Startup CFO Solutions

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

The Healthcare CFO Startup CFO Solutions
  • Save Time and Money

  • Understand Your Finances

  • Transform Your Business

  • 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

Consulting Services

Save Money and Time

Outsource your startup finance work to us and optimize your time. Our Startup 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.

Understand Your Finances

We will help you prepare financial projections, cash forecasts, analyze, and review your financial performance against milestones with you monthly. We will provide you with CFO insights, recommendations, and explain finance concepts you have questions about.

Make Informed Bus. Decisions

Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed business decisions. We help identify and narrow down  fundraising 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.

CFO & Financial Management Advisory Services

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.

Hire The Healthcare CFO Today 

We Care About Our Clients The Energy CFO

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: 

  • 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.

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. 

The Healthcare CFO Who We Are Our DNA.jp

Who We Are

Paula Waggoner-Aguilar President & CEO T
Paula Waggoner-Aguilar
CEO & Managing CFO
Our Firm
  • 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.
  • We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.
Our Team
  • Combined finance and accounting work experience of 100+ years.
  • Strong business, strategic, financial, and operational acumen.
  • Worked for Fortune 500, middle market private companies, bootstrapped startups, and early stage companies fundraising with individuals, family offices, and private equity.
Awards
 
"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 

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:

  • 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

The above list is not an all inclusive list, so if you don't see what you are looking for please ask.  

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ABOUT US

The Healthcare CFO is a Virtual CFO Advisory and Business Consulting Firm. We help physician-owned practices, family-owned businesses and direct investment, and executives of private medical and health services, biotech and life sciences, medical device manufacturers, health tech and b2b healthcare companies accelerate their growth and take them to the next level.  We offer a range of specialized Outsourced CFO Services including Physician CFO Services, (for medical practices and doctors), Virtual Interim and Fractional CFO Services, Startup CFO Solutions, Outsourced Financial Planning and Data Analytics Services (FP&A), Cash Flow Forecasting, Profitability Consulting, Strategic Advisory Services, and Board Advisory Services.  The Healthcare CFO serves clients across Texas: Austin, San Antonio, Houston Metro, Dallas Fort Worth Metroplex, Texas Gulf Coast, and West Texas.

The Healthcare CFO and our parent company, The Energy CFO, is headquartered in San Antonio, Texas. We are a woman-owned small business. 

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SAN ANTONIO, TEXAS

San Antonio, TX 78280

Telephone 210-802-8640

HOUSTON, TEXAS

Houston, TX 77077

Telephone 832-521-8190

MAILING ADDRESS 

All Correspondence:

The Healthcare CFO, LLC

13423 Blanco Rd. #244

San Antonio, TX 78216​

Copyright © 2019 - 2021 The Healthcare CFO, LLC.  All rights reserved.
The Healthcare CFO, LLC is not a CPA firm.
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