For Direct Primary Care, Functional & Integrative Medicine Practices

The financial partner built for Direct Care.

We specialise in Direct Care — DPC, functional medicine, and integrative medicine. Tax strategy, CFO guidance, and clean books built around membership revenue, employer contracts, and the way your practice actually makes money.

Book a Free Tax Strategy Session → Download the Direct Care Launchpad Checklist →
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$32,925 saved at Rooted Family Health in 2025. $27,436 at Coastal Maine Direct Care. Named practices, named years.

Let's build the financial side of your practice, together.

A free tax strategy session is a real look at your specific numbers — no obligation. You'll leave knowing exactly where the opportunities are.

Book a Free Tax Strategy Session →