Eyes on Profits

Have you tried generic financial tools with no success? They lack industry-specific insight. Download  the spreadsheet we use to help our clients know their finances and make informed decisions. Start using our  Eyes on Profits Spreadsheet and mini course now to step up your businesses profits!

Eyes on Profits empowers eye care professionals with the tools to manage finances confidently. Streamline your bookkeeping, set industry benchmarks, and track profitability using our specialized Chart of Accounts and custom spreadsheet. Gain control, clarity, and make profit-driven decisions for your business.

What you’ll get

  • Customized Chart of Accounts

    Get a clear structure for organizing your business finances, tailored specifically for eye care.

  • Industry Benchmark Guidelines

    Learn how to set and track essential financial benchmarks to improve profitability.

  • Step-by-Step Video Tutorial

    Easy-to-follow guide on everything from organizing your COA, setting benchmark expense goals, & a tour of the spreadsheet.

  • Financial Clarity

    Gain a clear understanding of your business’s finances with organized accounts, tailored benchmarks, and an easy to interpret spreadsheet.

  • Strategic Profit Growth

    Learn to set, track, and achieve financial goals, helping you make data-driven decisions to boost profitability.

  • Confidence in Decision-Making

    Empower yourself to manage finances effectively, allowing you to make informed, strategic choices for your business’s future.

What’s inside

Chart of Accounts

A tailored structure to organize every transaction in your business. You’ll learn to categorize assets, liabilities, income, and expenses, providing clarity and efficiency for easy tracking.

Industry Benchmarks

Set specific benchmarks for eye care, such as occupancy costs and staffing. We’ll show you how to customize these benchmarks to align with your goals and drive profit.

Benchmark Tracking Spreadsheet

A tour of your new comprehensive spreadsheet is your all-in-one financial tool, designed to simplify tracking income, expenses, and key metrics. It’s structured for ease of use, giving you a full financial overview at a glance.

Limited Time Discount (from $67)

Limited Time Discount (from $67)

Eye on Profits
$37.00
One time

Eyes on Profits empowers eye care professionals with the tools to manage finances confidently. Streamline your bookkeeping, set industry benchmarks, and track profitability using our specialized Chart of Accounts and custom spreadsheet. Gain control, clarity, and make profit-driven decisions for your business.


✓ Eye Care Specific Chart of Accounts
✓ Unlimited Lifetime Access
✓ Bookkeeping for Optometry's Proprietary Spreadsheet
✓ How to Set Up Benchmark Goals
✓ Typical Industry Benchmarks

✺ FAQ ✺

  • Eyes on Profits is crafted for eye care professionals aiming to streamline and master their finances to enhance their profitability. This course is tailored to the unique financial landscape of the eye care sector, addressing the needs of optometrists, ophthalmologists, 1099 contract doctors, coaches, opticians, and more. Whether you manage your bookkeeping in-house or through outsourcing, this mini course will equip you with the essential financial insights to drive growth and positively impact your business.

  • With Eyes on Profits, you’ll gain a solid understanding of how to set up and manage a tailored Chart of Accounts for different niches within the eye care industry. You’ll also learn how to effectively use our proprietary spreadsheet to track essential financial data and interpret the results. The ultimate goal is to help you make informed financial decisions and identify opportunities to boost profitability in your business.

  • With Eyes on Profits, you’ll gain a solid understanding of how to set up and manage a tailored Chart of Accounts for different niches within the eye care industry. You’ll also learn how to effectively use our proprietary spreadsheet to track essential financial data and interpret the results. The ultimate goal is to help you make informed financial decisions and identify opportunities to boost profitability in your business.

  • Inside you will find the link to both a Google Sheets download and a Microsoft Excel download. Simply make a copy of either and get started.

  • To make the most out of the Eyes on Profits tracker, keep these essentials handy:

    1. Revenue Streams: Have a breakdown of where your income is coming from, whether it’s patient services, consultations, or product sales.

    2. Expense Categories: Identify your regular business costs—like software, office supplies, staff payments, or equipment purchases.

    3. Recent Transactions: Gather up-to-date financial records, such as bank statements or invoices, to start tracking with accuracy.

    4. Financial Targets: If you have specific income or profit goals, set them up in the tracker to help keep your business financially focused and on course!

  • Absolutely! The Eyes on Profits tracker perfectly complements your bookkeeper’s work. While your bookkeeper manages the detailed financials, this tool gives you hands-on control and insight into your daily income and expenses. It empowers you to make real-time decisions, track business-specific goals, and maintain a clear view of your financial health between meetings. Plus, it’s designed to present the numbers in a straightforward, visual way—no need to wade through complex reports.