IS YOUR OIL & GAS ACCOUNTING COSTING YOU MONEY?
Use our free interactive health check to identify the financial red flags that operators, investors, and working interest owners most commonly overlook — before they become expensive problems.
EVERYTHING YOU NEED TO SPOT ACCOUNTING GAPS IN YOUR OPERATION
Our complete guide will teach you the most important things you need to know about managing your high-income taxes. This is what you’ll discover:
- Five sections covering the full accounting lifecycle of an oil and gas operation
- Real-time health score that updates as you work through the checklist
- Identifies gaps in revenue reconciliation, tax compliance, investor reporting, and more
- Flags issues with IDCs, depletion, JIB records, and LOE categorization
- Immediate next steps based on your personal score
Check the boxes that apply to your operation and get your score in under 5 minutes.
IS THIS HEALTH CHECK RIGHT FOR YOU?
If oil and gas is part of how you make your living — as an operator, investor, or working interest owner — this is for you. You don’t need to be an accountant to use it. You just need to be honest about what’s happening inside your operation. We built it for:
- Five sections covering the full accounting lifecycle of an oil and gas operation
- Real-time health score that updates as you work through the checklist
- Identifies gaps in revenue reconciliation, tax compliance, investor reporting, and more
- Flags issues with IDCs, depletion, JIB records, and LOE categorization
- Immediate next steps based on your personal score
HOW THE OIL & GAS
ACCOUNTING HEALTH CHECK HELPS YOU
KNOW EXACTLY WHERE YOUR GAPS ARE
Instead of a vague sense that something might be off, you walk away with a clear score and a section-by-section breakdown showing precisely where your accounting needs attention.
CATCH PROBLEMS BEFORE THEY COST YOU
Missed deductions, misclassified expenses, and compliance gaps don’t announce themselves. This checklist surfaces the issues that quietly erode profitability — before they show up as a surprise at tax time.
GET A CLEAR
NEXT STEP
Your health score comes with a personalized recommendation. Whether you’re in good shape or need immediate support, you’ll know exactly what to do when you finish.
WHY PATTEN & COMPANY CREATED THIS OIL & GAS RESOURCE
We’re a boutique CPA firm based in Dallas with 40 years of experience serving oil and gas operators, investors, and high-net-worth individuals. We built this health check around the real issues we see inside real operations.
Yes, completely. There is no cost to use the health check, and no obligation to work with us afterward. We built it as a free resource for oil and gas operators, investors, and working interest owners who want a clearer picture of where their accounting stands.
Not at all. The health check is written in plain language — no technical accounting knowledge required. If a statement applies to your operation, you check it. Your score and recommended next steps are generated automatically at the end.
Most people complete it in under five minutes. There are 25 questions across five sections, and you can work through them at your own pace.
It was built for oil and gas operators, working interest and royalty interest owners, investors, and entrepreneurs with oil and gas exposure. If your finances are tied to an oil and gas operation in any capacity, this tool is relevant to you.
We’re a Dallas-based CPA firm with over 40 years of experience working with oil and gas operators, investors, and high-net-worth individuals across North Texas. The red flags in this checklist aren’t theoretical — they’re drawn from the real accounting gaps we see inside real operations every day.
Every month you wait is another month of missed deductions, reporting blind spots, and compliance risk. The health check takes five minutes. The results could change how you run your operation.