Why Choose Us?
We Help You Drive The Numbers
Our CFOs Help You Understand the Financial Health of Your Company and Drive Growth
Save Time And Money
Understand Your Finances
Transform Your Business
Build Leaders Confidence
We Care And Want 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.
Do You Want To Be In The Same Place Next Year?
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?
Our CFO Advisory and Consulting Services can help you develop your company's road map, budget and forecast, visualize your business plan, develop strategy, prepare for transactions, present to your board, and help advise you as you navigate your company to the next level.
CFO Services To Help You Improve And Grow
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 Fractional CFO Services, Strategic Business and Financial Planning, Business Consulting, Business Intelligence and Dashboards, and Startup CFO Services.
We Are A Niche CFO Advisory Firm
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
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.
Our CFO Team
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.
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
Our Client Reviews
"I have more cash now than I have had in my 20 years in medical practice."
"Your financial insights into my business are amazing. I can't believe what you guys can do with math! You have helped identify issues that no other business advisor has addressed."
Medical Practice Owner
"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."
We Deliver Value To Our Healthcare Clients
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.
Make Informed Bus. Decisions
Get timely and relevant business intelligence, ad-hoc analysis, and financial advice to help you make informed decisions. We help identify and narrow down options
based on your objectives.
Build Leader Confidence
We help maximize the Return on Investment on your time and money invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business and leadership.
We help you strategize and plan for growth, devise an action plan, create budgets
and financial projections, forecast your cash sources and uses, secure funding, lower your costs, improve profits, track and measure business performance.
We Deliver Results
Still on the fence? Here are seven more reasons to schedule a consultation:
We add value by helping our clients grow their companies and moving them to the next level.
Having an experienced business advisor and financial leader assisting you increases your chance of success.
We help maximize the ROI on your time and money invested in your business.
We help you build your financial intelligence and confidence in your business and your leadership.
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!
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).
We provide our clients with peace of mind.
Get Started Today. It's Easy
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 proposal and price quote.
4. Sign our service agreement and we are ready to begin.