You have a full panel and a practice you love. You still have no idea if your books are right. That's not on you. It's on every bookkeeper who treated your practice like a nail salon.
These are the six problems we hear most often from DPC practices using generalist bookkeepers.
You can't reach them when you need answers. Books take weeks to close. Promises made, deliverables missed.
Entries are messy, reconciliations incomplete, data quality is inconsistent. You find yourself double-checking everything.
You're explaining your business model every month. They leave. You start over. You end up doing more work than before.
They run on spreadsheets and email. No real workflow, no standard procedures. Every engagement feels like their first.
You get a P&L that could be for any business. Just numbers. No insight into what's actually happening in your practice.
To them, DPC is just another business. They miss deductions. They miscategorize revenue. Your books tell the wrong story.
You left insurance to practice medicine on your terms. Your finances should work the same way.
DPC Bookkeeper was built from the ground up for Direct Primary Care. We know how membership revenue flows. We understand which deductions apply to your structure. We can read your books in a way that actually helps you make decisions.
You don't have to explain your model to us. We already understand it. That's not a specialty we added. It's a deliberate choice to do one thing and do it right.
Founder & DPC Bookkeeper
Founded by a bookkeeper who saw too many DPC practices getting generic advice. So we built something better.
Three steps from where you are to clean books.
Tell us where your practice is and what's not working. No pressure, no pitch. Just clarity.
We set up your books the DPC way — correct accounts, clean categories, reports you can actually use.
Monthly bookkeeping, tax prep, and advisory — all from a team that already speaks DPC.
Categorized correctly for DPC revenue and expenses. Reconciled and ready by the last business day of every month.
Business returns filed with deductions specific to your structure. Year-round planning, not April surprises.
Your staff gets paid correctly and on time every pay period. Integrated with Gusto, ADP, and major platforms.
Monthly calls where we go through your numbers and talk about what they mean for your practice.
We work natively inside the platforms your practice already uses — no learning curve, no handoff delays.
Missed deductions. Miscategorized revenue. Tax filings that treat your DPC like a traditional clinic. Every year this goes unfixed, it compounds. The right foundation matters.
Clean reports. Correct categories. A tax return that reflects how your practice actually works. A team you never have to re-explain DPC to. That's what we build for every client.
Books that work
Confident decisions
Peace of mind
From pre-launch to established practices with 100+ members.
40+
Practices Served
5+
Years DPC Only
10+
States Nationwide
Every practice has blind spots. Here's what happens when we look.
$5,800
Solo DPC Physician, Southeast
Annual memberships were being booked as immediate income instead of recognized over the service period. We corrected revenue recognition and rebuilt her entire chart of accounts. She recovered $5,800 in overpaid taxes and now has books that actually reflect her business model.
$9,200
Three-Year DPC Practice, Midwest
His books were clean but generic—no DPC-specific categories or reporting structure. We rebuilt his reports around his actual revenue and expense patterns. He found $9,200 in missed deductions and now reviews a one-page monthly report that actually tells the story of his practice.
$3,900
Two-Physician DPC Practice, Texas
Payroll tax liability had been accumulating for 16 months due to incorrect withholding setup. We corrected it immediately and prevented a $3,900 IRS penalty exposure. Their payroll is now compliant and integrated seamlessly with their monthly books.
Practice names withheld. Numbers reflect real outcomes adjusted to protect client privacy.
Book a free consultation. No commitment, no pitch — just clarity.
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Reach out anytime. We respond fast.
Austin, TX. Serving practices nationwide.