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.

Apply to work with us → See pricing

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

01Real Results
$5,800
Solo DPC Physician, Southeast

Correcting how her membership revenue was recognized surfaced $5,800 she had overpaid.

$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.

Dan Luna, founder of DPC Bookkeeper
Founder
Dan Luna

You work directly with me. Never a rotating team.

“
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
02The 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.

01

Non-responsive and flaky

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

02

Technically poor work

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

03

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.

04

Immature systems

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

05

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.

06

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.

03Our 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.
04How it works

Getting started is simple.

A short path from where you are to clean books.

01

Apply

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

02

Get your plan

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

03

We build your books

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

04

You run your practice

Monthly books and a financial partner in your corner, from someone who speaks DPC.

Apply to work with us →
05What we handle

Three levels of support. All built for DPC.

Start where you are and step up as you grow. Every level builds on the one below it.

01

DPC Bookkeeping

Your books kept accurate every month and built the way a DPC actually runs, on dues, not insurance claims.

  • DPC-built chart of accounts
  • Monthly reconciliation
  • Dues recognized correctly
  • Clean monthly statements
Learn more →
02

Monthly Financial Partner

Clean books plus a person who reads them with you, so you make the monthly calls with a clear head.

  • Monthly performance review
  • Revenue per member and panel trend
  • A monthly call together
  • Straight answers on decisions
Learn more →
03

Fractional CFO for DPC

A financial partner at the table for the big calls, from owner pay to the next provider.

  • Cash flow forecasting
  • Model a hire or second location
  • Owner pay planned on purpose
  • Budgets and growth targets
Learn more →
+

Payroll (add-on)

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.

  • Payroll run and processing
  • Liabilities tracked in your books
  • Works inside Gusto
Learn more →
06Every 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.

Apply to work with us → See pricing

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.

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.

Imagine opening your books and actually understanding them.

Clean reports. Correct categories. Books your CPA can file from without a single question. A partner 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 →

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