Every DPC owner we talk to lists the same four complaints. We wrote them down, then built the firm that answers each one.
The whole pitch: a system that just runs.
How it works→Most firms treat DPC as a footnote. A “cash-based practice” and nothing more. We built the whole firm around you — the chart of accounts, the KPIs, the tax strategy, the people who answer the phone.
A chart of accounts built for membership revenue. Reconciled by the 10th. Dashboards your brain can actually hold.
Federal, state, local. Prepared and signed by a licensed CPA on our team. Filed on time, every time.
S‑corp elections, entity structure, retirement vehicles. The moves that save five figures, planned in March, not April.
W‑2s, 1099s, reasonable comp for S‑corp owners. Set up clean. Run quietly in the background.
Inherited a mess from the last CPA? We’ve unwound three years of commingled accounts more times than we’d like to admit.
Contractors, specialists, your locum. Tracked all year. Filed in January without the scramble.
We’re still young enough that we’re letting our clients finish a full year before we put their names on the internet. These are recurring quotes we’ve heard, almost verbatim, on the first call.
My last CPA kept asking why we don’t bill insurance. The new one knew what a membership waterfall was before I had to explain it.
I want to open a second location but the numbers have to make sense first. I don’t want a bookkeeper. I want a partner who sees it with me.
Honestly, I want my Thursday afternoons back. I don’t want to open QuickBooks again. Ever.
We’re the boutique option, on purpose. One market. Deep. These are the numbers we measure ourselves on.
Not most. All. We don’t take general small business work.
Usually same day. Never a week. That’s the promise.
Same name, same email, quarter after quarter.
Flat monthly fee. “Quick questions” included.
Plenty of good generalist firms serve DPC practices alongside dental offices, restaurants, and cleaning companies. We’re not one of them. Here’s the difference in practice.
No CFO/advisor/associate handoffs. The name on your onboarding email is the name on your tax-strategy call, your reconciliation questions, and your year-end review.
Came to DPC as a patient first. Left generalist bookkeeping to build a firm that only serves this movement. Runs every new client through onboarding personally. Works alongside a licensed CPA who handles every tax return.
Not a scarcity pitch. We’re genuinely a bad fit for a lot of practices, and we’d rather tell you now than three months in. If any of these sound like you, we’ll refer you to a firm that’s better for you than we are.
We only take 100% DPC practices. The accounting workflows are genuinely different. We’ll point you to a good generalist medical CPA.
We do operator advisory, but not weekly strategy sessions or board prep. If you’re building a five-location DPC, you want a CFO firm. We’ll introduce you.
If accounting is your spouse’s thing and it works, great. We’re expensive for a reason — we’re replacing a job, not supplementing one.
We’re conservative on purpose. If your prior CPA was pitching conservation easements or captive insurance, we’re the wrong firm.
A composite snapshot of the practices we serve. Names are redacted until each client gives explicit permission — most are still in year two. The numbers are real.
—— COMPOSITE SNAPSHOTS · NAMED STUDIES TO FOLLOW WITH CLIENT PERMISSION ——
Fourteen pages. The exact questions we ask every new DPC client in their first 30 days. Entity structure, membership accounting, owner comp, retirement. No email wall. No sales sequence.
WE DON’T SELL YOUR EMAIL. WE BARELY EVEN SEND YOU ONE.
