Run your business with better insights.
Get clean books, payroll management, and decision-ready insights.
Get clean, accurate financials and meaningful metrics to make decisions for your business.
We maintain your books.
We keep your books organized with a chart of accounts built for optometry, tracking expenses across 7 key categories. You’ll get timely P&L statements, balance sheets, and cash flows each month — plus any cleanup or prior-year reconciliation you need.
We handle your payroll operations.
We handle payroll operations – adding and removing staff, correct withholding, splitting wages for OD vs. non-OD staff, benefits, and resolve any payroll issues.
We deliver actionable insights.
Using your QuickBooks data and submitted OD hours and exam slots, we automatically benchmark your practice against peers. Compare overhead, profitability, productivity, space use, staffing, cash reserves, and more — all through actionable dashboards that show where you excel and where you can improve.
Why choose us?
Unlike more generalized bookkeeping firms or CPAs, we understand the specifics of your optical operations, exam volumes, staff mix, and overhead drivers. We don’t just deliver statements – we layer in benchmarking, identify trends, and help you set targets to improve your performance. You get a dedicated account manager backed by a skilled team so there’s no gaps in service, and we’ll prepare your books so that your CPA can hit the ground running during tax season.
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