by Nathan Hayes | Sep 7, 2025 | Financial Operations, Tax Prep
Author’s note: This blog shares my take on a framework I learned from Adam Cmejla, CFP®, in a recording of the 20/20 Money podcast. Just want to give him credit for the idea! It’s no surprise that Books & Benchmarks, a firm that prepares optometry financial...
by Nathan Hayes | May 24, 2025 | Accounts Receivable/RCM, Budgeting, Financial Operations, Internal Audit, Risk Management & Financial Security, Tax Prep
This week, I had the opportunity to attend an annual event hosted by the Southern College of Optometry that celebrates recent graduates who have taken the leap into practice ownership. These young owners told their stories, from graduation to starting a...
by Nathan Hayes | Jan 11, 2025 | Financial Operations, Tax Prep
Happy New Year! As the calendar turns to January, many of us are reflecting on the past year and looking forward to our goals and dreams for 2025. And with that, tax season is on the horizon. For some businesses, tax preparation is as simple and complex as...
by Nathan Hayes | Dec 14, 2024 | 7 Key Expense Areas, Cash Flow & Cash Management, Equipment Costs, Financial Operations, Tax Prep
As we approach the end of the year, equipment manufacturers are flooding their advertisements with reminders of the tax savings you can enjoy by purchasing new instruments and deducting them from your tax return. With this in mind, many optometry practices may be...
by Nathan Hayes | Nov 9, 2024 | Buying and Selling Practices, Financial Operations, Practice Management, Tax Prep
Generating financial reports can be tedious. You either spend a little time each month (or a lot once a year), or you hire someone like your CPA, a bookkeeper, or a team member to produce them. Naturally, we prefer that you choose our bookkeeping services for...
by Nathan Hayes | Dec 30, 2023 | Cash Flow & Cash Management, Financial Operations, Leadership & Management, Practice Management, Tax Prep
In the world of personal finance advice, there’s an adage that says you should “pay yourself first.” This means prioritizing personal savings and investing before spending money on personal needs and wants. In a business context, it’s not as simple...
