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The outsourced finance team for direct care, concierge, and functional medicine practices.

Full accounting, payroll, and fractional CFO strategy — from a team that specializes in membership medicine. We're your financial partner from monthly close to long-term strategy — so you can focus on patients and stop worrying about the financial side of your practice.

Practice Snapshot · Current Month
Members
412
Margin
41%
Monthly Revenue
▲ 18% vs. Nov
$60k$40k$20k$0
$52k
NovDecJanFebMarApr
Reviewed by your CFO
Cash on hand
$84,210
Next milestone
450 members
Fluent in the stack you already use

Financial and operational expertise for membership-based medical practices

We specialize in direct care, concierge, and functional medicine — managing the financial and operational details behind your practice so your numbers reflect how the business actually runs.

Direct Care

Membership economics, panel growth, and cash flow that doesn't behave like fee-for-service. We model it the way you actually run it.

Concierge Medicine

Retainers, tiered memberships, and premium service lines — tracked cleanly so you can see margin by offering, not just one lump number.

Functional & Integrative

Memberships, programs, supplements, and labs all flow through one set of clean financials — so multiple revenue streams never become a mess.

Your financial operations, fully handled.

From monthly close to CFO strategy, we manage the accounting and financial operations behind your practice — with a team that understands direct care, concierge, and functional medicine.

Monthly Accounting

Clean, current financials every month — so you always know exactly where your practice stands.

  • Reconciliations & categorization
  • Memberships, retainers & project work
  • Visual reports you'll actually read

Payroll & Controller

Hand off payroll and day-to-day finance operations to a team that gets growing practices.

  • Payroll coordination & AP automation
  • Monthly close, run like clockwork
  • Spend & approval controls

Fractional CFO & Advisory

A strategic partner who turns your financials into clear options and confident next moves.

  • Cash flow, pricing & hiring strategy
  • Budgets, forecasts & growth planning
  • Multi-location & expansion modeling
Osprey CFO In partnership with

When should you outsource your accounting?

We partnered with My DPC Story to build a free guide for membership-based practice owners deciding whether, and when, to outsource their accounting, payroll, or CFO function. It walks you through the financial milestones, trade-offs, and key questions to answer before you make the move.

Get the Outsourcing Playbook My DPC Story podcast with Tom Squire
Featured on My DPC Story Why Financial Sustainability Is the Foundation of Every Successful DPC Practice
What to Outsource First — a DPC finance decision tree, co-created by My DPC Story and Osprey CFO

Flat monthly fee, customized to your practice.

We quote on size, complexity, and the support you need. Here's where practices like yours typically land.

Example 01
Solo Practice
$525/mo
Solo physician with a growing membership panel and straightforward accounting needs.
1–2Staff
150–400Panel
LowComplexity
Included
  • Monthly categorizations
  • Monthly reconciliations
  • Monthly financial statements
  • Quarterly strategy calls
Get my custom quote
Example 02
Growing Practice
$900/mo
Multi-provider practice with staff payroll and a need for clean financials and cash flow visibility.
4–8Staff
500–800Panel
MedComplexity
Included
  • Full accounting
  • Payroll management
  • AP automation
  • Monthly financials
  • Budget vs. actual
  • Quarterly strategy calls
Get my custom quote
Example 03
Multi-Location Group
$1,600/mo
Multi-site medical group with complex payroll and CFO-level strategic guidance.
10–20Staff
1,000+Panel
HighComplexity
Included
  • Full accounting
  • Payroll & AP
  • Monthly financials
  • CFO advisory
  • Monthly strategy calls
  • Growth planning
Get my custom quote

Tell us about your practice and we'll send a flat monthly quote tailored to exactly what you need.

The honest answers.

How does pricing work? +
One flat monthly fee, quoted up front based on your size, complexity, and the support you need. The three examples above show typical ranges — your exact quote comes after a quick call.
Do I have to switch software or tools? +
No. We're fluent in the tools you already use, including QuickBooks, Stripe, Ramp, Gusto, Bill.com, Hint, and most billing platforms and EHRs. We meet your practice where it is and build from there.
What kinds of practices do you work with? +
We specialize in direct care, concierge, and functional/integrative medicine practices — from solo physicians to multi-location groups. That focus means we already understand the financial model behind your practice from day one.
How fast can we get started? +
Most practices are fully set up within their first 30 days, including any system clean-up. It starts with a 20–30 minute discovery call — no obligation, and you'll leave with a clear read on your current setup.
Will you work with my existing CPA or tax preparer? +
Absolutely. We partner with your CPA throughout the year — keeping your financials clean, organized, and current so nothing piles up. At year end, we act as the first line of defense and liaison between you and your tax preparer, making sure they have everything they need to file accurately and on time. Don't have a CPA? We'll refer you to trusted tax partners who specialize in medical practices.

The business side of medicine, in your inbox.

Tackling the business issues affecting direct care, concierge, and functional medicine — pricing, cash flow, hiring, and growth. Every other week, from Osprey CFO. No fluff.

Latest issue

Pricing for Membership Medicine — Part One: The Two Models That Matter

5 min read

The two pricing approaches every membership practice should understand — desired-profit vs. market — and how to read the gap between them.

Read it on Beehiiv

Ready for a finance team that knows your practice?

Book a 20–30 minute discovery call. We'll learn your practice, your goals, and exactly where Osprey CFO fits.

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Run the practice.We'll run the numbers.
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What to Outsource First guide cover

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Enter your email and we'll send you What to Outsource First — plus occasional insights on the business side of membership medicine.