CFO ADVISORY SERVICES FOR
MODERN HEALTHCARE BUSINESS OWNERS
We help companies in the medical, healthcare, and life science industries accelerate their growth and take them to the next level by offering a variety of Outsourced CFO Advisory and Consulting Services, Cash Forecasting, Profitability Consulting, Monthly Financial Planning & Analysis Service Packages, Strategic, and Board Advisory Services. We specialize in working with private and family-owned companies. 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 / MEDICAL PRACTICE SUCCESS STORY
"I have more cash in the bank than I have ever had in my 20 years in medical practice."
Physician in Abilene, TX
1st Year CFO Anniversary, June 2020.
“The Healthcare CFO's services are the missing link. Your 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 professional or consultant has addressed.”
Family Physician / Medical Practice Owner
HOW OUR PHYSICIAN PRACTICE
CFO SERVICE WORKS
We import data from your accounting system prepared by your accountant or CPA into our finance technology. For Platinum clients, we also incorporate data from your Revenue Management System.
Our CFO and Financial Planning & Analysis Team review, analyze, and synthesize your data.
A CFO reviews your financial and business health via Video Conference with you on a monthly or quarterly basis (depending on service level). The CFO will also address your questions, explain concepts, and discuss recommendations during these meetings.
We will email you a copy of our analysis.
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.
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 pro-formas 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.