If doing your QuickBooks every weekend feels like pulling teeth, this episode is your novocaine. We sit down with Nate Goodman, a CPA who built his firm specifically for Direct Primary Care doctors. As a DPC patient himself who requires his staff to have DPC memberships, Nate lives in the same world you do. His team helps doctors turn “dark hole” finances into clear, predictable profit so you can stop guessing and get back to medicine.

Who Is This For?

• Doctors who are tired of wrestling with bookkeeping and just want clean numbers and clear guidance.

• Future DPC owners who want a financial “Launchpad” 6+ months before opening.

• Established clinics ready to scale using simple weekly scorecards instead of gut feelings.

Key Lessons

• Start Early: Begin your accounting relationship at least six months before opening so entity choice, payroll, and pricing are right from day one.

• Let Data Find Hidden Profit: One DPC kept over $80,000 in year one just by restructuring pricing and tax strategy.

• Pick DPC-Specific Partners: Work with vendors (CPA, CRM, legal) who are actively investing in and serving the DPC space.

• Run on Rhythms: Use a weekly scorecard for non-financial KPIs like leads, patient count, churn, and reviews so you’re never flying blind.

• Design Your Life First: Decide what you want your life and panel to look like in ten years, then build the practice to match it.

  
  

Running a DPC shouldn’t feel like a financial black box. With the right partner, you can see exactly where you are, where you’re going, and what to fix next.

Guest Links

• Website: goodmancpa.com

• Email: nate@goodmancpa.com

• Book Mentioned: Traction by Gino Wickman (scorecard concept)

  
  

If you’re planning your own off-ramp, don’t build your tech stack from scratch.

Search “Harmony Ops for DPC” – your CRM, website, and automation setup to launch without tech overwhelm.

Visit: harmonyopsfordpc.com

How to talk about Direct Primary Care, find your people, and let go of the guilt.

Feeling burned out in corporate healthcare and obsessing over DPC, but stuck on how to explain it to patients or make the leap?

In this coaching-style episode, Dr. Alisa Awtry, a family physician in Newberg, Oregon and founder of Rooted Direct Primary Care, walks through her real fears, questions, and messaging as she prepares to open her clinic. You’ll hear exactly how we refine her elevator pitch, simplify how she explains DPC, and deal with the emotional weight of leaving the system.

Who this is for

• Physicians exploring Direct Primary Care

• Docs burned out in corporate / employed settings

• New and soon-to-launch DPC owners who feel stuck on messaging, onboarding, and “who am I leaving behind?”

What you’ll learn

• How to explain Direct Primary Care without a 20‑minute lecture

• A simple way to define and attract your ideal DPC patient

• How to handle the guilt of leaving patients behind

• Practical tips for managing high pre-enrollment interest and onboarding cleanly

• How to build a community-centered practice without recreating corporate chaos.

  
  

Guest:

Dr. Alisa Awtry is a family physician in Newberg, Oregon and the founder of Rooted Direct Primary Care. She’s building a deeply community-centered DPC practice focused on proactive, relationship-based care.

Resources & Links

• Rooted DPC Website: rooteddirectprimarycare.com

• Instagram: @rooteddirectprimarycare

• Facebook: Rooted Direct Primary Care

Planning your own dream DPC?

Don’t build your tech stack from scratch. Harmony Ops for DPC gives you a CRM, website, and automation setup built specifically for new DPC clinics so you can launch without tech overwhelm.

Learn more: harmonyopsfordpc.com

This episode is a fan favorite and one of the most popular from the DPC Life Podcast. We hope it brings you meaningful insights and inspiration during this holiday season. Enjoy this replay and let it spark new ideas . Thank you for being a part of our community!

If you're an employed physician feeling dissatisfied, a DPC dreamer preparing to leap, or a mom balancing family and a new practice, this episode is your guide to embracing the required entrepreneurial transformation.

Dr. Una shares her personal journey from pediatrician to seven-figure business owner and provides the mindset shifts and concrete strategies necessary to thrive in your practice and your life.

Who it's for:

Physicians feeling the "nudge" toward something more than the employed status quo.

DPC founders who are struggling with marketing, sales, or work-life balance.

Moms in medicine who feel pressure to "do it all alone".

You’ll learn:

The profound mindset shift required to see all business skills - including marketing and selling - as learnable skills, not innate personality traits.

• How to use introversion as a superpower and manage your social energy by defining it as recharging in solitude.

• Why the "gravitational pull of your former self is real" and how to intentionally fight the habit of reverting to old behaviors.

• The critical necessity of defining your business goals to clearly identify distractions, making it easy to say no to non-aligned opportunities.

• How to build a "home team" to take care of household demands, understanding that there is "no award category for mom that did it alone".

• Why focusing on the right discomfort (like marketing) is essential, as your comfort zone is where the status quo lives.

• The danger of having a "safety net" job and how your backup plan can become your real plan, hindering your growth and commitment.

Guest:

Dr. Una, founder of EntreMD, host of The EntreMD Podcast, two-time best-selling author, and pediatrician who helps physicians build profitable businesses.

Want help taking the first steps?

Dr. Una encourages physicians to remember their proven capacity for dramatic transformation and to find the next step and start taking it. Stop waiting and let your future 90-year-old self be your motivation.

DM me “DPC” on Instagram and I’ll send you my Dr. Una companion workbook + the 5-Day DPC Confidence Course: short, residency-friendly emails with concrete daily actions to move you toward opening.

Guest links:

Website: https://entremd.com/

IG: https://www.instagram.com/entremds/

YouTube: https://www.youtube.com/c/DrUnachukwu

LinkedIn: https://www.linkedin.com/in/druna/