Money questions DPC owners ask

When to bring in a bookkeeper before you open

4 min read

Recording the money you put in before opening

4 min read

Questions to ask a membership platform before you pick one

4 min read

First-year money mistakes DPC owners make, and how to skip them

3 min read

Buying an existing practice: what to check in its books

3 min read

Business credit card or debit card: which to use for the practice

3 min read

How many bank accounts your practice needs

3 min read

Signing an office lease: rent, buildout and deposits in your books

3 min read

Bringing in a partner: buy-ins and ownership in your books

3 min read

When an S corp makes sense for a DPC practice

4 min read

Reasonable salary for an S corp DPC owner

3 min read

Salary vs distributions: how money leaves your practice

3 min read

Quarterly estimated taxes for DPC owners

3 min read

Accountable plans: paying yourself back the right way

3 min read

Year-end checklist for DPC owners

3 min read

Retirement plans for DPC owners: SEP, Solo 401(k) and SIMPLE

4 min read

HSAs and DPC after the 2026 rule change

3 min read

1099s for your contractors: who gets one and by when

3 min read

What to do when an IRS or payroll tax notice shows up

3 min read

The 30 days after you file your taxes: what to do next

3 min read

Tax deductions vs tax credits, in plain terms

3 min read

Hiring family members in your practice: what to ask your CPA first

3 min read

Payroll taxes basics: what an employer owes besides wages

3 min read

The employer partnership playbook for DPC practices

3 min read

Which employers are a good fit for a DPC partnership?

3 min read

Finding your first employer client

3 min read

Questions to ask an employer in the first meeting

2 min read

How to explain DPC to an employer in numbers

3 min read

An employer proposal outline you can copy

3 min read

Working with benefits brokers as a DPC practice

3 min read

Self-funded and level-funded employers: what they mean for a DPC practice

3 min read

DPC alongside an employer's health plan: how the pieces fit

3 min read

Employer-paid DPC and HSAs in 2026: what DPC owners should know

3 min read

Questions an employer should ask its own advisors before offering DPC

3 min read

Opt-in or opt-out enrollment for employer groups

3 min read

Small employers and DPC: making it work for groups under 20

3 min read

Employer benefits glossary for DPC owners

3 min read

Holding an enrollment meeting for a new employer group

2 min read

Getting employees to use their DPC membership

2 min read

When to pitch employers: working with the benefits calendar

2 min read

Employer leads from your own members

2 min read

Chambers of commerce and business groups as employer leads

2 min read

Following up after an employer says no

2 min read

Pricing models for employer contracts

3 min read

Setting your floor price for employer contracts

3 min read

Covering spouses and children on employer contracts

3 min read

Setting a minimum enrollment for employer contracts

2 min read

Employer contract checklist: the terms to read before you sign

2 min read

Contract length, renewals and price increases with employers

3 min read

What happens when an employee leaves the company

3 min read

When employees pay part of the fee: split payments with employers

3 min read

Labs, meds and extras under employer contracts: who pays

3 min read

Running a pilot with an employer group

3 min read

When an employer wants to end the contract early

2 min read

Protecting patient privacy in employer reports

2 min read

Onsite clinic days for employer groups: pricing your time at the workplace

2 min read

Employer groups with several locations or remote employees

2 min read

Work physicals, drug screens and other employer services as separate fees

2 min read

Employer census: the columns you need

2 min read

Onboarding a new employer group: a checklist

2 min read

A monthly employer billing workflow

2 min read

What to put on an employer invoice

3 min read

Reconciling employer payments to the census

3 min read

Mid-month adds and retro changes on employer invoices

3 min read

Prepaid employer contracts in your books

3 min read

Employer billing: send invoices or run it through your membership platform?

3 min read

Tracking profit by employer contract

2 min read

Tracking how much care an employer group uses

3 min read

A quarterly report for your employer clients

2 min read

How much of your revenue should one employer be?

2 min read

Preparing for an employer renewal meeting

2 min read

Adding staff to take on more employer groups

3 min read

Setting up a new employer contract in your books

2 min read

Your Google Business Profile: a setup checklist for DPC practices

2 min read

Getting more Google reviews for your practice

2 min read

Replying to online reviews without breaking patient privacy

2 min read

Putting your membership prices on your website

2 min read

What to put on your DPC homepage

2 min read

Local search basics: how people near you find your practice

2 min read

Writing articles that patients search for

2 min read

Listing your practice in DPC directories

2 min read

Social media for a DPC practice: what to post and how often

2 min read

Short videos that answer patient questions

2 min read

Paid search ads for DPC: when they make sense

2 min read

Testing Facebook and Instagram ads on a small budget

2 min read

Partnering with gyms and local wellness businesses

2 min read

Speaking to community groups

2 min read

Hosting an open house or meet-the-doctor night

2 min read

Free meet-and-greet visits: do they turn into members?

2 min read

Referral relationships with other local providers

2 min read

Reaching people without insurance or with high deductibles

2 min read

Reaching self-employed people and small business owners

2 min read

Reaching young families

2 min read

Health fairs and community booths: is a table worth it?

2 min read

Getting a story in the local paper or news

2 min read

DPC and health-sharing plan members

2 min read

Direct mail postcards for DPC: test before you spend

2 min read

Answering the phone: from first call to enrollment

2 min read

Responding to website leads within a day

2 min read

Following up with people who aren't ready yet

2 min read

Explaining DPC in two minutes

2 min read

When someone says "I already have insurance"

2 min read

When someone says DPC is too expensive

2 min read

Making online enrollment easy

2 min read

Running a waitlist when you're near capacity

2 min read

Enrollment fees and promotions for new members

2 min read

Tracking how many people who ask become members

2 min read

The best times of year to grow your panel

2 min read

A 90-day plan to add members

2 min read

Where new members come from: tracking the source

2 min read

A member referral program that works

2 min read

Asking for referrals at the right moment

2 min read

The first 90 days of a new member

2 min read

A member newsletter worth reading

2 min read

Exit surveys: finding out why members leave

2 min read

Inviting former members back

2 min read

A yearly check-in with every member

2 min read

Turning one member into a family membership

2 min read

Gift memberships: a way in for new members

2 min read

Patient stories and testimonials, with consent

2 min read

The small details members tell their friends about

2 min read

Tracking panel growth each month

2 min read

When to slow down marketing because you're near capacity

2 min read

How much can you pay yourself from a DPC practice?

4 min read

Your first DPC budget, built from three months of bank data

4 min read

How many months of cash runway do you have?

4 min read

How to pay for equipment in a DPC practice

5 min read

Profit on paper, empty bank account: what's going on

4 min read

Keep personal and business money separate

4 min read

How to build a 90-day cash reserve

3 min read

How to make sure payroll always clears

3 min read

Lending your own money to your practice: loan or contribution?

3 min read

SBA loan, other loans, or bootstrapping?

3 min read

How to read a cash flow statement

3 min read

Can the practice become your retirement plan?

3 min read

Setting yearly money goals for your practice

3 min read

Insurance your practice should budget for, and how it shows in your books

3 min read

Budget vs actual: how to use the budget once you have one

3 min read

A 13-week cash forecast in plain terms

3 min read

Getting your books ready to sell your practice

3 min read

The four numbers every DPC owner should know

2 min read

Revenue per member: what it tells you and how to use it

4 min read

How to model a membership price increase

4 min read

Do you have to keep growing your panel?

4 min read

Can you afford a second provider? Run the panel math first

4 min read

Can you afford a medical assistant?

5 min read

Why to track employer contracts separately in your books

4 min read

Meds and labs: are they making or losing you money?

4 min read

Six free calculators for your DPC numbers

3 min read

Card fees vs ACH: should you give a discount for bank payments?

3 min read

How many members do you need to break even?

3 min read

Family pricing and tiers: how to tell whether they pay for themselves

3 min read

How to pay a second provider: salary, commission or profit share

3 min read

When a provider's panel supports a raise

3 min read

Employee or contractor: getting it right for your staff

3 min read

Should you add employer contracts? How to price them and what to check first

3 min read

Staff bonuses: how to pay them and how they show up in your books

3 min read

Member churn: how to measure it and what it costs you

3 min read

What a member is worth over time, and what you can spend to get one

3 min read

Marketing spend: how much and how to tell if it's working

3 min read

Adding services beyond membership: what changes in your books

3 min read

Opening a second location: the numbers to check first

3 min read

What happens in a monthly close

4 min read

What reconciled means, and why every number depends on it

4 min read

How to read your P&L in ten minutes a month

4 min read

Why your bookkeeper keeps asking for statements

4 min read

Why your Hint report doesn't match your bank

5 min read

Annual memberships and enrollment fees in your books

4 min read

Messy books: fix prior years or start fresh?

4 min read

Cash vs accrual: which basis your books should use

3 min read

Collecting late employer invoices before they become bad debt

3 min read

Counting your meds and supplies inventory

3 min read

Owner draws and contributions: why they don't belong on your P&L

3 min read

What your Balance Sheet tells you

3 min read

Signs your books need a cleanup, and what one costs

3 min read

Sales tax on products and supplements you sell

3 min read

What your DPC software costs, and where it shows up in your books

3 min read

Your mid-year money review: what to check in June or July

3 min read

A monthly 30-minute money routine for DPC owners

3 min read

Prepaid expenses: annual insurance and software in your books

3 min read

Depreciation in plain terms for practice equipment

3 min read

Credit card rewards and cash back: how to record them

3 min read

Year-over-year comparisons: reading this year against last year

3 min read

Discounts and scholarship memberships: how to record them

3 min read

Preventing fraud in a small practice: simple controls

3 min read

Member refunds, failed payments and chargebacks in your books

3 min read

Receipts: what to keep, how long, and how to send them to your bookkeeper

3 min read

Questions to ask before hiring a DPC bookkeeper

4 min read

Your first 30 days with a DPC bookkeeper

4 min read

Switching bookkeepers mid-year

4 min read

Why we charge a flat monthly fee instead of hourly

4 min read

Why generalist bookkeepers cost DPC practices money

3 min read

Bookkeeper vs CPA for a DPC practice

10 min read

Fractional CFO for DPC: what it is and when you need one

4 min read