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Services designed for direct primary care physicians

Our tiered service packages are designed to meet you where you are, whether you need basic bookkeeping, detailed financial oversight, or a strategic partner to help you and your practice thrive. 

1 

Resident Package - Starting at $275/month

Ideal for practices needed essential financial organization and tracking.  

Includes:

  • Accurate monthly bookkeeping

  • Bank and credit card reconciliation

  • Basic financial reporting

  • Secure digital document storage

  • Quickbooks Online setup and management

2

Attending Package - Starting at $875/month

Perfect for growing practices seeking financial insights and operational control.

Includes:

  • Everything in the Resident Package

  • Monthly financial analysis and reporting

  • Budget creation and tracking

  • Customized financial dashboards

  • Expense management and efficiency reviews

3

Chief Medical Officer Package - Starting at $1975/month

The ultimate solution for practices needing strategic financial leadership.

Includes:

  • Everything in the Attending Package

  • Cash flow analysis and forecasting

  • Strategic financial planning

  • Monthly goal-setting sessions

  • Personalized financial strategies for practice growth

  • Trusted CFO-level advisory services

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