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Resources

Guides, articles, and tools for the business side of membership medicine.

What to Outsource First — a DPC finance decision tree, co-created by My DPC Story and Osprey CFO
Osprey CFO In partnership with

What to Outsource First

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's inside

  • Decision tree — a simple path based on time spent and accuracy of your current reporting
  • Revenue thresholds — the inflection points where bookkeeping, payroll, and CFO support start making financial sense
  • 30-day transition plan — week-by-week structure for what happens after you outsource
  • Financial readiness self-assessment — score yourself across five areas to see where you stand
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Articles & Guides

Pricing

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

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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Guide Hiring

When to Hire Your First Employee — A Financial Framework

Revenue thresholds, practice manager vs. clinical staff, W-2 vs. contractor, and how to model the cost before you commit.

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Guide Compensation

How Much Should a DPC Owner Pay Themselves?

A compensation framework for membership medicine practice owners — how to set your salary, balance draws with reinvestment, and avoid the most common pay mistakes.

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Guide Cash Flow

Cash Flow Management for Membership Medicine Practices

How to build reserves, handle seasonal dips, plug the most common cash flow leaks, and know when to reinvest vs. hold.

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Guide Outsourcing

When to Outsource Your Practice Finances

Signs you have outgrown DIY accounting, what to hand off first, and how to evaluate the ROI of outsourcing finance and accounting.

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Guide Metrics

7 Financial Metrics Every Membership Medicine Practice Should Track

The seven numbers that give you the clearest picture of your practice finances — what they mean, how to calculate them, and what good looks like.

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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.

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What to Outsource First guide cover

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