Industries · Optometrists · Nationwide
Owner income as a share of collections: your salary plus practice profit, measured against what you actually collect. Our KPI guide for ODs is built around it. We do the books that produce it monthly, along with collections per doctor day, staff cost, and cost of goods, and we tell you what to do when a number drifts.
What you get
We have worked with optometry practices for years. The reviews on this page are from ODs, not stock photos.
01
The handful of numbers that tell you whether the practice is healthy, delivered monthly with your books: collections per doctor day, staff cost and cost of goods as a share of collections, owner pay, and where each one should sit for a practice your size.
02
Optical inventory is cash sitting on a board. We record it properly, track turns, and put a number on what slow frames actually cost you.
03
Associate OD compensation structures, staff cost per exam, and reasonable compensation analysis when the owner is an S-corp.
04
Reimbursements, write-downs, and patient-portion tracking recorded so your revenue is what you actually collect, not what you billed.
The rhythm
pricing
What your chair time really costs, what your lab and frame costs are doing, and where the margin leaks are.
hiring
When a second OD pays for themselves, and how to structure the compensation so both sides win.
buying
OCT and new lane equipment purchases timed with your tax plan, so depreciation works for you instead of just happening.
exit
Clean, current books are the first thing a buyer's advisor looks for. We keep yours sale-ready years before you need it.
Free white paper
Most ODs can quote yesterday's patient count but not their optical margin. Our KPI white paper covers the key performance indicators that show whether an optometry practice is actually healthy: what to track monthly, and which numbers deserve a decision instead of a glance.
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Optometry KPI white paper
Get the white paper
Straight answers
No. Our optometry clients are nationwide. The books live in QuickBooks Online, meetings happen on video, and optometry economics work the same in every state. State taxes differ, and we file what applies where you are.
The Core Package starts at $750 per month flat and covers bookkeeping, payroll, tax planning and preparation, and advisory. Practices with optical inventory and associates usually scope somewhat higher; you get the exact written number after a 30-minute call.
Yes. We reconcile what your PM system reports against what the bank actually received, which is exactly where most practice bookkeeping quietly goes wrong.
Five cover most of it: production and collections per doctor day, cost of goods sold and staff costs (our KPI guide budgets them near 29% and 21% of monthly spending), and owner income as a share of collections, which is your salary plus practice profit measured against what you actually collected. Watch receivables too, split between patient and insurance balances. The white paper on this page walks through every one.
Bring us 30 minutes and your latest financials or tax return. No pitch deck, no obligation.
From the Learning Center
Our clients' reviews
The team at Caro and Associates are tax wizards. I thought I was going to owe almost $20k and they got me a small refund. I've been working with them as my accounting and payroll team since I opened my small Healthcare practice, Novel Eyes. Jose came highly recommended by several unconnected people and I feel like I'm in very good hands.
We recommend Caro & Associates for all accounting and tax needs! They take care of me and our two medical offices like we are family. Always available, knowledgeable, trustworthy. Not just an accountant, Jose goes above and beyond becoming your friend in the process.
Jose has been very helpful with my accounting needs. He goes above and beyond with our bookkeeping and allows me to focus my time on growing my business!
