Optometry practice accounting.
Exam revenue (insurance + cash) plus optical retail (frames + lenses + contacts) — three different margins, three different cash patterns.
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Optometry is essentially two businesses under one roof: a clinical exam practice that bills insurance, and an optical retail shop that sells frames, lenses, and contacts at retail margin. Mix the two in the chart of accounts and you cannot tell which side is funding the office.
We work with solo OD practices, multi-doctor offices, and optometry + wellness combinations.
What we handle
- Exam vs optical revenue separation.
- Frame and lens inventory tracked monthly.
- Insurance A/R by carrier.
- Equipment depreciation on autorefractors, OCTs, fundus cameras.
A solo OD practice thought optical was 60% gross margin. After we backed out frame returns, lens lab fees, and contact-lens fitting follow-up time, optical margin was 38% — vs exam margin at 78%. Practice priorities shifted.
If you have an optical, separate revenue and inventory.
If you bill insurance, A/R by carrier matters.
If net practice profit clears $200K, S-corp + 199A analysis worth modeling.
Real margin per side, real inventory, real practice value.
From $700/month.
Frequently asked questions
Software?
RevolutionEHR, Crystal PM, Compulink. Sync to QuickBooks.
Frame inventory?
Monthly count and adjustment for returns and depreciation of slow-moving styles.
Insurance billing platform?
VSP, EyeMed, CEI integrate with most practice management software.
199A?
Optometry SSTB; deduction phases out at higher income. We model.