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Fractional CFO · Midland, Texas

Finance leadership built for the Permian Basin.

Clean books, a cash forecast you can trust, and lender-ready reporting for oilfield service and energy-adjacent companies, without the cost of a full-time CFO.

What we do

Everything ties back to the general ledger. If the numbers don't reconcile, nothing built on them can be trusted.

01

Fractional CFO

Strategic finance leadership on a part-time basis: planning, pricing, capital decisions and a steady hand at the owner's table.

02

13-Week Cash Flow

A rolling cash forecast tied to your GL, receivables and payables, so you see crunches weeks before they hit payroll.

03

Outsourced Accounting & Close

Day-to-day bookkeeping, payables and receivables, plus monthly close, reconciliations and clean financial statements in QuickBooks Online, on a predictable schedule. Our outsourced accounting team works with a Chartered Accountant.

04

Lender & Factoring Support

Borrowing-base reports, factoring reconciliations and covenant packages that stand up to your lender's review.

05

Job, Fleet & Equipment Costing

Know which crews, trucks, rigs and contracts actually make money, with fuel, maintenance and overtime payroll costed the way field work really runs.

06

Cleanup & Catch-up

Behind on the books? We rebuild the ledger, reconcile every account and get you current and tax-ready.

Tax handled by our CPA and tax manager. We partner with a CPA and a dedicated tax manager for tax preparation and planning, so your books, cash forecast and tax return all start from the same reconciled numbers. Already have a CPA? We'll work alongside them.

Ways to get started

Start small, see the difference, then decide. Every engagement gets a flat-fee quote before work begins.

Start here

Cash Flow Checkup

A one-time review of your books, bank activity and receivables, with a first 13-week cash forecast and a short list of what to fix.

Get current

Books Cleanup

We rebuild and reconcile every account to the general ledger, get you current and hand over clean, lender-ready financials.

Ongoing

Monthly CFO

Monthly close, an updated cash forecast, lender reporting and a standing check-in with the owner.

How we work

A simple path from messy to managed.

1. Diagnose

We review your books, bank activity and cash position to find what's off and what matters most.

2. Reconcile

Every balance is tied to the general ledger and backed by support. No plugs, no guesses.

3. Forecast

We build your cash forecast and reporting package on top of clean, reconciled numbers.

4. Lead

Ongoing monthly close, forecasting and advice so you can run the business with confidence.

Who we serve

Based in Midland, serving small and mid-sized businesses across Midland, Odessa and the wider Permian Basin.

“The general ledger is king. Every report ties to it, no exceptions.”

That's the rule we work by. Cash forecasts, lender packages and management reports all start from reconciled books, so the numbers you act on are numbers you can defend.

Let's get your numbers working for you.

Tell us where things stand. We'll follow up to set up a no-obligation conversation about your books, cash and goals.

Book a free call hello@permiancfo.com (915) 751-8850

Meetings by appointment only
Book a time above or call to schedule.

Mailing address
PermianCFO LLC
5115 W Wadley Ave, Ste C #225
Midland, TX 79707