Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Houston runs on energy — and energy accounting is a different beast. Joint-interest billing, depletion schedules, severance-tax accruals, and percentage-of-completion revenue recognition for offshore construction contracts don't fit inside a standard bookkeeper's playbook. Management accounts on your desk by the 5th, cash-flow forecasts updated weekly, and franchise-tax filings handled — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Upstream, midstream, and oilfield-services companies deal with depletion calculations (cost and percentage methods), joint-interest billing reconciliation, revenue recognition on long-term drilling contracts, and production-tax accruals (4.6% oil, 7.5% gas). A fractional CFO with energy-sector fluency ensures your books match the Comptroller's expectations — and your investors'.
Houston's industrial construction and marine engineering corridors demand percentage-of-completion reporting, job costing across multi-year contracts, retainage tracking, and surety-bond financial statements. We handle these niche accounting requirements so your project managers can focus on execution.
The Port of Houston handles $339B in annual trade. Companies with international supply chains face multi-currency accounting, customs-duty accruals, and transfer-pricing complexity. We build the financial infrastructure to handle cross-border transactions cleanly.
When oil drops from $85 to $65, cash-flow forecasting becomes existential. Houston businesses need rolling 13-week cash forecasts, scenario modelling for commodity-price swings, and covenant-compliance monitoring. That's what a fractional CFO delivers — the financial visibility to survive downturns and capitalize on upswings.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
Revenue, gross margin, AR days, cash runway, rig-count metrics, and production volumes — updated live.
Rolling weekly cash forecast with commodity-price scenario modelling. Critical for energy-sector operators navigating volatile markets.
Oil production tax (4.6%), gas production tax (7.5%), and regulatory fees reconciled monthly with royalty payments.
45-minute call to review the numbers, flag cash risks, and model scenarios. Like having a CFO in the room.
Franchise tax optimization, sales-tax nexus monitoring, and multi-state compliance. Working papers prepared for your CPA.
Depletion schedules, joint-interest billing, severance-tax tracking, and investor-ready financials for upstream and midstream companies.
Job costing, WIP schedules, POC reporting, and surety-bond financial statements for Houston's industrial construction corridor.
Multi-currency accounting, customs-duty accruals, and operational P&L for port-adjacent and shipping companies.
Multi-provider P&L, insurance reimbursement tracking, and practice-level profitability for Houston's massive Texas Medical Center ecosystem.
Yes. We handle JIB reconciliation, depletion schedules (both cost and percentage methods), production-tax accruals, and revenue recognition for long-term drilling contracts. We also prepare the financial statements your working-interest partners and lenders require.
Absolutely. We set up multi-currency accounting in your system, manage FX gain/loss recognition, reconcile customs-duty accruals, and produce consolidated financials in USD. For companies with foreign subsidiaries, we also handle intercompany eliminations and transfer-pricing documentation.
We build rolling 13-week cash-flow forecasts with multiple commodity-price scenarios (base, bear, stress). This gives you and your lenders visibility into covenant compliance and cash runway under different price environments. We also identify non-essential spend to preserve cash when prices drop.
Most Houston engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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