My DPC Story
For My DPC Story listeners

Let’s build the financial side of your practice.

You heard us on My DPC Story. This is the next step — a free strategy session with the firm that specializes in Direct Care practices, plus 25% off your onboarding fee.

Book your strategy session See the listener offer →
My DPC Story listener offer
25%
off onboarding

25% off your onboarding fee.

Full Service Direct Care starts with a one-time onboarding fee — entity structure review, books brought current, payroll and QuickBooks set up correctly for the membership model, and your first tax plan built. Come in through this page and we take 25% off that fee.

Applies to the one-time onboarding fee on a new Full Service Direct Care engagement. Your ongoing monthly fee is unchanged. Just mention My DPC Story on your call.

New here from the show?

My DPC Story is Dr. Maryal Concepcion’s podcast on what it actually takes to run a Direct Care practice. Nate’s episode — What Should a DPC Physician Pay Themselves? — is here:

Listen to the episode →

What happens on the call

Thirty minutes, no pitch deck. We read your numbers the way a Direct Care practice should be read.

01
We look at your actual numbers
Bring your last filed return and a recent P&L. We’ll walk through membership revenue, owner compensation, and how your entity structure is treating you today.
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02
You get a specific figure
Not a range and not a maybe. We’ll show you what we’d expect to find in a practice your size, and exactly what it would take to capture it.
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03
You decide what’s next
Plenty of owners take the notes and run with them on their own. If you want us to build it, the listener discount is waiting.
Real practices, real years, real numbers.

What this looks like in practice

$32,925
Rooted Family Health
Dr. Chris Imperial · federal tax saved, 2025
$27,436
Coastal Maine Direct Care
Dr. Karen Saylor · saved in 2025
$3.16M
Across 70 tax plans
Total tax savings identified for Direct Care practices

Pick a time that works

Free, 30 minutes, and you’ll leave with something usable either way.

Trouble loading the calendar? Open it in a new tab →

A few quick answers

I haven’t opened yet.

Then you’re exactly who the Direct Care Launchpad is for — $2,500 flat to get entity, pricing, books, and your first-year tax plan set before you see patient one. Say so on the call.

We’re not in North Carolina.

Neither are most of our clients. Accounting is delivered nationally; we work with Direct Care practices across the country from Black Mountain, NC.

I already have a CPA.

Most owners who call us do. Come anyway — the session is free, and you’ll find out quickly whether there’s anything on the table your current setup is leaving there.

What do I need to bring?

Last filed business return and a recent profit & loss. If you can’t put hands on them before the call, come anyway and we’ll work from what you know.