Turn financials into actionable insights.
Get clean books, time back, peer benchmarks, and optometry-specific financial support in one place. IDOC Books & Benchmarks is built for optometry, so your numbers reflect how successful optical practices actually run, helping you make clearer decisions and giving your CPA cleaner financials to work from.
200+
Peer practices
up to $24K
Savings vs. competitors
Up to $8,145
From IDOC Rewards
Featured
In 20/20 MONEY: The Business of Optometry
Get clean, accurate financials and meaningful metrics to make decisions for your business.
Details
Practice owners and office managers want financials they can trust. Get accurate, timely, and meaningful numbers that create peace of mind and support real business decisions. Your books are handled by certified accountants, not just data-entry staff. Includes monthly P&L and balance sheet reporting, cash flow visibility, reconciliations, and an optometry-specific chart of accounts.
What you get
Get optometry-specific financial support in one place: bookkeeping, benchmarks, payroll, optical financial consulting, and bill pay built around how optical practices actually operate. Your books stay cleaner, your key financials are easier to understand, and your practice gets better visibility into labor, overhead, cash flow, and peer performance. No long-term commitment, cancel anytime, and IDOC Essential members receive discounted pricing.
Why practices choose us
You don’t have to replace your CPA, and we work closely with CFPs to help you get better financial clarity. IDOC Books & Benchmarks keeps your books timely and your balance sheet and cash flow cleaner, so your existing advisors can work faster and more effectively. And because we specialize in optometry, you get optical-focused business intelligence and peer benchmarking you won’t find with a generalist bookkeeper or accounting firm.
Core services
Essential financial support included with your subscription.
Bookkeeping
Clean, accurate monthly financials built for optometry. Optical-specific chart of accounts and clear reporting so you always know where the money is going. Learn more.
Benchmarks
Benchmarks answers the question, “How am I doing?” by showing how your practice compares to peers over time. We pull data from QuickBooks Online and key productivity inputs to simplify your P&L and clarify cash flow. Learn more.
Financial consulting
Get optometry financial consulting that turns your financials into clearer next steps. We help you review staffing, overhead, cash flow, and growth opportunities so you can make smarter practice decisions with cleaner numbers. Learn more.
More ways to support your practice
Add the financial services your practice needs, from payroll and bill pay support to one-time projects.
Payroll
Coming in October 2026: optometry payroll services that help save you time. Get support with setup, employee changes, benefits, and tax or filing issues. Reporting ties back to your financials so you can manage labor costs and staff smarter. Learn more.
Bill pay
Coming in October 2026: optometry bill pay services that simplify accounts payable. Stay on top of bills, approvals, and payment timing with support designed to protect cash flow and reduce missed payments. Learn more.
One Time Services
Get focused, project-based financial support for the work that falls outside your monthly routine, from bookkeeping cleanup and 1099 preparation to payroll migrations and audit support. Learn more.
What people say about us
Sharon Carter,
ECOC Optometric Consulting
“I recommend IDOC Books & Benchmarks to my clients because financial reports are typically completed and available by the middle of the month. This allows practice owners to quickly evaluate performance, monitor key benchmarks, and make adjustments when necessary. Many traditional bookkeeping companies operate three to six months behind, significantly limiting a practice’s ability to respond to changing financial trends.”
Dr. Matthew Shirley,
Shirley Eye Care
“I use Books & Benchmarks for four businesses and love it! Definitely one of the best business decisions. It has allowed me to better understand my practice financials and take more of a CEO approach to growing the practices. Your time is too valuable to do it yourself.”
Adam Cmejla,
CFP Integrated Planning & Wealth Management & host of 20/20 Money Podcast
“The financial numbers of a practice tell a story. It's one thing to be able to read the story. It's another to comprehend it. IDOC's Books & Benchmarks allows practice owners to comprehend their practice's financial performance and also benchmark it to their peers, allowing them to make educated, informed, and proactive decisions in their practice.”
FAQs
Do I have to be an IDOC member to use IDOC Books & Benchmarks?
Yes. IDOC Books & Benchmarks is available exclusively to active IDOC members. Membership gives independent optometry and optical practices access to IDOC Books & Benchmarks along with additional benefits, resources, and preferred pricing across IDOC services.
Do you replace my CPA or financial advisor?
No. We complement your existing CPA, CFP, and financial team by keeping your books timely, accurate, and decision-ready, which makes tax prep and planning easier and more effective.
What do I need to get started?
You’ll need QuickBooks Online and access to your banking and payroll systems so we can reconcile accounts and build consistent reporting. For Benchmarks, we’ll also collect a few simple monthly inputs like OD hours and available exam slots.
Do I need to clean up my books before joining?
No. You can start where you are and we’ll take care of getting your books organized. If prior-year clean-up is needed, we’ll outline the scope and any one-time fees upfront.
How is IDOC Books & Benchmarks different from a local bookkeeper or general accounting firm?
We specialize in optometry and optical operations, so your chart of accounts, reporting, and benchmarks reflect how optical practices actually run. You get clean books plus visibility into how overhead, productivity, cash flow, and profitability compare to peers.
Is pricing based on practice size or revenue?
No. Our pricing is straightforward and does not increase based on practice size like many competitors. Additional location pricing is based on locations sharing the same tax ID.
Is there a long-term contract?
IDOC Essential membership has no long-term commitment and you can cancel anytime. IDOC Books & Benchmarks follows the same policy, with no long-term contract required.
What financial reports does Books & Benchmarks provide each month?
IDOC Books & Benchmarks provides timely monthly financial reporting, including a profit and loss statement, balance sheet, cash flow visibility, reconciliations, and an optometry-specific chart of accounts. These reports help independent optometry and optical practices understand revenue, expenses, profitability, and the financial trends affecting their business.
