Financial help, right when you need it.
IDOC Books & Benchmarks provides one-time financial support for optometry and optical practices, including bookkeeping cleanup, 1099 filing, payroll migration, retirement census support, and workers’ compensation audit help. Get experienced support for the financial projects that need attention now, without adding an ongoing service.
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
Focused support for the work that cannot wait.
Who it’s for
One-time financial support is for optometrists, owner opticians, ophthalmologists, practice owners, practice managers, and in-house financial staff who need experienced help with a specific project. Whether you are cleaning up historical books, preparing 1099s, moving payroll systems, or resolving an audit-related issue, we help your eye care practice get the work done without adding an ongoing service.
Get the project off your plate
Some financial projects cannot wait for the next monthly close. We provide optometry financial support for the one-time work that can be difficult to fit into an already full schedule, from bookkeeping cleanup and 1099 filing to payroll migration, retirement census support, and workers’ compensation audits. Get the project completed with a clearer path forward for your practice.
What makes us different
Your project is handled by finance-trained professionals with optical industry experience, not entry-level staff following a generic checklist. We understand how independent optometry and eye care practices operate, ask the right questions, and complete each financial project thoroughly with your specific business needs, records, and next steps in mind.
What’s included
Available exclusively to active IDOC Books & Benchmarks clients, one-time financial support helps optometry and optical practices complete projects that need focused attention. Before work begins, we define the scope, deliverables, timeline, and pricing.
- Defined scope and upfront pricing tailored to your practice and project
- Hands-on project support for bookkeeping cleanup, 1099 preparation, payroll migration, retirement census support, workers’ compensation audits, and approved custom projects
- Finance-trained professionals with optical experience who understand the records and questions unique to independent eye care practices
One-time financial support complements your CPA, payroll provider, and other professional advisors. IDOC Books & Benchmarks does not provide legal advice, tax filing, or accounting services requiring a CPA or other licensed professional.
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 one-time financial support does IDOC offer for optometry practices?
IDOC Books & Benchmarks provides project-based financial support for active clients, including bookkeeping cleanup, 1099 preparation support, payroll migration, retirement census support, and workers’ compensation audit help. Additional custom financial projects may be available based on scope, timing, and team availability.
Do I need to be an IDOC Books & Benchmarks client to use one-time financial support?
Yes. One-time financial support is available only to active IDOC Books & Benchmarks clients. This lets our team work from an informed understanding of your optometry or optical practice, financial records, systems, and operating needs.
How long does a one-time financial project take?
Timing depends on the project scope, the condition and availability of your records, and any coordination needed with your practice team or outside providers. Before work begins, we will outline the expected timeline, deliverables, and next steps so your optometry or eye care practice can plan accordingly.
How does a one-time financial project work?
We begin by discussing the issue, reviewing the available information, and defining the scope, deliverables, timeline, and price before you commit. We work alongside your practice team to complete the project accurately and provides project-specific closeout communication or next-step guidance when the work is finished.
Can IDOC handle custom financial projects for my eye care practice?
Possibly. If your optometry, optical, or ophthalmology practice has a financial project outside the standard services, contact the IDOC Books & Benchmarks team. We will assess the request, confirm whether it fits our expertise and availability, and provide a defined scope and pricing if we can help. IDOC does not provide legal advice, tax filing, or services that require a CPA or other licensed professional.
Do I need an IDOC Essential Membership to use Books & Benchmarks?
No. Practices can use IDOC Books & Benchmarks without becoming an IDOC Essential Member. Essential Membership does include discounts, rewards, and other benefits when paired with Books & Benchmarks. Read more about IDOC Essential for more details.
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