Guides & Tools

Direct Care financial guides, free to download.

Written for Direct Care practices specifically — entity structure, membership pricing, employer contracts, quarterly tax planning. Not general small-business advice with the word practice swapped in.

$32,925 saved at Rooted Family Health in 2025. $27,436 at Coastal Maine Direct Care. Named practices, named years.
The Library

Pick what you need right now.

Each one is a short, specific answer to a question Direct Care owners actually ask us. Tell us where to send it and it is yours.

Starting out PDF

The Direct Care Launchpad Checklist

Every financial decision to make before you open, in the order they actually come up.

Established Worksheet

Cash Flow Drivers Worksheet

The four numbers that move take-home pay in a membership practice, and what to do when one of them slips.

Scaling PDF

Hiring Your Next Provider

What a second provider really costs, how long the ramp takes, and how to know you can afford it.

Established PDF

DPC Tech Stack Comparison Guide

Tech Stack EMR Guide from our DPC Tech Stack Demo Days

A guide is a starting point. Your numbers are the real answer.

Reading about an S-Corp election is useful. Knowing whether it saves you money this year, at your revenue, with your compensation split, takes a look at your actual books. That is what the free session is.

Book a Free Tax Strategy Session →