Physician CFO Services

Get the Most from Your Medical Practice

The Healthcare CFO's One-of-A-Kind Physician CFO Service Helps You
Understand the Financial Health of Your Company and Drive Growth

  • Save Time and Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leader Confidence

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The Stakes For Your Medical Practice And
Your Future Have Never Been Higher

Are you losing hard-earned profits?

Are you getting paid slower than your peers?

Are you loaning your personal savings to the company to cover payroll?

Lack of income and cash flow problems can lead to business failures. 

Take Action to Protect Your Company.

Client Success Stories

Texas Physician Knocked It Right Out of the Ballpark - In 2020!

“Thank you Paula and Roland (and the team)…I have more cash in the bank now than I have had in my 20 years in medical practice.”

 

Dr. Tim M. / Family Physician - June 2020

“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 advisor has addressed.”

 

Same Client

We Help You Understand Your Profit Picture And Build Your Balance Sheet

We help you review your business vitals, assess the financial health of your company, and tackle problems so you can grow. 
Key Areas We Review
  • Profit and Loss Analysis
  • Balance Sheet Analysis
  • Cash Flow Analysis
  • KPI / Performance Scorecard
Other Features
  • Executive Summary
  • Action Plan
  • Key Financial Ratios
Optional Service Plans 
  • Revenue Management Data 
  • Operational Analysis
  • Continuous Forecasting
  • Forecast vs. Actual Variance Reporting

We Help You Analyze Your Cash Flow
Cash Sources and Uses

Its not uncommon for new clients to tell us they don't know where their cash goes. We can help you follow-the-money, prepare or teach your staff how to create a 13-week cash flow forecast, anticipate future cash shortfalls, and put together an action plan to manage your work capital and identify cash sources.

Physician CFO Service Options

Our Value to Our Clients

Consulting Services

Save Time

Save Money

Outsource your CFO work to us and optimize your time. Our CFO Services are designed to save you time and find ways to save you money. You will get more done so your company can make more money.

Understand

Your Finances

We analyze your financial information and meet with you monthly to provide you with our analysis, insights, and recommendations. We will explain finance and accounting concepts you have questions about.

Make Informed Bus. Decisions

Get timely and relevant business intelligence, ad-hoc analysis, and financial advice to help you  make informed decisions. We help identify and narrow down options 

based on your objectives.

Build Leader Confidence 

We help maximize the Return on Investment on your time and money invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business and leadership.

CFO & Financial Management Advisory Services

Transform

Your Business

We help you strategize and plan for growth, devise an 

action plan, create budgets

and financial projections, forecast your cash sources and uses, secure funding, lower your costs, improve profits, track and measure business performance.

Hire The Healthcare CFO Today

We Care About Our Clients The Healthdare

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.

The Healthcare CFO Who We Are Our DNA.jp

Hire The Healthcare CFO Today

Paula Waggoner-Aguilar President & CEO T
Paula Waggoner-Aguilar
CEO & Managing CFO
Our Firm
  • 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 offer customized CFO service options for private healthcare companies.
  • We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.
Awards
 
"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 
The Healthcare CFO Contact Us Today for

Get Started - 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.

 

3. We will provide you with a service recommendation and price quote. 

 

4. Sign our service agreement and we are ready to begin.

ABOUT US

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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A division of CFO Award Winner,
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SAN ANTONIO, TEXAS

San Antonio, TX 78280

Telephone 210-802-8640

HOUSTON, TEXAS

Houston, TX 77077

Telephone 832-521-8190

MAILING ADDRESS 

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.
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