OBBBA Tax Changes for Direct Primary Care Practices: Complete 2025 Guide
The One Big Beautiful Bill Act (H.R. 1), enacted July 4, 2025, fundamentally changes tax planning for Direct Primary Care practices. This guide explains exactly what changed, what it means for your practice finances, and the specific actions to take. Author: Daniel, DPC Bookkeeper | Specialized accounting for direct primary care practicesDisclosure: No affiliate relationships […]
AI Tools If You Want To DIY Your DPC’s Bookkeeping
The tools available today are nothing like what we had even three years ago. You didn’t start your business to spend nights reconciling bank statements. Nobody dreams of matching invoices to purchase orders or hunting down duplicate payments. Yet here we are, and bookkeeping still needs to get done. So where are you right now […]
Choosing an Electronic Health Record for Your Direct Primary Care in 2025
Stop wrestling with software that fights your business model. Here’s how to choose an EHR that actually works for DPC. A Note on Recommendations I have no financial relationship with any EHR vendor mentioned in this guide. Nobody is paying me for placement or reviews. I’m not a revenue partner with Hint, Elation, Cerbo, Atlas, […]
Financial Management Beyond Year One: The Four Phases of Practice Growth
A milestone-based guide for DPC practices moving from survival to strategic operations How to Use This Guide Forget counting years. Your practice doesn’t develop on a calendar schedule. Instead, practices evolve through distinct financial phases, each triggered by specific milestones. You might hit Phase 3 in 18 months or still be in Phase 2 after […]
The bookkeeping guide for DPC Clinicians in their first year
The Intelligence Trap You’re smart enough to handle this. That’s not in question. You mastered organic chemistry, survived residency, and launched an independent practice in a healthcare landscape that actively discourages independence. You’ve figured out harder things than debits and credits. The problem isn’t capability. It’s bandwidth and opportunity cost. The providers we work with […]
Month-End Reconciliation Protocol for DPC Practices
The essentials you actually need to do (and what you can skip if you’re struggling) Start Here: What This Actually Is This isn’t a guide to becoming an accountant. This is the minimum viable financial management for someone running their own practice. Everything marked MUST DO is non-negotiable if you’re managing your own books. Skip […]
How DPC’s came to be.
Look, I’ll be honest with you. Most origin stories in medicine are boring as hell. Policy papers. Someone’s dissertation gathering dust. Not this one. Dr. Garrison Bliss didn’t stumble into direct primary care because he read some white paper or attended the right conference. His three-year-old son got a brain tumor, and suddenly this idealistic […]
The Ultimate Financial Checklist for Launching Your DPC Practice
Chapter 1: The Ultimate Financial Checklist for Launching Your DPC Practice By Daniel Luna, Founder of DPCBookkeeper.com The Moment Before the Leap Dr. Patel watched the cursor blink at the bottom of her resignation letter. It wasn’t fear holding her back; it was arithmetic. Numbers had never been her comfort zone, but freedom had. She […]