Virtual CFO Services For Modern Business Owners
We help owners and executives of small and middle-market private medical practices, healthcare, biomed, biotech, medical device manufacturing, and life science businesses accelerate their growth and take them to the next level by offering a variety of Outsourced Fractional CFO Services, Strategic Business and Financial Planning, Business Consulting, Business Intelligence and Dashboards, and Startup CFO Services.
The Stakes Have Never Been Higher
Is your business losing hard-earned profits?
Are you getting reimbursed / paid slower than your peers?
Are you dipping into your savings to cover company payroll?
Lack of income and cash flow problems can lead to business failures.
Take Action To Protect Your Company
Our Client's Success Stories
They Knocked It Right Out of the Ballpark!
“Thank you Paula and Roland (and the team)…I have more cash in the bank now than I have had in my 20 years in medical practice.”
Dr. M. / Family Physician - June 2020
“Your financial insights into my business are amazing.
I can't believe what you guys can do with math! You have helped identify issues that no other advisor has addressed.”
Same Client
Our Value to Our Clients
Save Time
Save Money
Outsource your CFO work to us and optimize your time. Our CFO Services are designed to save you time and find ways to save you money. You will get more done so your company can make more money.
Understand
Your Finances
We analyze your financial information and meet with you monthly to provide you with our analysis, insights, and recommendations. We will explain finance and accounting concepts you have questions about.
Make Informed Bus. Decisions
Get timely and relevant business intelligence, ad-hoc analysis, and financial advice to help you make informed decisions. We help identify and narrow down options
based on your objectives.
Build Leader Confidence
We help maximize the Return on Investment on your time and money invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business and leadership.
Transform
Your Business
We help you strategize and plan for growth, devise an action plan, create budgets
and financial projections, forecast your cash sources and uses, secure funding, lower your costs, improve profits, track and measure business performance.
Hire The Healthcare CFO For CFO Services Today
We Want You And Your Business to Thrive!
Owning and running a private company is tough. Your least abundant resource is time and if you are growing - you never have enough cash flow. As companies grow and scale, it’s common for us to see clients often hit a series of growing pains.
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Struggling to treat patients and run their businesses because they are overrun with too many responsibilities.
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Unfamiliarity with what is going on with the financial health of their companies.
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Not getting relevant and impactful information they need to aid in decision making.
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Encountering growth resistance points and frustrated with an inability to make traction.
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Feeling something is off or there is a gap, but not exactly sure what "it" is.
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Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.
We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how the administrative and operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action. We offer a range of virtual cfo services including Physician CFO Services, Outsourced Financial Planning and Analysis Services, and Strategic Planning.
Who We Are
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
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The Healthcare CFO is a division of The Energy CFO, a successful 9-year old CFO Advisory and Consulting Service Firm headquartered in San Antonio, Texas.
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We specialize in helping private entrepreneurial organizations in the healthcare (and energy) space.
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We are a women majority owned and led by an award-winning CFO/CPA.
Our CFO Team
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Combined finance and accounting work experience 100+ years.
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Strong business, strategic, financial, risk management, and operational acumen.
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Work for Fortune 500, Fortune Global 100, and all sizes of private companies.
CFO, Business, and Other Awards
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Winner of the National Association of Women Business Owner's (NAWBO) prestigious "2019 Woman Business Owner of the Year".
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Business Journal's 2014 "Best CFO for Private Companies".
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Additional Industry and Community Awards Received by Parent Company
How to Get Started Today - It's Easy!
1. Contact us to schedule an initial consultation.
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Complete our prospective client form or
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Leave us a voice mail or
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Email us directly
2. We have a Zoom listening session.
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Learn more about your company
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Understand your objectives: business, financial, and personal
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Assess whether our service is a good fit for your business
3. We will provide you with a service recommendation and price quote.
4. Sign our service agreement and we are ready to begin.
Client Reviews
We Have ⭐⭐⭐⭐⭐ CFO Reviews on Google in San Antonio & Houston, TX
Client Testimonials On Our Parent Company's Website
Startup CFO Solutions & Financial Proformas
“We are more organized and confident at investor pitches. We know that our financial model and financial proformas have been vetted. We got a CFO by our side that can answer tough questions. And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has the experience to help us scale our business post-funding."
Co-Founder of an Early Stage Company
Outsourced CFO, Strategic Planning, & Financial Modeling
"...By far the best strategic planning and financial modeling experience I have been involved with throughout my 30+ year career. I highly recommend Paula as a Chief Financial Officer and her firm's fractional CFO solutions for startups."
Chairman of an early stage Regenerative Therapy Product Company