👓Health & Medical · bookkeeping in-house

Bookkeeping for Optometry Practices

Bookkeeping for optometry practices starts at $500/month: monthly close, categorized transactions, reconciled bank and card accounts, and a plain-English P&L. Our in-house team handles what makes optometry practices different — insurance remits and patient balances.

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What makes optometry practices bookkeeping different

Practice books are hard because what you bill and what you're paid are two different numbers. Payer deposits arrive batched across many claims, patients pay their share on their own timeline, and the difference has to be recorded as an adjustment rather than left as a mystery.

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Billed amount and deposit are never the same number

Payers remit their allowed amount after contractual adjustments. Recording the billed figure as revenue makes your P&L fiction; the books have to carry the adjustment so what you actually collected is what shows up.

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One deposit, many claims, many patients

A single remittance can cover dozens of claims across different patients and different dates of service. Splitting that batch back out so it reconciles to your practice management system is the recurring monthly work.

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Patient responsibility trickles in

Copays at the desk, deductibles billed after the fact, and payment plans that run for months. Revenue and cash land in different periods, which is why a practice can feel busy and still watch the bank account lag.

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Prepaid treatment plans are delivered over time

Orthodontic contracts, package care, and paid-up-front treatment are earned as the care is provided, not on the day the card clears. Tracked properly, your monthly revenue reflects work done rather than when people happened to pay.

What’s included

One flat monthly rate for your optometry practice. Everything below, every month.

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Monthly close, every month

Categorized transactions, reconciled bank and card accounts, and books that are actually current — not six weeks behind.

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A P&L you can read

Plain-English monthly statements. Revenue, costs, margin — and what changed since last month, flagged for you.

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Ad spend inside the books

Marketing cost broken out per channel and set against revenue. “Did the ads make money” becomes a line you can point to.

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Catch-up & clean-up

Behind on your books? We reconstruct and clean up past months first, then keep the rhythm going.

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Tax-season handoff

Your CPA gets a clean, organized file at year end — fewer billable hours spent untangling, fewer surprises.

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One team, one thread

Questions answered by the people who keep your books — in-house, not a ticket queue.

How it works

01

Free books review

We look at your current books and tell you honestly what shape they're in and what the monthly scope would be.

02

Catch-up if needed

Past months reconstructed, categorized, and reconciled before the ongoing rhythm starts.

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Monthly rhythm

Close every month, statements delivered, questions answered — flat rate, cancel anytime.

Starts at $500/month

Simple, flat pricing

$500/month and up

The exact flat rate for your optometry practice is scoped to your transaction volume and account count — quoted after the free books review, with no long-term lock-in. Already running marketing with us? Your books and your campaigns live in one data picture.

Planning the marketing side too? See what marketing costs for optometry practices.

Frequently asked questions

How much does bookkeeping cost for a optometry practice?

Bookkeeping starts at $500 per month. The exact flat rate is scoped to your transaction volume and account count, and it's quoted after a free review of your current books — so you know the number before you commit. No long-term lock-in.

What makes bookkeeping for optometry practices different?

Practice books are hard because what you bill and what you're paid are two different numbers. Payer deposits arrive batched across many claims, patients pay their share on their own timeline, and the difference has to be recorded as an adjustment rather than left as a mystery. Two examples that come up on almost every optometry practice’s books: “Billed amount and deposit are never the same number” and “One deposit, many claims, many patients”.

Do you file my taxes?

No — your CPA handles filing, and we don't give tax advice. What we do is keep the books that make filing easy: categorized, reconciled, and closed every month, so your accountant gets a clean, organized year-end file instead of a shoebox. If your books are behind, we run a catch-up and clean-up pass first.

Do I have to be a marketing client to use your bookkeeping?

No. Bookkeeping stands on its own for any optometry practice. But when we run both, your P&L and your campaigns share one data picture — which is where the “did the advertising actually make money” answer comes from.

All bookkeeping services →

How in-house bookkeeping works, what's included, and how the flat rate is scoped.

Marketing for Optometry Practices →

What we actually run for optometry practices — channels, campaigns, and targeting.

What marketing costs for Optometry Practices →

Honest budget tiers and what moves the number up or down.

Start with the free books review

No commitment — we look at where your optometry practice’s books stand today and tell you exactly what monthly upkeep would look like.

Book the review →