About Us

 

OUR STORY
FROM ENERGY TO
HEALTHCARE...

The Energy CFO® was initially established to help energy entrepreneurs operating in the Eagle Ford accelerate their growth by providing access to experienced CFO leadership that is typically not available to early and mid-stage private companies.  Over the years, executives and business owners from other industries asked us to expand our advisory and consulting offering.  

WOMAN MAJORITY OWNED BUSINESS

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The Healthcare CFO is a diverse and inclusive organization.  Our parent company, The Energy CFO, is a woman majority-owned and run business.  Our minority owner is a Hispanic and Bilingual CFO.  Our workforce is very experienced in terms of business and financial acumen.  We are known for focusing on complex niche industries.  

 

We offer tech-enabled CFO Advisory and Consulting Services.  With the use of cloud technologies, we can work for anyone anywhere.  Clients decide how they want their service delivered - Virtual CFO Service, On-Site, or a Hybrid CFO Services.   We are headquartered in San Antonio, Texas.  

 
2014 BEST CFO Awards for Private Companies The Energy CFO's Client CFO Partner Paula Waggoner-Aguilar Texas CPA

ACCELERATING
GROWTH

We add value to our client's businesses by helping them accelerate their growth and moving them to the next level. 

 

"Our formula for success is pretty simple. Treat others the way you want to be treated - with respect, candor, and integrity.  Be curious, open to new perspectives.  Listen. Gain an understanding of other people's perspective and be fair.  Communicate frequently.  Work really hard and deliver more value than the client expects." 

Paula Waggoner-Aguilar, CEO.    

 
 

LEADERSHIP AND CONSULTANTS

OUR LEADERSHIP

  • Led and managed by CFO/Owners.

  • Successful serial entrepreneurs.

  • Our founder was awarded "Woman Business Owner of the Year" by NAWBO in March 2019.

  • SABJ named our Managing CFO "BEST CFO in 2014 for Private Medium Companies".

  • Recognized by several organizations for our leadership and finance expertise.

OUR CONSULTANTS

  • Strong business, strategic, operational, and financial acumen.

  • Previous CFO Leadership Experience.

  • Combined finance and accounting work experience of 100+ years.

  • Work as outsourced CFOs for a living (we are not in transition).  This makes our firm's service more reliable.  

  • Worked on projects in more than 15+ countries.

  • Strong International Management Experience, including two Spanish speaking CFOs.