Bookkeeping for Optometrists
Streamline Your Practice Finances with Books & Benchmarks
Certified public accountants (CPAs) are invaluable for helping you navigate tax season.
Let Books & Benchmarks help with everything else.
Struggling to keep your books up-to-date?
Do your financial statements create more confusion than insight?
Books & Benchmarks solves these issues by combining professional bookkeeping services with automated benchmark reporting. Our dedicated team will handle your monthly bookkeeping tasks as well as payroll and accounts payable. We’ll take care of the numbers, so you can focus on what matters most: growing your business and providing exceptional patient care.
Sub-par financial statements can lead to costly tax errors and missed business opportunities. Don’t wait to take control of your financials—schedule a discovery call with Books & Benchmarks now.
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Many practices struggle to report their financial results and operational data because it is either inaccurate, outdated, or unorganized.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.
Team of Bookkeepers
Every practice has a dedicated account manager who is supported by the team, ensuring there is never a lapse in service.
Nathan Hayes
Director of Financial Services
Hayley Stewart
Bookkeeping Manager
Felicia Torkelson
Sr. Bookkeeper
Jennifer Dabel
Bookkeeper
Kelly Van Middlesworth
Sr. Bookkeeper
Cheryl Lewis
Sr. Bookkeeper
Dan Bristol
Sr. Bookkeeper
Nathan Hayes
Director of Financial Services
Hayley Stewart
Bookkeeping Manager
Cheryl Lewis
Sr. Bookkeeper
Kelly Van Middlesworth
Sr. Bookkeeper
Felicia Torkelson
Sr. Bookkeeper
Dan Bristol
Sr. Bookkeeper
Jennifer Dabel
Bookkeeper
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 Accountants
Years of Experience
“I really feel Books & Benchmarks is the best decision I have made for myself and for my practice. I have more confidence now when handing my books over to our CPA.
If financial management is not something you are specialized in, or adept at, you need someone who can ensure you are effectively tracking your practice’s key metrics. It’s the information you need to profitably grow.“
Dr. Barbara Dune
Serenity I Care
“It’s great! I have a great CPA who speaks at the IDOC CONNECTION (JR Armstrong). Even though he does a great job, he still recommended it. I just changed financial advisors and she can log in and see it too to help make decisions. Also, I like how it looks like an easy-to-read dashboard.”
Dr. Rob Szeliga
Spring Hill Eyecare
“Books & Benchmarks has been a great asset for us to see where we are as a business and where we have opportunities. I can’t spend time gathering all the data needed to evaluate where we are, so I have to delegate those tasks to someone. Otherwise, I’d spend 70-80 hours per week between patient care and business operations. Books & Benchmarks has helped make my life easier by taking over bookkeeping and benchmarking.“
Dr. Matt Taylor
Ideal EyeCare