OPTOMETRY PRACTICE FINANCIAL MANAGEMENT
BOOKS & BENCHMARKS
BOOKS & BENCHMARKS
Financial health is at the core of every successful private practice, and IDOC can help ensure it.
Monthly Statements
Industry Benchmarks
Payroll Management
Accurate & Error Free
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BOOKKEEPING & FINANCIAL REPORTING FOR OPTOMETRISTS
Accurate | Timely | Meaningful
Save time and quickly assess the financial health of your business. Books & Benchmarks provides error-free monthly bookkeeping as well as an automated benchmark report. Benchmarking financial data against other optometry practices can provide you with valuable insights, empowering you to make better decisions and strategize more effectively.
– CLEAR PICTURE OF PRACTICE FINANCIALS
– IMPROVED FOCUS & TIME SAVINGS
– TAX SEASON SIMPLIFIED
– OPEN COLLABORATION WITH CPA, CFP, AND OTHER FINANCIAL    SUPPORTS
Browse more information at: BooksAndBenchmarks.com
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$450/MO
$250/MO each additional location*
Non-member Price: $550/MO, plus $300 per each additional location.*
BOOKKEEPING

BENCHMARKS

PAYROLL
One-time Set-up Fee: $500 (per tax ID)
*Additional location pricing is based on all locations sharing the same tax ID
Prior Year Clean-up Fee: $1,500/year (Up to 4 years, dependent upon extent of work needed)
Plus sales tax where applicable by law.
Own your real estate? Real estate LLC bookkeeping is $125/mo. Call for details.
Position your practice for growth and success with IDOC Financial Services.
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