The Pre-Launch Financial Playbook For Direct Primary Care Clinics with Dan Luna

Send us Fan MailMost people start a direct primary care practice because they want better medicine and more time with patients, but the part that quietly decides whether the clinic survives is the financial foundation. I sit down with Dan Luna, a bookkeeper who works inside the DPC world, to talk through the unglamorous basics that keep a membership-based clinic alive: planning for the income gap, building a simple cash-flow buffer, and understanding what your fixed costs really are when you finally open the doors.We also zoom out to the business setup decisions that confuse almost every first-time owner. Dan explains how to think about an LLC versus an S-Corp election, why liability and tax treatment drive the choice, and when it’s smart to bring in a CPA so your accounting system is built correctly from day one. Then we get tactical about bookkeeping, what it is and what it isn’t, and the real-world signal that it’s time to stop doing it yourself. His “queen bee” analogy is a reset for overwhelmed clinic owners: your highest-value job is caring for patients and growing a sustainable panel, not reconciling transactions at night.Finally, we talk tools and pricing. QuickBooks is still everywhere, but AI accounting software is changing the landscape, and the right support matters more than the logo on your ledger. We also tackle the fear behind undercharging in direct primary care, how pricing connects to burnout, and why charging enough to fund support and systems is part of delivering great care. Subscribe for the next part of the series, share this with a DPC owner who needs a financial reset, and leave a review with your biggest question about pricing or startup cash flow.Thank you for joining us today!Be sure to follow and share, and leave a review!If you have questions, comments or want to be part of our community, follow us on Facebook at The DPC NP!