Templates, calculators, and walkthroughs we've built from working with 40+ practices. Use what helps. Skip what doesn't. No login required.
Reference materials we use with our own clients.
Everything we use to get a new DPC practice financially ready before day one. Free to download, no email required.
Download freeEIN, entity, banking, payroll, software stack. Sequenced and dated.
Download freeHow to book membership income correctly so your P&L tells the truth.
Download freeThe exact account structure we use for every DPC practice. Drop-in ready for QuickBooks Online.
Print this, hand it to your accountant. A prompt list of the costs DPC practices commonly run up.
Built around Mike Michalowicz's Target Allocation Percentages. Know your band, see your gap, and back-solve the revenue you need.
Profit First TAPs, what each part should get based on your revenue band.
What you're actually doing today vs. the Profit First target.
Pick the take-home you want. We'll solve for the revenue you need.
TAP percentages reflect Mike Michalowicz's published Profit First bands. They're a starting point, not gospel. Your DPC structure may warrant tuning. Book a call and we'll calibrate to your practice.
Three quick utilities for the day-to-day decisions: what to charge, how many members you need, and how long your cash lasts.
What does a member need to pay each month to hit your income goal?
How many members until you cover overhead, and until you hit your goal?
For pre-launch and early-stage practices: how long does the bank account last?
Short pieces on the financial questions DPC owners actually ask.
If you'd rather watch than read.
The platforms our clients use, and the ones we recommend most.
Conferences, podcasts, advocacy groups, and communities worth knowing.
Yes. We do not take generalist clients. Every workflow, template, and report we build is for DPC.
We work with practices in 10+ states. Everything is fully remote. We can handle multi-state payroll and filings.
We do both. Bookkeeping monthly, tax prep and strategy year-round, advisory on request.
Typically two to three weeks. We do a kickoff call, take inventory, clean up the prior year if needed, and have you on a monthly cadence by the next close.
Pricing depends on practice size and scope. We give a flat monthly quote on the discovery call, no hourly billing, no surprises.
Book a 30-minute discovery call. No commitment, no pitch, just clarity.
Book a Free Call