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.

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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
  • See who we work with →
Dan Luna, founder of DPC Bookkeeper
Dan Luna
Founder and DPC Bookkeeper

Founded by a bookkeeper who saw too many DPC practices getting generic advice. So we built something better.

Getting started is simple.

Three steps from where you are to clean books.

1

Book a Free Call

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

2

Build your foundation

We set up your books the DPC way. Correct accounts, clean categories, reports you can actually use.

3

Run your practice

Monthly bookkeeping, tax prep, and advisory, all from a team that already speaks DPC.

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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
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
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
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
Learn more →

Tools we work with

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

Membership Platforms
Hint Health·Atlas MD·Sigma MD
Payroll
Gusto·ADP·Rippling·QuickBooks Payroll
Bookkeeping and Reporting
QuickBooks Online·Double·Fathom
Banking
Relay·Mercury
Documents and Receipts
Dext·Hubdoc
Payments
Stripe·Square

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

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.

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 Confident decisions Peace of mind

Trusted by DPC practices across the country.

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

40+
Practices Served
5+
Years DPC Only
10+
States Nationwide

"He caught a mistake my old CPA missed. Fixed it, explained it, done. Already sent two people his way."

Physician Founder
Austin, TX

"Opened my practice with zero financial knowledge. Dan set everything up and found deductions I didn't know existed."

Practice Owner
Los Angeles, CA

"I actually understand my numbers now. Been with him over a year."

Physician Owner
Las Vegas, NV
Real Results

What we found. What we fixed.

Every practice has blind spots. Here's what happens when we look.

$5,800
Solo DPC Physician, Southeast

Annual memberships were booked as immediate income instead of recognized over the service period. We corrected revenue recognition and rebuilt her chart of accounts. She recovered $5,800 in overpaid taxes and now has books that reflect her business model.

$9,200
Three-Year DPC Practice, Midwest

His books were clean but generic, with no DPC-specific categories or reporting. 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 tells the story of his practice.

$3,900
Two-Physician DPC Practice, Texas

Payroll tax liability had accumulated 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 with their monthly books.

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

Ready to have books that actually work for DPC?

Book a free consultation. No commitment, no pitch. Just clarity.

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