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.
She recovered $5,800 in overpaid taxes once her membership revenue was recognized the right way.
He found $9,200 in missed deductions once his reports were built around how a DPC practice actually runs.
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.

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

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 profit and loss statement that could be for any business. Just numbers. No insight into what's 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 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.
A short path from where you are to clean books.
Tell us where your practice is and what is not working. No pressure, no pitch.
A flat monthly quote for your stage, whether you are pre-launch or running a full panel.
Set up the DPC way. Accounts and categories done right, reports you can use.
Monthly books and year-round tax help, from someone who 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.
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.
We work natively inside the platforms your practice already uses. No learning curve, no handoff delays.
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.
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.
We keep our roster small on purpose. Every practice works directly with Dan, so nothing about your books gets handed to a rotating team.
From pre-launch to established practices with 100+ members.
Apply in a few minutes. No commitment, no pitch. Just clarity.
Apply to work with usOpens in a new window. 30 minutes. Free.