Dr. N. Goodman

Episode 20 - Is Your DPC Practice Failing? Why Your Accountant Might Be Wrong

DPC| Primary Care| DPC Podcast
January 26, 2026•1 min read

Stop feeling like doing your QuickBooks every weekend is like pulling teeth. In this episode, we sit down with Nate Goodman, a CPA based in Black Mountain, NC who has dedicated his practice to supporting the Direct Primary Care (DPC) movement. As a DPC patient himself who requires his own staff to have memberships, Nate brings a unique perspective on the intersection of healthcare and finance. We explore how his firm helps doctors move past the stress of business ownership to find true profitability and sustainability.


Who Is This For?

  • Doctors who want to stop "pulling teeth" with their bookkeeping and get back to patient care.

  • Future DPC owners looking for a financial "Launchpad" to start their practice on solid ground.

  • Established practices ready to scale using data-driven weekly scorecards and long-term vision


Key Lessons

  • Start Early: Begin your accounting relationship six months before opening your doors.

  • Focus on Data: Understanding your numbers can reveal hidden profits, like one doctor's $80,000 first-year win.

  • Choose Specialized Vendors: Work with partners who are actively investing in and believe in the DPC industry.

  • Establish Rhythms: Use weekly scorecards to track non-financial metrics like leads and patient count.

  • Set a Life Vision: Plan your practice around the life you want ten years from now.


Running a business shouldn't feel like a "dark hole." With the right financial partner, you can stop stressing about the numbers and get back to the medicine you love.


Guest Links & Resources

Website: goodmancpa.com or goodmancpa.llc

Email: [email protected] or [email protected]

Recommended Resource: Traction by Gino Wickman (Scorecard Concept)


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Visit: harmonyopshealth.com/home

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Dr. Gonzalez was born in NYC, but grew up in Virginia. She graduated from the University of Virginia and Eastern Virginia Medical School before completing her Family Medicine residency and Geriatrics Fellowship in 2002 at USC in Columbia, SC. She worked in Morganton, NC for 5 years at Burke Primary Care. After that, she headed the Primary Care Department at A Woman's View for 13 years and taught part time at the Geriatrics Fellowship in Morganton. She appreciates the privilege of working with her patients to improve their health, independence, and quality of life. She is Board Certified in Family Medicine and has a Certificate of Added Qualification in Geriatrics.

Anne Gonzalez

Dr. Gonzalez was born in NYC, but grew up in Virginia. She graduated from the University of Virginia and Eastern Virginia Medical School before completing her Family Medicine residency and Geriatrics Fellowship in 2002 at USC in Columbia, SC. She worked in Morganton, NC for 5 years at Burke Primary Care. After that, she headed the Primary Care Department at A Woman's View for 13 years and taught part time at the Geriatrics Fellowship in Morganton. She appreciates the privilege of working with her patients to improve their health, independence, and quality of life. She is Board Certified in Family Medicine and has a Certificate of Added Qualification in Geriatrics.

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