Calculators, guides, and templates we use with our own clients. No signup, no gate, nothing to fill out.
Three starting points. Pick the one that sounds like you.
Work out whether the numbers hold up before you sign a lease, and get the setup sequence right the first time.
Cash runway calculator Pre-Launch Playbook →Figure out what to charge and how many members it takes to cover overhead and pay yourself properly.
Membership pricing Panel break-even →Check whether your revenue is going where it should, and set a target worth planning toward.
Current allocation Revenue goal →Nothing to install and nothing to sign up for. Each one runs in your browser and nothing you type is sent anywhere.
What each member needs to pay monthly to hit your income goal.
Open calculator →How many members cover overhead, and how many hit your goal.
Open calculator →How many months your cash lasts at your current burn.
Open calculator →Back-solve the revenue and panel size behind the pay you want.
Open calculator →What share of revenue should go to profit, pay, reserves, and expenses.
Open calculator →Compare what you actually allocate against where you should be.
Open calculator →Allocation targets follow Mike Michalowicz's published Profit First bands. They are a starting point, not gospel, and your DPC structure may warrant tuning.
The same reference material we build for our own clients. No signup, no email required.
EIN, entity, banking, payroll, software stack. Sequenced and dated.
Download freeHow monthly, annual, and prepaid dues should hit your books.
Download freeWhere every expense belongs, and the nine we correct most often. Bring it to your CPA.
Download freeShort pieces on the financial questions DPC owners actually ask.
Yes. We do not take generalist clients. Every workflow, template, and report we build is for DPC.
We work with practices in any state. Everything is fully remote.
Typically two to three weeks. We do a kickoff call, take inventory, clean up the prior year if needed, and have you on a monthly cadence by the next close.
Ongoing support starts at $500 a month for DPC Bookkeeping, $1,200 for Monthly Financial Partner, and $2,500 for Fractional CFO, each with a one-time setup fee. Your exact fee is confirmed on a short discovery call. Every tool and guide on this page stays free.
Apply and we will look at your actual numbers together.
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