# PetroLedger — Full Site Content

> Full-service energy asset management: accounting, land administration, regulatory compliance, data conversions, and advisory services for oil, gas, and energy companies. Nationwide team of 100+ professionals with 25+ years of experience. Software-agnostic and scalable for any company size.

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## Homepage — https://www.petro-ledger.com/

**Headline:** Full-service Energy Solutions, Delivered by Experts

**Core Value Proposition:**
PetroLedger is a trusted, nationwide leader supported by more than 100 professionals across the country with decades of industry experience. Our scalable services and software-agnostic expertise enable us to meet clients where they are, supporting businesses of all sizes with confidence and care.

**Services Overview:**
- Regulatory Compliance & Reporting — Navigate EPA and FERC requirements with disciplined oversight and accurate reporting.
- Land Administration — Streamline ownership, leases, and royalties; reduce risk; keep records accurate, compliant, and up to date.
- Accounting — Scalable energy accounting backed by specialized industry experience; modernizes workflows, strengthens compliance.
- Advisory Services — Business growth consulting; transaction advisory, optimization, and software selection.
- Data Conversion — 25+ years guiding clients through ERP data conversions, mergers, acquisitions, and software upgrades.

**Tagline:** "We're Your Partner in Energy Asset Management, from Advising to Outsourcing."

**Serving:** Upstream, Midstream, Downstream, Renewables, Alternative Energy, and Beyond.

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## Regulatory Compliance & Reporting — https://www.petro-ledger.com/regulatory/

**Headline:** Regulatory Compliance & Reporting — Confidently navigate complex federal, state, and tribal compliance requirements.

**Services Offered:**
- Severance Tax Filing in all states
- ONRR Filing (Tribal & Federal)
- Unclaimed Property Support
- Escheatment Support
- Ensure Asset Integrity Accounting
- Financial Reporting
- Working Interest, Royalty & ORRI Payment Management
- Regulatory Compliance Reporting
- Operational Planning
- Technical Compliance & Reporting
- Software Selection & Implementation

**Key Differentiators:**
- Comprehensive regulatory expertise: specialized in federal, state, and tribal reporting; ONRR, BLM, and state agencies.
- Accuracy & audit readiness: precise royalty, severance tax, and production volume calculations; full audit trails; timely filings.
- Integrated compliance: seamless connections between accounting, land administration, and operations.
- Proactive risk mitigation: monitoring deadlines, evolving regulations, and jurisdiction-specific rules.
- Scalable, efficient support: software-agnostic workflows; suitable for small E&P firms to large multi-basin operators.

**Service Leader:** Grant Sparks, VP Regulatory Services — oversees reporting and compliance for 80+ operators across nearly all oil- and gas-producing states, plus federal and tribal jurisdictions. 25+ years of industry experience. Phone: (918) 236-2662. Email: gsparks@petro-ledger.com.

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## Land Administration — https://www.petro-ledger.com/land-administration/

**Services:** Division orders, lease records maintenance, royalty management, ownership tracking, land and lease research, record-keeping, division of interest calculations.

**Service Leader:** Nan Carlson, VP Land Administration. Phone: (918) 236-2654. Email: ncarlson@petro-ledger.com.

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## Accounting — https://www.petro-ledger.com/accounting/

**Services:** Revenue accounting, joint interest billing (JIB), accounts payable, general ledger, financial reporting, GAAP-compliant services, production accounting, gas plant accounting, gas balancing.

**Service Leader:** Shannah Goins, CPA — SVP of Accounting, Land Administration, and Regulatory. 30+ years of oil and gas experience. Phone: (918) 359-0985. Email: sgoins@petro-ledger.com.

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## Data Conversions — https://www.petro-ledger.com/data-conversions/

**Description:** Migrating complex oil, gas, and energy sector data requires expertise, precision, and careful planning. PetroLedger's team brings more than 25 years of experience guiding clients through ERP data conversions, mergers, acquisitions, and software upgrades.

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## Advisory — https://www.petro-ledger.com/advisory/

PetroLedger provides end-to-end advisory services helping energy companies improve business performance. Decades of experience serving clients from start-up through acquisition to successful exit.

**Service Leader:** Shannah Goins, CPA — SVP of Accounting, Land Administration, and Regulatory Operations. Phone: (918) 359-0985. Email: sgoins@petro-ledger.com.

### Transaction Advisory — https://www.petro-ledger.com/advisory/transaction-advisory/

Support for oil and gas acquisitions, divestitures, and mergers. Services include: Mergers & Acquisitions (identifying, negotiating, structuring, and closing transactions), Acquisition & Divestiture Consulting (comprehensive A&D management, due diligence, data conversions, integration), Due Diligence (quality of earnings, working capital analysis, proof of cash, financial controls), SEC Significance Testing, Standalone Reporting of Significant Acquisitions & Carve-Outs, Purchase Price Allocations.

**Service Leader:** Scott Phipps — CEO. Phone: (832) 539-7371. Email: sphipps@petro-ledger.com.

### Business Optimization — https://www.petro-ledger.com/advisory/business-optimization/

Helps energy companies reduce costs, automate processes, and maximize asset performance. Services include: Process Improvement (business strategy, profit improvement, supply chain optimization, change management), Cost Reduction (SG&A management, direct and indirect spend), Cash Flow Management (project budgeting, revenue forecasting, hedging strategies), Financial Consolidation (GAAP compliance, VIE identification, consolidations, segment analysis).

**Service Leader:** Chad Smith — President. Email: csmith@petro-ledger.com.

### Software Selection & Implementation — https://www.petro-ledger.com/advisory/software-selection-implementation/

Software-agnostic guidance for the energy sector across evaluation, implementation, training, and upgrades. Services include: Software Assessment & Optimization, Software Evaluation (vendor-neutral, total cost of ownership analysis), Program & Project Management (milestone-driven, Gantt/sprint tracking), Software Implementation (end-to-end project management, data migration, testing, training), Software Upgrades, Software Training (role-based, new hire onboarding, custom materials), Data & Analytics (dashboards, budget forecasting).

**Service Leader:** Shannah Goins, CPA — SVP. Phone: (918) 359-0985. Email: sgoins@petro-ledger.com.

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## Who We Serve — https://www.petro-ledger.com/who-we-serve/

**Sectors:** Upstream, Downstream, Oilfield Services, Renewables, Midstream, Minerals & Royalty, Alternative Energy.

**Ownership Classes:**

**Private Entities:** Privately held operators and working interest owners. PetroLedger serves as outsourced back office for the full oil and gas accounting cycle — revenue distribution, JIB, AP, owner relations, financial reporting. Scales with portfolio size.

**Publicly Traded:** GAAP-compliant accounting, detailed reconciliations, audit-ready records for publicly traded operators. Supports revenue and production accounting, regulatory filings, and reporting.

**Family Office:** Turnkey accounting for royalties and mineral interests. Verifies payments against production records, division orders, and lease agreements. Handles income tracking, disbursement, tax management, and consolidated reporting.

**Private Equity:** Supports complex ownership structures (multi-entity funds, joint ventures). Guides clients through division orders, revenue distribution, regulatory filings, and compliance from acquisition onboarding through audit and exit.

**Mineral & Royalty Owners:** Verifies payments against division orders, lease terms, and production records. Tracks interests across multiple operators and properties; manages tax reporting.

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## Who We Are — https://www.petro-ledger.com/about/

**Mission:** Deliver accurate, transparent, and dependable accounting and consulting services that help energy companies operate with confidence. Combines deep industry expertise with consistent execution.

**Vision:** We believe in integrity, professionalism, and doing right by our clients and our people.

**Guiding Values:** Communication, Community, Development, Integrity, Professionalism.

**Company History:** Founded ~2000. Operating for more than 25 years. Acquired Associated Resources, Inc. (February 2023). Backed by Avisto Capital Partners.

**Headquarters:** 800 Isom Road Suite 101, San Antonio, TX 78216. Also: Dallas, Houston (x2), Fort Worth TX, Tulsa OK.

**Leadership Team:**
- Scott Phipps — CEO. 20+ years of finance and energy industry experience. Prior: senior roles at Tesoro and TPC Group. MBA Finance (UT Dallas), BS Journalism (Texas A&M).
- Chad Smith — President. 30 years in investment banking, M&A, financing, and asset operations. BBA and MBA (UT Austin).
- Shannah Goins, CPA — SVP Accounting, Land Administration, and Regulatory. 30+ years oil & gas experience; 20 years with PetroLedger.
- Nan Carlson — VP Land Administration. With company since 2023 acquisition of ARI (2004 ARI hire). Expertise in land/lease records, conversions, title research, division order calculations.
- Grant Sparks — VP Regulatory Services. 25+ years experience. BA Accounting, MBA. Oversees 80+ operators across nearly all producing states plus federal and tribal jurisdictions.
- Steve Hernandez — VP Organizational Development. 25+ years HR/OD leadership experience across telecom, healthcare, entertainment, manufacturing, oil & gas.
- Caitlan Capps — VP Sales & Marketing. 10+ years energy technology and B2B SaaS leadership. Prior roles at Qube Technologies, Quorum Software, Aucerna, 3esi-Enersight.
- Andrew James — (PetroLeader)
- Caitlan Capps — VP Sales & Marketing

**Capital Sponsor:** Avisto Capital Partners — 30+ years combined financial industry experience; established to provide customized solutions for the energy sector and build a national oil and gas brand for advisory and shared services.

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## Contact — https://www.petro-ledger.com/contact/

**Locations:**
- San Antonio, TX: 800 Isom Road Suite 101, San Antonio, TX 78216 | (210) 340-5900
- Dallas, TX: 8150 North Central Expressway Suite 1400, Dallas, TX 75206 | (214) 265-7101
- Houston, TX: 2900 Weslayan Street Suite 210, Houston, TX 77027 | (832) 500-3176
- Houston, TX: 11450 Compaq Center West Drive Suite 590, Houston, TX 77070 | (832) 500-3176
- Fort Worth, TX: 801 Cherry Street Suite 2485, Fort Worth, TX 76102 | (832) 500-3176
- Abilene, TX: 1500 Industrial Boulevard Suite 100A, Abilene, TX 79602 | (210) 903-0500
- Tulsa, OK: 5100 East Skelly Drive Suite 405, Tulsa, OK 74135 | (918) 359-0985

**Owner Relations:** (918) 894-6550

**Social:**
- LinkedIn: https://www.linkedin.com/company/petroledger
- Facebook: https://www.facebook.com/petroledger

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## Resources — https://www.petro-ledger.com/resources/

### Whitepapers — https://www.petro-ledger.com/resources/whitepapers/
- The Changing Tribal Regulatory Landscape
- ERP Data Conversions for the Energy, Oil and Gas Industry
- Divestments and Acquisitions: Overcoming Pitfalls
- Professional Management Maximizing Asset Profitability
- Gas Plant Accounting: Simplifying the Complexities
- Land Administration: the Importance of Lease Records and Division Orders
- Production Accounting: Creating Accurate Allocations

### Selected Insights — https://www.petro-ledger.com/resources/insights/
- Volatility Isn't the Enemy: It's a Strategic Advantage (2026)
- Five Operational Red Flags That Signal It's Time to Rethink Your Back Office (2026)
- What to Do When You Outgrow Your Current O&G Software (2026)
- From Fieldwork to Financials: Stress-Free Production Accounting (2026)
- Escheatment Explained: Protecting Revenue and Reducing Risk in Oil & Gas (Dec 2025)
- Turning Year-End Chaos into Control: A New Approach to 1099 Reporting (Nov 2025)
- Giving Thanks for the Relationships That Make Our Work Possible (Nov 2025)
- Why Natural Gas Isn't So Simple: Inside the World of Gas Balancing (Nov 2025)
- Embracing Automation in the Oil & Gas Industry (Oct 2025)
- The Make-or-Break Factor in Oil & Gas Joint Ventures (Oct 2025)
- Three Streams, Three Accounting Strategies (Sep 2025)
- Beyond the Basics: Understanding the 10 GAAP Principles and Their Real-World Impact (Sep 2025)
- The Revenue DOI, Horizontal Wells, and Unleased Mineral Owners in Texas (Aug 2025)
- Outdated Back Office Practices Are Costing You (Sep 2025)
- What It Means to Be Software Agnostic (Jul 2025)
- Joint Interest Billing: What Is It and Why Is It Important to Oil & Gas Operators? (Jul 2025)
- You Can't Afford to Ignore Regulatory Compliance (Jun 2025)
- Mineral Rights vs. Surface Rights: What Owners Should Know (Sep 2025)
- Why Outsourcing Your General Ledger and Financial Reporting Makes Sense (Oct 2025)
- What Is Gas Plant Accounting? (Oct 2024)
- PetroLedger Acquires Associated Resources, Inc. (Feb 2023)
- How Much of Your Accounting Should You Outsource? (Aug 2022)
- Understanding Division Orders for Mineral Interest Owners & Operators (Sep 2022)
- 5 Signs for E&Ps to Start Outsourcing Their Accounting (Jul 2022)
- Data Conversions: 3 Things to Consider Before Taking the Plunge (Nov 2022)
- Form-1099 Deadlines for 2023 (Oct 2022)
- Winter is Coming...For Europe (Dec 2022)
- ERP Data Conversions for the Oil & Gas Industry (May 2021)
- 5 Places to Find the PetroLedger Team This Spring (Apr 2021)
- Oil and Gas Imbalances: Revenue Recognition (Dec 2019)

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## Owner Inquiries — https://www.petro-ledger.com/owner-inquiries/

Dedicated page for mineral and royalty interest owners with questions about payments, division orders, and ownership.
Contact: (918) 894-6550

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## Careers — https://www.petro-ledger.com/about/careers/

PetroLedger is always looking to grow its team of consultants, accountants, and bookkeepers.

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## Privacy Policy — https://www.petro-ledger.com/privacy-policy