Pricing

Flat monthly pricing. No hourly billing. No surprises.

Four tiers, built around where your DPC practice actually is — from brand-new to fractional CFO. Pick a starting point, change tiers anytime.

The Tiers

From clean books to a financial partner at the table.

All tiers start with a one-time setup. Monthly pricing is flat and quoted on a discovery call.

Starter

Bookkeeping

Clean books, handled monthly.

Starting at
$900/mo
+ $750 one-time setup
What's included
  • Monthly categorization & reconciliation
  • Monthly P&L and Balance Sheet
  • Email support, 48-hour response
Good for: brand-new practice, pre-revenue, or a physician who already has a CPA and just needs clean books handled.
Book a free call
Most popular
Core

Bookkeeping + Tax + Advisory

Books and taxes in one place.

Starting at
$1,500/mo
+ $1,250 one-time setup
Everything in Starter, plus
  • Annual business tax return (federal + state)
  • Monthly close meeting (30 min)
  • One monthly advisory call (30 min)
  • Email advisory, 24-hour response
Good for: established solo DPC practice that wants books and taxes in one place with someone they can actually ask questions.
Book a free call
Growth

Full Accounting + Tax Strategy

Proactive year-round advisory.

Starting at
$2,500/mo
+ $2,000 one-time setup
Everything in Core, plus
  • Quarterly tax planning sessions
  • Quarterly estimated payment calculations
  • Proactive financial insights
  • 60-min monthly advisory call
  • Same-day email response
  • Annual benchmarking vs. similar DPCs
Good for: growing practice with real revenue complexity that wants to minimize tax liability year-round.
Book a free call
Full Service

Fractional CFO for DPC

A financial partner at the table.

Starting at
$3,500/mo
+ $2,500 one-time setup
Everything in Growth, plus
  • Monthly KPI dashboard & financial summary
  • Cash flow forecasting (rolling 90 days)
  • Priority same-day response, calls as needed
  • Strategic advisory: hiring, structure, major decisions
Good for: multi-physician practice or anyone who wants a financial partner at the table — not just a bookkeeper in the background.
Book a free call

All prices are starting points. Final monthly fee depends on practice size, number of accounts, and scope. Quoted flat on the discovery call.

Help Me Decide

Not sure which tier fits your practice?

Answer four quick questions. We'll point you to the tier most DPCs in your spot land on. No email required.

4 quick questions
0 of 4 answered
1
Where is your practice today?
2
Do you already have a CPA you trust?
3
How much advisory do you want each month?
4
How fast do you typically need a response?
Your recommendation

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.

Side by Side

What's actually different at each tier.

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
Add-Ons

Add what you need, at any tier.

A la carte for the things not every practice needs. Quoted alongside your monthly fee — no hidden line items.

Payroll
Starting at $150/mo

Full payroll processing, tax deposits, W-2s and 1099s. Integrated with Gusto, ADP, Rippling.

Catch-up bookkeeping
Quoted by project

Months or years of back books, cleaned and brought current before we start the monthly cadence.

Prior year tax return
Quoted by complexity

Refile or file a missed prior year. Often paired with catch-up bookkeeping.

One-time financial review
$500 flat

A second set of eyes on your books and tax position. No engagement required.

IRS notice response
$300 flat

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.

Pricing FAQ

The questions we get asked most.

Why is the price a "starting at" range?
Because a single-physician DPC with one bank account is genuinely different from a three-doc practice with two entities and a payroll of eight. The starting price is the floor for clean, simple practices. We quote a flat monthly fee on the discovery call once we know your shape — and that's what you pay, period.
What does the setup fee actually cover?
Building your DPC-specific chart of accounts, integrating your membership platform and bank feeds, cleaning the current year-to-date so we start from a known-good baseline, and onboarding you to our workflow. It is not a charge to "start the relationship" — it's the foundation that makes the monthly cadence possible.
Can I change tiers later?
Yes — most practices do. People often start at Starter or Core and step up to Growth or Full Service as the practice grows. There is no penalty to move tiers and we'll tell you when you're outgrowing your current one.
Is there a contract or minimum term?
Month-to-month after setup. We don't lock anyone in. If we're not the right fit, you should be able to leave — and we'll hand off cleanly.
Do you bill hourly for anything?
No. Monthly tiers are flat. Add-ons like catch-up bookkeeping or prior-year returns are quoted as flat projects. You'll always know what something costs before we start.
What if my practice is bigger than Full Service?
Multi-location, multiple entities, or a practice doing real M&A — let's talk. We'll scope a custom engagement that still feels like flat monthly pricing, not consultant hours.

Still not sure? That's what the call is for.

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

Questions on pricing? Just ask.

Austin, TX. Serving DPC practices nationwide.