CFO Services for Startups

Our Fractional CFOs Help You Plan Ahead For Success and Startup Your Operations

• Save Time and Money

• Understand Your Finances

• Transform Your Business

• Build Confidence in Your Leadership

Fractional CFOs for Startups

Our clients hire us because they want an experienced fractional cfos for startups (pre-revenue) 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 startup cfo 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. All while helping lead your business through today's challenging business cycles.

When Only 10% to 20% of Startups Succeed, Your Startup CFO 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."

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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

Hire The Healthcare CFO For Your Startup

Fractional CFO Services For Startups

We offer a fractional cfo services for startups on monthly retainer to our clients. Our cfo advisory services are customized to your needs. The scope of client services will 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

• Testing Business Model Assumptions

• Preparing Financial Projections

  • 3-Way Forecasting (P&L, Balance Sheet, Cash Flows)

  • Financial Modeling 

  • What-If Scenario Analysis

  • Pro-Forma Financials

  • Funding Requirements and Cash Burn

• Fundraising Analysis and Advisory

• Business Plan, Executive Summaries, and Investor Pitch Decks

• Preparing Founders for Investor Pitches

• Startup Planning and Execution

  • New Product or Service Pricing and Costing

  • Revenue or Sales Forecasting

  • Optimal Product Mix

  • Estimating Breakeven Costs

  • Advisory and analytical support for negotiations and contracting

  • 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.  

We Want To Help Your Startup Scale And 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.

• Unfamiliarity with finance, putting together projections, navigating fundraising, and the performance 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.

• Dealing with gaps in organizational design and governance during rapid growth.

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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. 

How Our CFO Services Benefit Your Startup

Who We Are

Paula Waggoner-Aguilar, CPA
CEO & Managing CFO

​Our CFO Firm

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• 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. 

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Our CFO Team

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• 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.

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CFO, Business, and Other Awards

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• 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

 Get Started Today
Its Easy!

1. Contact us to schedule an initial consultation.

• Complete our prospective client form or

• Leave us a voice mail or

• Email us directly

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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 

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

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

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