For DPC, Functional & Integrative Medicine Practices

The financial partner built for Direct Care.

Tax strategy, CFO guidance and clean books designed around membership revenue, employer contracts and cash-pay economics. We don't adapt a general playbook to your practice — the Direct Care model is our playbook.

Book a Free Tax Strategy Session → Or find the path that fits your practice →
✓
$47,454 saved at Orchard Health in 2025. $32,925 at Rooted Family Health.
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
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 →

For Pre-Launch Owners — Free Download

The Direct Care Launchpad Checklist

The financial decisions to make in your first 90 days, in the order they actually come up. Free, no call required.

  • Entity structure, and when the S-Corp election starts paying
  • 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.

For Established Practices — Free Download

The Cash Flow Drivers Worksheet

Four numbers decide what a membership practice actually pays its owner. This walks you through each one against your own figures, so you can see which lever to pull first.

  • Revenue per member, and what it costs you to serve one
  • Owner take-home vs. what the P&L appears to say
  • The cash runway question: how many months are you actually carrying
  • Where a price increase compounds faster than it churns

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

Request the Checklist →

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

For Scaling Groups — Free Download

Hiring Your Next Provider

The numbers to run before you add a provider — and how to protect cash through the months where you're paying them before their panel fills.

  • The panel maths: how many members a new provider needs to cover themselves
  • Compensation structures, and what each one does to your tax position
  • The cash gap between hire date and break-even, month by month
  • What changes in your entity and payroll once you're multi-provider

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

Request the Checklist →

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

Packages & Pricing

Full Service Direct Care — three tiers, published pricing.

These three tiers are how we service Direct Care. Every one is a recurring monthly relationship — the same way your practice works. CFO work starts at Essential and deepens through Growth. Start where your practice is today and move up when the complexity earns it.

Basic
$1,250/month
Setup fee: $2,500
Best for: a solo practice ready for proactive tax support
  • Year-round tax advisory, not just filing
  • A written tax plan every year
  • Quarterly projections of what you will owe
  • Business and personal returns filed
  • Quarterly tax meeting
  • We implement the plan with you each quarter
Book a Free Session →
Most chosen
Essential
$1,750/month
Setup fee: $5,000
Best for: a practice that wants monthly advisory plus clean books
  • Everything in Basic, plus:
  • Monthly bookkeeping
  • Monthly P&L
  • Monthly close meeting
  • CFO services
  • Annual business advisory meeting
Book a Free Session →
Growth
$3,100/month
Setup fee: $6,000
Best for: $400K+ in revenue with growing complexity
  • Everything in Essential, plus:
  • Advanced projections & forecasting
  • Strategic tax planning sessions
  • Benchmarking against similar Direct Care practices
  • Quarterly dashboard + KPIs
  • Quarterly forecasting
  • Quarterly CFO meeting & strategy sessions
Book a Free Session →

Each tier's setup fee covers onboarding, the file transition from your current CPA, and cleaning up your books. If yours need more than that, we quote it before you sign — never after.

Need more than Growth?

Some multi-provider groups want a standing monthly CFO meeting, board-level reporting, or a hand through an acquisition. That isn't a package — it's a conversation. Tell us what the practice needs and we'll scope it.

Book a Free Tax Strategy Session →
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
Client Results

Practices running the same model you are.

Every figure below belongs to a named Direct Care practice that agreed to share it — realized savings, not opportunity identified.

$55,030
in tax savings in 2025, alongside 19.6% revenue growth
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.'
Dr. Wes Hite
Dr. Wes Hite
Wellspring Direct Primary Care
$47,454
in tax savings in 2025
Nate and Drew, along with their team, have been the best thing I have done for my business in years. They delivered on the tax outcomes we discussed, they stay on top of your documents and assist in finding deductions, and provide insight on how to make the best out of tax season. I utilize their fractional CFO program too and find it invaluable to my business.
Dr. Jonathan Wade
Dr. Jonathan Wade
Orchard Health
$0
in federal income tax for 2025 — we took her taxable income to zero, and the books off her plate
Goodman CPA has a clear understanding of, and proven experience working with, Direct Primary Care doctors. They've given me my life back — I no longer spend weekends worrying about my taxes and books like I used to.
Dr. Jamie Eller
Dr. Jamie Eller
Healthy Self DPC
$36,255
in tax savings in 2025
Working with Goodman CPA helped me better understand my numbers and identify where I could be saving — something I hadn’t been able to do before.
Dr. Anand Mehta
Dr. Anand Mehta
Stand Up Family Medicine
$32,925
in federal tax savings in 2025, with accounting that keeps up with the practice
I wanted my accounting to feel like my DPC practice — easy to access, proactive, and responsive. That's exactly what I've experienced. You stay on top of everything, it's totally worth it, and working with you has been so easy.
Dr. Chris Imperial
Dr. Chris Imperial
Rooted Family Health
30%
net profit growth in 2025 — the line that decides what an owner actually takes home
Dr. Karen Saylor
Dr. Karen Saylor
Coastal Maine Direct Care
Where Direct Care Owners Already Find Us

We work inside the Direct Care ecosystem, not around it.

Already running your practice on Hint? You can access our services straight through the Hint Marketplace.

Hint Health logo
Cerbo logo
Elation Health logo
SigmaMD logo
Akute Health logo
HealthBook+ logo
DPC Alliance logo
DPC Frontier logo
JumpStart logo
The Functional Lawyer logo
Questions Direct Care Owners Ask Us

Straight answers before you book anything.

How quickly do you respond when something comes up?

Within two business days. Your Advisor is your named contact, and in practice the team is usually faster — that responsiveness is the part clients tell us they notice most.

How is this different from the CPA we have now?

Two things. First, Direct Care is our specialisation, so you never have to teach us membership revenue, employer contracts, or why your P&L looks the way it does. Second, from Essential up you get a dedicated CFO, Advisor, and Associate looking at your numbers year-round — not a preparer you hear from once a year.

What actually happens on a free tax strategy session?

We look at your real numbers — your entity structure, your compensation, your membership revenue — and tell you where the opportunities are. You leave with those specifics whether or not you hire us.

Do you work with functional and integrative medicine practices too?

Yes. The structure is the same story: founder-led, cash-pay or hybrid, largely outside insurance. We handle the pieces that are specific to your model — supplement and product revenue, hybrid billing, and the entity structure that fits a cash-pay practice.

Let's build the financial side of your practice.

A free tax strategy session is a real look at your specific numbers — entity structure, compensation, membership revenue. You'll leave knowing where the opportunities are whether or not you hire us.

Book a Free Tax Strategy Session →