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Why Choose Us?

We Help You Drive The Numbers

Our CFOs Help You Understand the Financial Health of Your Company and Drive Growth

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Outsourced Financial Planning, Data Anal
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  • Save Time AND Money
  • Understand Your Finances
  • Transform Your Business
  • Build Leaders Confidence

With Only 10% to 20% of Businesses Succeeding 
Who You Have On Your Team Really Matters!

The Healthcare CFO What  Healthcare Star

Outsourced 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, CEO, and Board Chairman

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The Stakes Have Never Been Higher
For Your Business and Your Future

Are you losing revenue and profits?
Are you not getting paid fast enough and struggling to cover payroll?

Lack of income and cash flow problems can lead to business failures. 

Take Action Today to Protect Your Company.
 

Virtual CFO Services for Modern Business Owners

We help owners and executives of small and middle-market private medical practices, healthcare, biomed, biotech, medical device manufacturing, and life science businesses accelerate their growth and take them to the next level by offering a variety of Outsourced Virtual CFO Services, Strategic Business and Financial Planning, Business Consulting, Business Intelligence and Dashboards, and Startup CFO Solutions.

Do You Want Your Business
To Be In The Same Place Next Year?

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The answer, of course, is no. Whether it's been a successful year or one you'd rather forget, the goal is always to keep moving forward.

 

  • What are you doing to make this goal a reality?

 

  • Have you quantified what your plan means in terms of future profits and cash flows?

 

  • Are you measuring and monitoring your performance against your plan?  

CFO + Financial Planning and Analysis Services

"Good Fortune Is What Happens When Opportunity Meets With Planning." - Thomas Edison

Financial Planning and Analysis (FP&A) is a tool that CFOs of Fortune 500 corporations use to grow their businesses. This type of planning is incredibly beneficial. We offer FP&A as-a-service to smaller and mid-sized clients in the healthcare industry.  

 

FP&A helps translate your strategy into action so you can plan for, measure, monitor, and course-correct as needed. Any size business can benefit from it. And you don't have to hire a full-time FP&A department and CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using our outsourced FP&A service.   

We can help you plan for future opportunities by creating and implementing a flexible financial plan that:

  • Enables you to take proactive measures to improve your company's future success.

  • Translates your vision into an action plan complete with sales metrics and financial projections.

  • Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.

  • Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.

  • Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.

  • Improve organizational decision making.

Hire The Healthcare CFO Today

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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 specialize in helping private entrepreneurial organizations.

  • We are a women majority owned and led by an award-winning CFO/CPA. Both owners work as CFOs.

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 

We Care About Our Clients The Healthdare

We Want You AND Your Business to Thrive!

Owning and running a private company is tough. Your least abundant resource is time and if you are growing - you never have enough cash flow. As companies grow and scale, it’s common for us to see clients often hit a series of growing pains. 

  • Struggling to treat patients and run their businesses because they are overrun with too many responsibilities.

  • Unfamiliarity with what is going on with the financial health 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.

We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how the administrative and operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action.  We offer a range of virtual cfo services including Physician CFO Services, Outsourced Financial Planning and Analysis Services, and Strategic Planning.

Our Value To Our Clients

CFO & Financial Management Advisory Services
Save Time and
Save Money
Consulting Services
Understand Your Finances
Make Informed
Bus. Decisions 

Get timely and relevant business intelligence, ad-hoc and 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.

CFO & Financial Management Advisory Services
Transform Your Business

We help you strategize,

plan for growth, devise  action plans, budget, forecast cash, create financial projections,  secure funding, pricing, reduce costs, improve margins, track and monitor performance.

Outsource your CFO work to us and optimize your time. Our 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

We analyze your financial information and meet with you monthly to provide you with our analysis, insights, and recommendations. We will explain finance and accounting concepts you have questions about.

Who We Work For

We specialize in working with independent physician-owned, high net worth individuals, and family-owned companies. The majority of our clients are Doctors, Engineers, Technologists, and Business Executives. 

Physicians & Medical Practice Owners

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Private Company Executives & Investors

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Family Businesses & Family Offices

Its Easy! Get Started Today! Contact The

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 recommendation and price quote. 

 

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

Exceeding Expectations and Delivering Results

​Still on the fence? Here are seven more reasons to schedule a consultation:

  1. We add value by helping our clients grow their companies and moving them to the next level. 

  2. Having an experienced business advisor and financial leader assisting you increases your chance of success.

  3. We help maximize the ROI on your time and money invested in your business. 

  4. We help you build your financial intelligence and confidence in your business and your leadership.​

  5. We offer a CFO-As-A-Service alternative for private healthcare companies and physician practices to hiring a full-time CFO. No headcount, salaries, equity share, or recruiter fees.

  6. We free you up from work that is not related to your core business, so you can get back to running your practice/business and get your time back to focus on other priorities (like spending time with your family). ​

  7. We provide our clients with peace of mind.