“I found DPC the same way most of your patients did — looking for better care for my own family. The values made sense. So I pointed my whole firm at it.”
I studied accounting in college and spent my first decade keeping books for whoever would hire me — restaurants, cleaning companies, dental offices. I was good at it. I didn’t love it.
Then my wife and I went looking for a doctor who would pick up the phone. Someone with time. Someone who knew our kids’ names. We found DPC. It changed how our family used medicine.
About a month later, a client — a family-medicine clinician opening a DPC — asked me to look at their books. The chart of accounts was wrong. The revenue was miscategorized. Their old CPA didn’t know what a membership was. I fixed it over a weekend and realized: this will keep happening to hundreds of practices unless someone goes deep on it.
So I did. I stopped taking new non-DPC clients and let attrition do the rest. Eighteen months later the firm was 100% DPC. It’s been that way ever since.
That’s the whole story. No pivot deck, no venture round. Just a bookkeeper who became a patient, then built the firm his client should have had.
Daniel leaves a regional bookkeeping shop and opens his own firm. General small-business work. Austin, TX.
A search for a new family doctor ends with a membership agreement — and a different relationship with medicine.
A family-medicine clinician opening a practice asks for a weekend favor. The books need a full rebuild. The work is interesting.
Intake closes for non-DPC work. The existing book gets referred out over eighteen months, on good terms.
The firm is 100% Direct Primary Care. The chart of accounts is standardized. The tax playbook is written down.
First podcast appearance. The phone rings. The waitlist opens.
Still one person on your account. Still flat fees. Still DPC only.
Thirty minutes. No pitch deck. Find out if we’re the right firm for your practice.