Profit Consulting Services
The Math is Easy. Getting The Financial Value Drivers Right Is The Tricky Part.
Revenue Side
Pricing Products and Services
Customer Stats and Analysis
Bidding Projects
Diversification
Profit Centers
Business Process & Reporting
Expense Side
Purchasing & Contracted Services
Asset & Inventory Management
People & Organization Planning
Productivity
Cost Accounting
Business Processes & Reporting
Technology
Digital Technology
Process Modernization
Automation
Outsourcing
ERP Integrations
Business Process & Reporting
The Stakes Have Never Been Higher
Are your companies, products, services, or business divisions unprofitable?
Have you run out of ideas to improve your profit margins?
Is your banker questioning the long-term viability of your company?
Low profit margins are an early warning signal of distress.
Take Action to Protect Your Company.
We Help You Build Your Profit Playbook
Building Strong Financial Offense To Defend Your Hard-Earned Profits
Sales & Revenue
-
Identifying new sales markets, customers, products, and services
-
Analyzing market data - supply and demand
-
Sales and revenue forecasting and scenario analysis
-
Pricing new and existing products and services
-
Analyze sales mix and validating sales margins
-
Reviewing commercial and financial contract provisions
-
Mitigate risks embedded in contracts
-
For physicians, looking at contract adjustments by insurance payor
-
Measuring profitability by customer, provider, location, service/product, etc.
Managing Costs
-
Reducing Cost of Goods Sold or Cost of Sales
-
MSAs and Service Contractors
-
Accurate Project Accounting and/or Cost accounting
-
Calculating and making sense of manufacturing variances
-
Overhead Cost Reduction, aka Selling, General, & Administrative Costs
-
Integrating ERP modules (eliminate duplicative manual processes)
-
Utilizing digital workflows to reduce paper and streamline processes
Supply Chain and Inventory
-
Procurement
-
Diversify geographic supplier base
-
Warehousing and dispatch best practices
-
Perpetual inventory management
-
Manufacturing activity-based accounting
Improving Productivity
-
Track performance indicators like uptime, planned/unplanned downtime, safety, etc.
-
Business process improvement - simplify, streamline, and optimize
-
Outsource work
-
Upgrading digital technologies
-
Embrace Cloud and Digital Technologies to streamline work and automate high volume low value activities
Clients' Success Stories
Navigating Business Through Challenging Business Cycles
Business Intelligence You Can Use
"The Healthcare CFO's analytical insights into my business is amazing. They give me line-of-sight into the revenue/medical billing side that none of my other professionals or consultants address." Family Practice Physician
Grew operating cash / working capital by more than 800% over a 12-month period from December 2019 to November 2020 by improving project profitability, disciplined cash management, changing processes and controls, capturing accounting efficiencies, Controller coaching, upgrading the accounting bench, and mentoring staff how to actively manage receivables.
Family Owned Company
We Focus On The Profit Drivers That Matter
You Get "The Big Picture" And Actionable Insights for Decision Making
-
We help you understand and see how the details of your business impact the Big Profit
-
Get information distilled into simple key metrics. Last month you put $0.XX cents in operating profit in your pocket book, and this month you put $0.XX.
-
Our Financial Planning & Analysis Services can help you track profit and value drivers by business unit, region, project, products or service lines.
-
With our Cash Forecasting Services, we can also look at your cash conversion cycle and debt as these impact your working capital and finance costs. Our fractional cfos offer suggestions how to improve cash flow from medical and healthcare operations.
Hire Us To Help Get Your Profit Back In The Black
We Want You and Your Company To Thrive
We have been working with organizations through our parent company for more than 9 years to help them transform their businesses. Our CFO Advisors have been doing this even longer - more than 25+ years.
We have seen a lot of companies change during this time. They start out with a clear vision and a sharp sense of what they are going to do. They make a few key decisions, establish a few guiding principles, and then they start executing.
And then the complexities of building a business set in. Growth slows. Working capital evaporates. Innovation is replaced by inertia.
That's when the transformation process needs to be revisited.
Generally, what's needed is a new set of guiding principles, new strategies, reset financial goals, and a shift in mindset.
That's what we do. We help you (and your team) transform your organization by providing cash and profit advisory services. We help you see the big picture and the opportunities to grow your products and build a more sustainable business. And we help you implement your plan and handle the business blocking and tackling.
Our Return On Investment To Our Clients
Save Money and Time
Outsource your profit advisory and consulting work to us and optimize your your time. Our Profitability Services are designed to save you time and find ways to improve and grow your operating profit. You will get more done so your company can make more money.
Understand Your Finances
We analyze your financial performance and meet with you monthly to provide you with our CFO report, CFO insights, and CFO recommendations. We will explain finance and accounting concepts that your have questions about.
Make Informed Bus. Decisions
Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed decisions. We help identify and narrow down alternatives
based on your objectives.
Build Leader
Confidence
We help maximize the Return on Investment on your money and sweat equity invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business leadership.
Transform
Your Business
We help you strategize, plan for growth, devise action plans, create budgets
and financial projections, forecast sales and cash flow, secure funding, reduce costs, improve profits, measure and monitor bus. 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.
CFO, Business, and Other Awards
-
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
How to Get Started Today - 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.
-
Learn more about your company
-
Understand your objectives: business, financial, and personal
-
Assess whether our service is a good fit for your business
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.