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Grow Your Company
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Build Leader Confidence
Hiring A Fractional CFO
When Is The Right Time To Hire A CFO For Your Company?
Determining the optimal time to bring a Fractional CFO on board is key. Comprehending the CFO role and the significant value they bring to financial management is vital.
Fractional CFOs are comparable to various flavors of ice cream, each offering distinct experiences, expertise, and educational backgrounds. The range of services they provide to private companies can vary significantly depending on factors like annual revenues, number of employees, revenue-generating activities, and the complexities of financial reporting. Fractional CFOs also cater to different customer bases (B2B vs. B2C) and industry sectors.
A key step in evaluating your needs is distinguishing between finance and accounting needs. Finance is forward-looking, involving strategy, planning, forecasting, and analysis. Conversely, accounting is retrospective and focuses on compliance and historical data. Typically, Fractional CFOs address service gaps that your Controller, accounting provider, and CPA service leave unfilled.
To determine if you company could gain from Fractional CFO Services, the best approach is to set up a 30 to 45 minute consultation with us. During this session, we will ask the business owners or leaders to give us an overview of the organization, discuss the challenges they are facing, and outline the key business goals.
Based on the unique details of your situation, we can customize our response to illustrate how our Fractional CFO Services could potentially benefit your company and evaluate if our cfo solutions are a good fit and align with your needs.
Benefits Of A Fractional CFO
Our CFOs Help You Understand Your Company's Financial Health and Drive Business Growth
The Energy CFO helps energy clients achieve their financial and business objectives by building, understanding, and deploying financial and business intelligence across their companies. Having a handle on your business' finances is essential to the success of any organization. Our outsourced cfo services provide a timely and comprehensive financial foundation for you and your finance team while instilling confidence throughout your leadership.
The advantages gained working with a part-time CFO can instill a higher level of financial and business know-how and provide your team with the tools and intelligence necessary for making informed decisions that can strategically place your company on a path of success.
Expanding your team's financial and business acumen and knowledge adds value. It can also deliver precious time and money – discovering new revenue opportunities, ensuring greater efficiencies, building much-needed agility, and helping your leadership team make well-informed decisions.
Our experienced CFO team leverages financial and operational insights tailored to you and your business's needs. This intelligence will enhance processes and adopt impactful tools and systems to help you focus on what matters and work smarter. In addition, help facilitate critical thinking and develop action plans to strengthen weak links in your business – all while working together with your finance teams to assist in the success of your business.
Ready to deploy your financial and business intelligence?
The Financial Stakes Have Never Been Greater
Consider the choices your leadership team might make, or the opportunities you could seize, if you had two critical elements:
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A company where the finance and operations teams are aligned and collaborating to foster growth opportunities and boost efficiency.
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A comprehensive understanding of your company's standing in terms of profitability, cash flow, working capital, and overall financial health. Perhaps downsizing isn't necessary, or you might reallocate resources to expand your marketing budget, bring on that COO, or invest in new technology.
How can you afford NOT to have these insights?
The Energy CFO has over a decade of experience in helping clients align and synchronize their operations with their finance teams. Our MFOR services offer a clear picture of a company’s financial condition, showing how operational actions affect financial results. Additionally, the MFOR provides a monthly forum for constructive dialogue and strategic planning, equipping clients with the insights and business intelligence needed to inform decisions and adjust their business strategies.
Business And CFO Consulting Services
We are committed to delivering strategic financial insights and business guidance that drive growth and optimize performance for each client. By leveraging our financial expertise and broad experience, businesses can navigate complex financial landscapes with confidence and precision. Whether virtually or in person, our goal is to be a steadfast partner in your business journey, helping you achieve sustainable and measurable success.
In addition to Fractional CFO Services, we also offer cfo consulting services that can help boost your business.
Our Client Success Stories
Financial Management, Profit, and Growth Achievements
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Significantly Improved Cash Management With The 13WCF And Bi-Weekly Discussions
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Self-Financing Operations And New Growth
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Reduced Average DSO +5 Days (Below Avg)
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Improved Operating Profit Margin +15% And Increased Net Income +900%
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Exceeded Y2 Budgeted Net Income +150%
What Clients Say About Our Fractional CFO Services, 13 Week Cash Flow Consulting (13WCF), And Our MFOR™ Service.
Monthly Financial Operations Review (MFOR™)
Knowledge To Propel Your Business's Success Powered By The Energy CFO
The financial dynamics of a company can shift rapidly, either positively or negatively. It's essential to have a solid understanding of your company's financial landscape to build the agility needed to respond effectively.
Crafting a strategic financial plan, developing appropriate processes and systems, and consistently monitoring your numbers equip you to evaluate changes accurately, make informed decisions, and steer your business toward success.
We offer our Monthly Financial and Operations Review (MFOR™) as a Fractional CFO Service to leadership teams. This annual service encompasses five fundamental areas including management financial reporting, with more advanced topics to be discussed in future sessions, held in monthly one-hour meetings with client leadership teams.
Financial Performance:
- Overall financial well-being
- Conducting in-depth financial analysis
- Identify tracking key performance indicators (KPIs)
- Management Financial and Operations Report (MFOR Report™)
Budgeting and Forecasting
- Review your annual budget, quarterly updates, and get the latest view of the business
- Examining assumptions including economic trends, sales projections, cash flow,
expenses, CAPEX, debt and equity.
- Consider potential risks and opportunities that could impact financial projections
Cash Flow Management
- How are we managing cash flow, and what strategies ensure liquidity?
- Steps recommended to optimize working capital
- Action Plan for tackling potential cash flow difficulties
Cost Management
- Discuss measures taken to control costs and boost efficiency
- Identify cost-cutting or optimization opportunities without compromising quality
Financial Strategy
- Review and align financial strategies used to support business objectives
- Explore opportunities for strategic investments or acquisitions
- Understand how the company manages debt and capital structure
Discover how our Fractional CFO can provide services to equip your leadership with crucial financial and business insights, aiding you in steering your company through unpredictable market conditions.
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 CFO Services help leaders like you balance a wide array of strategic, 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 guidance but to empower your enterprise to thrive in an ever-evolving marketplace.
Experienced Fractional CFOs
Outsourced CFO | Financial Professional
Paula Waggoner-Aguilar, CPA
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The Energy CFO is a 12-year old Fractional CFO Consulting 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 startups, small and medium-sized businesses involved in all aspects of the industry.
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We offer an affordable, highly qualified and capable, long term alternative to hiring a full-time cfo.
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We are owned and run by an award-winning Chief Financial Officer and CPA.
Our Fractional CFO Team
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Combined energy, finance, and accounting work experience of 100+ years.
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Strong business, strategic, 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 Chief Financial Officer Awards
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NAWBO's prestigious "2019 Small Business of the Year".
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Business Journal's "Who's Who In Energy" for 3 consecutive years.
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Business Journal's 2014 Best CFO for Private Energy Companies.
Hire A Fractional CFO For Your Business
Need a Fractional CFO? Not sure how to engage a Fractional CFO for your business?
Its Easy! Here is how:
1. Contact us to schedule a CFO Consultation.
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Complete our prospective client form or
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Leave us a voice mail
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Email us directly
2. We have a Zoom listening session.
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Learn more about your company
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Understand your goals: business, financial, and personal
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Introduce you to our cfo company and services
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Assess whether our cfo services is a good fit for your business
3. We will provide you with a service proposal and estimate of your monthly investment.
4. Sign our service agreement and we are ready to begin.
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