Financial guidance for the Direct Care owner.

Set Your S-Corp Salary and Your Retirement Plan Together

Most Direct Care owners set their S-corp salary once, usually the year they elected S-corp status, and then leave it alone. The retirement plan gets chosen on…

Happy National DPC Day: How Far Direct Care Has Come — and the Numbers It Still Doesn't Have

Happy National DPC Day.

Year-End Tax Planning for Direct Care Practices: The Q4 Moves That Still Count

So here's the short version. Between now and December 31, your 2026 numbers are still yours to move. After that, we're just writing them down.

I get the same…

Six DPC Platforms, Four Different Billing Units: The Question That Decides Your Bill in Year Two

Across two weeks in September we hosted six Direct Care platform vendors for live demos: SigmaMD, Elation Health, Akute Health, Cerbo, HealthBook+ and Hint…

Hiring Your First Provider: The Numbers That Say You're Ready

Your Tech Stack and Your Books: What DPC Software Actually Costs You

How to Pay Yourself in a DPC Practice: Salary, Distributions, and the S-Corp Sweet Spot

The DPC Financial Cockpit: The Numbers Every Owner Should Read Every Month

You didn't leave the insurance system to spend your evenings squinting at spreadsheets. You left to practice medicine on your terms — and to build a business…

The 4 Numbers That Tell You Whether Your DPC Practice Is Actually Growing

The Mid-Year Tax Review Every DPC Practice Should Run Before Q3