Optometry Accounting, Payroll, and Tax Planning Services

In-Depth Cash Flow Understanding: Our Profit & Loss Statement is crafted for optometrists to grasp their cash flow fully - tracking how the practice's operating net is generated and utilized.

Clear EBITDA & Operating Net Insights: Our financial statements demystify crucial metrics like EBITDA and Operating Net, key to evaluating practice performance.

Weekly QuickBooks Online Management: Accurate posting of daily transactions to keep your books up-to-date by your assigned US based lead accountant.

Monthly Reconciliations: Rigorous reconciliation of bank and credit card statements for financial accuracy.

Monthly Financial Statements: Production of detailed financial statements to track your practice's health, delivered by the 14th of every month.

Performance Benchmarking: Analysis and comparison of your results against key optometry benchmarks for strategic insights.

Empowered Decision-Making: Access to crucial data for informed decisions, driving growth and profitability.

Specialized Tax Services: We provide tailored services for optometrists to solve the complexities of tax preparation and planning for you.

Strategic Tax Planning & Minimization: Proactive strategies designed and implemented to minimize your tax liabilities and maximize savings.

After tax cash flow projections: We provide clarity on future earnings with after-tax cash flow projections and planned estimated tax payments.

Tax Strategies for Practice Sales: Strategic tax planning for practice sales to maximize gains and minimize taxes.

Comprehensive Tax Preparation: Expert handling of all tax entity types and forms including:

• Form 1120S for Corporate Returns
• Form 1065 for Partnership Returns
• Form 1040 for Personal Tax Returns

Tax Reviews: We offer reviews of prior years' tax filings.

Complete Data Entry Services: We handle all aspects of payroll data entry, from hours worked to payroll adjustments, and employee changes.

Custom Categorization: Categorization that differentiates among associate doctors, owner doctors, and staff.

Effortless Direct Deposits: Streamline your payroll with hassle-free direct deposit services. Next day direct deposit.

Comprehensive Tax Handling: Expertly manage and file all federal, state, and local withholding and unemployment taxes and forms.

W2 Management: Seamlessly provide annual W2s to employees and submit these to the Social Security Administration on your behalf.

1099 Preparation: We simplify your contractor tax reporting.

Workers Compensation Audits: We offer completion of audits with insights into employee category insurance ratings.

Custom Financial Reports on Demand: Tailored ad hoc financial reporting to meet your unique needs.

Sales/Use Tax Filings: We offer accuracy and compliance with monthly, quarterly, or annual sales/use tax filings.

Secretary of State Annual Report Filings: We ensure timely Secretary of State Annual Report Filings to maintain good standing.

Business Personal Property Tax Returns: We expertly navigate business personal property tax returns for optimal savings.

EBITDA Calculations: To maximize your selling price negotiations.

Annual Budget Creation: Custom Annual budget creation to steer your business towards  your practice goals.

Cashflow Projections: We develop accurate cashflow projections to anticipate and manage future financial health.

And More... Discover a wide range of services tailored to support the growth and efficiency of your practice.