DPC is where we started and most of what we do. We also work with other cash-based businesses that make a positive difference in people's lives, with a focus on health and wellness: chiropractic, massage therapy, cash-pay mental health and fitness. Different work, same money problems.
Apply to work with usYou're planning the leap. You need your entity, EIN, banking, and a chart of accounts built right from day one, plus a financial model that tells you when the numbers work. We set up the books before you open, so you start with clean numbers.
How we set up your books →You have a panel and a practice you love, and you want your books handled by someone who already speaks DPC. A clean monthly close, numbers you trust, and a person you can ask.
Books plus monthly insight →More providers, more revenue complexity, maybe more than one entity. You want KPI dashboards, cash flow forecasting, and a financial partner at the table for the big decisions.
Advisory and forecasting →If your patients or clients pay you directly, through memberships, packages, or visit fees, your books look a lot like a DPC's. Recurring revenue from a platform, card processor fees taken out of every deposit, refunds and failed payments, and a generalist who books it all as one line called Sales.
We bring the same systems to your practice: revenue split the way you earn it, fees shown instead of buried, and a monthly close you can trust.
Most practices come to us from a generalist bookkeeper who treated the practice like any other small business. Messy categories, misbooked membership revenue, and reports that do not match how a health practice works.
We clean up what is there, rebuild your books around how your practice earns, and put you on a monthly cadence you can trust. Catch-up work is quoted flat, so you know the cost before we start.
We are not built for insurance-billing practices. Every workflow, template, and report we build is for businesses whose clients pay them directly, through memberships, packages, or visit fees. Saying no to everyone else keeps it that way.
Not sure if you fit? If your clients pay you directly and your work makes a positive difference in their lives, talk to us.
"Opened my practice with zero financial knowledge. Dan set everything up and walked me through it."
Apply. We'll figure out where you are and what fits.
Apply to work with us