Your outsourced finance team — built for direct primary care, concierge medicine, and direct specialty care. Membership revenue forecasting, panel economics, payroll, and CFO strategy. One flat monthly fee.
Month-to-month — cancel anytime, no commitments
A full finance department built around the membership model — accounting, payroll, and strategic guidance without the full-time headcount.
Reconciliations, categorizations, and financial statements delivered every month — structured for membership revenue, lab costs, and practice overhead.
Payroll runs for physicians and staff, accounts payable, vendor payments, and bill pay — handled so you can focus on patient care.
Predictable membership revenue makes forecasting powerful. We model churn, growth, and seasonal trends so you always know what's coming.
Understand the financial impact of panel size, membership pricing, and utilization rates. Know exactly how many members you need to hit your targets.
Adding staff, launching employer contracts, or opening a second location? We build the financial model so you expand with confidence, not guesswork.
DPC, concierge, direct specialty care, and functional medicine practices that need CFO-level guidance without the full-time hire.
You're opening your practice or just got started. You need clean financials from day one, a membership pricing model that works, and a financial partner who understands direct care.
Your panel is filling up. You're hiring staff, negotiating employer contracts, or adding ancillary services. You need financial clarity to grow without overextending.
Multiple locations, multiple physicians, complex payroll. You need consolidated reporting, per-location P&Ls, and a CFO who can see the full picture.
Transparent pricing based on your practice size and complexity. Month-to-month, cancel anytime.
Every engagement is month-to-month. No long-term contracts, no cancellation fees.
Getting started takes less than a week. Here's the process.
We learn about your practice, your current setup, and where the gaps are. 30 minutes, no obligation, no cost.
We review your accounting software, chart of accounts, and workflows — then build a plan to get everything running smoothly for your practice model.
Every month, we handle your accounting, run payroll, deliver financial reports, and meet with you to review the numbers and plan ahead.
Tell us about your practice and we'll reach out within one business day.
Schedule a free 30-minute consultation. No sales pitch — just an honest look at your practice financials and how we can help.
Schedule a Free Consultation →