CEO and Managing Client CFO
Paula Waggoner-Aguilar is an award-winning entrepreneur and Chief Financial Officer (CFO), Texas CPA, and a former Fortune 100 and Fortune 500 planning, finance, and accounting executive. She has 25+ years helping private and public companies develop, startup and/or launch new services or product lines, grow, change, and revitalize their investments in:
Physician practices, biotech, regenerative medicine, and medical devices
Oil and gas, renewables, and chemicals
Energy services (including software, operational technology, engineering and construction)
Paula works as the CEO and Managing CFO of The Healthcare CFO and its parent company, The Energy CFO® (established 2013). Both firms offer CFO Advisory and Consulting services to help private companies in healthcare and energy sectors accelerate their growth and take them to the next level. These bolt-on virtual CFO services are designed to wrap around and complement your monthly accounting and tax compliance services. Our team works very closely with your bookkeeping, accounting team, and CPA firms.
Most clients begin their service by having Paula and her team analyze and review their organization’s financial health and business performance with them. As part of this review, Paula generally offers recommendations, talks through your business plan and current strategy, and Paula and her team can create budgets and build forecasts if needed. In addition, our CFO team can dig into any number of issues you would like us to including profit margins, revenue management, cash flow management, internal controls, finance digitalization and looking for automation opportunities, etc.
Co-Owner and Project CFO
Roland Aguilar is co-owner (minority owner) of The Healthcare CFO and The Energy CFO. He joined the firm full-time as Project CFO for the firm's clients in 2017. Roland also serves as the Controller for both firms.
Roland brings over 30 years of global and domestic finance and accounting experience to the firm. He is also bilingual in English and Spanish.