"I want to plan my pay, my next hire, and my growth with a partner."
The full level. A financial partner at the table for the decisions that shape your practice, so you plan on purpose instead of reacting when the account gets tight.
Apply to work with usOnce your practice is running, the questions get bigger. What should you pay yourself. Can the panel support a second provider yet. What happens to cash if you raise your membership price. Is there enough cash to get through the slow months. A bookkeeper cannot answer those. A CFO can, and most DPC practices cannot justify one full time.
At this level, we sit in that seat for a fraction of the cost. We keep the books clean, compare every month to the budget and explain each variance, then look forward: rolling forecasts so you see the tight months coming, and scenario models so you test a decision before you make it.
You get a partner for the moves that matter, one who already speaks DPC and already knows your numbers.
You are adding providers, weighing a second location, or planning a price change.
You want clean books and a partner for the big financial calls.
You have outgrown reacting to your numbers and want to plan ahead of them.
This includes everything in the first two levels. If you are not planning big moves yet, most owners start lower and step up here when the questions get bigger. You never start over.
Read more: Fractional CFO for DPC: what it is and when you need one and How much can you pay yourself from a DPC practice?.
Apply in a few minutes. This level starts at $2,500 a month. If we are a fit, we will set up a short call and confirm your exact fee.
Apply to work with us