In this episode of the DPC Pediatricians Podcast, Phil and Marina are joined by Nate Goodman, CPA, for a practical conversation about accounting and tax strategy for practice owners. Nate shares his journey into accounting and explains why many small business owners feel frustrated despite “having an accountant.”

Together, they break down the differences between bookkeepers, accountants, and tax advisors, highlighting why true tax advising should be proactive and ongoing—not just a once-a-year tax filing. Nate emphasizes the value of regular check-ins, understanding your financial systems, and using the tax code strategically to improve your practice’s financial position. This episode is packed with clear, actionable insights to help DPC pediatricians take control of their finances and make more informed decisions year-round.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit dpcpediatricians.substack.com