Helping Optometrists, ophthalmologists, and eye care industry professionals get 20/20 vision on their company financials since 2017.
Bookkeeping for Optometrists was founded by Amanda Collaso, an experienced bookkeeping professional who spent 14 years working at an optometry practice. There, she realized how much work goes into managing the core accounting functions of an optometric practice and how many doctors were missing out on key strategies for growth simply because they didn’t have time to manage their books.
Bookkeeping for Optometry knows that your growth strategies are only as good as your financial data. When your books aren’t maintained, you’re not able to make solid decisions that help grow your optometry practice because you don’t have a clear vision of where your practice stands and where you are headed.
We exist to help make that vision clearer by giving you clean and easy-to-read financials alongside advanced financial advisory support. Together, we help fundamentally transform how your optometry practice does business.
Instead of scrambling at tax season and feeling uncertain about your finances, you’ll finally feel confident about your practice’s financial standing and have the tools you need to maximize your bottom line.
Meet Our Team
Hi, I’m Amanda Collaso ! I am experienced bookkeeping professional who spent more than 14 years working for an optometry practice and the owner of Bookkeeping for Optometry. I specialize in managing QuickBooks for Optometry practices, providing tailored insights into practice finances, and advising my clients on key business decisions. I am passionate about working with ODs because I know how dedicated they are to their clients and staff. My ultimate goal is to make bookkeeping easy and stress free for optometrists while also helping them to prioritize their growth.
Hi! I’m JoLynne Kohl and I’m thrilled to be joining the Bookkeeping for Optometry team as the Director of Operations and Client Success. With over 15 years of experience focused on client relationships and operational excellence, I’m excited to bring my passion for service and process improvement. My priorities are simple – to foster an environment where teams can collaborate seamlessly, to optimize systems and workflows for efficiency, and most importantly, to ensure clients feel completely supported each step of the way. When I’m not working, you’ll likely find me enjoying downtime at home with my family, dogs, and chickens. I’m so grateful to be a part of this amazing team!
Frequently Asked Questions
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.
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.
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!
We are there with you through the whole thing! It starts with a meeting to discover what your practice’s needs are. After you have decided to work with us, we start gathering all of the information from you we need and schedule a kickoff with you to discuss anything you need help with and give you a run-down on how things look month-to-month. Then, we get started! Whether it’s a setup, clean-up, or ongoing services, we are always there to answer any questions you may have. We value our relationships with our clients!
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.
Our Certifications
