Bookkeeping for Optometry
Clear vision, clear books. Bookkeeping tailored for optometry success!
5.0
Bookkeeping for Optometry provides specialized bookkeeping for optometrists, ophthalmologists, and eye care professionals. Founded by Amanda Collaso after 14 years at an optometry practice.
About
Bookkeeping for Optometry was founded with a central goal in mind: to make bookkeeping for ophthalmologists, optometrists, and other eye care industry professionals not only easy but useful. They believe that bookkeeping shouldn't just be about compliance and taxes - it should be about using financial data to take your optometric practice to the next level.
With over 15 years of experience in the eye care industry, they understand exactly what optometric practices need to succeed and offer services including monthly bookkeeping, accounting software setup, historical cleanup, monthly meetings, payroll support, diagnostic review, and financial snapshots.
Services
Monthly Bookkeeping
Comprehensive financial management including accurate income and expense tracking, account reconciliation, and detailed financial reports. They monitor expense-to-income percentages and offer proactive budgeting and strategic support.
Accounting Software Set-Up
Customizing QuickBooks Online to suit the optometry business needs, organizing chart of accounts, integrating financial tools, and optimizing settings.
Historical Cleanup
Thorough review and organization of past transactions, reconciling bank and credit card accounts, and correcting any discrepancies for accurate and up-to-date books.
Monthly Meetings
Personalized financial review sessions covering key reports, financial trends, concerns, and strategic guidance.
Payroll Support
Payroll management powered by Gusto including payroll processing, tax compliance, and employee benefits administration.
Diagnostic Review
Comprehensive financial health check diving into books to identify discrepancies, inefficiencies, or areas of concern with actionable recommendations.
Reviews
