Clear vision, clear books. Bookkeeping tailored for optometry success!
Too many eye care professionals settle for generic bookkeeping, missing the insights in their business.
Want to Grow Your Optometry Practice?
Managing staff, caring for patients, and running a business all at the same time means juggling a lot at once. We help you optimize your optometry business management by giving you clear and actionable financials that enable you to focus on growth.
Need Support with HIPAA Compliant Bookkeeping?
We know that eye care industry professionals face a real challenge when it comes to maintaining HIPAA compliance in their bookkeeping process. We help you set up a bookkeeping system that does not require you to share any client data with us or with your accounting software. This gives you the ability to unlock the power of QuickBooks Online while protecting your patients’ privacy.
Looking for an Optometry Bookkeeper Who Gets You?
Our team has 15+ years of experience in the eye care industry and understands exactly what optometric practices need to succeed. We’re up to date with the latest optometry practice tech and can help you develop a bookkeeping process unique to your practice’s needs.
You help your patients see more clearly.
Let us do the same for you!
We're proud to provide our doctors with 20/20 financials.
Bookkeeping for Optometry was founded with a central goal in mind: to make bookkeeping for ophthalmologists, optometrists, and other eye care industry professionals not only easy but useful.
We believe that bookkeeping shouldn’t just be about compliance and taxes. It should be about using your financial data to actually take your optometric practice to the next level.
This is why we provide our clients with a monthly proprietary snapshot of your finances that tracks your own personalized goals.
Our doctors are ambitious, and so are we. We provide a clear vision of your practice’s finances. Then, we use that information to help you develop key strategies for growing your optometry practice faster and more efficiently.
Want to know how it works? Schedule a free discovery call today!
Hi, I’m Amanda!
I started Bookkeeping for Optometry after 14 years working at a local optometric practice. Through networking with other professionals in the industry, I realized that there were so many eye care professionals who were struggling to manage their bookkeeping and missing out on key opportunities simply because they didn’t have time to manage their books.
I believe that every ECP deserves a dedicated financial professional who can help them maintain total compliance with their bookkeeping but also strategize the next steps for expansion and growth. When I work with an optometrist or a practice, I become a partner who they can trust and rely on to help lead them to success.
Together, we’ll optimize your process, provide a clear vision of your financial situation, and work toward the goals you have for your eye care business.
WHY
WORK
WITH
US
We’re Optometry Bookkeeping Experts
We specialize in optometry bookkeeping, using over 15 years of experience to support your financial success. Our team handles insurance reimbursements, patient billing, and optical sales, keeping your books accurate and aligned with benchmarks. We free up your time so you can focus on patient care, while our proactive approach helps you make confident, profit-boosting decisions. Plus, we communicate clearly, so you always know where your business stands.
We Make Make Your Finances Effortless
Our Monthly Snapshot provides a quick, at-a-glance view of your financial health, making it easy to understand your numbers fast. We simplify your data into clear insights, so you can make confident decisions and get back to patient care.
Personalized Packages for Your Unique Business
We offer personalized bookkeeping packages because we understand that no two eye care businesses are the same. Your financial needs are unique, and you deserve tailored solutions that align with your specific goals. By customizing our services, we ensure your expense tracking and income strategies are optimized, giving you the precise financial care you need to thrive.
Kind words from our clients.
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Our monthly bookkeeping services for optometry provide comprehensive financial management, including accurate income and expense tracking, account reconciliation, and detailed financial reports. We monitor expense-to-income percentages to help your practice stay within financial benchmarks, offering proactive budgeting and tailored strategic support. With our expertise, you can focus on patient care while we handle the numbers.
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Our accounting software setup service ensures your business’s financial foundation is built right from the start. We customize QuickBooks Online to suit your optometry business needs, organizing your chart of accounts, integrating financial tools, and optimizing settings for efficient bookkeeping and reporting. This setup makes managing your business’s finances seamless and straightforward.
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Our historical cleanup service is designed to get your optometry business’s financial records in order. We thoroughly review and organize past transactions, reconcile bank and credit card accounts, and correct any discrepancies to ensure your books are accurate and up to date. This service provides a clean financial slate, setting you up for smooth, worry-free bookkeeping moving forward.
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Our monthly meetings offer personalized financial review sessions for your optometry business. We go over key reports, discuss financial trends, address any concerns, and provide strategic guidance to keep your business aligned with its goals. This ensures you’re informed, confident, and ready to make sound financial decisions every month.
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Our payroll support service, powered by Gusto, simplifies payroll management for your optometry business. We handle payroll processing, tax compliance, and employee benefits administration, ensuring timely and accurate payments. By leveraging Gusto, we make payroll effortless and stress-free, giving you more time to focus on growing your business.
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Our diagnostic review service offers a comprehensive financial health check for your optometry business. We dive into your books to identify any discrepancies, inefficiencies, or areas of concern, and then provide actionable recommendations for improvement. This service ensures your financial systems are optimized and set up for long-term success.
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Our “At a Glance” financial snapshot provides a clear, easy-to-understand overview of your optometry business’s key financial metrics. It highlights crucial information like revenue, expenses, profit margins, and cash flow trends, giving you a quick and comprehensive understanding of your financial health. With this snapshot, you’ll have the insights you need to make informed business decisions at a moment’s notice.
Bookkeeping Services for Optometrists, Ophthalmologists, & All Eye Care Professionals
SERVICE DEFINITIONS
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We do not file taxes for our clients, but we do make tax season a breeze! By providing complete end-of-year financials to our clients’ tax professionals, we help ODs avoid costly clean up fees at tax time and streamline the filing process. The best part? We’ll work directly with your tax preparer, CPA, or accountant so that you never have to be the middleman.
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You can be as hands-on or hands-off as you choose! Our monthly bookkeeping packages come with periodic check-in calls to go over your finances, but you can opt for a video review if that works better for you. We are always here to answer questions when you have them, whether you have time to commit to a monthly meeting or not.
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After your clean up or onboarding, the only thing we ask is that you provide monthly and quarterly bank statements. Aside from that, we might ask you an occasional clarifying question, but it won’t take much effort on your part. We want to free up as much of your time as possible so that you can reach your goals!
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Benchmarks play a crucial role in your business, offering a standard for measuring performance and progress. By closely monitoring key metrics against optometric industry standards, we provide valuable insights into your financial performance and operational efficiency. Our comprehensive approach allows us to identify areas for improvement, optimize resource allocation, and guide your practice with informed decisions to drive sustainable growth and profitability.