Three levels of DPC financial support, from clean books to a CFO at the table. Flat monthly, never hourly. We take a limited number of practices, so we start with a short application to make sure we fit.
Every level includes ongoing DPC bookkeeping. Each one builds on the level below it, so you start where you are and step up as you grow.
“I need my books clean and my membership dues handled right.”
Your books kept accurate every month and built the way a DPC actually runs, on dues, not insurance claims. You always know where the practice stands.
“I want to know what my panel and my numbers are actually telling me.”
Clean books plus a person who reads them with you. See what your panel, your dues, and your spending are doing, and make the monthly calls with a clear head.
“I want to plan my pay, my next hire, and my growth with a partner.”
A financial partner at the table for the big calls. Set your own pay on purpose, model the next provider, and see what is coming before you commit.
Prices start where shown. Your exact fee is confirmed on a short discovery call, once we know your accounts and your volume. Flat monthly, never hourly, month to month after setup.
Payroll is not part of the three levels. If your practice runs payroll, we can take it on as an add-on to any level, quoted separately.
The foundation is the same for every practice we take. The higher levels add insight and strategy on top.
The prices above are where each level starts. Four things move your number, and all four are measurable: how many accounts you run, how many transactions cross them each month, how many entities you own, and whether payroll is involved. A solo practice with one bank account is a different job than a three-provider group with two entities. We confirm your number on the discovery call, and it does not move month to month.
Answer a few quick questions about your practice. It takes minutes and helps us see if we are a fit.
A short call to understand where your practice is, what you need, and which level fits. No pressure, no pitch.
You get one flat monthly number for your practice, plus a one-time setup. That is what you pay, month to month.
Prices start where shown on each level. Your exact fee is confirmed on a short discovery call, once we know how many accounts you run, your monthly transaction volume, and how many entities are involved. It is flat monthly, never hourly, and it does not move month to month.
We take a limited number of DPC practices so every client works directly with Dan, not a rotating team. The application is a quick way to make sure we are the right fit before we talk.
All three levels include ongoing DPC bookkeeping, a DPC-specific chart of accounts, membership revenue handled correctly, and a dedicated point of contact. Higher levels add reporting, insight, and CFO-level advisory.
Payroll is not part of the three levels. If your practice runs payroll, we can take it on as an add-on to any level, quoted separately.
Month to month after setup. We do not lock anyone in. If we are not the right fit, you can leave and we hand off cleanly.
Yes. Each level builds on the one below it, so you can start where you are and step up as your practice grows. We tell you when it is time.
No. Monthly support is a flat fee. Project work like catch-up or cleanup bookkeeping is quoted as a flat project. You always know the cost before we start.
Apply in a few minutes. If it looks like a match, we will set up a short discovery call and take it from there.
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