Our Mission

We are committed to supporting medical practices by offering customized financial systems that deliver clarity, save time, and empower growth. By focusing exclusively on healthcare providers, we’ve developed the expertise needed to guide practices toward financial simplicity and sustainability. Whether you’re managing a thriving DPC practice, transitioning to a membership model, or seeking to improve your financial operations, our collaborative and client-focused approach ensures that your practice is in expert hands.

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Daniel Luna, our founder, brought a unique perspective to the table. After joining the U.S. Army in 2001 and serving as a medic, Daniel developed a deep respect for the medical field and the dedication it takes to care for others. Later, inspired by his father’s passion for efficient systems and his mother’s encouragement of independence, Daniel pursued accounting and began a bookkeeping career. Over 15 years of freelance bookkeeping experience shaped Daniel’s expertise, but it wasn’t until the COVID-19 pandemic that he realized it was time to fully dedicate his energy to offering healthcare-specific financial solutions.