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Elevating your tax & financial position

10/27/2026

Saturday I was in Fort Mill for the Carolinas DPC Summit, in a room full of practice owners who gave up a fall weekend to work on their businesses.

Both ends of the journey were at those tables. Some owners are still pricing a membership they haven't sold yet. Others have a full panel and are deciding whether the next hire pays for itself.

Thank you to Anne Gonzalez and the summit team for having me, and to everyone who stopped me afterward with a question. If we didn't get to finish that conversation, send me a message this week and we'll pick it back up.

10/12/2026

Is your marketing paying for itself?

This Thursday, Oct 15, 12:00–12:45 PM ET, Stephani McGirr of Amplify DPC and Nate Goodman, CPA put the marketing side and the finance side of a Direct Care practice in the same room.

We'll walk through:
→ what a new member costs to bring in
→ how many months until that member pays it back
→ how to tell which channels to keep and which to rethink

Free, 45 minutes. Everyone who registers gets the Direct Care Marketing Scorecard as a download, to fill in for your own practice.

Register: https://hubs.ly/Q04yLfQZ0

10/07/2026

7 tax strategies, written for a membership practice.

Our new e-book, 7 Tax Strategies for Direct Care Practice Owners (Direct Care Edition, 2026), takes the strategies we use most with DPC owners and puts the Direct Care angle on each one.

The seven:
1. Reasonable salary and distributions in an S-corp
2. Accountable plan reimbursements
3. Retirement deferrals and plan design
4. The Augusta Rule
5. Hiring your kids
6. The 2026 DPC + HSA change, and what it means for your membership tiers
7. Equipment placed in service

Plain language, real 2026 limits, written for the owner running the practice, not the accountant reading the return.

Free download: https://hubs.ly/Q04yLfPk0

10/05/2026

The 7 numbers worth 20 minutes a month.

Not more reports. The right seven, and a simple monthly rhythm for reading them.

Our October Deep Dive inside the DPC Circle: Financial Dashboard — The 7 Numbers You Should Review Every Month. Live with Nate Goodman, CPA, Wednesday, Oct 14, 12:00 PM ET.

What you'll leave with:
→ the numbers that actually drive decisions in a membership practice
→ how to read them early, while there's still room to act
→ a 20-minute monthly review you can run yourself

DPC Circle membership is $10/month and includes every monthly Deep Dive. Goodman CPA clients already have access.

Join here and you'll land right on the session: https://hubs.ly/Q04yLfpf0

09/22/2026

"$24,000-plus back, and finally an accountant who speaks Direct Care."

That's Dr. Jamie Eller of Healthy Self DPC, and it's his own accounting rather than ours — which is exactly why we like quoting it. He knows what the planning was worth to his practice better than any summary we could write.

What sits underneath a number like that is rarely one clever move. It's a plan built before the year closes instead of reconstructed after it, so nothing is a surprise in April and the cash stays where it can do some work.

If you'd like to see what that looks like for your practice, book a free tax strategy session → https://hubs.ly/Q04vn9cB0

09/17/2026

Next month inside the DPC Circle: the seven numbers to review every month. Wednesday Oct 14.

If you've ever closed a month, looked at the P&L, and thought "fine, but what do I do with this" — that's the session. We pick the handful of numbers that actually drive a decision and leave the rest alone.

The Circle is $10/mo, free if you're already a client: https://hubs.ly/Q04vjs9S0

09/15/2026

"Am I ready to hire?" feels like a gut call. It isn't. It's five numbers.

1. Hire at about 600 patients. At 600 you have enough panel to fund the hire on day one — transferring roughly 120 patients moves about ten thousand a month of existing revenue to the new provider. You're not betting on future growth to cover the salary.
2. The real cost is about 1.4x base in year one. Employer taxes, benefits, bonus, and the onboarding ramp. It steps down after year one.
3. Three months of that loaded number in its own named bucket before you post the job.
4. The ramp gap runs four to six months — the stretch between when you start paying someone and when their panel covers them plus overhead.
5. Margin dips in month three, and that's the shape of the curve, not a mistake.

https://hubs.ly/Q04vjs2s0

09/11/2026

We closed out Demo Days with Hint on a specific promise: this one is about the chart.

Not memberships, not billing, not the marketplace — we covered that ground in August. Tuesday is the EMR itself. Documenting a visit. Ordering a lab. Sending a script. What it actually feels like to get through a full clinic day inside it, and where the AI tooling takes work off your plate.

Then the CFO read, same as every session: the all-in monthly number, what it lets you consolidate, and the panel size where the net is covered.

Tuesday Sep 15, 12:00 PM ET · about 45 minutes · free · recorded, replay sent.

Register: https://hubs.ly/Q04vnpRL0

09/04/2026

Next up in Demo Days: the lean end of the stack.

Akute Health is a modern all-in-one EHR built for independent, cash-based practices — one system instead of four, which is exactly the kind of platform where the cancel column does real work. Sharud Agarwal, Founder & CEO, is demoing it live.

We'll look at the chart and the day-to-day workflow, then run the numbers: monthly base, what an all-in-one lets you retire, and the panel size where the net cost is covered.

Tuesday Sep 8, 12:00 PM ET · about 45 minutes · free · recorded, replay sent to everyone registered.

Register: https://hubs.ly/Q04vjhQG0

09/03/2026

The invoice is one line. The cost has six.

New on the blog: base subscription, per-provider fees, per-patient fees, payment processing, staff time inside the workflow, and the bookkeeping cost of a stack that doesn't map cleanly into your books. Read together, those six lines tell you something the invoice can't.

Two ideas from it that change how a software decision feels. The cancel column: a $400/mo platform that retires $250/mo of point solutions costs $150/mo — that's the number that belongs in the decision, not the sticker price. And payback in panel terms: run it with your own average membership, and "eleven members" becomes a decision you can make where "$900 a month" was just an anxiety.

There's a one-page stack ledger in the post you can fill in for your own practice in about twenty minutes.

https://hubs.ly/Q04vjj3c0

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Black Mountain, NC
28711

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18286694747

Website

https://goodmancpa.llc/

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