Our Story


The Energy CFO® was initially established in 2013 to help businesses accelerate their growth and take them to the next level by providing access to experienced CFO leadership that is not typically available to early and middle-market companies and their investors.  Basically, our CFO/Owner wanted to level the playing field for private business owners against corporate giants and open the insider doors for much needed industry disrupters.  In very short order, she also realized there was a need for the firm to expand its SHARED CFO Services to include Interim, Fractional a.k.a. Part-Time, and Virtual CFO services that essentially wrap a company’s accounting providers.  Today, we also provide Vertical CFO Solutions and complex integrated business financial models for companies raising capital or seeking project finance.


In 2015, we began diversifying into life sciences, biotechnology, and manufacturing-related industries.  Over the next 3 years, we worked for executives running regenerative medicine, tissue distribution, stem cell manufacturing, and even a public European medical device maker. The experience helped us discover valuable our financial leadership, business know-how, fin-tech and technical analysis skills for the healthcare industry. 


As in all entrepreneurial journeys, new paths lead to new opportunities.  The Healthcare CFO, our newest division, has been designed at the request of healthcare experts who approached us to help them address large industry gaps in the financial management of physician practices.



The Healthcare CFO specializes in CFO Advisory and Business Consulting services for entrepreneurial thinking owners of medical practices, life sciences, medical device and other healthcare organizations.     

Our MISSION is to help business owners and executives grow strong sustainable businesses so they can get back to focusing on helping patients, create more jobs in our local communities, employ the hardworking men and women of this nation, contribute towards state and local tax bases, and ignite that fiercely innovative American spirit within ALL of us.

The Healthcare CFO is passionate about helping businessmen and businesswomen, companies and select non-profits who dare to DREAM BIG, want to CHALLENGE the status quo, INNOVATE and BOLDLY DISRUPT markets. 


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. 

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San Antonio, TX 78280

Telephone 210-802-8640


Houston, TX 77077

Telephone 832-521-8190


All Correspondence:

The Healthcare CFO, LLC

13423 Blanco Rd. #244

San Antonio, TX 78216​

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