Four tiers, built around where your DPC practice actually is — from brand-new to fractional CFO. Pick a starting point, change tiers anytime.
All tiers start with a one-time setup. Monthly pricing is flat and quoted on a discovery call.
Clean books, handled monthly.
Books and taxes in one place.
Proactive year-round advisory.
A financial partner at the table.
All prices are starting points. Final monthly fee depends on practice size, number of accounts, and scope. Quoted flat on the discovery call.
Answer four quick questions. We'll point you to the tier most DPCs in your spot land on. No email required.
Answer the questions on the left and we'll surface the tier that fits your practice — and tell you why.
This is a starting point, not a quote. Every practice is different — we'll confirm the right fit on the call.
| Feature | Starter | Core Most popular | Growth | Full Service |
|---|---|---|---|---|
| Starting monthly | $900 | $1,500 | $2,500 | $3,500 |
| One-time setup | $750 | $1,250 | $2,000 | $2,500 |
| Bookkeeping | ||||
| Monthly categorization & reconciliation | ||||
| Monthly P&L and Balance Sheet | ||||
| Monthly close meeting | 30 min | 30 min | 30 min | |
| Tax | ||||
| Annual business tax return (federal + state) | ||||
| Quarterly tax planning sessions | ||||
| Quarterly estimated payment calculations | ||||
| Advisory | ||||
| Monthly advisory call | 30 min | 60 min | As needed | |
| Proactive financial insights | ||||
| Annual benchmarking vs. similar DPCs | ||||
| Monthly KPI dashboard | ||||
| Cash flow forecasting (90-day rolling) | ||||
| Strategic advisory (hiring, structure, decisions) | ||||
| Support | ||||
| Email response time | 48 hours | 24 hours | Same day | Priority same day |
A la carte for the things not every practice needs. Quoted alongside your monthly fee — no hidden line items.
Full payroll processing, tax deposits, W-2s and 1099s. Integrated with Gusto, ADP, Rippling.
Months or years of back books, cleaned and brought current before we start the monthly cadence.
Refile or file a missed prior year. Often paired with catch-up bookkeeping.
A second set of eyes on your books and tax position. No engagement required.
An IRS letter showed up and you don't know what to do with it. We read it, draft the response, and walk you through what to expect next.
30 minutes. We look at where your practice is, where you want it to go, and recommend the tier that fits. No commitment, no pitch.
Opens in a new window • 30 minutes • Free
Austin, TX. Serving DPC practices nationwide.