Primary Care Financial
We help health & wellness business owners get stress-free bookkeeping and actionable financial advice so they can focus on growing their practice.
📍 Works with clients across the U.S.
5.0
Average rating
7
Client Reviews
$500 - $2,500
Monthly Fixed Fee
What Our Clients Say
5.0
7 Client Reviews
Mallory Kuhn
August 26, 2025
Current client since 2025
5.0
Reason for working with Primary Care Financial
Steve is personable, knowledgeable, and offers packages with consistent pricing that make it easy for me to budget for my bookkeeping and accounting costs as a small business owner.
Experience working with Primary Care Financial
Steve at Primary Care Financial is a knowledgeable, helpful CPA who is easy to work with! With his help, I was able to get my small business bookkeeping and tax payment structure set up without the headaches of trying to learn how to do it alone. I love how PCF charges a flat monthly rate instead of by the hour, meaning I never have to bite my nails wondering how much I'll be charged if I have a few extra questions one month.
I strongly recommend Steve and Primary Care Financial for any solopreneurs or small to mid-sized businesses who want to take the stress out of bookkeeping and tax prep for their business.
I strongly recommend Steve and Primary Care Financial for any solopreneurs or small to mid-sized businesses who want to take the stress out of bookkeeping and tax prep for their business.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Dylan Hughes
August 26, 2025
Current client since 2024
5.0
Reason for working with Primary Care Financial
Price, responsiveness, knowledge
Experience working with Primary Care Financial
Steve is an extremely knowledgeable accounting professional. Steve is the bookkeeper for multiple clients of mine and has performed accounting miracles with getting their data cleaned up and ready for tax time. He is dedicated to performing timely and reliable services to his clients and I have never met someone more personable in the accounting industry. I highly recommend Steve for any bookkeeping and financial advisory related services.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$500,000
Minimum Annual Income
$100,000
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Cash Flow Management
✔ Payroll Services
✔ Advisory Services
✔ Bookkeeping
Our Ideal Client Profile
Our ideal clients are service-based health & wellness businesses that are making between $500k - $2M in yearly revenue. They are typically founders/owners with small teams (1-10 employees), and they are growth-minded with a desire to scale their business. Our ideal clients are tech-comfortable and enjoy cloud-based solutions. Our ideal clients also are seeking a collaborative financial partner who adds value to their business. They value the expertise of a CPA.
How We Work
1
Free 15-Minute Q&A Call
2
Questionnaire & Documentation Request
3
Discovery Call
If proceeding with services, an engagement letter will be signed at this point and pricing will be agreed upon.
4
Work Begins!
Behind The Scenes At Primary Care Financial
Primary Care Financial Logo
Meet Steve!
Transparent Pricing
Monthly Bookkeeping
$500 - $2,500 Monthly Fixed Fee
Are your books messier than you would like? Is tax time a scramble each year? Take the stress and worry away with a monthly bookkeeping plan!
Bookkeeping Cleanup
$1,500 - $10,000 Project-Based Fee
Months or years behind on your books? We offer bookkeeping cleanups to get you caught back up so that you can focus on growing your business!
Fractional CFO Advisory
$2,500 - $7,500 Monthly Fixed Fee
Looking to grow your business? Get CFO-level insights at a much lower cost than a full-time hire.
Primary Care Financial's Tech Stack
About Primary Care Financial
At Primary Care Financial, we specialize in helping health & wellness business owners take control of their finances with clear, reliable bookkeeping and strategic advisory services. From fitness studios and wellness coaches to med spas and therapy practices, we understand the unique challenges health & wellness professionals face — irregular revenue, high overhead costs, and the constant juggle of running both the business and client care.
Our goal is to give you clarity and peace of mind around your numbers, freeing you to focus on serving your clients and growing your practice.
Whether you need clean, accurate books or higher-level financial guidance, Primary Care Financial delivers a boutique, hands-on experience with the professionalism of a CPA and the accessibility of a trusted advisor.
Our goal is to give you clarity and peace of mind around your numbers, freeing you to focus on serving your clients and growing your practice.
Whether you need clean, accurate books or higher-level financial guidance, Primary Care Financial delivers a boutique, hands-on experience with the professionalism of a CPA and the accessibility of a trusted advisor.
Book a Free 15-Minute Q&A Call Today to Learn More!
We offer a free 15-minute Q&A call to answer any questions you may have about working together. If it feels like a great fit, we will then request additional information and engage in a 1-hour discovery call to explore further.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
