About Us
Benchmarks & bookkeeping for optometrists
Supporting ODs and helping them efficiently manage their practices using data and metrics
Our Why Is to Help Optometry Practice Owners
Many practices struggle to report their financial results and operational data because it is either inaccurate, outdated, or unorganized. Books & Benchmarks solves these issues by combining professional bookkeeping services with automated benchmark reporting. We created this service to:
Simplify practice operations with timely and reliable outsourced bookkeeping services.
Deliver the industry’s most comprehensive and valuable set of financial and operational benchmarks.
Free up precious time spent on time-consuming tasks like running payroll and managing personnel changes.
Our Leadership
Nathan Hayes
Director of Financial Services
More about Nathan Hayes
Nathan has consulted with over 1,000 unique independent optometry practices in his career with both Prima Eye Group and IDOC. In addition to his passion for helping owners build practices that meet their unique goals, he has the unique ability to use benchmarks and data to give owners “permission” to take risks and invest in building the practice of their dreams.
For years, Nathan has wanted to build an up-to-date database of practice benchmarks, but efforts to have ODs self-report their metrics never gained traction. To ensure trustworthy data, an effective benchmarking platform would need to produce its clients’ financial statements. That’s where Hayley comes in.
Hayley Stewart
Bookkeeping Manager
More about Hayley Stewart
Hayley Stewart has a BS in Accounting from Montana State University, specializing in payroll and bookkeeping. Following four years at a CPA firm in Bozeman, Montana working with over sixty small businesses, she helped lead and develop a service line that provided bookkeeping services to financial advisors throughout the United States.
Hayley now leads a team of six bookkeepers for Books & Benchmarks. Her experience in taxes and passion for accurate bookkeeping are essential to Books & Benchmarks’ ability to both produce industry-leading financial reports and be an important resource in owners’ tax and wealth planning needs.
Team of Bookkeepers
Every practice has a dedicated account manager who is supported by the team, ensuring there is never a lapse in service.
Bri Slingsby
Cheryl Lewis
Kelly Van Middlesworth
Jennifer Dabel
Kelly Celia
Dara Inn
Bri Slingsby
Dara Inn
Cheryl Lewis
Kelly Van Middlesworth
Jennifer Dabel
Kelly Celia
What We Offer
Books & Benchmarks gives practice owners the tools they need to assess practice performance and make better decisions for their business while keeping their books accurate.
Easy-to-understand, optometry-specific financial statements
Timely and accurate financials not only help you understand your business better but also simplify tax prep.
Payroll Support
Add/remove employees, migrate payroll software, and accurately account for wages, taxes, and benefits on your profit and loss statement.
Benchmarks That Highlight Practice Performance
Years in the Business
Happy Clients
Expert Bookkeepers
Years of Experience
Have questions about your specific bookkeeping needs?
We understand financials can be stressful. If you believe your practice is facing unique challenges that require a tailored approach, we encourage you to get in touch with us. With a deep understanding of bookkeeping combined with expertise in optometry metrics, our team can help address your needs.