Elevate your practice with proactive tax savings, expert financial guidance, and a team who picks up the phone. Real-time financials paired with a CPA who knows your name, your model, and your goals.
We have the expertise and best-in-class tools to get your practice financials in order and give you the confidence that you're maximizing tax savings - every month, not just at tax time.
Advisory Services
Comprehensive tax planning and preparation for healthcare practices, ensuring you maximize savings, leverage DPC-specific deductions, and stay fully compliant year-round.
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Fractional CFO Services
High-level financial strategy, cash flow management, and real-time dashboards - giving you the expertise of a full-time CFO at a fraction of the cost.
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Bookkeeping & Payroll
Accurate monthly books, payroll processing, account reconciliation, and sales tax compliance - so you can focus on patients, not spreadsheets.
Learn moreYou left fee-for-service to reclaim your autonomy. But without a proactive financial strategy built specifically for the DPC model, you're likely overpaying in taxes and underplanning for your future.
Your DPC structure has unique advantages most accountants miss. You're likely missing major deductions and structured inefficiently from day one.
You don't fully know your real numbers. Growth decisions feel like guesswork instead of confident, informed strategy backed by data.
Your current accountant waits until April. By then the savings opportunities are gone. Tax strategy is a year-round discipline, not a deadline.
Your practice sustains your life. Without retirement, succession, and asset protection planning, you're building on unstable ground.
These aren't projections. These are verified savings we've delivered for Direct Care providers just like you. Practices that were overpaying before they found us.
"Since working with Goodman CPA, we've saved over $22,000 in taxes - something I hadn't been able to do before. They helped me better understand my numbers and identify where I could be saving."
This DPC doctor no longer spends weekends worrying about books or taxes after partnering with Goodman CPA - accounting that finally feels as easy and responsive as DPC itself.
Direct Primary Care physicians chose autonomy over the insurance-driven grind. That took courage. Our job is to make sure it pays off - with financial clarity, proactive tax strategy, and a team who treats your practice like it's our own.
Subscription-model expertise and healthcare cash flow. We speak the language of membership revenue, panel growth, and patient retention.
Quarterly tax planning, not April fire drills. We spot the saving opportunities before they close, not after your return is filed.
A dedicated team who picks up the phone. You get a named CFO, Advisor, and Associate - not a ticket queue or a shared inbox.
Predictable pricing that mirrors your own DPC model. No surprise invoices, no hourly billing, no year-end ambushes.
Software can show you what happened last month. A good CPA tells you what to do about it — before the problem ever shows up on a statement.
No six-month ramp. Most Goodman CPA clients have their books cleaned up, a tax plan in hand, and real-time dashboards live within their first quarter. Here is what that looks like.
We review your books, tax history, and practice model. You leave with an honest assessment of where money is being left on the table.
Your dedicated Associate migrates and reconciles your books. Payroll, bookkeeping, and reporting tools come online - set up to your practice.
Your Advisor presents a written tax strategy - including S-corp elections, retirement planning, and DPC-specific deductions - with projected savings.
Monthly close meetings, quarterly strategy sessions, and a CFO who knows your numbers cold. From here it is steady compounding value - month after month.
See exactly how Goodman CPA fits into your practice in a free 30-minute demo.
Every Goodman CPA client gets three named professionals assigned to their practice from day one. Not a shared inbox. Not a ticket queue. Real people who know your name, your story, and your numbers.
Reviews your financials, oversees tax planning, leads CFO meetings, and keeps the long-term picture in focus — so you can focus on delivering exceptional patient care.
Your main contact. Oversees financial statements, tax advisory and strategy, reviews accounting, and prepares your annual tax returns. The person who knows your story.
Manages accounting, payroll, sales tax, and QuickBooks — handling reconciliations, payroll processing, and monthly filings so none of it lands on your plate.
"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.'"
Most financial advice wasn't designed for how you operate. This guide was. From mindset to mechanics to the annual checkup, every chapter is built around the subscription-based, insurance-free practice you chose to build.
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Thirty minutes. No obligation. We'll tell you honestly whether we're the right fit for your practice.
