Testimonials - What Our Clients Say
One advantage we hold over most newer CFO firms is more than 6 years of client testimonials for work performed under our parent company's brand, The Energy CFO, from very successful entrepreneurs, corporate executives, family-owned businesses, CPA firms, Board Advisors, and many other professionals.
Our story, from energy to healthcare, explains how we got our start in the life science field beginning in 2015. It's been a very unique journey that has actually influenced our firm's culture and perspective towards risk taking and continual learning.
We are fortunate to have worked for a lot of great people, amazing companies, savvy investors, and highly talented energy and business professionals over the years. We value their testimonials and our firm relies heavily on their referrals as a source of new client business (approximately 80% of our business is referrals from people who are very familiar with our work).
Here is what they have to say about their experience working with us, our dedication and work quality, and our impact on their organizations.
Family Physician Practice
"Thanks to you and the team, I now have more cash in the bank than I have ever had in my 20 years in medical practice." — Doctor in Abilene, TX on First Year CFO Service Anniversary (June 2020).
“Your CFO's analytical insights into my business is just nothing short of amazing! You have helped identify issues that none of my other professionals or consultants address. Your service is the missing link.” — Family Physician.
"The Healthcare CFOs asked questions I have never heard ANY finance or accounting professional ask in my 30+ years practicing medicine. What a breath of fresh air! I am very happy with their work."— Medical Practice Owner.
Learn more about our Physician CFO Services for Concierge Medicine, Family Physician Practices, and Other Independent Group Medical Practices.
Health Science and Medical Devices
Testimonials from Health Science and Medical Device Clients Performed under our Parent Company's Brand, The Energy CFO.
"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." — CEO/Chairman San Antonio Regenerative Medicine Startup.
"I drew a conceptual picture of a marketing dashboard and analytics I wanted for myself and my managers on a blank sheet of paper. Paula and Roland delivered exactly what I asked for in the first draft along with new marketing insights we were not aware of. Wow!" — Director of Global Marketing for a Public Global Medical Device Technology Company.
Corporate And Entrepreneurial Clients
“I LOVE your CFO Services, how your firm does it, and your resources!” — Founder and Chairman of Houston Energy Infrastructure Project based in Louisiana.
"You make our board look good. Thank you!" — Chairman, Board of Directors and COO of one of the largest Investor-Owned Utilities in the US.
“Paula is an A++ professional to have at your side. Having an experienced corporate and entrepreneurial CFO on the Advisory Board has been instrumental as the company has experienced triple-digit growth in a short period of time. Paula's knowledge of finance and operations helped me navigate the company through key decisions in our early stages of growth.” — Founder & CEO, Pink Petro Energy Technology Growth-Stage Startup
"Paula was instrumental in a company-wide assessment and successful reorganization of finance and accounting processes. I recommend Paula in the areas of finance and accounting without reservation.” Lewis Energy Group.
“We are more organized and confident at investor pitches. We know that our forecast and proformas have been vetted. We got a CFO by our side that can answer these tough investor questions. And we can reassure prospective investors that we have engaged a committed and reliable CFO Service Firm that has experience helping us scale our business rapidly post-funding." — Co-Founder of an Startup seeking Private Equity funding from Houston, TX.
"The Energy CFO has given our Renewable Energy, Partnership, and Innovation non-profit access to experienced entrepreneurial CFOs, helping us strengthen and streamline our internal controls while we continue to expand our capabilities and further our mission." — Chief Executive Officer, San Antonio based EPIcenter.
"If you read Paula's bio you will immediately see she has great skills and credentials, but that alone isn't what makes her a great adviser. It is her passion for entrepreneurs, her ability to think beyond tomorrow, her empathy, years in business and practical approach that make her an outstanding adviser." — Chief Executive Officer of San Antonio Based Energy Company.
Professionals / Peers
"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." — President, Crandall and Associates
"Paula is a visionary that is always thinking ahead. She really listens to what will make a person/company successful and delivers. With her clients, she is not "cookie-cutter" with her approach. She is very passionate about all businesses growing, but in particular, she has a passion for entrepreneurs. These qualities, her experience/years in business and practical approach make her an outstanding strategic advisor and chief financial officer.” — CEO, Industrial Talent Acquisition Firm & Outside Board Advisor