Your numbers should help you choose what’s next.
IDOC Books & Benchmarks clients get optometry financial consulting from industry expert Nathan Hayes to turn accurate practice financials into clearer next steps. Whether you are working through cash flow, profitability, hiring, a new location, or a future exit, we help you pressure-test your thinking and move forward with more confidence.
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
Bring us in when the decision matters.
Who it's for
Financial consulting is included with Books & Benchmarks for the people responsible for what happens next in an eye care practice: optometrists, owner opticians, ophthalmologists, practice owners, in-house bookkeepers, and financial leaders. When your team needs a clearer read on profitability, cash flow, staffing, growth, or a major decision, you have an industry expert who can help connect the numbers to the path forward.
Make your next move with confidence
When a major decision is ahead, you need more than accurate financials. You need context. Our optometry financial consulting helps you use your books, benchmarks, and goals to evaluate opportunities, confirm your instincts, and move forward with a clearer view of the risks and tradeoffs. Your Books & Benchmarks financial consultant brings an outside perspective to the decisions shaping your practice.
What makes us different
Our financial consultants know that an eye care practice is more than a P&L. With optical industry experience and firsthand understanding of day-to-day practice operations, we connect your financial data to the realities behind it: staffing, patient flow, exam capacity, optical sales, overhead, and growth plans. You get practical financial advisory support built for the way independent optometry and optical practices run.
What’s included
Included for active IDOC Books & Benchmarks clients, financial consulting gives you direct access to Nathan Hayes and the IDOC team when you need help turning practice financials into action.
- Consulting check-ins focused on the decisions in front of your practice
- Financial and benchmark review of profitability, overhead, cash flow, staffing, and capacity
- Decision support and a second opinion for growth, hiring, and operational opportunities
- Follow-up guidance from Nathan and the Books & Benchmarks team as your plans take shape
Financial consulting complements your CPA, CFP, and other advisors. IDOC does not provide legal, tax-preparation, or investment advice.
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
What is optometry financial consulting?
Optometry financial consulting helps independent eye care practices use their financials, benchmarks, and operational data to make clearer business decisions. IDOC Books & Benchmarks clients work with industry expert Nathan Hayes & team to review profitability, cash flow, overhead, productivity, staffing, and growth opportunities in the context of how an optical or optometry practice actually operates.
What can an optometry financial consultant help my practice decide?
An optometry financial consultant can help you evaluate the financial considerations behind decisions such as addressing low profitability or tight cash flow, hiring an associate OD, adjusting staffing or overhead, expanding exam capacity, moving to a new location, or planning for future growth. The goal is to identify opportunities, tradeoffs, and risks using your practice’s financial and benchmark data.
How often can I meet with an IDOC financial consultant?
Financial consulting is available to active Books & Benchmarks clients when a decision, opportunity, or financial question needs focused attention. The timing and format of check-ins are based on your practice’s needs, the complexity of the decision, and the information needed to provide useful guidance.
Who is optometric financial consulting for?
Financial consulting is for active Books & Benchmarks clients who are responsible for financial and operational decisions, including optometrists, ophthalmologists, owner opticians, practice owners, practice managers, in-house bookkeepers, and financial leaders. It is useful when you need an outside perspective on an upcoming decision or want to understand what your practice financials are telling you.
Does IDOC financial consulting replace my CPA, financial advisor, or attorney?
No. IDOC financial consulting complements the work of your CPA, financial advisor, attorney, and other professional advisors by providing optometry-specific financial context and operational perspective. IDOC does not provide legal advice, investment advice, tax preparation, or legal representation.
Do I need to have a specific problem before using financial consulting?
No. Financial consulting can help when you are working through a challenge, such as cash flow, overhead, or staffing, but it is also useful for planning ahead. IDOC can help optometry and optical practice leaders evaluate goals, test assumptions, and understand financial tradeoffs before making a major decision.
Ready to bring IDOC to your practice?
Join us — we’ll help you achieve your vision.
