CFO ADVISORY SERVICES FOR
MODERN HEALTHCARE BUSINESS OWNERS
We help companies in the healthcare industry accelerate their growth and take them to the next level by offering a variety of CFO Advisory and Consulting Services including Startup CFO Solutions, CFO Service Packages customized for Physician Practices with $1 Million to $5 Million in Revenue, more robust Fractional and Virtual CFO Services tailored to larger businesses, Financial Planning & Analysis Service Packages, Strategic Advisory Services, and Board Advisory Services for investor-backed practices.
Our CFO Advisory and Consulting Services are designed to essentially wrap around your company’s bookkeeping, accounting (internal or outsourced), audit and tax (CPAs) providers.
PHYSICIAN / OWNER SUCCESS STORY
"The Healthcare CFOs asked questions I have never heard ANY finance or accounting professional ask in my 30+ years practicing medicine. What a breath of fresh air! I am very happy with their work."
Our First Physician / Small Medical Practice Owner
OUR GROWTH STORY
In 2015 The Energy CFO, our parent company, began diversifying and tailoring their Outsourced CFO Services for life sciences, biotechnology, and related manufacturing companies. Over the next three years, The Energy CFO worked for executives running regenerative medicine, tissue distribution, stem cell manufacturing, and even a publicly-traded European medical device maker. As in all entrepreneurial journeys, new paths lead to new opportunities.
The Healthcare CFO℠ is a new division of The Energy CFO. It combines The Energy CFO's life science practice with new Physician Practice offerings designed at the request of healthcare experts to help them address large industry gaps in the financial management of physician practices. The Healthcare CFO℠ is being launched over the Summer of 2019.
INTRODUCING CFO SERVICES CUSTOMIZED FOR
PHYSICIAN / SMALL BUSINESS OWNERS
Briefly, our CFO Services for Physician Medical & Vet Practices includes:
-
Our Financial Planning and Analysis team will regularly review the financial health of your Small Physician Practice.
-
This is a tech-enabled monthly service.
-
Our CFO Package is designed to complement your existing bookkeeping, accounting, third-party medical billing, and tax services.
-
We provide you with industry-specific analysis of your financial, revenue management, and operations management data depending upon which service package you choose.
-
A CFO will review this analysis and discuss any trends with you during a pre-scheduled 30-minute monthly video conference using our technology.
-
The CFO can answer any questions you have about financial topics, explain any financial concepts you are curious about, and discuss recommendations for your practice.
-
Our team can assist you with implementing recommendations if you prefer (extra service).
ACCEPTING NEW CLIENTS.
CONTACT US TODAY!
CALL US IN
SAN ANTONIO, TX
+1-210-8028640
Paula Waggoner-Aguilar
Award-Winning CFO/Owner
OUR VALUE TO OUR CLIENTS
-
We add value by helping our clients grow their companies and moving them to the next level.
-
Having an experienced business advisor and financial leader assisting you increases your chance of success.
-
We help maximize the ROI on your time and money invested in your business. In doing so, we help you build your financial intelligence and confidence in your business and your leadership.
-
We offer a CFO-As-A-Service alternative for small physician practices to hiring a full-time CFO. No headcount, salaries, or equity share.
-
We free you up from work that is not related to your core business, so you can get back to running your practice and get your time back to focus on other priorities.
-
We provide our clients peace of mind.
CLIENT TESTIMONIALS
OUR PARENT COMPANY, THE ENERGY CFO, CLIENT TESTIMONIALS:
"The ability to be so innovative is a great talent, and Paula/her CFO firm will continue to rise and be even more successful than they are now." Shirley Crandall, President of Crandall and Associates.
"...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 that has raised $2 Million.
“We are more organized and confident at investor pitches. We know that our forecast and proformas have been vetted. We got a CFO by our side that can answer these tough investor questions. And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has experience helping us scale our business rapidly post-funding." Co-Founder of an Early Stage Company.
"Paula has a wide range of CFO experience. She is a rock star and I look forward to working with her CFO firm more in the future." Managing Partner of Pioneering CPA Firm providing virtual outsourced bookkeeping, accounting, and tax services.