For Direct Primary Care Practices

Accounting built for DPC practices

From solo startups to multi-location groups, we handle your books, payroll, and financial strategy so you can focus on patients.

Schedule a Discovery Call See Pricing Examples

We understand the DPC model

Built specifically for DPC practices — not adapted from generic accounting.

Payroll, AP and AR on autopilot

We set up and manage the right systems so your payroll, bills, and receivables run smoothly without extra admin.

On-time financials, every time

Your financials are accurate and up to date so when it is time to hire, expand, or make a big call, the data is already there.

Accounting-first, not tax-first

We lead with the managed accounting and CFO work you need day-to-day, not a once-a-year tax plan.

Monthly service, like DPC itself

Predictable flat-fee pricing on a monthly basis — no surprises, no hourly billing.

Our services for DPC practices

Bookkeeping, payroll, and financial strategy — all under one roof.

Monthly Accounting

Membership revenue tracking, bank and credit card reconciliations, and monthly financials formatted for DPC.

Learn more

Payroll & Controller

Staff payroll, provider compensation, AP automation, spending controls, and a clean monthly close.

Learn more

Fractional CFO & Advisory

Budget vs. actual reporting, cash flow planning, growth strategy, and CFO-level guidance for your next phase.

Learn more

Our process

Simple onboarding, no long-term contracts, no setup fees.

1

Discovery Call

A 20-30 minute conversation to understand your practice, your numbers, and what you need most.

2

Assessment & Proposal

We review your existing setup and recommend the right mix of monthly accounting, payroll, and CFO support.

3

First 60 Days

We get your systems running, clean up the books, and establish a reporting rhythm you can rely on every month.

Pricing: Real Client Examples

Flat-fee pricing — no surprises, no hourly billing.

We quote based on practice size, complexity, staff, and the services you need.

Example 1
Solo DPC Practice
$450/month
Solo physician with a growing membership panel and straightforward monthly bookkeeping needs.
Staff1-2
Monthly Transactions~150
Patient Panel150-400
Complexity
Services Included
  • Full Bookkeeping
  • Quarterly Financials
  • Quarterly Strategy Calls
  • Annual Budget
Example 2
Growing DPC Practice
$900/month
Multi-provider DPC clinic with staff payroll and a need for clean financials and cash flow visibility.
Staff4-8
Monthly Transactions~150
Patient Panel500-800
Complexity
Services Included
  • Full Bookkeeping
  • Payroll Management
  • AP Automation
  • Monthly Financials
  • Quarterly Strategy Meeting
  • Budget vs. Actual
Example 3
Multi-Location DPC Group
$1,600/month
Multi-site DPC group with complex payroll and CFO-level strategic guidance.
Staff10-20
Monthly Transactions300+
Patient Panel1,000+
Complexity
Services Included
  • Full Bookkeeping
  • Payroll Management
  • AP Automation
  • Monthly Financials
  • Monthly Strategy Meeting
  • Budget vs. Actual
  • Multi-Entity
  • CFO Advisory
  • Growth Planning

Every engagement is custom-quoted.

Schedule a Discovery Call Get a Quote