"I want to know what my panel and my numbers are actually telling me."
Clean books are the floor. This level adds a person who reads them with you every month, so the numbers turn into decisions instead of a report you skim and close.
Apply to work with usAccurate books tell you what happened. They do not tell you what to do about it. Is your revenue per member holding? Is your panel growing fast enough to cover the new hire? Is that rising expense a one-off or a trend? Those answers live in the numbers, but only if someone pulls them out and hands them to you plainly.
At this level, we keep the books clean and then read them with you. Once a month you get a short, plain view of how the practice is performing, the DPC metrics that actually matter, and a call to talk through what they mean for the choices in front of you.
You still run the practice. You just run it with someone who knows your numbers cold and answers when you ask.
You have a real panel and real revenue, and you want to understand it, not just file it.
You keep making decisions on gut feel and wish someone would show you what the numbers say first.
You want a monthly rhythm with a person who knows your practice, not a once-a-year check in.
It builds on clean books and stops short of full CFO work. If you only need the books kept right, start one level down. If you are planning growth and want a partner for the big moves, step up.
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