OPTOMETRY PRACTICE FINANCIAL MANAGEMENT
IDOC FINANCIAL
SERVICES
IDOC FINANCIAL SERVICES
Financial health is at the core of every successful private practice, and IDOC can help ensure it.
Monthly Statements
Industry Benchmarks
Payroll Management
Accurate & Error Free
Make the right business decisions for your practice.
Get the insight and information you need to compete, thrive and grow in optometry practice management.
Financial health is at the core of every successful private practice, and IDOC can help ensure it. Our financial management experts offer customized, one-on-one guidance and advice as well as the most advanced business analytics in the industry. With IDOC, your practice is financially protected and positioned for growth, all while freeing you to stay focused on patient care.
IDOC Books & Benchmarks
Expert Bookkeeping
Keep your books up-to-date and error-free with full-service monthly management.
LEARN MORE
IDOC Insider™
Data Analytics Technology
Apply growth-focused metrics to identify and act on new business opportunities.
LEARN MORE
IDOC Navigation Services
Practice Transition Analysis
Navigate the best path for your business if you plan to buy, sell or add a partnership.
LEARN MORE
Need a better solution for keeping up with your financials?
Count on IDOC Books & Benchmarks to keep your financials current and complete.
We deliver unmatched financial management expertise.
Do you ever feel like you're 'flying blind' when it comes to your practice financials? You're not alone. As an optometry practice owner, your bookkeeping and payroll needs are unique and specialized. Our experts understand optometry and your optical. Let us free you up to see more patients, focus on practice growth or spend time outside the office. IDOC Books & Benchmarks may lower your monthly bookkeeping costs, too; as an affordable solution compared to other providers. And our simplified reporting can even help streamline financial hand-offs to your CPA for year-end tax preparation.
You gain new insight into your practice performance.
Could you be missing out on opportunities for growth? With IDOC Books & Benchmarks, you'll be equipped with a valuable set of metrics that help you define and evaluate business performance. You'll have a new ability to analyze and synthesize overhead expenses, cost of goods, profit margins, cash flow and other financial data, all displayed in easy-to-read graphical formats. You can even see how your practice performance compares to others in the industry.
$550/MO
$300/MO each additional location*
Member Price: $450/ MO, $250 each additional location*
*
One-time Set-up Fee: $500 (per tax ID)
Additional location pricing is based on all locations sharing the same tax ID
Prior Year Clean-up Fee: $1,500/year (Up to 4 years, dependent upon extent of work needed)
Plus sales tax where applicable by law
Service Clients pay the Retail Price
Own your real estate? Real estate LLC bookkeeping is $125/mo. Call for details.
IDOC Books & Benchmarks includes:
Complete monthly financial statements including profit and loss statements, balance sheets and cash flow reporting
Backend payroll management support
Data security and confidentiality from a partner you trust
Performance benchmarks that let you clearly see how your practice compares to others in the eyecare industry
Position your practice for growth and success with IDOC Financial Services.
Please fill out the form below and a member of our team will be in touch!
Contact Us

© 2023 IDOC. All Rights Reserved | Terms | Privacy