Client names are kept confidential. Here is a sample of what we have been doing.
Oilfield Services Company, Odessa
A 60-day fixed-fee engagement to reset the month-end close, internal controls and staffing structure. We reviewed the financial records, built close calendars and checklists, mapped workloads, wrote job descriptions and procedures, and delivered a working capital dashboard and rolling 13-week cash flow forecast. The scope grew to include a QuickBooks Desktop-to-Online conversion timed ahead of year-end.
Mineral Fund
Capital raise support for a new fund.
Oil and Gas Operator
Ongoing fractional controller support, including state severance tax filings.
Permian Basin Nonprofits
Monthly board financial reporting, Form 990 preparation and payroll. Quail Spring is also on a local foundation’s list of recommended service providers for nonprofits.
