Our Services
Bookkeeping for Optometry specializes in serving the unique needs of eye care business owners. In addition to offering several standard packages, we are also happy to customize our packages to your needs. Schedule a discovery call to get a customized quote today!
Essential Focus
Starting at $400 per month. Price is dependent on volume of transactions and number of accounts. Please book call for pricing.
Monthly Categorization
Receipt Management Software
Basic Monthly Reports
Quarterly Financials at a Glance Snapshot
End-of-Year Package (for your tax preparer)
Foundational Frame
Starting at $625 per month. Price is dependent on volume of transactions and number of accounts. Please book call for pricing.
Monthly Categorization
Receipt Management Software
Intermediate Monthly Reports
Monthly Financials at a Glance Snapshot
Personalized Expense Benchmarks
Monthly 5 Minute Financials Video
Quarterly Progress Meeting
Reports by the 15th-18th
End-of-Year Package (for your tax preparer)
Premier Plus
Starting at $900 per month. Price is dependent on volume of transactions and number of accounts. Please book call for pricing.
Bi-Weekly Categorization
Receipt Management Software
Advanced Monthly Reports
Monthly Financials at a Glance Snapshot
Personalized Expense Benchmarks
Personalized KPI Tracking
Monthly Progress Meeting
Reports by the 10th-13th
End-of-Year Package (for your tax preparer)
Additional Services
Payroll Support with Gusto
Accounts Payable
Accounts Receivable
Profitability Analysis
Annual Budget
Monthly Budget vs. Actuals
Historical Clean-Up
Accounting Software Set-Up
Service Definitions
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We meticulously categorize all your transactions, ensuring accuracy for a comprehensive financial understanding tailored to your optometry business.
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Effortlessly manage your receipts and invoices using HubDoc, where we organize and store your documents for seamless, paperless bookkeeping.
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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.
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A monthly concise, easy-to-read financial summary highlighting key metrics, so you can quickly understand your practice’s overall health.
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We develop tailored expense benchmarks specific to your optometry practice, helping you manage costs efficiently and improve profitability.
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A quick, digestible video walkthrough of your monthly financials, breaking down the numbers in simple terms for better understanding.
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We identify and track custom Key Performance Indicators (KPIs) relevant to your business, offering insights to optimize your financial strategy.
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A strategic meeting to review your financial progress, discuss any red flags, and adjust your goals as needed to keep your practice on track.
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A comprehensive year-end package prepared for your tax professional, including reconciled financial statements and key documentation to streamline tax filing.
