Bookkeeping for Direct Primary Care

Finally, a bookkeeper who actually knows what DPC is.

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.

Trusted by DPC practices coast to coast. You work directly with Dan.

Dan Luna, founder of DPC Bookkeeper
Dan Luna, Founder and DPC Bookkeeper
Real Results

What we found. What we fixed.

$5,800
Solo DPC Physician, Southeast

She recovered $5,800 in overpaid taxes once her membership revenue was recognized the right way.

$9,200
Three-Year DPC Practice, Midwest

He found $9,200 in missed deductions once his reports were built around how a DPC practice actually runs.

$3,900
Two-Physician DPC Practice, Texas

They dodged a $3,900 IRS penalty once their payroll setup was corrected and kept compliant.

Practice names withheld. Numbers reflect real outcomes, adjusted to protect client privacy.

Daniel is an excellent bookkeeper. I have confidently referred people to him.

MK Medical logo
Jeff Moon, DO
MK Medical

Dan has gone above and beyond. He was an important part of my clinic's growth.

Isom MD logo
Naysha Isom, MD
Isom MD
The Problem

Most accountants have never heard of DPC, and it shows.

These are the six problems we hear most often from DPC practices using generalist bookkeepers.

Non-responsive and flaky

You can't reach them when you need answers. Books take weeks to close. Promises made, deliverables missed.

Technically poor work

Entries are messy, reconciliations incomplete, data quality is inconsistent. You find yourself double-checking everything.

They need constant handholding

You're explaining your business model every month. They leave. You start over. You end up doing more work than before.

Immature systems

They run on spreadsheets and email. No real workflow, no standard procedures. Every engagement feels like their first.

Generic reports that don't help

You get a profit and loss statement that could be for any business. Just numbers. No insight into what's happening in your practice.

They don't understand DPC

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.

Our Approach

Experience in bookkeeping. Expertise in DPC.

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 read your books in a way that 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.

  • Exclusively serving DPC practices nationwide
  • DPC-specific chart of accounts and reports
  • You work directly with Dan, no rotation
  • Membership revenue recognized correctly
  • See who we work with →
Monthly Report
Sample DPC Practice
June 2026
Revenue
$48,200
Active members
312
Net income
$17,450
Cash on hand
$61,300
JanFebMarAprMayJun
Illustrative sample. Not a real client.

Getting started is simple.

A short path from where you are to clean books.

1

Apply

Tell us where your practice is and what is not working. No pressure, no pitch.

2

Get your plan

A flat monthly quote for your stage, whether you are pre-launch or running a full panel.

3

We build your books

Set up the DPC way. Accounts and categories done right, reports you can use.

4

You run your practice

Monthly books and year-round tax help, from someone who speaks DPC.

Apply to work with us
What We Handle

Everything your practice needs. All built for DPC.

Monthly Bookkeeping

Categorized correctly for DPC revenue and expenses. Reconciled and ready by the last business day of every month.

  • DPC-built chart of accounts
  • Monthly reconciliation
  • Revenue tracking
  • Monthly financial statements
Learn more →

Tax Prep and Strategy

Business returns filed with deductions specific to your structure. Year-round planning, not April surprises.

  • Federal and state filing
  • DPC-specific deductions
  • Quarterly planning
  • Year-round tax support
Learn more →

Payroll and Compliance

Your staff gets paid correctly and on time every pay period. Integrated with Gusto, ADP, and major platforms.

  • Full payroll processing
  • Tax deposits and filings
  • W-2s and 1099s
  • Multi-state filings
Learn more →

Financial Advisory

Monthly calls where we go through your numbers and talk about what they mean for your practice.

  • Monthly advisory calls
  • KPI tracking
  • Cash flow forecasting
  • Benchmarking vs. similar DPCs
Learn more →
Every Stage

New practice or full panel, we've got you.

Opening soon or already busy, we set your books up right for where you are today. Price is never the barrier, and there's a plan for your stage.

Tools we work with

We work natively inside the platforms your practice already uses. No learning curve, no handoff delays.

Membership
Hint Health logo
Hint Health
Payroll
Gusto logo
Gusto
Bookkeeping
Kick logo
Kick
Banking
Relay logo
Relay
Banking
Mercury logo
Mercury

The cost of the wrong bookkeeper isn't just stress.

Missed deductions. Miscategorized revenue. Overpaid taxes. Filings that treat your DPC like a regular clinic. Every year this goes unfixed, it compounds. The right foundation matters.

Imagine opening your books and actually understanding them.

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 Numbers you understand Confident decisions Peace of mind

We keep our roster small on purpose. Every practice works directly with Dan, so nothing about your books gets handed to a rotating team.

Trusted by DPC practices across the country.

From pre-launch to established practices with 100+ members.

Coast to coast
DPC practices nationwide
DPC only
Every client we take
Direct to Dan
No rotating team
Always growing
The roster keeps expanding

Ready to have books that actually work for DPC?

Apply in a few minutes. No commitment, no pitch. Just clarity.

Apply to work with us

Opens in a new window. 30 minutes. Free.