Startup CFO Solutions
Our CFOs Help You Plan Ahead For Success and Startup Your Operations
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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 Confidence in Your Leadership
With Only 10% to 20% of Startups Succeeding
Who You Have On Your Team Really Matters
Startup CFO Solutions & Financial Proformas
“We are more organized and confident at investor pitches. We know that our financial model and financial proformas have been vetted. We got a CFO by our side that can answer tough questions. And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has the experience to help us scale our business post-funding."
Co-Founder of an Early Stage Company
Startup CFO Solutions and Financial Modeling
"By far the best business planning and financial modeling experience I have been involved with throughout my 30+ year career. I highly recommend Paula as a CFO and her firm's fractional CFO solutions for startups."
Co-Founder of Pre-Revenue Medical Treatment Startup
Professional Startup CFO Advisors
Our clients hire us because they want an experienced startup (pre-revenue) CFO TEAM to help them get their companies up and running and take their companies to the next growth stage.
What we know from our own experience is being a good advisor is not just about having prior experience and energy finance chops, but also having the high energy and motivation to get things done, thinking critically, and having an positive strategic risk-taking mindset. Likewise, simply being able to relate and taking the time to listen to owners, company executives, and investors.
Our Value To Our Startups Clients
Hire The Healthcare CFO Today
We Want You AND Your Startup To Thrive!
Launching and building a young company on a limited budget is tough. Your least abundant resource is time and when you are growing - you never have enough cash. These are common growing pains we see clients struggling with:
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Owners are overrun with too many responsibilities - "working in" and running the company.
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Unfamiliarity with finance, putting together projections, navigating fundraising, and the performance 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.
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Dealing with gaps in organizational design and governance during rapid growth.
We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how various pieces of your business impact your future profitability, cash flow, and/or hold back growth so you can take action.
Who We Are
Paula Waggoner-Aguilar
CEO & Managing CFO
Our Firm
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The Healthcare CFO is a division of The Energy CFO, a successful 8-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
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We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.
Our Team
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Combined finance and accounting work experience of 100+ years.
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Strong business, strategic, financial, and operational acumen.
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Worked for Fortune 500, middle market private companies, bootstrapped startups, and early stage companies fundraising with individuals, family offices, and private equity.
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".
How to Get Started - 4 Easy Steps!
Startup CFO Service Offering
We offer a fractional Startup CFO Service on monthly retainer to our clients. Our CFO Advisory services are customized to your needs. The scope of client services do vary depending on factors such as client's needs and budget, lifecycle stage (startup, pre-revenue, early stage), healthcare sector, amount of funding need, anticipated source of funding (individuals, VC, etc.), and ownership structure. Some of the more common services we offer include:
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Business Planning
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Testing Business Model Assumptions
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Preparing Financial Projections
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3-Way Forecasting (P&L, Balance Sheet, Cash Flows)
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Financial Modeling
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What-If Scenario Analysis
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Pro-Forma Financials
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Funding Requirements and Cash Burn
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Fundraising Analysis and Advisory
- Business Plan, Executive Summaries, and Investor Pitch Decks
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Preparing Founders for Investor Pitches
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Startup Planning and Execution
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New Product or Service Pricing and Costing
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Revenue or Sales Forecasting
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Optimal Product Mix
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Estimating Breakeven Costs
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Advisory and analytical support for negotiations and contracting
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Cash flow forecasting
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The above list is not an all inclusive list, so if you don't see what you are looking for please ask.
