From the physician still planning a launch to the multi-doc practice running real complexity, every client we take is DPC. That focus is the whole point.
Book a Free CallYou're planning the leap. You need your entity, EIN, banking, and a chart of accounts built right from day one, plus a financial model that tells you when the numbers work. We set the foundation so you open on solid ground.
How we set up your books →You have a panel and a practice you love, and you want your books and taxes in one place with someone who already speaks DPC. Clean monthly close, taxes handled year-round, and a person you can actually ask.
Books and taxes in one place →More providers, more revenue complexity, maybe more than one entity. You want tax strategy, KPI dashboards, cash flow forecasting, and a financial partner at the table for the big decisions, not just a bookkeeper in the background.
Advisory and forecasting →Most practices come to us from a generalist bookkeeper who treated the practice like any other small business. Messy categories, misbooked membership revenue, a tax return that does not match how DPC works.
We clean up what is there, rebuild your books the DPC way, and put you on a monthly cadence you can trust. Catch-up work is quoted flat, so you know the cost before we start.
Generalist clients. Restaurants, law firms, agencies, anyone outside Direct Primary Care. Every workflow, template, and report we build is for DPC, and saying no to everything else is what keeps it that way.
"Opened my practice with zero financial knowledge. Dan set everything up and walked me through it."
Book a free call. We'll figure out where you are and what fits.
Book a Free Call