Tax Planning & Preparation Tailored to Optometry
Our tax services are designed specifically to help optometry practices reduce tax burdens and maximize profitability. We go beyond standard tax filing, offering proactive, year-round tax planning that aligns with your business goals. We identify deductions, credits, and strategies tailored to the unique financial structure of optometry practices, helping you keep more of your hard-earned income.
During tax season, we handle every detail of preparation and filing, ensuring full compliance while minimizing your tax liability. With our deep understanding of tax laws and industry-specific opportunities, you can trust us to navigate complexities and anticipate changes that could impact your practice. Let us be your partner in tax strategy, so you can focus on what matters most—caring for your patients and growing your business.
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Bookkeeping Powered by Modern Technology
We make bookkeeping effortless and precise by harnessing the latest technology tailored to the needs of optometry practices. Our digital tools keep your financial data organized, secure, and accessible whenever you need it. From tracking revenue and expenses to managing cash flow, our streamlined bookkeeping process provides you with real-time insights into your practice’s financial health.
We handle everything—from categorizing transactions to reconciling accounts—so you can spend less time on paperwork and more time focused on patients. Our tech-enabled approach ensures you always have an accurate, up-to-date financial picture, helping you make smarter business decisions and stay compliant with confidence.
Let us simplify your financials and keep your practice running smoothly with cutting-edge bookkeeping solutions.
[Integrated with EHR]
CFO Services for Strategic Growth
Our CFO services are designed to provide optometry practices with the financial expertise needed to grow strategically and sustainably. We go beyond the numbers to offer deep insights and planning support that drive informed decisions and long-term success. We analyze your practice’s financial performance, develop budgets, track Key Performance Indicators (KPIs), and benchmark your results against industry standards, giving you a clear, 20/20 view of your practice’s financial health.
Did you know that understanding your KPIs can lead to a 21% improvement in overall practice performance? Whether you’re looking to expand, optimize resources, or plan for the future, we’re here to guide you every step of the way.
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Real Estate Advisory for Optometrists
A real estate side-hustle is designed to help optometrists make savvy investment choices and build wealth outside their primary practice. Whether you’re looking to diversify income through rental properties, acquire a building for your practice, or explore other real estate ventures, We can provide specialized guidance for every step of the journey.
From evaluating property opportunities to assessing tax implications, setting up financing structures and tools to track income and expenses, we offer a clear path to achieving your investment goals. With our expertise, you can pursue real estate as a profitable side hustle that aligns with your long-term vision.
HR & Payroll
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OpticHR provides your modern optometry practice with strategic payroll, HR and people advisory support to maximize the impact of your team.
