San Antonio, Texas
Outsourced CFO Services And CFO Consulting
The Healthcare CFO provides Outsourced CFO Services including Fractional CFO or Part Time CFO, Virtual CFO, and CFO Consulting Services to companies located in San Antonio, Texas. This includes the SA Medical Center, Central Texas Hill Country, Corpus Christi, and South Texas. The Healthcare CFO is headquartered in San Antonio along with it's 9 year-old parent company, The Energy CFO. Both firms are woman majority owned and both owners are UT System grads (UT Austin and UT Arlington).
The Healthcare CFO works for owners, physicians, and executives of family medical practices, healthcare, health tech and software, biotech, medical devices, manufacturing, and life science companies.
We offer modern cloud and tech-enabled services and deliver our CFO Services virtually. Our Physician CFO Services is a one-of-a-kind service designed to provide fractional cfo help to physician/owners of medical practices with $1MM to $15MM in annual revenues. Our Outsourced CFO Services include Virtual CFO Services, which can be Fractional CFO or Part Time CFO Services on a temporary or interim basis (these can range from 6 months up to 3 more years). We also offer Financial Planning and Analysis, Cash Flow Forecasting, Profit Improvement Consulting, Strategic Planning and Transaction Advisory, CFO Coaching, and we serve as private company Board Advisors.
Our Physician CFO Services and Financial Planning and Analysis are our most popular services. Our CFOs will meet with you once a month to review your financial and operational performance based on the information we gather from you prior to the meeting. They will offer business and financial analysis prepared prior to the meeting and financial and operational insights. Together you and/or your leadership team will discuss the challenges you are navigating and together formulate an action plan. If you need help implementing some of these recommendations or help you get your accounting team on board, we can also help with that.
We Help San Antonio Owners Drive The Numbers
Our Fractional CFOs Help You Develop Financial Strategy, Plan, and Drive Growth
Save Time and Money
Customized Action Plan
Transform Your Business
Build Leader Confidence
Outsourced CFO Services Tailored to Your Needs
Fractional CFO | Virtual CFO | CFO Consulting | Interim CFO
We custom-tailor solutions to fit your unique needs in a very complex industry. We do this by taking a holistic view when building your processes and teams, as opposed to standard cookie cutter package of services.
Just plug and play our services into your organization. We offer flexible service options that are designed to grow with you until such time when you truly need a full-time CFO. Our CFO Advisory and Consulting Service includes a team of very experienced finance professionals and our services are designed to wrap around your accounting services provider (that saves you money!). We were delivering fractional cfo services virtually since 2019 (yes, a long time now) and we utilize a remote Texas based workforce. Our company specialized finance software to perform our work and produce management reports and dashboards (we are efficient and use our own tools and this saves you money).
Not surprisingly, our custom solutions are often less expensive than other San Antonio and Central Texas alternatives: executive searches, healthcare recruiters, CFO groups or CFO companies, business management consultants, accounting firms, professional staffing and/or employment agencies, and independent financial consultants or CFOs.
CFO Services for San Antonio Family Offices
Many successful family businesses are following the private equity model and organizing family offices to make direct investments and professionally manage their interests. While some family offices prefer to make solo investments, others prefer to farm out the risks through informal alliances of family offices or family office associations or forums. Whichever approach your prefer when making direct investments, chances are your team will need interim fractional or part time support from an experienced CFO team. Preferably a team with analytical firepower and industry-specific operational experience to help you scale and grow these businesses, live within their cash flow, achieve target profit margins and return cash to investors, institutionalize these organization, and get a jump start on preparing to harvest.
The Healthcare CFO offers variety of CFO services to support your family office's M&A transaction and post-acquisition transition. We can help you with buying healthcare or medical assets, companies, scaling emerging technologies, or exploring "value-based" outcomes options. Our consulting services of interest include strategy consulting, due diligence team support, financial planning and analysis, financial modeling, post-acquisition transition, Fractional CFO Services, and our popular Monthly Operating and Financial Review (MOFR) services.
If you are just getting started, you might want to read our CFO Blog about strategic partnerships and joint venturing. In addition to healthcare, we have had a lot of success working for family-owned business. The Healthcare CFO is a family-owned business that helps other family businesses grow and move their company forward by offering CFO bench strength when you need it. You may also be interested in our bios as both Paula Waggoner-Aguilar and Roland Aguilar have worked for companies owned by high-net-worth families. In addition, we encourage you to take a peek at our testimonials to see what people say about our work.
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.
Hire The Healthcare CFO For Help Now
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 proposal and price quote.
4. Sign our service agreement and we are ready to begin.