Frequently Asked Questions

Book a free consultation through our website. We will talk through your practice, your current financial setup, and what you need. From there, we will build a custom plan with clear pricing and get you onboarded.

Yes. We work with DPC practices across the country. Everything we do is virtual, so your location does not matter.

That is more common than you think, and it is not a problem. We offer a cleanup process to get your books accurate and up to date before starting ongoing monthly service. We will discuss what is needed during your consultation and give you transparent pricing for the cleanup.

Typically 1-2 weeks, depending on the current state of your books and the services you need. If a cleanup is required, that may add additional time, but we will give you a clear timeline upfront so you know what to expect.

We work primarily in QuickBooks Online. If you are currently using something else, we can discuss migrating to QBO as part of your onboarding. QBO is the best fit for DPC practices and integrates well with the automated workflows we build.

Yes. We offer tax preparation, filing, and year-round tax strategy as part of our service options. We understand DPC-specific deductions, entity structures, and the financial nuances of running a membership-based practice.

Yes. We handle full payroll processing, tax filings, W-2s, 1099s, and compliance for DPC practice teams of any size. Whether you have one part-time staff member or a growing team, we have you covered.

Bookkeeping keeps your financial records accurate and up to date — the foundation. Advisory goes further: pricing analysis, cash flow planning, growth projections, and strategic financial guidance for your practice. Many of our clients start with bookkeeping and add advisory as their practice grows and they want more strategic input.

Yes. DPC is our entire focus. We do not serve restaurants, retail stores, or even traditional fee-for-service medical practices. Every system we build and every process we follow is designed specifically for the membership-based DPC model.

DPC practices run on a subscription membership model, which creates unique revenue recognition patterns, cash flow cycles, and financial reporting needs. We understand panel economics, membership churn tracking, and how to structure your chart of accounts for the way DPC actually works. A general bookkeeper would need you to explain all of this. We already know it.

Absolutely. Through our advisory services, we can analyze your panel size, membership pricing, overhead costs, and revenue to help you understand where you stand and where you can optimize. Pricing is one of the most important financial decisions a DPC makes, and we can bring data to that conversation.

We provide regular updates based on your preference. At minimum, you will receive monthly financial reports and a summary of your books. Many clients appreciate a quick monthly check-in call as well. You will never wonder what is happening with your finances.

Reach out any time. We are responsive and will get back to you promptly. You should never have to chase your bookkeeper — that is a core part of how we operate.

No. We work on a month-to-month basis. We believe in earning your business every month, not locking you in with a contract.

No problem. Your plan grows with your practice. We adjust services as your needs evolve — whether that means adding tax strategy when you hit a certain revenue milestone or adding payroll when you bring on your first employee.

We build custom packages based on your practice size, transaction volume, and which services you need. No hidden fees, no surprises. Book a free consultation and we will give you a clear, transparent quote.