Every DPC owner we talk to has the same four complaints about their current CPA. We built our firm to fix each one.
The pitch: a back office that just runs.
How it works→Most firms treat DPC as a footnote — a “cash‑based practice” and nothing more. We built our whole firm around DPC. The chart of accounts, the KPIs, the tax strategy, the person who picks up the phone.
A chart of accounts built for membership revenue. Reconciled by the 10th. Dashboards you can actually read.
Federal, state, local. Prepared and signed by our on‑staff CPA. Filed on time, every time.
S‑corp elections, entity structure, retirement plans. The moves that save five figures. Planned in March, not April.
W‑2s, 1099s, reasonable comp for S‑corp owners. Set up once, runs in the background.
Inherited a mess? We untangle commingled accounts, fix miscoded revenue, and rebuild the file. Flat fee after a free review.
Contractors, specialists, locums. Tracked all year. Filed in January without the scramble.
We’re young enough that we’re letting clients finish a full year before we put their names on the internet. Until then, here are lines we hear over and over — almost verbatim.
My last CPA kept asking why we don’t bill insurance. I finally have someone who 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 just need a bookkeeper. I need someone who can see the second location with me.
Honestly? I want my Thursday afternoons back. I don’t want to open QuickBooks again. Ever.
We’re the small-and-specialized option on purpose. One market, done well. These are the numbers we measure instead of headcount.
All of them. We don’t take general small-business work.
Usually same day. Never a week.
Same name, same email, quarter after quarter.
Flat monthly fee. Quick questions included.
Plenty of generalist firms serve DPC practices alongside dental offices, restaurants, and cleaning companies. We’re not one of them. Here’s what that looks like day to day.
No CFO / advisor / associate handoffs. The name on your onboarding email is the same name on your tax-strategy call, your reconciliation questions, and your year-end review.
Found DPC as a patient first. Left generalist bookkeeping to build a firm that only works with DPC practices. Runs every new onboarding personally. Works with a licensed CPA on every tax return.
Not a scarcity pitch. We’re genuinely wrong for a lot of practices, and we’d rather say so now than three months in. If any of these describe you, we’ll refer you to a firm that’s a better fit.
We only work with 100% DPC practices. The accounting is genuinely different. We’ll point you to a good generalist medical CPA.
We do operator-level advice, not weekly strategy or board prep. If you’re building a five-location DPC, you want a CFO firm. We’ll introduce you.
If it’s your spouse’s thing and it works, great. We’re priced to replace a job, not supplement one.
We’re conservative on purpose. If your last CPA was pitching conservation easements or captive insurance, we’re the wrong firm.
A composite snapshot. Names are withheld until each client gives us permission — most are still in year two. The numbers are real.
—— COMPOSITE SNAPSHOTS · NAMED CASE STUDIES WHEN CLIENTS SAY YES ——
Fourteen pages. The questions we ask every new DPC client in their first 30 days — entity, membership accounting, owner comp, retirement. No email wall, no sales sequence.
WE DON’T SELL YOUR EMAIL. WE BARELY EVEN SEND YOU ONE.
