Service Definitions

We meticulously categorize all your transactions, ensuring accuracy for a comprehensive financial understanding tailored to your optometry business.

Effortlessly manage your receipts and invoices using HubDoc, where we organize and store your documents for seamless, paperless bookkeeping.

 Monthly financial reports that increase in depth as needed. Basic reports offer a clear overview of revenue and expenses, Intermediate reports provide additional insights into financial trends and variances, while Advanced reports deliver a comprehensive breakdown, including custom analysis and strategic recommendations to optimize your practice’s financial health.

A monthly concise, easy-to-read financial summary highlighting key metrics, so you can quickly understand your practice’s overall health.

We develop tailored expense benchmarks specific to your optometry practice, helping you manage costs efficiently and improve profitability.

A quick, digestible video walkthrough of your monthly financials, breaking down the numbers in simple terms for better understanding.

We identify and track custom Key Performance Indicators (KPIs) relevant to your business, offering insights to optimize your financial strategy.

A strategic meeting to review your financial progress, discuss any red flags, and adjust your goals as needed to keep your practice on track.

A comprehensive year-end package prepared for your tax professional, including reconciled financial statements and key documentation to streamline tax filing.