Is Your DPC Practice Failing? Why Your Accountant Might Be Wrong

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: [e-mail]

• 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