Optometry Practice Financial Management

Monthly Statements

Industry Benchmarks

Payroll Management

Accurate & Error Free

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

LEARN MORE

$495/MO

$275/MO each additional location*

Non-member Price: $595/MO, plus $275 per each additional location.*

BOOKKEEPING

BENCHMARKS

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One-time Set-up Fee: $500 (per tax ID)

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*Additional location pricing is based on all locations sharing the same tax ID

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Prior Year Clean-up Fee: $1,500/year (Up to 4 years, dependent upon extent of work needed)

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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.

Please fill out the form below and a member of our team will be in touch!

"PS I LOVE the organization you are creating in QB! IDOC Books is the service I never knew I needed in my life.

AMAZING!"

Dr. Eva LaMendola
Accent Optical, Inc LA

"So grateful for IDOC Books & Benchmarks and Hayley's expertise! Excited to clear our heads to have more mental, physical, and emotional bandwidth for other things!"

Dr. Jaclyn Munson
Fort Collins Family Eye Care, CO

"I really feel Books & Benchmarks is the best decision I have made for myself and for my practice, “she says. “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."

Dr. Barbara Dune
Serenity i Care, CT

"IDOC 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. IDOC has helped make my life easier by taking over bookkeeping and benchmarking."

Dr. Matt Taylor

"I just wanted to let you know that the Books & Benchmarks report looks awesome! Great job with this. I know this was not an easy endeavor, but it will certainly help drive financial decisions within the profession moving forward. Assuming the data set will only improve over time as well. B & B seems to be killing it and I've been recommending it to everyone. Even my sister loves it and she's difficult

😂

Dr. Matthew Shirley

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