Payroll support you can trust
IDOC Books & Benchmarks complements your payroll provider and financial team with optometry-specific payroll support that saves time, reduces errors, and keeps your records aligned with your books. We help you stay compliant and confident as your eye care practice grows.
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
Spend less time on payroll
Who it’s for
Independent optometry practices tired of spending hours fixing payroll settings, chasing errors, or worrying about compliance. Ideal if you want a reliable partner for employee changes, benefits support, and the “something went sideways” moments.
Keep payroll running smoothly
We help you get payroll set up correctly, maintain employee and benefits changes, and provide support when taxes or filings get complicated. You keep your payroll provider; we make sure the system stays clean and the details don’t fall through the cracks.
What makes us different
IDOC Books & Benchmarks supports payroll with optometry context, including common staffing structures and how payroll should flow into the books. You also get payroll metrics that connect to Benchmarks, so staffing decisions are based on real numbers, not guesswork.
What’s included with payroll support
- Payroll setup support and system organization
- Add and remove employees, maintain accurate tax and withholding information
- Benefits support, including retirement and health deductions where applicable
- Help resolving payroll tax and forms issues (miscalculations, incorrect setup, corrections)
- Ongoing maintenance of payroll software settings and employee profiles
- Payroll reporting and metrics tied back to your financial statements
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. 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.”
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.“
FAQs
Do you run payroll for my practice?
Yes, we can. For many practices, it’s simplest for your team to enter hours and click submit each pay run. IDOC Books & Benchmarks primarily supports and maintains your payroll system, and we can also run payroll for practices that prefer full delegation.
What payroll systems do you support?
We support the payroll software you already use when possible. During onboarding we’ll confirm compatibility and recommend the cleanest setup to keep payroll and bookkeeping aligned.
Can you help with onboarding and offboarding employees?
Yes. We handle payroll system updates for personnel changes, including adding and removing employees and keeping tax and withholding information accurate.
Do you help with benefits and deductions?
Yes. We can help with benefit setup and ongoing adjustments, including retirement and health-related deductions where applicable, and ensure payroll data matches your financial records.
What happens if payroll taxes or forms are wrong?
We help you identify the cause, correct settings or entries, and resolve issues so you can avoid ongoing problems with agencies like the IRS, Department of Revenue, or Department of Labor.
Will payroll match my financial statements?
That’s the goal. We help keep payroll data aligned with your books so your labor expense reporting is accurate and consistent month to month.
Can you provide payroll metrics for staffing decisions?
Yes. Using your payroll and books, we report key payroll metrics that help you understand true labor costs and make smarter staffing decisions.
Can IDOC help us switch payroll providers or clean up a current payroll setup?
Yes. IDOC Books & Benchmarks can help optometry and optical practices assess their current payroll setup, organize employee and tax information, and support a transition to a compatible payroll system when needed. Before changes are made, we review the scope, responsibilities, and information required to keep payroll records and financial reporting accurate.
Ready to bring IDOC to your practice?
Join us — we’ll help you achieve your vision.
