"I need my books clean and my membership dues handled right."
The starting point for every practice we take. Accurate books, kept every month, built for how a DPC actually earns. This is the foundation the other two levels stand on.
Apply to work with usYour revenue does not look like a normal clinic's. It comes from membership dues and enrollment fees, often billed monthly through a platform like Hint or Kick, sometimes prepaid for a year. Booked wrong, that money lands as income the day it hits the account, and your reports tell the wrong story all year.
At this level, we handle the monthly work so your books stay accurate and current. Transactions categorized, accounts reconciled, dues recognized the right way, and a Profit and Loss and Balance Sheet you can open and trust. Nothing fancy. Just correct, on time, every month.
If you already have a CPA you like, this is often all you need from us. We keep the books right, and your CPA files from a clean set of numbers.
You are pre-launch or newly open and want the books set up right from day one.
You have a panel and a CPA, and you just need someone to keep the books clean and DPC-correct.
You are coming off a generalist bookkeeper who treated your practice like any other small business, and you want it fixed.
Most owners start here. When you want someone reading the numbers with you, or planning your pay and your next hire, you step up. You never start over.
Apply in a few minutes. If we are a fit, we will set up a short call and quote a flat monthly fee for your practice.
Apply to work with us