Outsourced CFO Services

INTERIM | FRACTIONAL| VIRTUAL | CONSULTING

Private company owners are often surprised to learn there are so many choices other than hiring a full-time CFO.  We get a lot of questions from prospective clients about the different options and service levels to choose from.  There is no hard and fast "one size fits all" rule when it comes to CFO services.  Here are the options we offer:

 

FLEXIBLE CFO SERVICE OPTIONS

Step 1:  Choose How Your Service is Delivered

  • Onsite Only 

  • Virtual - 99% of Healthcare Clients Choose This

  • Hybrid - More cost-effective for $50M+ middle-market companies

Step 2:  Choose the Type of Service You Want

  • Fractional aka Part-Time (slight differences month vs. week)

    • Specialized Small Physician CFO Packages (must meet requirements)

    • Annual contracts 

    • Minimum monthly commitment and/or hourly pricing

  • Interim (Temporary)

    • Based on your requirements and our CFO availability

  • Vertical CFO Solution

    • For more complex projects in the FDA pipeline and private middle-market companies ​

  • Consulting example could include

    • Business and financial models

    • Budgets and rolling forecasts

    • Financial analysis and dashboards

    • Troubleshooting "hot spots"

HOLISTIC VERTICAL CFO SOLUTIONS

"This CFO solution has saved us a fortune and helped us scale quickly!"  

Veteran International Business Developer and Investment Banker

Introducing a Vertical CFO Service for advanced Pre-Revenue (Pre-FDA) projects.  A precision outsourced team to address the large financial leadership gap that exists for early-stage ready to scale in advance of FDA approval with complex financial planning and structuring issues.  Also applicable for private middle-market healthcare businesses.   

READ MORE ABOUT OUR SUCCESS STORY

 
 

THE BENEFITS OF HIRING THE HEALTHCARE CFO

  1. Increase investor and external confidence in your leadership.

  2. Provide you with an experienced CFO

  3. Help you achieve your goals.

  4. Improve your corporate governance.

  5. Build your financial intelligence.

  6. Go beyond reporting and help you drive the numbers.

  7. Explain and select debt and equity funding options.

  8. Prepare you for investor pitches, Q&A.

  9. Plan for succession and prepare the company for transactions.

  10. Strategize, analyze, and plan ahead using financial models and scenario analysis.

  11. Expand your industry and service networks.

  12. Offer solutions to maximize your profit and your cash flow.

  13. Provide pricing, procurement, and productivity recommendations/guidance.

  14. Offer creative cost-cutting opportunities.

  15. Assist you in analyzing and vetting critical decisions.

  16. Recommend opportunities to optimize your workforce.

  17. Make smart and impactful digital technology investments.

ABOUT US

The Healthcare CFO is a CFO Advisory and Business Consulting Firm helping physician owners and executives of medical practices, life science, medical device manufacturers, and healthcare companies accelerate their growth and take them to the next level.  We offer a range of financial and operational leadership services including Startup CFO Solutions, Cash Flow Forecast Services, Outsourced or Virtual CFO Services, Financial Planning and Analysis, Strategic Advisory Services, and Board Advisory Services.  The Healthcare CFO serves clients across Texas: Austin, San Antonio, Houston, Dallas, Texas Gulf Coast, and West Texas.

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SAN ANTONIO, TEXAS

San Antonio, TX 78216

Telephone 210-802-8640

HOUSTON, TEXAS

Houston, TX 77077

Telephone 832-521-8190

MAILING ADDRESS 

All Correspondence:

The Healthcare CFO, LLC

c/o The Energy CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

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The Healthcare CFO, LLC is not a CPA firm.
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