Monthly calls where we go through your numbers and talk about what they mean for your practice. Not just a report, a conversation about your next move.
Book a Free CallClean books are the start. The value is in what you do with them. Most DPC owners never get that, because their bookkeeper hands over a report and disappears.
We sit down with you every month, read the numbers together, and turn them into decisions: what to charge, when to hire, how much runway you have, where the margin is going.
Before each call we pull your KPIs and flag what changed, so the time is spent on decisions.
On the call we read the numbers together and connect them to the choices in front of you.
You finish each call knowing your next move, not staring at a report you have to decode.
"I actually understand my numbers now. Been with him over a year."
We go through your numbers together: what changed, what it means, and what to do about it. Pricing, panel size, hiring, cash position. You leave the call knowing your next move.
Active members and net change, monthly recurring revenue, cost to serve per member, and months of cash on hand, plus the metrics specific to your goals. We put them on one page you can read in minutes.
No. Early and solo practices often get the most from it, because the early decisions set the trajectory. We scale the depth to where your practice is.
Book a free call and we'll talk about what a monthly advisory relationship would look like for your practice.
Book a Free Call