• Lender reporting including debt covenant calculations.

  • Investor compliance  reporting.

  • Investor documentation management.

  • Waterfall calculations.


  • Chart of accounts setup and maintenance.

  • DOI deck setup/maintenance and revenue accounting.

  • JIB deck setup/maintenance and joint interest billing accounting.

  • Vendor accounts setup/maintenace and accounts payable functions.

  • General ledger and financial reporting.

  • Severance tax reporting.

  • Escheat reporting.

  • Accounting Policy Manual setup/maintenance.

Acquisitions and Divestitures

  • Cash flow projections and economic metrics preparation.

  • Data room information assembly and management.

  • Bid analysis.

Oil and Gas Investing and Management