From monthly bookkeeping to tax strategy, we handle the financial back office for Direct Primary Care practices. Every service is built around the way your DPC actually works.
Your books, handled by someone who understands DPC. We reconcile, categorize, and close your books every month using systems built specifically for membership-based medical practices. We understand how subscription revenue flows, how to track membership churn, and how to keep your chart of accounts clean and DPC-relevant.
DPC tax returns, done right. We prepare and file your annual tax returns with a deep understanding of DPC-specific deductions, entity structures, and compliance requirements. No more worrying about whether your generic tax preparer missed something unique to your practice model.
Proactive planning to keep more of what you earn. Tax strategy is not something that happens once a year at filing time. We work with you throughout the year to minimize your tax liability, optimize your entity structure, and plan for the financial decisions ahead.
Simple, compliant payroll for your DPC team. Whether you have one employee or a growing team, we handle payroll processing and compliance so you do not have to think about it. Accurate, on time, every time.
Strategic financial guidance for your growing DPC. Sometimes you need more than clean books. You need a partner who can help you think through pricing decisions, cash flow projections, growth planning, and the financial strategy behind your practice.
We understand panel economics, membership churn, and subscription revenue. No explaining your model.
Custom workflows that reduce admin time and increase accuracy.
Consistent updates, proactive outreach, and a team that actually responds.
Bookkeeping, tax, payroll, and advisory under one roof, all DPC-specialized.