One of the advantages we have over most new CFO firms is more than 6 years of client testimonials for work performed under our parent company's brand, The Energy CFO, from very successful entrepreneurs, corporate executives, family-owned and in some cases family-run direct investments, CPA firms, Board Advisors, and many other professionals. Our story explains how we got our start in the life science field beginning in 2015. Its been a very unique journey that has actually influenced our firm's culture and perspective towards risk taking and continual learning.
We are fortunate to have worked for a lot of great people, amazing companies, savvy investors, and highly talented energy and business professionals over the years. Here is what they have to say about their experience working with us, our dedication and work quality, and our impact on their organizations. We value their testimonials and our firm relies heavily on their referrals as a source of new client business (approximately 80% of our business is referrals from people who are very familiar with our work).
If you are interested in exploring how we can help you, call us now to schedule a free consultation.
SMALL PHYSICIAN MEDICAL PRACTICE
"The Healthcare CFOs asked questions I have never heard ANY finance or accounting professional ask in my 30+ years practicing medicine. What a breath of fresh air! I am very happy with their work."
Our First Physician / Small Medical Practice Owner
LIFE SCIENCE | MEDICAL DEVICES
TESTIMONIALS FROM LIFE SCIENCE AND MEDICAL DEVICE CLIENTS PERFORMED UNDER OUR PARENT COMPANY'S BRAND, THE ENERGY CFO
"By far the best business planning and financial modeling experience I have been involved with throughout my 30+ year career. I highly recommend Paula as a CFO and her firm's fractional CFO solutions for startups." CEO/Chairman San Antonio Regenerative Medicine Startup
"I drew a conceptual picture of a marketing dashboard and analytics I wanted for myself and my managers on a blank sheet of paper. Paula and Roland delivered exactly what I asked for in the first draft along with new marketing insights we were not aware of. Wow!" Director of Global Marketing for a Publically Traded Global Medical Device Technology Company
CPA FIRMS AND PROFESSIONAL ADVISORS
TESTIMONIALS FROM CPA FIRMS AND PROFESSIONAL ADVISORS WE HAVE WORKED ALONGSIDE UNDER OUR PARENT COMPANY'S BRAND, THE ENERGY CFO:
"The ability to be so innovative is a great talent, and Paula/her firm will continue to rise and be even more successful than they are now." President, Crandall and Associates
"Paula is a visionary that is always thinking ahead. She really listens to what will make a person/company successful and delivers. With her clients, she is not "cookie-cutter" with her approach. She is very passionate about all businesses growing, but in particular, she has a passion for entrepreneurs. These qualities, her experience/years in business and practical approach make her an outstanding strategic advisor and chief financial officer.” CEO, Industrial Talent Acquisition Firm & Outside Board Advisor.
"When the more traditional resources failed to provide an affordable Health Benefits solution for their startup client, they persisted and tracked down a well-priced modern tech-enabled service solution." Managing Partner, Biz Hippo Soup to Nuts Accounting Services
"Paula has a wide range of CFO experience. I personally have had the pleasure of seeing her work and the insights she brings to clients. She is a rock star and I look forward to working with her more in the future." Managing Partner San Antonio CPA Firm
TECHNOLOGY, ENERGY, AND INFRASTRUCTURE
TESTIMONIALS FROM CLIENTS IN OTHER INDUSTRIES UNDER OUR PARENT COMPANY'S BRAND, THE ENERGY CFO:
“I LOVE your CFO Services, how you guys do it, and your resources! I am happy to put this LinkedIn after we are done (because I don’t want anyone stealing you guys in the meantime).” Chairman of the World’s Largest Methanol Energy Startup
"The Energy CFO really makes our board look good. Thank you!" Chairman, Outside Board of Directors and COO of an Investor-Owned Utility.
"We hired Paula mostly because of her CAN DO positive attitude! She designed a working capital plan for the company, implemented procurement processes and a system, created a new inventory master list using standardized measurements, and developed chemical mix formulas for tracking inventory and cost accounting. Paula has been a godsend to our family!” Owner of 30+ Year Multi-Generation Family Owned Energy Services Firm
"Their Vertical CFO Solution has saved us a fortune and helped us scale quickly. I don't understand why more chemical and energy infrastructure projects aren't using this service!" Veteran International Energy Developer and Energy Investment Banker
“Paula is an A++ professional to have at your side. Having an experienced corporate and entrepreneurial CFO on the Advisory Board has been instrumental as the company has experienced triple-digit growth in a short period of time. Paula's knowledge of finance and operations helped me navigate the company through key decisions in our early stages of growth.” Founder & CEO, Pink Petro™ Energy Technology Startup
“We are more organized and confident at investor pitches. We know that our forecast and proformas have been vetted. We got a CFO by our side that can answer these tough investor questions. And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has experience helping us scale our business rapidly post-funding." Co-Founder of an Early Stage Permian Delaware Basin Oil & Gas Exploration and Production company.
"The Energy CFO has given our Renewable Energy, Partnership, and Innovation non-profit access to experienced entrepreneurial CFOs, helping us strengthen and streamline our internal controls while we continue to expand our capabilities and further our mission." Chief Executive Officer, San Antonio based EPIcenter.
"Paula was instrumental in a company-wide assessment and successful reorganization of finance and accounting processes. I recommend Paula in the areas of finance and accounting without reservation.” Largest (at that time) Private Vertically Integrated Oil and Gas Producer in the United States owned by a Billionaire Wildcatter.
"If you read Paula's bio you will immediately see she has great skills and credentials, but that alone isn't what makes her a great adviser. It is her passion for entrepreneurs, her ability to think beyond tomorrow, her empathy, years in business and practical approach that make her an outstanding adviser." CEO, Domestic E&P Operator