Energy Back Office Solutions

What Energy Back Office Solutions does

Energy Back Office Solutions (Energy BOS) is a privately held professional services firm founded in 2019 and headquartered in the Texas Panhandle (Amarillo/Pampa area), providing back-office accounting, finance, regulatory, and consulting support exclusively to oil and gas industry clients. The firm delivers five integrated service lines — Oil & Gas Accounting & Finance (financial statements, cash flow forecasting, pro formas), Regulatory Compliance (federal/state/municipality filings, production allocation reporting, P4/P5/P18/T1 filings), Bookkeeping Transactional Services (data entry, JIB, AP/AR, severance tax, 1099 reporting, DD&A), Consulting Support Services (internal controls, M&A support, cost optimization, process automation, credit procurement), and Non-Op & Mineral Group Services (financial due diligence, controller services, A&D support for non-operated working interest holders). Customers include oil & gas operators, banks, family offices, PE firms, and select international clients.

The firm's technology foundation is a "premier partnership" with PakEnergy Software, the underlying oil & gas accounting platform onto which client data is converted. Energy BOS is not itself a software company — its value proposition rests on human expertise in upstream energy workflows layered on top of the PakEnergy platform, plus the ability to deliver services either as fully integrated turnkey solutions or on an à la carte basis. No proprietary software, patents, or AI/ML capabilities are disclosed; all differentiation is human-driven domain expertise.

Commercially, Energy BOS operates a sales-led, consultation-driven go-to-market model with customized quote-based pricing and no published rates. Marketing is concentrated on the company website (energybos.com) and direct outreach, supported by a small team of approximately ten professionals led by CEO RJ Cree, VP of Accounting Aubrea Ziegelgruber, and VP Regulatory Michelle Smith, with a recently added Marketing & Sales Representative indicating early formalization of pipeline development. No funding rounds, acquisitions, customer logos, or revenue figures have been publicly disclosed.

Name

Energy Back Office Solutions

Legal name

Energy Back Office Solutions

Website

https://energybos.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Energy Back Office Solutions (Energy BOS) is a Texas-based professional services firm founded in 2019 that delivers oil and gas-specific back-office services — accounting, regulatory filings, bookkeeping, and consulting — to operators, banks, family offices, and PE firms, built on a premier-partner relationship with PakEnergy Software.

Ownership category

akta.pro rank

Product category

Oil & Gas Back-Office Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Office Administrative Services (561110)

SIC

Oil & Gas Field Services, Nec (1389), Finance Services (6199)

akta.pro primary industry

Back Office & Accounting (GL, Invoicing, Revenue Recognition) (EUAGAJAH)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Treasury Operations Support (Cash Management, Bank Reconciliations, Payments Ops) (BPAAAGAH)

Keywords

• Oil and gas accounting
• Back office services
• Regulatory compliance filings
• Joint interest billing
• Energy sector consulting

Headquarters

HQ city

Pampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Back Office Services: Energy BOS provides comprehensive back office services including accounting, finance, regulatory compliance, and consulting support for the oil and gas industry. Services are offered as fully integrated turnkey solutions or à la carte based on client needs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Energy Back Office Solutions (Energy BOS) provides outsourced back-office services for the oil and gas sector, including oil & gas accounting and finance, regulatory compliance filings, bookkeeping and transactional services (JIB, revenue distribution, AP/AR, DD&A), consulting support for special projects, and tailored services for non-operated and mineral groups. As a premier partner of PakEnergy Software, the firm converts client data onto the PakEnergy platform and delivers customizable, scalable turnkey or à la carte engagements.

Product overview

Energy Back Office Solutions (Energy BOS) operates as a service-based back office partner in the energy sector rather than a software product company. The company offers a suite of integrated back office services organized around five core offerings: Oil & Gas Accounting & Finance Services (financial statements, cash flow forecasting, pro formas), Regulatory Compliance Services (federal/state/municipality filings, production reporting), Bookkeeping Transactional Services (data entry, lease operating statements, joint interest billing, 1099 reporting, DD&A calculations), Consulting Support Services (internal controls, M&A support, cost optimization), and Non-Op & Mineral Group Services (accounting, controller services, special projects). The company functions as a premier partner of PakEnergy Software, enabling seamless data conversion to their platform. These services are designed to be customizable, scalable, and efficient, serving oil & gas companies, banks, family offices, and private equity firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Oil & Gas Accounting & Finance Services Provides accurate and timely monthly, quarterly, and annual financial statements, cash flow forecasting, and pro forma statements tailored for oil and gas companies, banks, family offices, and private equity firms with energy exposure.
• Regulatory Compliance Services Delivers full administration of federal, state, and municipality required filings, production allocation and reporting, and P4, P5, P18, T1 filings and reports for oil and gas operators.
• Bookkeeping Transactional Services Offers complete data entry, monthly lease operating statements, joint interest billing (JIB), accounts payable/receivable, revenue distribution, severance tax reporting, 1099 reporting, and depletion, depreciation, and amortization (DD&A) calculations for oil and gas operators.
• Consulting Support Services (Special Projects) Provides internal controls and risk management, mergers, acquisitions and divestitures support, cost optimization and budgeting, process optimization and automation, cash flow management and forecasting, and assistance in procuring lines of credit for oil and gas clients.
• Non-Op & Mineral Group Services Tailored financial, operational, and strategic support for Non-Op and Mineral Groups including full data entry, revenue and JIB review, payroll, treasury services, ERP system setup, A&D support, financial due diligence, and board reporting.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• PakEnergy SoftwarecoreTechnology or IntegrationEnergy BOS is a premier partner of PakEnergy Software, enabling seamless data conversion for clients and providing integrated back office solutions on the PakEnergy platform. This partnership allows Energy BOS to offer specialized oil and gas accounting capabilities.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pannell Kerr Forster (PKF Texas): Texas-based CPA and advisory firm with deep oil & gas expertise serving operators and non-operators with accounting, tax, and consulting — competes in the same regional O&G back-office market.
• HoganTaylor: Oklahoma/Texas-based CPA and advisory firm with an Oil & Gas Industry Group providing back-office accounting, JIB, and consulting — closely comparable regional player with similar oil & gas niche.
• Eide Bailly: Top-25 U.S. accounting firm with an Energy group providing oil & gas accounting, tax, and advisory; competes for the same outsourced back-office engagements from operators and non-op/mineral holders.
• Opportune LLP: Energy-focused consulting and accounting firm providing outsourced back-office, technical accounting, and advisory services to E&P operators — closely comparable niche specialization in oil & gas back office.
• Whitley Penn: Texas-based full-service accounting and advisory firm with a dedicated Energy practice serving oil & gas operators, non-operators, and mineral owners with back-office accounting, JIB, and tax services — directly overlapping Energy BOS's core offering in the same geography.
• Hein & Associates (now part of Eide Bailly): Historically a Denver-based oil & gas accounting and advisory firm, now integrated into Eide Bailly, providing outsourced accounting, tax, and consulting to E&P operators — directly comparable back-office specialization.

Broad incumbents

• BDO USA: Global accounting and advisory firm with a dedicated Natural Resources practice providing outsourced O&G accounting, tax, and consulting — overlaps with Energy BOS's accounting, regulatory, and consulting lines for mid-market operators.
• Wipfli: Top-20 U.S. accounting and advisory firm with an Energy practice providing outsourced accounting, audit, and consulting — competes for outsourced back-office work from mid-market E&P and energy service companies.
• RSM US: Mid-market-focused accounting and consulting firm with energy industry services including outsourced accounting and advisory — competes for the same middle-market O&G back-office engagements.
• FORVIS (formerly BKD): Large national accounting and advisory firm with a significant Energy practice serving upstream and midstream clients with accounting, tax, and consulting — a broader incumbent that competes on similar services with deeper bench and brand.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/energy-back-office-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Energy Back Office Solutions