For
Optometrists
For practice owners nationwide: the economics of running exam lanes and an optical under one roof.
article · Bookkeeping
What an Optometry Chart of Accounts Looks Like
An optometry setup needs distinct COGS categories for frames, lenses, and clinical supplies, a frame inventory asset account, and payroll...
article · Practice Management
Accountants for Optometrists: What to Actually Look For
Most optometry practices are not complex enough to need a big firm, but they are specific enough that a general tax preparer misses things...
article · Practice Management
Frame Inventory Is a Loan You Made to Your Wall
Your frame board is working capital tied to a wall. At 2 to 3 turns per year, that capital is working. Below 1.5 turns, a growing share of...
article · Practice Management
Optometry Practice KPI Benchmarks: 7 Numbers to Track
Healthy 2026 benchmarks for an optometry practice: non-OD staff payroll at 18% to 24% of collections, optical gross margin between 55% and...
article · Cost & Pricing
What Does Bookkeeping for an Optometry Practice Cost?
A single-OD practice with no optical dispensary might pay $750 per month for full-service accounting and tax. A practice with optical,...
article · Practice Management
How Much Is Your Optometry Practice Worth? 3 Ways to Value It
A quick shorthand multiplies collections by about 0.65, but 2 practices with identical revenue can deserve very different prices. The equity...
article · Practice Management
How Much Should You Pay an Associate Optometrist?
Associate compensation is a structure decision before it is a number. A straight salary puts the risk on the practice, a percentage of...
article · Practice Management
Your Optometry Practice Has 2 Margins. Your Books Probably Show 1.
An optometry practice is a clinic and a retail store sharing a roof. Blending them into one profit line hides underpriced chair time, slow...
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Jose Caro helped me apply for and obtain my business license in the beginning of 2015. He thoroughly explained to me the most efficient way to keep track of my expenses; equipment purchases, travel mileage, fuel purchases, and vehicle maintenance. Any time I have questions about my new business, he responds promptly and in detail. I meet with him at year's end to sort through my expenses and maximize my tax return savings. I will GLADLY send my friends and acquaintances to him if they need accounting assistance.
Jose Caro and his team do an exceptional job of communication and analysis. I worked directly with Juan Pardo on my 2019 personal and business taxes. He was exceedingly helpful and patient with me as we got all of the details in place. I highly recommend Jose and his team!
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