Four tiers, built around where your DPC practice actually is, from brand-new to fractional CFO. Pick a starting point, change tiers anytime.
All tiers start with a one-time setup. Monthly pricing is flat and quoted on a discovery call.
Clean books, handled monthly.
Good for: brand-new practice, pre-revenue, or a physician who has a CPA and just needs clean books handled.
Book a free callBooks and taxes in one place.
Good for: established solo DPC practice that wants books and taxes in one place with someone they can ask questions.
Book a free callProactive year-round advisory.
Good for: growing practice with real revenue complexity that wants to minimize tax liability year-round.
Book a free callA financial partner at the table.
Good for: multi-physician practice, or anyone who wants a financial partner at the table, not just a bookkeeper in the background.
Book a free callAll prices are starting points. Final monthly fee depends on practice size, number of accounts, and scope. Quoted flat on the discovery call.
Answer four quick questions. We'll point you to the tier most DPCs in your spot land on. No email required.
Answer the four questions and we'll surface the tier that fits your practice, and tell you why. This is a starting point, not a quote. We confirm the right fit on the call.
| Feature | Starter | Core | Growth | Full Service |
|---|---|---|---|---|
| Starting monthly | $900 | $1,500 | $2,500 | $3,500 |
| One-time setup | $750 | $1,250 | $2,000 | $2,500 |
| Bookkeeping | ||||
| Monthly categorization and reconciliation | ✓ | ✓ | ✓ | ✓ |
| Monthly P&L and Balance Sheet | ✓ | ✓ | ✓ | ✓ |
| Monthly close meeting | – | 30 min | 30 min | 30 min |
| Tax | ||||
| Annual business tax return, federal and state | – | ✓ | ✓ | ✓ |
| Quarterly tax planning sessions | – | – | ✓ | ✓ |
| Quarterly estimated payment calculations | – | – | ✓ | ✓ |
| Advisory | ||||
| Monthly advisory call | – | 30 min | 60 min | As needed |
| Proactive financial insights | – | – | ✓ | ✓ |
| Annual benchmarking vs. similar DPCs | – | – | ✓ | ✓ |
| Monthly KPI dashboard | – | – | – | ✓ |
| Cash flow forecasting, 90-day rolling | – | – | – | ✓ |
| Strategic advisory, hiring, structure, decisions | – | – | – | ✓ |
| Support | ||||
| Email response time | 48 hours | 24 hours | Same day | Priority same day |
A la carte for the things not every practice needs. Quoted alongside your monthly fee, no hidden line items.
Full payroll processing, tax deposits, W-2s and 1099s. Integrated with Gusto, ADP, Rippling.
Months or years of back books, cleaned and brought current before we start the monthly cadence.
Refile or file a missed prior year. Often paired with catch-up bookkeeping.
A second set of eyes on your books and tax position. No engagement required.
An IRS letter showed up and you don't know what to do with it. We read it, draft the response, and walk you through what to expect next.
A single-physician DPC with one bank account is genuinely different from a three-doc practice with two entities and a payroll of eight. The starting price is the floor for clean, simple practices. We quote a flat monthly fee on the discovery call once we know your shape, and that's what you pay, period.
Building your DPC-specific chart of accounts, integrating your membership platform and bank feeds, cleaning the current year to date so we start from a known-good baseline, and onboarding you to our workflow. It is not a charge to start the relationship. It's the foundation that makes the monthly cadence possible.
Yes, most practices do. People often start at Starter or Core and step up to Growth or Full Service as the practice grows. There is no penalty to move tiers, and we'll tell you when you're outgrowing your current one.
Month to month after setup. We don't lock anyone in. If we're not the right fit, you should be able to leave, and we'll hand off cleanly.
No. Monthly tiers are flat. Add-ons like catch-up bookkeeping or prior-year returns are quoted as flat projects. You'll always know what something costs before we start.
Multi-location, multiple entities, or a practice doing real M&A, let's talk. We'll scope a custom engagement that still feels like flat monthly pricing, not consultant hours.
30 minutes. We look at where your practice is, where you want it to go, and recommend the tier that fits. No commitment, no pitch.
Book a Free CallOpens in a new window. 30 minutes. Free.