Virtual Financial Planning & Analysis Services

Do You Want Your Business
To Be In the Same Place Next Year?

"Good Fortune is what happens when opportunity meetings planning" and data analytics.  - Thomas Edison

Do you want your business to be in the same place next year? The answer, of course, is no. Whether it's been a successful year (for those in the digital or software service space) or one you'd rather forget, the goal is always to keep moving forward.

From a financial standpoint, what are you doing to make this goal a reality?

Financial Planning & Analysis (FP&A) is a tool that historically only large corporations use, but this type of planning is available to smaller and mid-sized companies too – and it's incredibly beneficial. 

Our Virtual FP&A Service helps translate your strategy into action so you can plan for, measure, assess, and course-correct as needed.  Any size business can benefit from it. And you don't have to hire a full-time CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using virtual FP&A.

If You Are Not Measuring Your Data

How do you know if:

  • You are not losing sales or additional revenue opportunities?

  • You are not wasting your critical resources on unprofitable activities?

  • You are setting yourself up for failure, just to save a buck today? 

We Offer the Financial and Business Intelligence Services
You Need to Manage and Grow Your Business.

How Our Monthly FP&A Services Add Value

We can help you plan for future opportunities by creating and implementing a long-term financial strategy that:

  • Enables you to take proactive measures to improve your company's future success.

  • Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.

  • Create an effective business analysis strategy to increase profits.

  • Get greater value from planning and budgeting processes.

  • Experience more timely and reliable forecasts with continuous forecasting.

  • Enjoy the same level of advanced FP&A techniques as larger businesses, without the cost of a full-time FP&A team.

  • Improve organizational decision making.

Advanced Tech-Enabled FP&A Services 

Enjoy the same level of advanced FP&A techniques as larger businesses, without the cost of a full-time FP&A team.

Our firm utilizes the latest cloud technology to deliver our financial and data intelligence services: 

  • Our CFO and Finance Team use Cloud-based meeting software to meet with you. Our service is 100% virtual.

  • Our FP&A Services are designed to wrap around your accounting team and/or external accounting service provider (CAS).

  • We gather and move your data from your cloud accounting system.

  • If you do not use a cloud-based accounting system, we coordinate with you IT for remote data export workarounds.

  • We utilize automation and other RPA.

  • We use specialized finance software to create your reports, ad hoc analysis, budgets, cash and financial forecasts, Pro-forma management reports (Sales Forecasts, P&L, Balance Sheet, Cash Sources and Uses), and comparative variance reports (actuals vs. forecasts).

  • We have highly experienced financial modelers who still build complex financial models when needed in excel (based on availability, data architecture requirements). Models are restricted for internal management use only.

  • You will receive excel and pdf copies of the analysis for your archives. 

The Healthcare CFO Contact Us Today for

Get Started - 4 Easy Steps!

To learn more about our Virtual FP&A Services or get started with your organization's future financial plans:

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.


3. We will provide you with a service recommendation and price quote. 


4. Sign our service agreement and we are ready to begin.

What Our FP&A Services Include 

The Healthcare CFO's Financial Planning and Analysis services include the following:

Monthly Services

  • Monthly Financial and Operations Reports (MOFR) for Management 

  • Financial and Operational trends, variance analysis, and ratio analysis

  • Corporate, Divisions, Product or Service lines, Projects, etc.

  • Facilitated Zoom Meetings with Leadership/Management to review and discuss MOFR 

Other Services

  • Profitability Analysis (Divisions, Products/Service Lines, Regions, etc.)

  • Annual Budgets and Dynamic (Rolling) Forecasts and associated variance analysis

  • Business and Financial Models (5-year look - 2 years monthly and 3 years annual) 

  • Proforma Income Statement, Balance Sheet, Cash Flow Statements, Cash Sources and Uses

  • Competitor Analysis plotting your private company vs. public sector competitors

  • Financial and Operational Ratio Analysis  

  • Ad hoc data analysis (example global sales data by product, production, etc.)


The Healthcare CFO is a Virtual CFO Advisory and Business Consulting Firm. We help physician-owned practices, family-owned businesses and direct investment, and executives of private medical and health services, biotech and life sciences, medical device manufacturers, health tech and b2b healthcare companies accelerate their growth and take them to the next level.  We offer a range of specialized Outsourced CFO Services including Physician CFO Services, (for medical practices and doctors), Virtual Interim and Fractional CFO Services, Startup CFO Solutions, Outsourced Financial Planning and Data Analytics Services (FP&A), Cash Flow Forecasting, Profitability Consulting, Strategic Advisory Services, and Board Advisory Services.  The Healthcare CFO serves clients across Texas: Austin, San Antonio, Houston Metro, Dallas Fort Worth Metroplex, Texas Gulf Coast, and West Texas.

The Healthcare CFO and our parent company, The Energy CFO, is headquartered in San Antonio, Texas. We are a woman-owned small business. 

  • CFO Services LinkedIn Profile
  • Healthcare CFO Services Twitter Profile
A division of CFO Award Winner,
Print The Energy CFO Reg White logo 1.19


Home                   About Us

Services               Our Story

Industries            Leadership

Choose Us           Testimonials

Contact Us           News-Press


San Antonio, TX 78280

Telephone 210-802-8640


Houston, TX 77077

Telephone 832-521-8190


All Correspondence:

The Healthcare CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

Copyright © 2019 - 2021 The Healthcare CFO, LLC.  All rights reserved.
The Healthcare CFO, LLC is not a CPA firm.