Basic Information
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Company
DPC Bookkeeper -
Phone
8662512345 -
Email
Daniel@DPCBookkeeper.com -
Website
dpcbookkeeper.com -
Describe How You Would Like To Be Introduced Via Email
Allow me to introduce Dan Luna, the passionate founder of DPCBookkeeper.com! He’s dedicated to offering tailored bookkeeping and tax services specifically for Direct Primary Care clinics and small healthcare practices. Dan combines technical skill with a heartfelt understanding of medical providers' challenges, like managing cash flow, scaling practices, or streamlining admin. Friendly and committed, he’s dedicated to helping providers gain clear financial insights to focus on patient care. He's a helpful resource. Reach him at Daniel@DPCBookkeeper.com. -
What is your "why"? Why do you do what you do?
I empower clinicians so they have more time, energy, and clarity to live their purpose. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you feel confident you always know where your practice stands financially? If they hesitate, they're probably struggling.
How much time do you or your staff spend every week trying to keep up with bookkeeping and paperwork? If they're bleeding time on admin, it's affecting pt care.
Have you outgrown your current bookkeeper or software, or do you feel like you’ve hit a wall with what it can do for your practice? Their current setup may be hindering their goals, whether it's to work fewer hours and spend more time with their family, take a real vacation, or prepare their practice for sale.
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Unique Selling Proposition
We’re the only bookkeeping service explicitly built for Direct Primary Care practices. We streamline your finances, clarify your cash flow, and provide you with systems that scale with your patient panel. Clinicians want forward-looking clarity; we provide this. -
About me
My mission is simple: to give health care providers back their time and peace of mind. -
Profession
Bookkeeper -
Title
Founder
Contact Information
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City / Town
Austin -
State
Texas -
Country
United States -
Special offers to the group
For NIA members, my Free Financial Systems Check-Up. This is a 20-minute review of your bookkeeping and financial systems. I’ll look at how your books are set up, how you’re tracking money in and out, and where leaks or inefficiencies might be hiding. What you’ll get: One or two quick wins to improve cash flow, reduce waste, or save time. A short written summary of my findings. I keep it simple, actionable, no jargon. Peace of mind that your financial foundation is solid (or clarity on where it’s not). Why it matters: Every business leaks money somewhere. A fresh set of expert eyes can usually find at least one small change that pays off quickly. Exclusively for members of this networking group, this check-up is free. Normally I charge for this type of review, but here it’s my way of showing gratitude for being part of this community. -
Google Business Review URL
https://nia.bz/4610lJY -
LinkedIn Profile
https://www.linkedin.com/in/daniel-luna-bookkeeper/
Education
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College / University
California State University Northridge (CSUN)