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We offer a variety of personalized bookkeeping and accounting services.  Choose an option that is right for you.

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YOUR FIRST FINANCIAL SETUP | $1885 FLAT FEE

Starter Systems
for Freedom-Focused Physicians

For physicians who want to build the practice of their dreams without recreating the chaos they left behind.

You’ve broken free from a broken system. Now build your practice on financial clarity, not guesswork.

This one-time setup gives you the foundational financial structure every DPC and concierge doctor needs when launching a membership-based clinic.

Perfect For Physicians Who Are:

  • Breaking free from the insurance-based model
  • Launching their own holistic DPC or concierge practice
  • Too new to business to afford a monthly bookkeeping service
  • Willing to DIY the back-end for now
  • Serious about building a scalable, patient-centered practice
  • Determined to grow into doctor-level pay, not founder-level scraps

Ready to Build Your Financial Foundation?

Let’s set up your practice for clarity, compliance, and confidence.

PF+QBOCleanup

Customized QuickBooks Online Setup

We configure your QBO file for the way DPC practices actually earn money:

  • A Chart of Accounts tailored to membership, labs, supplements, and programs
  • Up to 5 bank/credit card accounts connected
  • First 10 products/services structured correctly
  • Reporting preferences optimized for clarity
  • All setup done without storing patient names or PHI

Your accounting system becomes clean, simple, and ready for growth — even if you're DIY-ing for now.

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HIPAA-Safe, Profit-First-Friendly Revenue System

QuickBooks is not HIPAA compliant, so we build your revenue workflow the right way.

You'll learn how to:

  • Track revenue using clean, de-identified categories
  • Use one simple monthly journal entry to record membership + service + product income
  • Keep your books HIPAA-safe while maintaining accurate reporting
  • Align revenue with Profit First for cash flow stability

Keep patient data secure, and get true recurring revenue insight.

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What's Included

Your model matters, and your financial systems should support it. Here's what that looks like.

Two Live QBO Training Sessions

We teach you exactly what you need to confidently manage your books in the early stages:

  • Categorizing transactions properly
  • Understanding your P&L and Balance Sheet
  • Avoiding costly DIY mistakes
  • Maintaining your file until you’re ready for monthly bookkeeping support

You’ll feel equipped, not overwhelmed.

Profit First Assessment + Owner Pay Reverse Engineering

We help you understand:

  • What your practice can afford to pay you now
  • What needs to shift for you to return to a true doctor’s salary
  • How to structure allocations over the next 18–24 months
  • How to stabilize cash flow during early growth

This isn't theory, it's your personalized roadmap.