At our Canton, Michigan-based CPA firm, we understand the intricate income tax and sales tax requirements unique to your medical profession. Whether you’re a solo optometry practitioner or part of a thriving optometric practice, our comprehensive services cover bookkeeping, payroll, accounting, tax preparation, and tax planning. We are also your dedicated support system for QuickBooks Online, ensuring seamless financial management.
All-In-One Accounting, Bookkeeping, Payroll, and Tax Preparation Package for Optometry Practices
Optimize your practice with our preferred all-inclusive package, tailored to meet the specific needs of optometry professionals. For a monthly fee of $950, our package includes:
- Monthly bookkeeping clean-up
- Reconciliation of all bank and credit card accounts
- Monthly profit and cash flow reports
- 30-minute Zoom meeting monthly to review reports
- Unlimited QuickBooks support
- Tax return preparation for your practice and individual income tax return
- Ongoing tax planning advice
- Unlimited emails and phone calls
- Payroll processing for 26 pay periods annually
- W2 preparation
- Direct deposit of employee paychecks
- Preparation of quarterly payroll reports
- Timely remittance of tax payments to taxing authorities
A La Carte Optometry Practice Accounting Services
While our all-inclusive package caters to most preferences for our optometrist clients, we understand that every practice is unique. We offer flexible a la carte services for clients who prefer customized solutions. Whether it’s handling your own reconciliations, using a different payroll service, or managing specific aspects independently, we tailor our services to fit your practice’s exact requirements. After understanding your needs, we provide a transparent monthly fee for the selected services.
Optometric and Ophthalmology Practice Acquisition or Start-up
Embarking on a new venture or acquiring an existing practice? Congratulations! With over 100 medical-related practice acquisitions under our belt, we are here to guide you if you need the help. From entity selection and tax structure determination to forecasting and cash flow analysis, we ensure that your new practice aligns with your lifestyle and financial goals. Whether you’re starting from scratch or making a strategic acquisition, our expertise will be a valuable asset on your journey.
Elevate your optometry practice with our expert optometric accounting services.
D.J. Jablonski, CPA and Jeff Schultz, CPA are Ready to Assist You
D.J. and Jeff Schultz are available to discuss your optometry practice CPA service needs. Please click here to learn more about D.J. or click here to learn more about Jeff.
You can reach DJ either by phone (734) 354-2380 ext. 110 or by email at djablonski@schultz-cpa.com, and you can reach Jeff by phone (734) 354-2380 ext. 104 or by email jschultz@schultz-cpa.com as well.