Financial Planning and Analysis Services
Business Intelligence To Transform Your Future
Our Financial Planning and Analysis (FP&A) and Business Intelligence (BI) Services
Help You Move your Healthcare Company Forward
Monthly Mgmt Reports
Save Time and Money
Understand Your Finances
Transform Your Business
Build Leader Confidence
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 or one you'd rather forget, the goal is always to keep moving forward.
What are you doing to make this goal a reality?
Have you quantified what your plan means in terms of future profits and cash flows?
Are you measuring and monitoring your performance against your plan?
Adding Value with Outsourced FP&A Services
"Good Fortune Is What Happens When Opportunity Meets With Planning." - Thomas Edison
Financial Planning and Analysis (FP&A) is a tool that Fortune 500 corporations use to grow their businesses. This type of planning is incredibly beneficial. We offer FP&A as-a-service to smaller and mid-sized clients in the healthcare industry.
FP&A helps translate your strategy into action so you can plan for, measure, monitor, and course-correct as needed. Any size business can benefit from it. And you don't have to hire a full-time FP&A department and CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using our outsourced FP&A service.
We can help you plan for future opportunities by creating and implementing a flexible financial plan that:
Enables you to take proactive measures to improve your company's future success.
Translates your vision into an action plan complete with sales metrics and financial projections.
Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.
Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.
Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.
Improve organizational decision making.
What Clients Say About Working With Us
"I have more cash now than I have had in my 20 years in medical practice."
"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 business advisor has addressed."
Medical Practice Owner
Physician / Practice Owner
""By far the best business planning and financial modeling experience I have been involved with throughout my 30+ year career. I highly recommend Paula as a CFO and her firm's fractional CFO solutions for startups."
Chairman & CEO
"I drew a conceptual picture of a marketing dashboard and analytics I wanted for myself and my managers on a blank sheet of paper. Paula and Roland delivered exactly what I asked for in the first draft along with new marketing insights we were not aware of. Wow!"
Director of Marketing
Public Medical Device Technology Company
Director of Global Marketing
Hire The Healthcare CFO Today
We Want You AND 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.