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?
- We know optometry — your exam volumes, staff mix, and the true drivers of overhead.
- You don’t just get statements. We benchmark, spot trends, and help you set targets that strengthen performance.
- You’ll have a dedicated account manager backed by a full team, so there are no gaps in service.
- We keep your books tax-ready, making it easy for your CPA to hit the ground running.
What people say about us
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.”
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.”
Dr. Matt Taylor,
Ideal EyeCare
“Books & Benchmarks has been a great asset for us to see where we are as a business and where we have opportunities. I can’t spend time gathering all the data needed to evaluate where we are, so I have to delegate those tasks to someone. Otherwise, I’d spend 70-80 hours per week between patient care and business operations. Books & Benchmarks has helped make my life easier by taking over bookkeeping and benchmarking.“
Dr. Barbara Dune,
Serenity I Care
“I really feel Books & Benchmarks is the best decision I have made for myself and for my practice. I have more confidence now when handing my books over to our CPA.
If financial management is not something you are specialized in, or adept at, you need someone who can ensure you are effectively tracking your practice’s key metrics. It’s the information you need to profitably grow.“
Dr. Rob Szeliga,
Spring Hill Eyecare
“It’s great! I have a great CPA who speaks at the IDOC CONNECTION (JR Armstrong). Even though he does a great job, he still recommended it. I just changed financial advisors and she can log in and see it too to help make decisions. Also, I like how it looks like an easy-to-read dashboard.”