Challenges in the Optometry Industry

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 ophthalmologists, 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.

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 effects.

Are you like many of our Optometry Industry clients?

  • Do you want the best for your patients?

  • Do you worry that taxes will eat up any potential profit?

  • Do you want to provide the best care in a fee competitive environment?

  • Is your new practice debt overwhelming?

  • Are you seeking a dedicated coach to walk you through the financial processes?

You are not alone.

Many like you feel disconnected from their business. You are not alone. All of these unknowns may be affecting the most important relationships in your life. Running a successful practice should not be this hard. There is a better way.  All you need is a step-by-step blueprint and someone to walk with you.

 

Elevate Your Business in 3 Easy Steps

Consultation

Our introductory meeting is designed to gain an understanding of your unique concerns, passions, and goals. We note your key priorities and structure a Plan of Action. This roadmap of manageable tasks will lead you to accomplish your goals.

Strategic Assessment

Our team will perform a Strategic Assessment of the 5 critical areas of your business. We then present our key findings and provide actionable intelligence you can use to improve business operations right away.

Execution

Through our goals-based and issues-based coaching and advisory services, you are given a clearly defined strategy to begin achieving your goals. You’ll be equipped with the priorities and tasks to get you on pace, on schedule, and in rhythm.

 
 

What Others Are Saying

We believe everyone should have the opportunity to succeed. We bring new ideas, world-class tools, and training to your business. While we cut our teeth on taxes and accounting, our heart is in transforming our clients’ lives. Hear from the many others we have led to a better way of doing business.

 

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