Finance Consulting

The financial success of your practice is our top priority. IDOC provides all IDOC Advisor and IDOC Select members ongoing financial consulting and practice building services.
Optometry Consulting PERSONALIZED FINANCE CONSULTING FOR YOUR PRACTICE
Your consulting journey begins with our 3-Year Growth Plan, a powerful diagnostic and planning tool we use for your practice on an annual basis. The 3-Year Growth Plan will set a benchmark for your practice and identify opportunities for growth. It will also identify problem areas in practices with low net and tight cash flow, and can help you determine if you should make investments in equipment, open a new location, or hiring a new associate.

In addition to our customized 3-Year Growth Plan, our optometric finance consulting can:
  • Facilitate a survey to uncover how staff members feel about salary and benefits
  • Identify the seven key expense areas of your practice
  • Establish recommended cash reserves
  • Provide worksheets so you have a clear understanding of where your money is going, including a Cost of Goods worksheet, a Practice Overhead worksheet, and monthly and weekly report forms for managers.
Our finance consulting is never cookie cutter. We understand that each practices´ financial needs are unique, and we provide custom solutions to help yours thrive.

To learn more about how our finance consulting can help your practice grow, contact us today.

SEE WHAT IDOC CAN DO FOR YOU

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