We often use the word ‘vision’ when we’re talking to business owners.  As opticians, you’ll realize more than anyone how critical vision is to life – and how important your business vision is to your business life.  We’ve worked with optometrists to opthalmologists, a variety of opticians and those in the optometry industry, through all the stages from startup through to business sale.

Helping you have clarity in your optometry business is important to us, too.  We can help you with basic accounting, tax and business coaching services – and we can go beyond, helping you identify key profit improvement strategies, and addressing your personal wealth, and identifying tax minimization strategies.

Specific Challenges in the Optometry Industry

If you own an optometry practice, you’ll be facing a variety of issues related to operations and finances. With looming changes in the healthcare environment, optometrists in private practice must stay aware of the current trends and their effect.


Are you like many?

  • You struggle with understanding what the numbers mean, and how you should respond.

  • You want to provide the best care in a fee competitive environment - but how?

  • Is your new practice debt overwhelming? Struggling with how to pay it off quickly?

  • You care deeply for your patients, seeking the best for them.

  • You want someone who will speak with you often, and on your level, not technical jargon.

  • Does it sometimes feel like the team is tearing apart?

  • If you have a profit, you worry that taxes will eat it all up.

  • Often, profits are minimal. Are you able to draw market-rate compensation for yourself.

  • You hate surprises, particularly cash flow surprises.

  • We commonly hear you feel disconnected from you business, like you are losing touch. You feel alone and maybe a bit helpless.

  • And all this may be affecting the most important relationships in your life.

Truthfully, it is not your fault - you were not taught how to run an optometry practice.

It should not be so hard.

You just need a better way, a step by step blueprint, and someone to walk with you.

3 Step Process to Get on Track

We Ask, You Talk, We Listen

The introductory meeting is designed to understand and gain clarity over your unique concerns, passions, goals, and dreams. We listen to get crystal clear on the key priorities, and structure a plan of action with you to accomplish your goals.

Strategic Assessment

Though a proven process, our team performs an assessment of the 5 critical areas of your business. We present you with the key findings, and provide actionable intelligence you can use in your business right away.

We offer goals based and issues based coaching and advisory services, focusing on helping you improve and grow your business.


With a clearly defined strategy, begin to achieve your goals. Know the priorities and tasks to get you there. On pace, on schedule, in rhythm, begin to achieve results you desire.

We believe everyone should have the opportunity to succeed. We have helped others, and we can help you.

We are CPAs who also happen to be business coaches. We bring new ideas, world-class tools, and training.

While we cut our teeth on taxes and accounting, our heart is in transforming our clients’ businesses.

Need assistance and training with QBO (QuickBooks Online) or Xero? Our team can assist. Learn more about Active Management Systems.