Full accounting, payroll, and fractional CFO strategy — from a team that specializes in membership medicine. We handle the numbers so you can focus on patients.
In partnership with
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 →
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.
Membership economics, panel growth, and cash flow that doesn't behave like fee-for-service. We model it the way you actually run it.
Retainers, tiered memberships, and premium service lines — tracked cleanly so you can see margin by offering, not just one lump number.
Memberships, programs, supplements, and labs all flow through one set of clean financials — so multiple revenue streams never become a mess.
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.
Clean, current financials every month — so you always know exactly where your practice stands.
Hand off payroll and day-to-day finance operations to a team that gets growing practices.
A strategic partner who turns your financials into clear options and confident next moves.
We quote on size, complexity, and the support you need. Here's where practices like yours typically land.
Tell us about your practice and we'll send a flat monthly quote tailored to exactly what you need.
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.
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 →Guides and insights on the financial side of direct care and membership medicine.
A line-by-line startup budget for DPC, concierge, and functional medicine practices — from lease to cash runway — with ranges for lean, typical, and full build-out launches.
Read guide →Overhead benchmarks by practice type, the five biggest cost categories, red flags, and a simple framework to right-size your spending.
Read guide →The two pricing approaches every membership practice should understand — desired-profit vs. market — and how to read the gap between them.
Read guide →Book a 20–30 minute discovery call. We'll learn your practice, your goals, and exactly where Osprey CFO fits.
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