Guides, articles, and tools for the business side of membership medicine.
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A finance decision tree for physicians building sustainable direct primary care practices. Written for DPC, but the financial milestones and cost trade-offs apply to concierge and functional medicine just as cleanly.
What a controller actually does, how the role differs from a CFO, typical outsourced pricing versus a full-time hire, and when your business needs one.
Read guide →Late financials, cash surprises, no visibility by location, and an owner stuck reviewing every number — five concrete signs, and what fixing each looks like.
Read guide →Monthly close, AR/AP, payroll coordination, and project-level reporting for law firms, consultancies, agencies, and engineering firms.
Read guide →The formula, utilization vs. realization defined, fully-loaded labor cost, and the mistakes that hide losing projects.
Read guide →Five signs your medical practice has outgrown spreadsheets and part-time accounting. Learn when a fractional CFO makes sense for DPC, concierge, and direct care practices.
Read guide →A practical guide to setting up payroll for your DPC or concierge medicine practice. Choosing a payroll provider, structuring owner compensation, and avoiding common mistakes.
Read guide →Comparing QuickBooks Online, Xero, and FreshBooks for DPC and concierge medicine practices. What your accounting software needs to handle for membership-based healthcare revenue.
Read guide →When should a nonprofit hire a fractional CFO? Learn the signs your organization has outgrown DIY financial management, what a fractional CFO does for nonprofits, and how to evaluate the cost.
Read guide →Fractional CFO services for growing businesses in Raleigh, Durham, Wake Forest, and the Triangle. Strategic financial leadership without the full-time cost.
Read guide →How to price your membership practice from the inside out — start with your goals, add your real costs, and back into a number that works.
Read article →The two pricing approaches every membership practice should understand — desired-profit vs. market — and how to read the gap between them.
Read article →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 →How to find employer clients, structure the pitch, set per-employee pricing, and onboard members — the complete playbook for adding employer revenue.
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 →Revenue thresholds, practice manager vs. clinical staff, W-2 vs. contractor, and how to model the cost before you commit.
Read guide →
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.
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