Get The Most From Your Healthcare Business

Our CFOs Help You Understand the Financial Health of Your Company and Drive Growth

The Healthcare CFO What Clients Say Abou
  • Save Time and Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leader Confidence

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 Virtual CFO Services, Strategic Business and Financial Planning, Business Consulting, Business Intelligence and Dashboards, and Startup CFO Solutions.

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The Stakes Have Never Been Higher

Don't let your business be a victim of the pandemic economy. Lack of income and cash flow problems can lead to business failures.

Take Action to Protect Your Company.

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.

Our Client Success Stories

He Knocked It Right Out of the Ballpark - In 2020!

The Healthcare CFO Outsourced Service He

“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. Tim M. / Family Physician - June 2020

The Healthcare CFO Client Case Studies

“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

Hire The Healthcare CFO Today

We Care About Our Clients The Healthdare

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. 

  • Struggling to treat patients and run their businesses because they are overrun with too many responsibilities.

  • Unfamiliarity with what is going on with the financial health of their companies. 

  • Not getting relevant and impactful information they need to aid in decision making.

  • Encountering growth resistance points and frustrated with an inability to make traction.

  • Feeling something is off or there is a gap, but not exactly sure what "it" is. 

  • 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.

The Healthcare CFO Who We Are Our DNA.jp

Who We Are

Paula Waggoner-Aguilar President & CEO T
Paula Waggoner-Aguilar
CEO & Managing CFO

Our Firm

  • The Healthcare CFO is a division of The Energy CFO, a successful 7-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.

  • We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.

Awards

 

"The ability to be so innovative is a great talent, and Paula/her firm will continue to rise and be even more successful than they are now."  NAWBO President, Shirley Crandall 

The Healthcare CFO Contact Us Today for

How to Get Started Today - 4 Easy Steps!

1. Contact us to schedule an initial consultation.

  • Complete our prospective client form or

  • Leave us a voice mail or

  • Email us directly

2. We have a Zoom listening session.

 

  • Learn more about your company

  • Understand your objectives: business, financial, and personal

  • 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.

Who We Work For

We specialize in working with independent physician-owned, high net worth individuals, and family-owned companies. The majority of our clients are Doctors, Engineers, Technologists, and Business Executives. 

Physicians & Medical Practice Owners

The Healthcare CFO's Physician CFO Servi

Private Company Executives & Investors

The Healthcare CFO Helping Family Busine

Family Businesses & Family Offices

The Healthcare CFO 105 Ways to Speed Up
Subscribe to Download Our Free PDF
and Start Speeding Up Your Cash Flow

Next Step - You will receive a Confirmation Mail.

Client Testimonials

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 

The Healthcare CFO Client Success Storie
The Healthcare CFO Client Success Storie

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