Bookkeeping for Optometry

Your bookkeeping isn’t just about numbers—it’s the backbone of your optometry business’s success! Handing it over to the wrong person can lead to costly mistakes and unnecessary stress. That’s why you need a bookkeeper who specializes in eye care businesses and tailors their services to your unique needs. Here’s why specialized and personalized bookkeeping matters for optometry: 1️⃣ Avoid costly mistakes. From tracking insurance reimbursements to managing COGS, a skilled professional ensures everything is accurate and audit-ready. 2️⃣ Industry expertise. Not all bookkeepers understand the nuances of optometry, like inventory tracking for frames and lenses or differentiating service revenue from retail sales. 3️⃣ Clear communication. You deserve someone who breaks down your financials in a way that makes sense—so you can focus on your patients, not your books. 4️⃣ Customized support. A professional bookkeeper adapts to your business goals, helping you set financial benchmarks and freeing up your time to focus on growth. Ready to take the first step? Getting started is easy! Schedule a call or fill out our simple questionnaire to see how we can support your optometry business. Let’s chat about how we can take bookkeeping off your plate so you can focus on growing your practice. https://lnkd.in/gkjYjSn7 #OptometryBookkeeping #EyeCareSuccess #SpecializedBookkeeping #FinancialClarity #BusinessGrowth #EyeCareAccounting #BookkeepingHelp #SmallBusinessSupport

Don’t tackle 2025 alone! Partner with a bookkeeper who understands your business to: ✅ Gain helpful insights into your financial health ✅ Simplify your bookkeeping processes ✅ Set your business up for long-term success Need a starting point? Check out our resources, like the Profitability Calculator (free) or the Eyes on Profits mini course, available now on our website. Let’s chat to see how we can help you thrive in 2025! https://lnkd.in/gq9F-q9F #OptometryBookkeeping #FinancialSuccess #BusinessFinances #SmallBusinessSupport #EyeCareBusiness #BookkeepingHelp #BusinessGrowth

As the year wraps up, it’s time to ensure your tax forms are in order if you have employees and/or independent contractors. Here are the key forms small business owners need to know about, along with their deadlines: • Form 1099-NEC: Report payments of $600 or more to independent contractors. 📅 Deadline: January 31 (to recipients and the IRS). • Form W-2: Report wages paid to employees and taxes withheld. 📅 Deadline: January 31 (to employees and the Social Security Administration). • Form W-3: A summary of all W-2 forms submitted to the SSA. 📅 Deadline: January 31. • Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return. 📅 Deadline: January 31. • Form 941: Employer’s Quarterly Federal Tax Return. 📅 Deadline: Last day of the month following the end of the quarter. • Form 944: Employer’s Annual Federal Tax Return (for eligible small employers). 📅 Deadline: January 31. Don’t let these deadlines sneak up on you! Need help? Check out our 10 Tips for End-of-Year Success blog or reach out to us—we’ll make sure your forms are handled with care. https://lnkd.in/gJfNnUS4 Have questions? Drop them below and save this post for later! #Payroll #Contractor #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #OptometryBookkeeping #FinancialClarity #SmallBusinessSupport

The holiday season is here! 🎄 While we’re celebrating and setting goals for the new year, let’s not forget—tax season is just around the corner. Start the new year stress-free by staying ahead: ✅ Reconcile your accounts ✅ Organize your income and expenses ✅ Gather your receipts Need help getting tax-ready? Check out our 10 Tips for End-of-Year Success blog on our website or book a call to see how we can support you. Don’t let tax season catch you off guard! https://lnkd.in/gJfNnUS4 #YearEnd #TaxSeasonPrep #OptometryBookkeeping #EyeCareAccounting #SmallBusinessSupport #FinancialClarity #BusinessGrowth #BookkeepingHelp

As an optometry business owner, your time is your most valuable resource! Tracking how you spend your time—whether in the exam room, managing your team, or handling admin tasks—ensures you’re not dedicating all your energy to just one area. It’s crucial to strike a balance: ✅ Providing excellent patient care ✅ Staying on top of admin and team management ✅ Finding time to grow your business and plan for the future Time-tracking apps can help you identify where your time is going and ensure you have space for strategic growth alongside clinical work and the daily grind. Ready to work smarter in 2025? Follow for more tips and save this post for later! https://lnkd.in/gJfNnUS4 #OptometryBusiness #TimeManagement #WorkSmarterNotHarder #EyeCareSuccess #BusinessBookkeeping #EyeCareAccounting #SmallBusinessSupport #BusinessGrowth

Every successful business needs a strong financial foundation—especially in the eye care industry. A skilled bookkeeper can help you: ✅ Keep your finances organized and stress-free ✅ Provide insights to guide smart decisions ✅ Save time so you can focus on growing your business and serving your patients Don’t wait until it feels overwhelming—start building your financial dream team now. Looking for tools to get started? Visit our website to access resources like the Chart of Accounts guide or the free Profitability Calculator, designed specifically for businesses like yours. Let’s chat to see how we can help! #OptometryBookkeeping #EyeCareSuccess #FinancialClarity #BookkeepingHelp #BusinessBookkeeping #SmallBusinessSupport #BusinessGrowth

If you’ve checked all the boxes, congrats—you’re on the Nice List! 🎁 But if bookkeeping is still on your to-do list, we’ve got you covered. Let us help you wrap it up before the year ends! Ready to check it off? Give us a call today! https://lnkd.in/gJfNnUS4 #NiceList #HolidayHelp #OptometryBookkeeping #EyeCareAccounting #FinancialClarity #SmallBusinessSupport #BusinessGrowth #EyeCareSuccess

QuickBooks isn’t just a bookkeeping tool—it’s a goldmine of insights that can transform the way you run your business! Here are a few key reports you can pull to stay on top of your finances: 📊 Profit & Loss Statement: Understand your income and expenses at a glance. 📊 Balance Sheet: Get a snapshot of your business’s financial health. 📊 Cash Flow Statement: See where your money is going and plan ahead. 📊 Accounts Receivable Aging: Track unpaid invoices to boost cash flow. These reports are essential for making smarter, data-driven decisions. Ready to take your bookkeeping and financial management off your plate? Book a call with us today and let’s make it happen! https://lnkd.in/gkjYjSn7 #QuickBooksOnline #FinancialClarity #OptometryBookkeeping #EyeCareSuccess #SmallBusinessSupport #BookkeepingHelp #BusinessGrowth

Without clear data, making informed decisions for your eye care business is nearly impossible—especially when it comes to finances. Tracking your income, expenses, and key metrics regularly provides the insights you need to: ✨ Grow your business ✨ Spot new opportunities ✨ Avoid costly mistakes It’s not just about numbers—it’s about clarity, control, and confidence in every decision. Want to take it a step further? Check out the Eyes on Profits mini course or grab our free Profitability Calculator to get started on your path to financial clarity. Visit our website for these and other helpful resources! https://lnkd.in/gq9F-q9F What financial metrics are you currently tracking, and how have they helped you run your business better? Share below! #EyeCareFinances #MoneyTipForDoctors #OptometryBookkeeping #EyeCareAccounting #FinancialClarity #EyeCareSuccess #SmallBusinessSupport #BusinessGrowth #ResourcesForDoctors

🚨 Big News for Businesses! On December 3, 2024, a federal district court in Texas issued a nationwide preliminary injunction that temporarily halts enforcement of the CTA and its beneficial ownership information (BOI) reporting requirements. Here’s what this means: 👉 The January 1, 2025, deadline for submitting initial BOI reports is currently on hold. 👉 Companies are not required to report BOI to FinCEN while this injunction is in effect. 👉 There will be no penalties for failing to submit BOI reports during this time. FinCEN has also clarified that companies may still voluntarily submit their BOI reports. It’s worth noting that the Department of Justice has filed an appeal, and the situation could change quickly. To avoid potential last-minute challenges if enforcement resumes, it’s a good idea to prepare your documents and forms now. This way, your business will be ready to comply without scrambling to meet deadlines. For more details, read here: https://fincen.gov/boi #BOIReporting #Business