Get The Most From Your Healthcare Business
Our CFOs Help You Understand the Financial Health of Your Company and Drive Growth
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.
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 Client Success Stories
He Knocked It Right Out of the Ballpark - In 2020!
“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
“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.”
Hire The Healthcare CFO Today
We Care About You And
We Want 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.
Who We Are
CEO & Managing CFO
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.
One of 6 business owners selected by the San Antonio Chapter of the National Association of Women Business Owners (NAWBO) for their prestigious 2019 Women Business Owner of the Year Award.
"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
C-Suite Winner. In 2014, SABJ Named Our Managing CFO the "Best CFO for Private Companies".
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.
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