Every Direct Primary Care practice is different. Your bookkeeping plan should be too. We build custom packages based on the size and complexity of your practice.
We do not believe in one-size-fits-all pricing. We build a plan that fits your practice.
We talk through your practice, your current financial setup, and what you need.
Based on our conversation, we create a proposal with clear monthly pricing and no hidden fees.
No pressure. No long-term contracts. Just a clear plan that works for your DPC.
| Factor | How It Affects Pricing | Value to Your Practice |
|---|---|---|
| Practice size and transaction volume | Larger practices with more transactions require more time and attention | More detailed reporting and tighter cash flow visibility |
| Number of services | Bundling bookkeeping with tax, payroll, or advisory affects overall pricing | One team handling everything means fewer handoffs and better coordination |
| Complexity | Multiple providers, employer contracts, or multi-entity structures add complexity | Specialized support for multi-provider and multi-entity structures |
| Current state of your books | If your books need cleanup before starting, that is factored in with transparent upfront pricing | A clean starting point sets you up for accurate financials from day one |
Regardless of your specific plan, every DPC Bookkeeper client receives the same standard of service.
No. We work on a month-to-month basis. We believe in earning your business every month, not locking you in.
If your books need cleanup or initial setup, there may be a one-time onboarding fee. We will discuss this during your consultation so there are no surprises.
Absolutely. Your plan grows with your practice. We adjust services as your needs change.
Book a free consultation. We will walk through your practice needs and send you a clear, transparent proposal within one business day.
Yes. We serve Direct Primary Care practices nationwide. Our team works remotely through QuickBooks Online and secure cloud tools, so your location does not limit the service you receive.
Nothing specific is required. If you have access to your QuickBooks file or recent financial statements, that can help us understand your current setup faster, but it is not necessary to get started.
We offer tax preparation, tax strategy, and payroll services as add-ons to our core bookkeeping plans. During your consultation, we will discuss which services make sense for your practice.
There are no cancellation fees or penalties. We work month to month. If you decide to move on, we will make sure your books are clean and your transition is smooth.