Virtual CFO Services We Offer
The Healthcare CFO is a Fractional CFO and Business Advisory firm for healthcare, biotech, and life science companies. We help owners and executives of small and medium-sized (SMB) private medical practices, biomedical, biotechnology, and medical device manufacturing 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 Start up CFO Services.
Boost Your Bottom Line: Essential Financial Management For Healthcare
The financial landscape for medical practices and healthcare businesses is more challenging than ever.
Are you facing any of these critical issues?
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Cash flow management is erratic or inconsistent.
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Accounts receivable is growing, but cash isn't coming in fast enough.
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Your profit margins are shrinking, despite high patient volume.
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Unprofitable services or business units are draining your resources.
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You need expert financial strategy to fuel sustainable growth.
These problems are common signals of financial distress that, if left unaddressed, can jeopardize the future of your company.
It's time time to take decisive action to protect and strengthen your company!
Engaging a Fractional CFO for Healthcare to deliver Outsourced CFO Services is the most effective way to gain executive-level financial expertise without the cost of a full-time hire.
Our services will immediately help you:
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Improve financial decision-making with clear, data-driven insights.
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Implement strategies to increase cash flow and expand profit margins.
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Develop a solid foundation for sustainable business growth.
To learn how we can transform your practice's financials, see our latest blog post: Strengthen Your Healthcare Business With Outsourced CFO Services.

The Solution: Fractional CFO Services for Healthcare
Don't wait until distress becomes disaster. Strengthen your company and achieve greater financial clarity today.
Our Client Success Stories
Financial Management Achievements

“Thank you Paula and Roland (and the team)…I have more cash in the bank now than I have had in my 20 years in medical practice.”
Family Physician

“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 advisor has addressed.”
Physician
Beyond The Numbers: Our Value To Our Clients
Save Time And
Money
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.
Understand
Your Finances
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 Business 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 Leaders' 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.
Transform
Your Business
We help you strategize and plan for growth, devise an action plan, create budgets
and financial projections, forecast your cash flow, secure funding, lower your costs, improve profits, track and measure business performance.
We Want To Help You Elevate Your Business
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. It's common for us to see clients often hit a series of growing pains.
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Struggling to treat patients and run their businesses because they are overwhelmed with too many responsibilities.
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Unfamiliarity with what is going on with the financial health of their companies.
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Not getting relevant and impactful information they need to aid in decision making.
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Encountering growth resistance points and frustrated with an inability to make traction.
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Feeling something is off or there is a gap, but not exactly sure what "it" is.
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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.
Experienced Fractional CFOs
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 12-year old CFO Advisory and Consulting Service Firm headquartered in San Antonio, Texas.
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We specialize in helping private entrepreneurial organizations in the healthcare (and energy) space.
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We are a woman-majority owned and led by an award-winning CFO/CPA.
Our CFO Team
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Combined finance and accounting work experience 100+ years.
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Strong business, strategic, financial, risk management, and operational acumen.
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Work for Fortune 500, Fortune Global 100, and all sizes of private companies.
CFO, Business, and Other Awards
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National Association of Women Business Owners (NAWBO) prestigious "Woman Business Owner of the Year".
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Business Journal's "Best CFO for Private Companies".
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Additional Industry and Community Awards Received by Parent Company.
How To Hire A Virtual CFO - It's Easy
1. Contact us to schedule an initial consultation.
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Complete our prospective client form, or
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Leave us a voice mail, or
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Email us directly.
2. We have a Zoom listening session.
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Learn more about your company.
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Understand your objectives: business, financial, and personal.
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Assess whether our service is a good fit for your business needs.
3. We will provide you with a service recommendation and price quote.
4. Sign our service agreement and we are ready to begin.
Client Reviews
We Have ⭐⭐⭐⭐⭐ CFO Reviews on Google
Client Testimonials On Our Parent Company's Website
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 Startup Company


Outsourced CFO, Strategic Planning, & Financial Modeling
"By far the best strategic planning and financial modeling experience I have been involved with throughout my career of more than 30 years. I highly recommend Paula as a CFO and her firm's fractional CFO solutions for startups."
Chairman Medical Therapy Company


