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
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Save Time and Money
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Understand Your Finances
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Transform Your Business
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Build Leader Confidence
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
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Profit and Loss Analysis
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Balance Sheet Analysis
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Cash Flow Analysis
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KPI / Performance Scorecard
Other Features
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Executive Summary
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Action Plan
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Key Financial Ratios
Optional Service Plans
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Revenue Management Data
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Operational Analysis
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Continuous Forecasting
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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.
Our Value to Our Clients
Hire The Healthcare CFO Today
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.
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Struggling to treat patients and run their businesses because they are overrun with too many responsibilities.
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Unfamiliarity with what is going on with the financial health of their companies.
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Not getting relevant and impactful information they need to aid in decision making.
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Encountering growth resistance points and frustrated with an inability to make traction.
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Feeling something is off or there is a gap, but not exactly sure what "it" is.
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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 Today
Paula Waggoner-Aguilar
CEO & Managing CFO
Our Firm
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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.
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We offer customized CFO service options for private healthcare companies.
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We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.
Awards
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One of 6 business owners selected by the San Antonio Chapter of the National Association of Women Business Owners (NAWBO) for their prestigious 2019 Women Business Owner of the Year Award.
"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
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C-Suite Winner. In 2014, SABJ Named Our Managing CFO the "Best CFO for Private Companies".
Get Started - 4 Easy Steps!
1. Contact us to schedule an initial consultation.
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Complete our prospective client form or
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Leave us a voice mail or
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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.