Financial Planning and Analysis
Business Intelligence And FP&A Services
We Help You Move Your Company Forward and Transform Your Future
Financial Planning
Budgets
3-Way Forecast
Reporting
Scenario Analysis
Data Analysis
Variance Analysis
Financial Ratios
Operational Data
Business Intelligence
Monthly Mgmt Reports
KPI Dashboards
Business Planning
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Save Time and Money
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Understand Your Finances
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Transform Your Business
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Build Leader Confidence
Adding Value with Outsourced FP&A Services
"Good Fortune Is What Happens When Opportunity Meets With Planning." - Thomas Edison
Financial Planning and Analysis (FP&A) is a tool that 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:
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Enables you to take proactive measures to improve your company's future success.
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Translates your vision into an action plan complete with sales metrics and financial projections.
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Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.
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Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.
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Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.
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Improve organizational decision making.
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.
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What are you doing to make this goal a reality?
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Have you quantified what your plan means in terms of future profits and cash flows?
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Are you measuring and monitoring your performance against your plan?
Our Financial Planning and Analysis and Business Intelligence 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.
The Value of Our Financial & Business Intelligence
Save Money and Time
Outsource your FP&A work to us and optimize your time. Our FP&A 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 performance and meet with you monthly to provide you with our report, CFO insights, and recommendations. We will explain finance and accounting 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 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.
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.
What Clients Say About Us
"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."
Family Physician
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."
CEO/Chairman
Regenerative Medicine
Pre-Revenue 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 Marketing
Public Medical Device Technology Company
Hire The Healthcare CFO For Plans & Intelligence
We Want Your Finances And 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.
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Struggling to treat patients and run their businesses because they are overrun 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.
MFOR™ Monthly Financial & Operational Review
You Get "The Big Picture" And Actionable Insights for Decision Making
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We provide business intelligence designed to help you follow-the-money, highlight areas needing more of your attention, aid in decision making, and spot opportunities for improvement
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Get information distilled into simple key metrics. For every $1 in sales, you put $0.XX cents in your pocket this month.
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Our Monthly Financial and Operational Review or MFOR™ include fp&a tools to help you track profit and value drivers by business, project, products, or service lines.
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We focus on the KPI value drivers that matter.
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With our Cash Forecasting Services, we look at your cash conversion cycle and debt as these impact your working capital and finance costs. Our fractional cfos offer suggestions how to improve cash flow from medical and healthcare operations.
Who We Are
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 9-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 women 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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Winner of the National Association of Women Business Owner's (NAWBO) prestigious "2019 Woman Business Owner of the Year".
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Business Journal's 2014 "Best CFO for Private Companies".
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Additional Industry and Community Awards Received by Parent Company
How To Get Started. 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
3. We will provide you with a service recommendation and price quote.
4. Sign our service agreement and we are ready to begin.