You chose DPC or concierge medicine to bring humanity back into healthcare: deeper relationships, real time with patients, freedom from insurance chaos. But nobody taught you how to pay yourself like a doctor while building a membership-based business.
End-to-end reconciliation pipeline: Built from scratch with 100+ product and service codes mapped so your reports actually reflect reality
Accurate monthly financial statements delivered on time, every time. No chasing, no surprises.
HIPAA-safe revenue recording means no more manually scrubbing patient names out of your accounting software
Automated revenue tracking replaces spreadsheet wrestling and the low-grade anxiety that comes with it
Email support with under 24-hour response time, because questions don't wait for quarterly reviews
Thomas came to us not understanding his actual revenue numbers. We helped him get clear on where he was starting, where he was heading and how to get there.
Revenue broken into trackable streams so you can make strategic decisions grounded in data, not gut feel
Multi-location class tracking, so expansion accounting is clean from day one
A structured compensation plan: replacing ad-hoc distributions means no more nervously pulling out money and hoping for the best.
Long-term vision structured as a financial roadmap: multiple locations, potential partnership, and a 3-5 year exit strategy with numbers to back it all up.
The time we spend together on strategy pays dividends long after the calls end.
Profit First fully implemented, so growth has a financial runway, not just a dream.
Owner compensation structured with a purpose: a defined salary plus distributions optimized for 401(k) maximization and tax efficiency
KPI dashboard coaching build around 5-15 focused metrics: churn by duration, lead conversion, NPS, subscriber counts, and lead sources. Your team has something actionable to review.
Expansion modeling with real numbers: break-even analysis, LOC strategy, and drip funding so your next location is a decision, not a gamble.
You made the leap. You walked away from the insurance hamster wheel, the 15-minute appointment factory, the soul-crushing documentation for billing codes that have nothing to do with actual patient care.
You chose freedom. Autonomy. The ability to practice medicine the way you were trained to practice it: with time, attention, and actual relationships with your patients.
And then you realized: you're not just a physician anymore. You're an accidental entrepreneur.
Clean
REPORTING
CASH FLOW
Clarity
Confident
GROWTH DECISIONS
HIPAA-SAFE
Accounting
CLIENT SUCCESS STORY
TIME SAVED ∙ TIME INVESTED ∙ STRATEGY & GROWTH
Thomas Hollowell, Founder of Hormone Therapy and Wellness Clinic Lucidity Health, started working with Reconciled Solutions when he found himself buried in operational chaos and financial confusion.
Lucidity Health was growing, but instead of feeling excited, Thomas felt like he was drowning. The clinic had 2-3 week new patient wait times due to lack of clarity on capacity and scheduling bottlenecks. Thomas spent hours trying to make sense of financial reports that never actually told him anything useful.
Every hour spent trying to unravel his financial story felt like an hour wasted, because he couldn't see the bigger picture.
For physicians who want to build the practice of their dreams without recreating the chaos they left behind.
(And Nobody Talks About)
You're not alone in this. These challenges come with the territory when you build something better.
THE PROBLEM:
Membership income varies with sign-ups, pauses, and cancellations. You can't track recurring revenue accurately or understand churn patterns. Your "predictable" membership model feels anything but predictable.
HOW WE HELP:
Clean recurring revenue tracking + cash flow forecasting that shows your actual monthly income, not just what you hope it will be. You'll know exactly where you stand, every single month.
THE PROBLEM:
You were making $220K+ as an employed physician. Now you're an "entrepreneur" and you have no idea what to pay yourself.
You feel guilty taking money out of the practice, and you're living on less than you made as a resident—after so many years of practicing medicine.
HOW WE HELP:
Profit First assessment + owner pay reverse engineering. We show you what your practice can afford to pay you NOW, what needs to shift to get you back to a physician-level salary, and the exact roadmap for the next 18-24 months.
THE PROBLEM:
Membership fees, labs, supplements, IV therapy, wellness programs, nutrition consults—it all blurs together. You have no idea which services are profitable and which are draining cash, and your P&L looks like alphabet soup.
HOW WE HELP:
Service-level profitability reporting that shows you exactly what's working. You'll know if your supplement sales are worth the effort, if your lab ordering is profitable, and which add-on services actually drive revenue vs. just keeping you busy.
THE PROBLEM:
You want to leave insurance billing behind but you're terrified of the revenue dip. You don't know how to model the financial impact of the transition.
Current patients are confused, and some are angry. You're not sure if your membership pricing will actually sustain the practice.
HOW WE HELP:
Transition planning, financial modeling, and pricing strategy guidance. We show you exactly what your panel size needs to be at different price points, how to weather the transition period, and how to communicate the change to patients without losing half your practice.
THE PROBLEM:
Membership models are supposed to bring predictability, but cancellations and seasonal slowdowns still happen. You're not sure how much you can reinvest or when hiring is safe. Every unexpected expense (broken equipment, software upgrades, emergency repairs) causes anxiety.
HOW WE HELP:
Cash flow forecasting + Profit First allocations designed specifically for membership revenue models. You'll have money set aside for taxes, profit, owner pay, and operating expenses, with reserves for the inevitable bumps.
THE PROBLEM:
You want to hire a care coordinator but don't know if you can afford it. You're considering adding a second provider, but the numbers are fuzzy. Launching a new wellness program sounds great, but you're not sure if it's financially viable.
HOW WE HELP:
Strategic advisory + scenario planning. Before you hire, before you expand, before you launch, we show you exactly what the financial impact will be. No more guessing whether you can afford growth.
THE PROBLEM:
You know QuickBooks isn't HIPAA compliant. You're tracking revenue but using patient names in your accounting software. You're not sure if you're creating a compliance liability, and your current bookkeeper has no idea what HIPAA even means.
HOW WE HELP:
HIPAA-safe revenue tracking systems using de-identified categories and clean journal entries. Your books stay accurate, your compliance stays intact, and you're not storing Protected Health Information in your accounting software.
Here's what most DPC physicians don't realize: your financial data isn't just numbers in QuickBooks. It's the story of your practice—where you're building momentum, where you're losing ground, and what needs to happen next to create the sustainable, freedom-focused practice you envisioned.
But if your books are messy, your revenue streams are confused, and you're still figuring out how to pay yourself like a physician instead of a starving entrepreneur? You can't see the path forward.
That's where we come in.
Throughout the journey, we provide strategic guidance on growth decisions—hiring, expanding services, adding providers, opening a second location. We show you the numbers BEFORE you commit, so you grow with confidence.
This isn't just bookkeeping for doctors. It's the financial backbone for the practice you're building.
Address the Insurance Chaos
First, we get you organized. Creating HIPAA-safe financial systems, clean revenue tracking, and a chart of accounts designed specifically for DPC models (not generic small business templates).
Membership Clarity
Next, we help you understand your financials clearly. Building dashboards that show membership revenue, churn rates, service profitability, and cash flow forecasting. You'll know exactly where you stand every single month.
Physician-Level Pay
Then, we work with you to implement Profit First. Ensuring you can pay yourself like a physician, cover your taxes without panic, and reinvest in growth strategically. This is where financial sustainability happens.
Both! Whether you're running a $75/month DPC model or a $3,500/year concierge retainer model, we understand membership-based medicine. The financial principles are similar even though the price points differ.
The GAAP (Generally Accepted Accounting Principles) formula for determining a business’s profit is Sales – Expenses = Profit. It is simple, logical and clear. Unfortunately, it’s a lie.
The formula, while logically accurate, does not account for human behavior. In the GAAP formula profit is a left over, a final consideration, something that is hopefully a nice surprise at the end of the year. Alas, the profit is rarely there and the business continues on its check to check survival.
With Profit First you to flip the formula to Sales – Profit = Expenses. Logically the math is the same, but from the stand point of the entrepreneur’s behavior it is radically different. With Profit First, you take a predetermined percentage of profit from every sale first, and only the remainder is available for expenses.
The Profit First method is a cash management system that ensures that, no matter how much income a business owner generates, they always get paid FIRST. We believe in Profit First and we know it works because we have implemented the Profit First system ourselves.
Our profit grew by 61% within the first 12 months, while our revenue was only up 4%!
Angie Noll and her team are Mastery Certified Profit First Professionals, making Reconciled Solutions one of the few firms nationwide with her level of expertise at helping entrepreneurs and small businesses maximize and drive profitability.
Many entrepreneurs try to force themselves to become better at accounting. They try to become more disciplined in their fiscal management using pure willpower. But just like a muscle, willpower can be drained.
In a moment of financial stress or bigger than expected expenses, many entrepreneurs will break their own fiscal rules and spend the money they have.
The goal of Profit First isn't to change your habits. That's nearly impossible. Profit First works with your existing habits instead. By allocating your money as it comes in and removing the temptation to “borrow” from yourself, your business will become fiscally strong. You will benefit from regular profit distributions.
FREE DOWNLOAD
Download the first 2 chapters of Profit First, written by best-selling author, Mike Michalowicz, as our gift to help you on you new and profitable journey to managing your business’ finances. For more information or Profit First coaching, contact us.
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