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."
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 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.