Once a month, a short piece on entities, taxes, pricing, margin, and the small choices that compound. Written for DPC clinicians, not accountants.
Membership revenue isn’t procedure revenue. Here’s the structure we use on every client, and why the default QuickBooks template will bite you in year two.
Panel size, cost of care, desired take-home. Three inputs, one honest number. Most DPCs are undercharging by $15–$30 per member per month.
Entity, EIN, bank, merchant processor, membership platform, chart of accounts, payroll, tax elections. In that order.
DPC clinicians have a cleaner, larger, more defensible deduction sitting next to their home office. Most miss it.
The usual advice (“when you feel busy”) will put you out of business. Here’s the member count and margin number to watch instead.
Refunds, NSFs, mid-cycle cancellations, pro-rated signups. Four small leaks that turn into a big reconciliation headache by Q3.
Short version: Solo 401(k), almost always. Here’s the one situation where SEP is the better answer, and why most CPAs default to the wrong one.
Practical DPC finance writing, in your inbox, the first Tuesday of the month. No upsells. Unsubscribe in one click.