You have a full panel and a practice you love. You still can't tell if your books are right. We fix that. By the 15th of every month, you'll know what the practice earned, where the money went, and where you stand. When you're ready to plan your pay and your next hire, we plan it with you.
Correcting how her membership revenue was recognized surfaced $5,800 she had overpaid.
He found $9,200 his old books had missed, once his reports were built around how a DPC practice runs.
They avoided a $3,900 IRS penalty once their payroll setup was corrected and kept compliant.
Exact figures. Practice names withheld, because we never discuss a client's business outside the relationship.
Daniel is an excellent bookkeeper. I have confidently referred people to him.
Dan has gone above and beyond. He was an important part of my clinic's growth.
We hear some version of these on almost every first call.
You send questions and hear nothing. Months close late or never. You find out something is wrong when your CPA calls at filing time.
Family memberships show up as zero. Fees and refunds disappear into one deposit. You can't tell which number is right, so you trust neither.
Nobody looks at your numbers the other eleven months. Every spring you dig through statements and hope nothing got missed.
You get reports, never direction. Nobody tells you what you can pay yourself, when you can afford to hire, or how much cash to keep on hand.
The P&L could belong to any business. It says nothing about members, dues, or whether the practice can support you.
To them, DPC is one more small business. Dues get booked as sales, expenses get missed, and you have no way to check their work.
Most practices we meet are behind. You are in good company. We catch up the missing months first, one month at a time, then keep you current every month after. Your CPA files from clean numbers, and you stop dreading the mail.
Worried it will be expensive to fix? Catch-up work is a flat project price. You know the full cost before we start.
Run your cursor across the ledger
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 know how your structure shapes your books. We read your books in a way that helps you make decisions.
You don't have to explain your model to us. Membership dues, enrollment fees, employer contracts, and dispensed medications each get their own line in your books, so you can see what is working.
Gusto pays me nothing. I use it because it works.
Every practice I take runs payroll in Gusto. One system, learned inside out, is faster and leaves fewer places for mistakes to hide. If you use something else today, I move you over.
A short path from where you are to clean books.
Tell us where your practice is and what isn't working. Thirty minutes on a call with Dan.
Monthly support starts at $500. If you're behind, catch-up is a flat project price. You know the full cost before we start.
Set up the DPC way. Accounts and categories done right, reports you can use.
Monthly books and a financial partner in your corner, from someone who speaks DPC.
Start where you are and step up as you grow. Every level builds on the one below it.
Your books kept accurate every month and built the way a DPC runs, on dues, not insurance claims.
Clean books plus a person who reads them with you, so you make the monthly calls with a clear head.
A financial partner at the table for the big calls, from owner pay to the next provider.
Not part of the three levels. If your practice runs payroll, we can take it on as an add-on to any level, quoted separately.
We work natively inside the platforms your practice already uses. No learning curve, no handoff delays.
Miscategorized revenue. Membership dues booked wrong. Numbers your CPA has to clean up before anything can be filed. Every year this goes unfixed, it compounds. The right foundation matters.
Clean reports. Correct categories. Books your CPA can file from without a single question. A partner you never have to re-explain DPC to.
Owners tell us they want to stop winging it, with fewer moving parts and one person who knows the practice. That is the job.
We keep our roster small on purpose. Every practice works directly with Dan, so nothing about your books gets handed to a rotating team.
Clients from California to Florida. Every one works directly with Dan.
From pre-launch practices to panels of 100+ members.
Opening soon or already busy, there is a level built for your stage. Apply in a few minutes. You get thirty minutes with Dan, free, and a straight answer on what your books need.
Apply to work with us →Behind on your books? Catch-up is a flat price, quoted before we start.