by Nathan Hayes | Sep 22, 2025 | Bookkeeping, Financial Operations, Tax Prep
Author’s note: This blog shares my take on a framework I learned from Adam Cmejla, CFP®, in a recording of the 20/20 Money podcast. Just want to give him credit for the idea! It’s no surprise that Books & Benchmarks, a firm that prepares optometry...
by Nathan Hayes | Aug 22, 2025 | Bookkeeping, Budgeting, Cash Flow & Cash Management, Financial Operations
During a recent financial review with a client, one of our optometry bookkeepers was surprised when I praised the practice owner for investing extra cash instead of aggressively paying down debt. Disclosure: We are not Certified Financial Planners (CFP) at Books...
by Nathan Hayes | Jul 22, 2025 | Bookkeeping, Financial Operations, Practice Management
An OD called me the other week after sending me a scan of his current fee schedule. His question: “Should I raise my fees? And by how much?” I asked him, “When was the last time you increased your optometry fees?” “2019, I think.” My response: “Yes,...
