Books your CPA will love
Optometry bookkeeping with IDOC Books & Benchmarks complements your CPA, CFP, and other advisors with optometry-specific books that support smarter decisions. Built for independent optometry from new owners to preparing for a sale.
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
Clean books you can trust
Who it’s for
Practice owners and business leaders who want clean, optometry-specific books that make tax prep and planning easier for their CPA and advisors, from single-location to multi-location practices. Ideal if your financials feel behind, messy, or hard to trust when it’s time to make decisions and you want a partner built for independent optometry.
Profit starts with clarity
When your books are clean and consistent, you can see what’s driving overhead, COGS, and profitability. That clarity helps you spot overspending, avoid costly errors, plan taxes, and make better decisions with your CPA and CFP.
What makes us different
Your books are handled by certified accountants, not just bookkeepers, using an optometry-specific structure that stays consistent month to month. Pricing is straightforward and does not increase based on practice size. And because we’re part of IDOC, you have access to a broader network of practice support beyond financials.
What’s included with bookkeeping
- Optometry-specific chart of accounts and expense categorization
- Monthly bank and credit card reconciliations
- Monthly financial statements (P&L, balance sheet, and cash flow)
- Bookkeeping clean-up and catch-up support when needed
- Prior-year reconciliations and corrections to improve accuracy
- Sales tax support where applicable by law
- 1099 preparation support
- Real estate LLC bookkeeping available (if you own your building)
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 replace my CPA?
No. IDOC Books & Benchmarks complements your CPA by delivering timely, accurate books and monthly financial statements that make tax prep and planning easier.
Why use a bookkeeping service instead of having my CPA produce financial statements?
A CPA can produce statements for tax filing, but most practices need monthly financials to manage overhead, cash flow, and profitability. We deliver consistent monthly reporting that supports better decisions year-round.
Do I need to clean up my books before joining?
No. You can start where you are and we’ll handle the clean-up. If prior-year clean-up is needed, we’ll confirm the scope and any one-time fees upfront.
What if I’m not using QuickBooks Online?
Not a problem. We can help migrate your books or set up a fresh file, but we do require QuickBooks Online for ongoing service.
Will you make my QuickBooks match my practice management system?
We use QuickBooks as the source of truth because reconciled financial statements are the most reliable view of performance. We can provide deposit reporting to help you verify insurance payments are hitting the bank.
Can you handle multi-location practices or multiple entities?
Yes. We support additional locations, and pricing is based on locations sharing the same tax ID. If you have multiple entities, we’ll recommend the cleanest setup for reporting and reconciliation.
I own my real estate. Can you do bookkeeping for my real estate LLC too?
Yes. Real estate LLC bookkeeping is available as an add-on so you can keep practice and property financials organized and separate. Call for details.
When will I receive my monthly financial statements?
IDOC Books & Benchmarks completes your monthly bookkeeping and provides financial statements on a consistent schedule once the required bank, credit card, payroll, and practice information is available. Timely profit and loss statements, balance sheets, and cash flow visibility help optometry and optical practice owners review performance, manage expenses, and work more effectively with their CPA and financial advisors.
Ready to bring IDOC to your practice?
Join us — we’ll help you achieve your vision.
