Empowering Eye Doctors to Thrive

Better Bookkeeping. Fractional CFO Services. Stress-free Tax Returns. Dedicated CPA, just for you.

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Reach your goals

Grow your practice

Our Services.

  • PRO-Bookkeeping.

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    Exclusively for optometry and ophthalmology practices, we provide professional bookkeeping services as certified QuickBooks Online ProAdvisors.

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  • CFO-Insights.

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    There’s a financial advantage to working with a CPA who has several years of experience working exclusively with eye care professionals.

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  • CPA-Tax Planning.

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    Say goodbye to year-end surprises. With our services, your taxes will be filed on time, and you'll benefit from our year-round advisory services.

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You’ve worked too hard to settle for subpar solutions.

As a doctor who owns your own practice, you want clean accounting records so you don’t lose money and can see your true numbers at a glance.

Trouble is — it’s expensive to hire an experienced professional to manage your accounting services in-house. This has probably left you feeling like you have to settle for hiring mediocre bookkeepers with high turnover or, worse yet, doing it yourself.

Partner with us at a fraction of the cost of hiring in-house.

When you do, you get clarity around your numbers and an accurate forecast for the future. With real-time reporting, you’ll always know precisely where you stand to navigate the future confidently.

 

Generous, flat-fee support and no surprise bills.

Your custom proposal will include a flat fee for the services recommended, and since we limit the number of clients we serve, it also includes unlimited access to your accountant.

 

Back-office systems that function like a well-oiled machine.

We’ll work with your team to clean up your existing records, build systems that account for your insurance requirements, and keep your books meticulous.

Only you can manage certain aspects of your practice.

For the rest, rely on devoted professionals committed to your success.

 

Licensed CPA

We’re CPAs who help doctors wrangle their books and plan for the future.

Prioritize Patients

We recognize the need to prioritize patient care can make maintaining an efficient back office seem overwhelming.

Affordable Solution

That’s why we offer affordable virtual accounting services designed specifically for doctor-owners.

Simple pricing for your practice.

PRO- Bookkeeping

  • With years of experience, our team of certified QuickBooks ProAdvisors understands the nuances of bookkeeping and tailors their approach to best fit your specific needs. We maintain regular check-ins to keep you informed of your financial status, enhancing your understanding and management of your accounts.

  • We simplify complex financial data, providing you with clear, accurate and easy to understand analytics. Make strategic choices based on reliable data.

  • Timely, accurate, and tax ready financial statements: Income Statement, Balance Sheet and Profit and Loss Statement.

  • Our support extends beyond daily bookkeeping to include comprehensive 1099 reporting, ensuring you're always ready come tax season.

  • Review and manage your financial information anytime, anywhere with our accessible and easy-to-use platform.

  • Streamline your processes with our record-keeping assistance, ensuring your records are tax-ready and organized. This will help you capitalize on tax deductions, further reducing your tax liabilities.

CFO- Insights

  • Get a comprehensive overview of your financial health with our customized Refractional CFO Dashboard. This tailored tool tracks over 25 key performance indicators (KPIs) specific to your practice, enabling you to monitor and control your business performance effectively.

  • Our service includes the development of powerful strategic plans tailored to your practice. We also offer consistent revenue optimization strategies, identifying opportunities to enhance your financial performance.

  • Stay ahead of your financial future with proactive cash flow management and financial forecasting. Our sophisticated modeling tools will help you predict future performance, plan for growth, and anticipate potential challenges.

  • We guide you on effective expense management techniques and provide Profit-First budgeting consulting. This strategy puts profitability at the forefront of every financial decision, driving sustainable growth for your practice.

  • Ensure optimal resource utilization with a comprehensive staffing plan. We help you determine the right staffing levels and roles to support your financial goals.

  • Stay on track with quarterly Zoom reviews and strategic growth sessions. These meetings are designed to evaluate your progress, identify opportunities for improvement, and refine strategies for continued success.

CPA- Tax Planning

  • Our highly skilled team provides year-round tax support, addressing all your tax-related questions and concerns with precision and expertise.

  • We deliver proactive tax-saving strategies tailored to your financial circumstances and provide personalized deduction planning to ensure you claim all eligible deductions.

  • Our team will accurately calculate your quarterly estimated tax liabilities, enabling you to plan your finances effectively and avoid unexpected tax bills.

  • Stay on the right side of the law with our regulatory compliance services. We strive to oversee your practice adheres to all tax laws and regulations, avoiding penalties and unnecessary headaches.

  • Stay informed of tax code changes with our regular updates. We'll ensure you're well-informed and able to capitalize on new opportunities for tax savings.

  • Secure your future with expert retirement contribution advice and planning. Our team will help you optimize your contributions for maximum tax efficiency.

Our process is simple.

Here’s how it works

 

1

Kickstart with a Free Discovery Call.

This call is your platform to discuss your difficulties and clarify how we can assist. We're here to listen and truly comprehend your needs. It's your chance to take the reins of your problems and find the solution you've been seeking.

2

Receive a No-Obligation Proposal.

Post-call, if it suits you, we'll promptly email a proposal. There's absolutely no pressure here, it's just an opportunity for you to assess if our partnership aligns with your vision. When you're set to proceed, all you need to do is accept the proposal. From there, we'll manage the specifics to streamline your processes and simplify your demanding role as a doctor.

3

Focus on Your Passion.

With impeccably maintained books and reliable figures at your fingertips, you'll no longer need to allocate excessive time to office chores. Instead, you can concentrate on what you do best - providing unparalleled care that only you can deliver.

Ophthalmology Practices

Unleash the financial potential of your ophthalmology practice. Our accounting services are designed specifically for eye care professionals with unique operational and financial considerations. Level up your financial reports with the expertise of a dedicated CFO consultant.