Financial Management for Optometrists
Our financial management services are designed to support the specific financial needs of optometry practices. From bookkeeping to tax compliance, we help you stay organized and efficient.
Schedule a Free Consultation NowWhy Is It Important That Your Financials Are Recorded in a Manner Consistent with the Nature of Your Optometry Business?
Optometry practices operate at the intersection of healthcare and retail - managing patient consultations, optical sales, insurance claims, and regulatory compliance. Generic financial processes often fall short. At AJM Business Support, we offer industry-specific bookkeeping that captures the unique financial activities of your practice accurately. From product margins on eyewear to insurance reimbursements and clinic fees, we ensure your records reflect the real story of your business - enabling clear reporting, better compliance, and smarter business decisions.
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Are You Getting the Help You Need to Review, Analyze, and Evaluate Your Financial Performance Regularly?
Do you receive regular insights on profitability, cash flow, or your most (and least) profitable services? If not, you're likely missing valuable opportunities. Our Financial Performance Review and Coaching service is designed specifically for optometrists. We help you track trends in patient visits, retail sales, staffing efficiency, and operational costs - turning your financial data into actionable growth strategies.
What Financial Services Can Help Your Optometry Practice Succeed?
Monthly Bookkeeping Services
We maintain accurate, up-to-date records tailored to your practice structure - covering everything from patient income and product sales to supplier payments and insurance billing.
Business Performance Analysis and Coaching
Understand where your practice stands and how it can grow. We review your financials regularly and provide actionable coaching on increasing revenue and managing costs.
Financial Health Assessments
We assess your practice’s financial wellbeing across multiple dimensions - profitability, liquidity, overheads, and growth trends - so you can operate with confidence and clarity.
Optical Retail Revenue Optimization
From pricing strategies to product mix analysis, we help you maximize the retail side of your business while maintaining clinical service excellence.
Payroll and Resource Cost Control
Efficiently manage optometrists, assistants, and support staff with our streamlined payroll services and labor cost analysis to maintain profitability.
Tax Planning and Regulatory Compliance
Avoid surprises and stay compliant with our proactive tax planning and regulatory filing support. We handle VAT, year-end submissions, and allowable deductions specific to healthcare and retail sectors.