Deep Industry Expertise.
Commitment to Excellence.
PetroLedger proudly serves a varied client base across all combinations of asset and ownership classes.
We Are Your Trusted Resource
PetroLedger is a trusted resource and partner for the energy industry, no matter the stage or size our client is in. We deliver a scalable and customized suite of services designed to meet you where you are and where you want to be. Our client-first approach adapts as your business evolves, resulting in a foundation you can rely on.
What We Stand For
Communication
We share information openly, ask questions and actively listen. This means clear expectations, proactive updates and no surprises for our clients.
Community
We enjoy staying involved in the communities where we and our clients live and work. Our team often participates in local events, charity walks and civic activities to make a positive impact and find ways to give back.
Development
We support personal and professional growth. This shows up through annual talent reviews that lead into training, feedback, mentorship and giving employees opportunities to stretch into new skills and roles.
Fun
We celebrate wins, enjoy working together and keep a positive environment. Day-to-day this means recognizing achievements, having a sense of humor and creating moments of connection.
Integrity
We strive to do the right thing in every situation. Employees demonstrate this by being honest, owning mistakes, making ethical decisions and following through consistently.
Professionalism
We take pride in our work, treat others with respect and deliver high-quality results on time. This is reflected in accurate work, reliable communication and respectful interactions.
The PetroLedger Way
Our mission is to deliver accurate, transparent and dependable accounting and consulting services that help energy companies operate with confidence. By combining deep industry expertise with consistent execution, we support our clients through all areas of change and growth.
We believe in integrity, professionalism and doing right by our clients and our people. Our values guide how we work every day: communicating clearly, acting with accountability, supporting one another and delivering high-quality results without compromise.
Our guiding values, Communication, Community, Development, Integrity and Professionalism, shape our culture and our client relationships. They influence how we collaborate, grow talent, stay engaged in our communities and approach every challenge with intention and consistency.
Meet Your PetroLedger Team
Chad Smith
President
Chad Smith is a seasoned energy executive with 30 years of experience in investment banking, mergers and acquisitions, financing, and asset operations. His combination of financial expertise and operational insight has positioned him as a trusted leader across a wide range of strategic and commercial initiatives. Chad holds a Bachelor of Business Administration from Southern Methodist University and an MBA with a concentration in finance from the University of Texas at Austin.
Your Service PetroLeaders
Scott Phipps
Scott Phipps serves as Chief Executive Officer of PetroLedger Accounting & Land, where he leads the company’s strategic growth as a nationwide outsourcing partner for the global energy industry. Under his leadership, PetroLedger has expanded its scalable suite of accounting, land administration, division order, and regulatory compliance services for upstream and midstream operators of all sizes. Scott brings more than two decades of finance and energy industry experience, including senior leadership roles in investor relations and finance at Tesoro and TPC Group. He holds an MBA in Finance from the University of Texas at Dallas and a Bachelor of Science in Journalism from Texas A&M University.
Grant Sparks
Grant Sparks serves as Vice President of Regulatory Services at PetroLedger, where he leads a team of regulatory experts overseeing reporting and compliance for over 80 operators across nearly all oil- and gas-producing states, as well as federal and tribal jurisdictions. His team maintains a relentless focus on meeting critical deadlines with accuracy and helping clients navigate an evolving regulatory landscape. Grant holds a bachelor’s degree in accounting and an MBA and brings over 25 years of industry experience. Raised in a family of oil producers, he worked in the patch at an early age. Grant has a deep understanding of field operations and the realities operators face. He is an accountant with a passion for the patch!
Nan Carlson
Nan Carlson is our VP of Land Administration, having come to us from Associated Resources, Inc., where she has worked since joining the team in 2004. She ended up in the industry by chance, seeing an open position at an independent office support company similar to ARI. However, her father was a landman, so she may have been destined for the industry. Nan has spent her career honing her skills in land and lease records, lease records operating systems, conversions, lease and title research, division order calculations, and record-keeping at various companies across the country. At one point, she was in charge of converting a past employer’s 20,000+ lease records to an in-house system, so she is no stranger to large projects.
Shannah Goins
Shannah has over 30 years of oil and gas experience. She has been with the company for 20 years in various roles related to client services and has touched all accounting functions. She served as Client Account Manager for many different clients over the years. She was promoted to Director of Client Success and worked with potential clients to scope new services and onboard them into monthly operations. To fill a need in operations, she returned to that group and served as Director, managing the AP/JIB and GL departments. She was promoted to Vice President, Accounting Services in May of 2024 and served in that role until her recent promotion. Shannah now serves as Senior VP of Accounting, Land Administration, and Regulatory operations. Client services is truly her passion, and she is thankful for all the wonderful clients and talented team members she has worked with over the years. Shannah has a bachelor’s in accounting and is a CPA.
Steve Hernandez
Steve Hernandez is a Human Resources and Organizational Development executive based in San Antonio, Texas, with more than 25 years of experience advancing leadership capability and organizational effectiveness. His expertise spans talent development, culture transformation, engagement, and performance management, with a track record of designing strategies and programs aligned to business objectives. He has held senior leadership roles across multiple industries, including telecom, healthcare, entertainment, manufacturing, and oil and gas.
Steve holds undergraduate and graduate degrees in Human Resources Management and is certified in numerous leadership development and assessment methodologies. He is known for delivering practical, customized solutions that strengthen talent pipelines and drive organizational impact.
Caitlan Capps
Caitlan Capps serves as Vice President of Sales & Marketing at PetroLedger Accounting & Land, where she leads revenue strategy, market expansion, and strategic partnerships across the company’s growing client base. She brings more than a decade of leadership in energy technology and B2B SaaS, with prior executive roles at Qube Technologies, Quorum Software, Aucerna, and 3esi-Enersight, spanning operations, consulting, and business development across the U.S. and Canada. Caitlan is especially passionate about partnering with early- and growth-stage energy companies to sharpen go-to-market execution and operational strategy. She holds a degree from the University of Oklahoma’s Price College of Business.
Fostering a Foundation of Culture
Since 2000, PetroLedger has taken pride in doing what’s right not only for our clients, but for our team as well. We foster a culture of belonging rooted in respect, collaboration and reliability, while maintaining a shared passion for excellence.
See More of PetroLedger in the Community
PetroLedger Capital Sponsor
At Avisto Capital Partners, we believe stability and growth are the foundations of success, innovation and forward progress. With a combined 30 years in the financial industry, we left corporate America to provide better, more customized solutions for the energy sector. We established Avisto Capital Partners after recognizing a need to build a national oil and gas brand for advisory and shared services.
As a holder of one of the leading backoffice solutions companies in the nation, we are committed to using our expertise to meet the needs of the oil and gas industry as it continues to see a digital evolution. We strive to change the trajectory of underutilized multi-application regional O&G companies and establish them as thought leaders and national players providing a robust exchange of resources and ideas to propel success.
Join a Passionate Team of Energy Experts
Joining PetroLedger means becoming part of a team of experienced professionals who are committed to our clients and one another. You’ll work alongside industry experts who value integrity, collaboration, and delivering accurate, high-quality results in a supportive and growth-focused environment.
