A 4-week financial launch program for new and aspiring Direct Primary Care founders built by CPAs who know the business of direct care.
Starting your own DPC is exciting—but the financial side can be paralyzing. How do you price your services, forecast cash flow, or set up QuickBooks correctly? Without a clear financial foundation, even the most passionate physician can feel stuck. The DPC Launch Pad is a 4-week program designed to eliminate that uncertainty, giving you the tools, structure, and support to launch with clarity and confidence.
The DPC Launch Pad is a 4-week financial launch program for new and aspiring Direct Primary Care founders. It’s designed to help you set up your pricing, budgeting, QuickBooks, and tax strategies with confidence, without a big time commitment or full CPA retainer. You’ll get practical tools, expert guidance, and a personalized financial foundation to move your practice forward.
This program is built for DPC-curious physicians and first-year practice owners who are stuck on the financial setup. Whether you’re still in planning mode or have already opened your doors, the Launch Pad gives you clarity and structure around cash flow, taxes, and pricing. It’s especially helpful for solo founders or first-time business owners who want to get it right from day one.
Without a strong financial setup, everything else stalls. You can’t pay for marketing, hire support, or plan for growth if you don’t have cash flow clarity. Launch Pad helps you forecast revenue, define your pricing model, and set up tools like QuickBooks, so you can make confident decisions and avoid costly mistakes.
We keep it simple: 2 live CPA calls (kickoff + wrap-up), self-guided tools and videos, and a proven step-by-step path to launch. You’ll receive templates for budgeting, pricing, and forecasting; a custom chart of accounts for QuickBooks; and training on key reports like P&L and cash flow. You’ll also get 7 tax strategies you can implement in your first year and optional referrals for legal, EMR, or insurance support.
The launch cohort is priced at $2,500 one-time, and includes access to a 40% discount on your first year of our Essentials CPA Package saving you up to $12,000.
Not at all. Many participants are still in the early planning phase. The program is designed to give you the clarity and roadmap you need to move forward with confidence, whether you’re six weeks or six months away from launching.
You’ll have access to additional check-ins if needed. Our goal is to keep this program low-touch but high-value, so you can get answers without getting overwhelmed.
