Physician CFO Service Plans
The Healthcare CFO has developed a Physician CFO Service (also known as a Doctor CFO or Medical Practice CFO) package that looks at monthly or quarterly cash flow, financial performance, and even analyzes financial data from your EHR revenue cycle and medical billing provider (ex. Athenahealth). The package was designed with physician/owners in mind, it targets the cash flow challenges they face, and is helps them run successful practices so they can put back cash in their pockets.
Every business needs a financial plan to meet its growth expectations, including physician practices. To learn more, see our blog post How Outsourcing Your CFO Work Can Strengthen Your Medical Practice.
The Stakes Have Never Been Higher
Is your business losing hard-earned profits?
Are you getting reimbursed / paid slower than your peers?
Are you having cash flow problems covering operating expenses?
These problems can signal distress and ultimately lead to business failures.
Take Action To Protect Your Company
CFO Client's Success Stories
Texas Doctor Knocked It Right Out of the Ballpark!
“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.”
We Help You Understand Your P&L
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.
Our Monthly Financial and Operational Review or MFOR™ includes:
Profit and Loss Analysis
Balance Sheet Analysis
Cash Flow Analysis
KPI / Performance Scorecard
Key Financial Ratios
Optional Service Plans
Revenue Management Data
Forecast vs. Actual Variance Reporting
We Help You Understand Your Cash Flow
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.
Hire The Healthcare CFO For Your Medical Practice
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.
We Deliver Value To Our Clients
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.
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.
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.
Who We Are
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
The Healthcare CFO is a division of The Energy CFO, a successful 9-year old CFO Advisory and Consulting Service Firm headquartered in San Antonio, Texas.
We specialize in helping private entrepreneurial organizations in the healthcare (and energy) space.
We are a women majority owned and led by an award-winning CFO/CPA.
Our CFO Team
Combined finance and accounting work experience 100+ years.
Strong business, strategic, financial, risk management, and operational acumen.
Work for Fortune 500, Fortune Global 100, and all sizes of private companies.
Winner of the National Association of Women Business Owner's (NAWBO) prestigious "2019 Woman Business Owner of the Year".
Business Journal's 2014 "Best CFO for Private Companies".
Additional Industry and Community Awards Received by Parent Company
What Are You Waiting For? Get Started Today
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.