For Direct Primary Care, Functional & Integrative Medicine Practices

You built the practice. Let's build the business behind it.

A team that already gets Direct Care — one that understands how your practice actually makes money, and helps you build it, grow it, and keep more of what you earn. That's what we do, and Direct Care is what we specialise in.

Book a Free Tax Strategy Session →
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$55,030 saved at Wellspring DPC in 2025, alongside 19.6% revenue growth. Clean books and a real read on cash.
A Direct Care practice owner outside her clinic (illustration)
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Direct Care specialists
It's what we do best.
Run a Direct Care practice? You're exactly who we built this for.
Not Direct Care? We also work with a select group of growing businesses.
I'm not Direct Care →
What Makes Us Different

Not a generalist with a few doctor clients. A firm that specializes in Direct Care.

Direct CareExpertsStrategic AdviceTailored FinancialSolutionsCommitment toExcellence
1
Your whole back office — books, tax & CFO under one roof.
One team owns your complete accounting, tax, and CFO picture, so you stop stitching together a bookkeeper, a tax preparer, and an advisor who don't talk to each other.
2
We live in the Direct Care world.
We specialize in DPC and direct-care practices, so we already know the model — membership revenue, employer contracts, the real challenges owners face. You never have to teach your CPA your business.
3
A proactive partner who's in it with you.
We don't wait for you to call. We look ahead, bring you the conversation before you knew to ask, and show up as a partner — not a vendor you email when something breaks.
How We Work

Filing is a waypoint. The plan runs all year.

A return records decisions you already made. Most of what changes your tax position — how you’re paid, when you elect S-Corp, how an employer contract is structured — gets decided months before anyone opens the software.

So the year is a cycle, not a deadline. The books close every month, your CFO reads them with you, and the plan adjusts to what the month actually said. Filing becomes a formality instead of a discovery.

  • The close is the engine. Nothing else on the ring works without it — you cannot plan around numbers that close three months late.
Twelve turns a yearFiling is one stop on it
Annually
Plan

A written strategy before the decisions get made — entity, comp, elections. Revisited whenever something big changes.

Every month
Close the books
×12 a year

Reconciled, categorised and closed on a schedule — statements you can read.

Every month
CFO conversation
×12 a year

What the month says about cash, payroll and your own pay — and what to do next. Monthly from Essential up.

Before year-end
Prepare

Elections filed, comp trued up, employer contracts structured while it still counts.

The deadline
File

A waypoint, not the finish. By now the decisions have already been made.

Client Results

Real people, real results.

★★★★★$55,030 saved · 19.6% growth, 2025

“If DPC is promoting 'more than medicine,' then Goodman CPA is certainly 'more than accounting.'”

Dr. Wes Hite
Dr. Wes Hite
Wellspring DPC
★★★★★$36,255 saved, 2025

“Working with Goodman CPA helped me understand my numbers and find savings I hadn’t been able to find before.”

Dr. Anand Mehta
Dr. Anand Mehta
Stand Up Family Medicine
★★★★★$0 federal income tax, 2025

“They’ve given me my life back — I no longer spend weekends worrying about taxes and books.”

Dr. Jamie Eller
Dr. Jamie Eller
Healthy Self DPC
$3.16M in tax savings identified across 70 tax plans, and every result below names the practice and the year — plus clean books and a real read on cash.
Three Ways To Work With Us

Find the path that matches your practice today.

An owner three months from opening needs something different than a four-provider group signing employer contracts. Each path below has a place to start, a room full of peers, and something useful you can download right now without talking to anyone.

Starting Out

Pre-launch & de novo

Best for: 3 to 9 months from opening your doors

Get your entity structure, membership pricing, QuickBooks and first-year tax plan settled before your first membership payment posts.

1
Start with the Launchpad →
$2,500 flat, paid once
2
Join the Direct Care Community →
Office hours with owners who opened last year
3
Download the Launchpad Checklist
The financial decisions of your first 90 days. Free PDF, no call required.
Established Practice

Solo & small practice

Best for: 1–3 providers, open one to five years

A written tax plan every year, clean monthly books, and an advisor who already understands membership revenue and S-Corp timing. Start at Essential.

1
See Essential & Basic →
From $1,250/mo, pricing published
2
Join the Direct Care Community →
Bring a real question to weekly office hours
3
Download the Cash Flow Drivers Worksheet
The four numbers that move take-home pay in a membership practice. Free PDF, no call required.
Scaling Group

Multi-provider & employer contracts

Best for: 4+ providers, a second location, or employer contracts

A dedicated CFO, Advisor and Associate who model the decision before you make it — provider compensation, contract structure, new locations, and the cash behind each one.

1
See Growth →
Regular CFO partnership
2
Join the Direct Care Community →
Compare notes with other multi-provider owners
3
Download: Hiring Your Next Provider
The numbers to run before you add a provider, and how to protect cash while you scale. Free PDF, no call required.

Not sure which one you are? A short call sorts it out in ten minutes — and if none of these fit, we'll tell you. Talk it through with us →

The Numbers Underneath

Seventy tax plans, and what they add up to.

$55,030
Largest single-year saving — Wellspring DPC, 2025
Wellspring DPC, Dr. Wes Hite — audited from the completed Impact Report
$3.16M
In tax savings identified across 70 tax plans
About $45,000 of opportunity per plan — identified during planning, before anything is executed
15+
Direct Care practices on ongoing service
DPC, functional & integrative medicine
18
Practices through the Launchpad
Pre-launch financial setup, $2,500 flat
All 50
States we can serve
All of it delivered remotely, wherever your practice is
Who We Work With

Practices that have seen the benefit of a good financial partner

Every practice here reviewed and approved what we published about them. Their numbers are on the results page.

WDPC_Logo_2.png-300x107 Orchardhealth Rooted Family_Logo-01 cdmc-300x163 HSDPCNewLogo-189w.png-150x150 StandUp_Logo-01-1 enjoy-health-300x163
Our Proven Process

Optimize the Good

Three steps get you set up. Then one cycle runs for as long as we work together. This is the process that generates the results.

  • Document review
  • The real pain points
  • Priorities & expectations
  • Solutions presented
  • Scope agreed
  • Engagement signed
  • QBO cleaned up
  • Forecast & dashboard built
  • First tax plan created
  • TAS implementation call
On repeat The recurring service Then it runs again
Hover any step
Full Service Direct Care runs every step of the cycle every month.
How The Work Actually Happens

Every client gets a CFO, an Advisor and an Associate.

Not one overloaded contact. Three people with defined jobs — which is what makes proactive work possible instead of aspirational. From Essential up, this is your team.

CFOAdvisorAssociate Yourpractice
Your named contact Advisor
  • First person you call
  • Two-business-day response
  • Keeps the plan moving
Strategy and the numbers CFO
  • Builds the tax plan
  • Runs the CFO call
  • Owns the forecast
The work, done on time Associate
  • Monthly close
  • Payroll and 1099s
  • Bill pay and sales tax
Tax & Financial Services Built for Direct Care

Customized plans for Direct Care practices.

Tax Advisory

Most Direct Care physicians overpay because their CPA doesn't understand the membership model, S-Corp timing, or employer contracts. We do — and we build a written tax plan around it every year.

Fractional CFO

When you're ready to hire your next provider, open a second location, or sign your first employer contract, you need a partner who can model the decision before you make it.

Bookkeeping & Payroll

Clean books aren't just compliance — they tell you whether your pricing is right and your margins are healthy. We keep them clean so the numbers mean something.

What You Actually Get

Tax savings are the headline. They're not the whole return.

Most practices come to us for the tax bill. What keeps them is the other two — knowing where cash is going, and getting the financial side off their desk entirely.

1
Keep more of it

Tax you don't pay

A written tax plan every year, built around S-Corp timing, owner compensation, and the deductions a cash-pay practice actually qualifies for. This is the part with a dollar figure attached.

$55,030 saved at Wellspring DPC in 2025 · $32,925 at Rooted Family Health
2
Understand it

Cash and growth you can see

Membership pricing that holds its margin, a read on where cash is actually going, and the numbers you need before you hire a provider or sign an employer contract. Growth decisions stop being guesses.

Wellspring grew revenue 19.6% in 2025 alongside their tax savings, not instead of them
3
Stop carrying it

Time back in your practice

Clean books, payroll that runs, filings that happen on time, and a team of three who own it. You stop being your own bookkeeper on Sunday night.

"They've given me my life back" — Dr. Jamie Eller, Healthy Self DPC

Our promise to you.

Less financial stress, fewer menial tasks, and more time back for your practice. If we don't deliver that, you're free to leave — no penalty, no questions.

Free Download

The Direct Care Launchpad Checklist

The financial decisions every new Direct Care practice should make in its first 90 days — the same checklist we walk our Launchpad practices through. No call required.

  • Entity structure and when the S-Corp election actually pays
  • How to price memberships against your real cost per member
  • The QuickBooks setup that makes membership revenue readable
  • What to set aside for quarterly estimated taxes in year one

Select a HubSpot form for this module in the editor to capture leads here.

Request the Checklist →

One email with the checklist. We don't sell your information, and you can unsubscribe any time.

Free Resource

Answers you can use before you ever book a call.

Free Guide
7 Tax Strategies for Direct Care
7 Tax Strategies to Implement Quarterly for Direct Care Practices

Let's build the financial side of your practice, together.

A free tax strategy session is a real look at your specific numbers — no obligation. You'll leave knowing exactly where the opportunities are.

Book a Free Tax Strategy Session →