The owners we work with rarely lead with taxes. They ask what they have forgotten, and how they will get through the first six months. Four weeks gets you a pricing model built on your own numbers, a break-even you can point at, and your systems running before your first membership payment posts.
Almost every pre-launch owner we talk to names the same three things. None of them is a tax question.
Entity, EIN, bank account, credit card, QuickBooks, payment system — in sequence, because doing it out of order creates the cleanup nobody budgets for. You stop guessing what comes next.
Age-banded membership pricing from our zip-code calculator, an enrollment fee that makes sense, and the arithmetic behind both. Households spend 10 to 12% of income on premiums; Direct Care competes hard at around 5%.
How many patients cover your overhead, what the months before that actually look like, and a pro forma you can hand to a bank. The hard part of a launch is the gap — this is the plan for crossing it.
Work through it at your own pace — most owners finish in about four weeks. You keep the course, the templates and the calculators for good.
Step one is forming the company. Everything else stacks on top of it, in a specific order, and doing it out of order is what creates the cleanup later.
Your membership price is the single biggest lever you control. We build it from your own costs and your own market instead of copying the practice down the road.
The systems go in before the revenue does, mapped to how membership money actually arrives — and you learn to run them, which is what keeps your costs down in year one.
You finish with a written plan you can run the year against, and a clear read on what you will owe and when.
We would rather you self-select out than sign up for the wrong thing. Here's the honest scope.
If what you actually want is someone to take the books off your hands from day one, say so on the call and we'll point you at Full Service Direct Care instead. That's the right answer for some practices, and we'd rather tell you now.
No retainer, no monthly commitment, and nothing that renews. You keep the course and the tools whether or not you ever work with us again.
Most owners start somewhere between nine and three months out from opening. Earlier is usually easier — entity structure and pricing are far cheaper to get right than to unwind.
We are still collecting outcome numbers from the practices that launched this year — once we have them with a denominator, they go here. Until then: a graduate in his own words, and what our ongoing clients see after they open.
I actually did do the forecast Excel spreadsheet. It really did help me visualize — hey, maybe I should hold off on spending my money here and really focus on what's absolutely necessary. And yeah, it really did help.
Working with Goodman CPA has brought clarity and confidence to our financial operations. If DPC is promoting 'more than medicine' across the country, then Goodman CPA is certainly 'more than accounting.'
The Launchpad hands off cleanly. You finish with a written plan, working books, and a structure that fits your model — and you own all of it whether or not you keep working with us. Nothing renews and nothing rolls over.
Once you are open and revenue is arriving, the questions change. When to make the S-Corp election. What to set aside quarterly. Whether your membership price is holding its margin. When you can actually afford a second provider. That is Full Service Direct Care, starting at $1,250 a month — and it is where savings like Wellspring’s $55,030 in 2025 show up, because that work happens across a whole year rather than in four weeks.
You decide at the end. We will tell you straight whether you need us monthly yet.
The financial decisions to make in your first 90 days, in the order they come up. Free, no call required. You'll know by the end of it whether you want help with them.
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Plan on about two hours a week. Most owners finish the modules in around four weeks, but it is self-paced and your access is permanent — plenty of people work through it slowly while still in a clinical job.
No, and we want to be direct about that. The Launchpad is guided setup: the course, the tools, and two calls with a CPA, and you run the systems yourself. We are not your accountant of record during it and we are not doing your monthly bookkeeping. If that is what you actually want, Full Service Direct Care is the right starting point and we will say so on the intro call.
That is close to ideal. Most owners do this between nine and three months out. Entity structure and pricing are far cheaper to get right the first time than to unwind later, and the S-Corp timing question depends on decisions you make before you open.
Not in the Launchpad — that is a different job and it needs its own engagement. Tell us on the intro call and we will quote the cleanup properly rather than pretending the course covers it.
From your own market and your own costs. We run your zip code through our pricing calculator, build age-banded pricing, and back it into your break-even. As a benchmark, a household of four typically spends 10 to 12% of income on insurance premiums, and Direct Care competes strongly at around 5% of that income. Most owners we talk to start out charging less than they should.
Yes. The formation work is the same: entity, pricing, systems, tax setup. We adjust for product and supplement revenue and any hybrid billing you are planning.
A written first-year tax plan, an age-banded membership pricing model, a cash flow forecast with your break-even patient count, a pro forma you can hand to a lender, and a QuickBooks file set up for how membership revenue actually arrives. All of it is yours to keep.
A short intro call tells us where you are in the launch and whether the Launchpad is the right next step. If it isn't — if you need cleanup, or you want the books off your hands from day one — we'll point you at what actually fits.
