Live webinars for Direct Care owners

The business side of your practice, explained plainly.

Free live sessions on taxes, cash flow, pricing and the numbers that actually run a Direct Primary Care, functional or integrative practice. Built for the owner — not the clinician. Every session is recorded, so register even if you can’t make it live.

See upcoming sessions Watch a past session

$3.16MIn tax savings identified across 70 tax plans

9Sessions on demand, free to watch any time

45 minTypical session, including live Q&A

Upcoming

What’s coming up

All times Eastern. Sessions run on Microsoft Teams — register once and you’ll get the calendar invite, the join link, and the recording afterward.

September series

DPC Tech Stack Demo Days

Six sessions where the platforms Direct Care owners actually use get a live, practical look. The vendor demos their product; Nate Goodman, CPA adds the CFO’s read on what it costs to run and where it pays off for an owner. Bring your questions for live Q&A.

Sep 1Tue · 12:00 PM ET

Demo Days · Free

SigmaMD

Built for the Direct Care model from the ground up. Series opener: live walkthrough plus the CFO’s read on cost, time saved, and fit for a growing practice.

Sep 3Thu · 12:00 PM ET

Demo Days · Free

Elation Health

A clinical-first EHR trusted across primary care. Elation demos it live; Nate adds the CFO’s read on fit, cost and ROI for a Direct Care owner.

Sep 8Tue · 12:00 PM ET

Demo Days · Free

Akute Health

A modern, all-in-one EHR for independent cash-based practices. Founder & CEO Sharud Agarwal walks through it live, with the CFO’s read on cost and payoff.

Sep 9Wed · 12:00 PM ET

Demo Days · Free

Cerbo

Cerbo (Cerbo/OptiMantra) pairs an EHR with practice-management tools built for integrative, functional and Direct Care practices. Live demo plus the CFO’s read.

Sep 10Thu · 12:00 PM ET

Demo Days · Free

HealthBook+

AI for patient health management and engagement. See it live, then get the read on where it drives value — and what it costs — for a Direct Care practice.

Sep 15Tue · 12:00 PM ET

Demo Days · Details coming

Hint Health

The membership and billing platform behind a large share of Direct Care practices. Full session details are being finalised — check back shortly.

Opens soon

Oct 15Thu · 12:00 PM ET

Flagship · Registration opens soon

The First 12 Months of DPC Finances

What to set up, what to ignore, and what to watch in year one — entity, books, payroll and the first tax plan. For pre-launch and newly opened practices.

Opens soon

Nov 19Thu · 12:00 PM ET

Flagship · Registration opens soon

Year-End Tax Moves for Cash-Pay Practices

The decisions that still move the number before December 31 — reasonable compensation, depreciation windows, retirement contributions and entity clean-up.

Opens soon

Dec 17Thu · 12:00 PM ET

Flagship · Registration opens soon

Build a 90-Day Cash Reserve for Your Practice

How much cash a Direct Care practice should hold, where it should sit, and a month-by-month way to build it without starving the business.

Opens soon

Inside the DPC Circle

Monthly Deep Dives and Ask Nate office hours

Members of the DPC Circle get a longer session each month on one topic, plus open Q&A office hours where you can bring your own numbers. Not a member yet? Joining takes a minute and gets you into the next one.

Sep 16Wed · 12:00 PM ET

Members only

Ask Nate: Q&A Office Hours

Open, practical Q&A for Direct Care owners — chart of accounts, KPIs, S-Corp timing, staffing decisions. Come with a question or just listen.

Join the Circle

Sep 23Wed · 12:00 PM ET

Members only

Deep Dive: Retirement & Wealth Planning

Beyond the Solo 401(k) — retirement options that work with variable Direct Care income, and how tax strategy and investing should talk to each other.

Join the Circle

Oct 14Wed · 12:00 PM ET

Members only

Deep Dive: The 7 Numbers to Review Every Month

The core KPIs that actually matter for a Direct Care practice, how to spot problems before cash gets tight, and a simple monthly rhythm.

Join the Circle

On demand

Watch a past session

Every public session is recorded and posted to our YouTube channel, free and ungated. Start with whichever question is in front of you right now.

Why listen to us

We only work with Direct Care practices.

Every session comes out of real work with Direct Primary Care, functional and integrative practices — the same tax planning, bookkeeping and CFO work that produced these numbers.

$32,925Federal tax saved in 2025 for Rooted Family Health — Dr. Chris Imperial

$27,436Saved in 2025 for Coastal Maine Direct Care — Dr. Karen Saylor

$3.16MIn tax savings identified across 70 tax plans, firm-wide

Want your practice’s numbers looked at directly?

A free 30-minute tax strategy session — your actual numbers, a specific figure, and then you decide. No pressure to become a client.

Book a Free Tax Strategy Session See how we work with Direct Care

The business side of your practice, explained plainly.

What’s coming up

DPC Tech Stack Demo Days

SigmaMD

Elation Health

Akute Health

Cerbo

HealthBook+

Hint Health

The First 12 Months of DPC Finances

Year-End Tax Moves for Cash-Pay Practices

Build a 90-Day Cash Reserve for Your Practice

Monthly Deep Dives and Ask Nate office hours

Ask Nate: Q&A Office Hours

Deep Dive: Retirement & Wealth Planning

Deep Dive: The 7 Numbers to Review Every Month

Watch a past session

The 4 Numbers Every DPC Owner Should Read Monthly

The DPC Chart of Accounts That Actually Works

How to Pay Yourself as a DPC Owner: Salary, Distributions & the S-Corp Math

The Beginner’s Guide to Tax Savings

Pediatric DPC Done Right: Building a Sustainable, Family-Focused Practice

From Clinical Passion to Profitable Practice

Year-End Tips for DPC Owners: Pricing, Planning & Readiness

Entity Structure & Reasonable Compensation for DPC Owners

OBBBA Rundown for Direct Care & Health Care

We only work with Direct Care practices.

Want your practice’s numbers looked at directly?