Categorized correctly for DPC revenue and expenses. Reconciled and ready by the last business day of every month, with reports you can actually read.
Book a Free CallYour revenue is recurring memberships, not fee-for-service or insurance claims. Annual plans have to be recognized across the year, not booked the day the cash lands. Your costs split into service lines like labs and dispensing. A generalist misses all of that, and your reports end up telling the wrong story.
We build your books around how a DPC practice actually runs, so every month reads true and every number is one you can trust.
We build your DPC chart of accounts, connect your membership platform and bank feeds, and clean the year to date.
Every month we categorize, reconcile, recognize membership revenue, and close by the last business day.
You get a clean P&L and balance sheet, and a bookkeeper you can ask about any line.
"He caught a mistake my old CPA missed. Fixed it, explained it, done. Already sent two people his way."
Your revenue is recurring memberships, not fee-for-service. Annual plans have to be recognized over the year, not booked on the day they land. Your costs split into service lines like labs and dispensing. A DPC-built chart of accounts captures all of it, so your reports tell the truth.
By the last business day of every month. You get a reconciled set of books and a monthly profit and loss and balance sheet you can actually use.
Yes. Catch-up bookkeeping is a flat-quoted add-on. We bring months or years of back books current before we start the monthly cadence.
Book a free call. We'll look at where your books are and what it takes to get them clean.
Book a Free Call