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Home · Specialties · Optometry & Vision Care
Independent OD · Optical Retail · Specialty Vision

Clear vision is your gift to patients. Clear numbers are ours to you.

Strategic accounting, tax, and advisory for independent OD practices, vision care, and OD + optical retail combinations — built around exam-and-retail margin dynamics, frame inventory, and managed-vision plan reimbursement.

Book a 30-Min Practice Assessment → See the MSO Platform
The fee-for-service MSO partnership for optometry & vision care owners. Operating leverage of a healthcare MSO platform — financial infrastructure, tax strategy, KPI dashboards, vendor network, advisory presence — without taking equity. No DSO. No consolidation. The practice stays yours.
Optometry & Vision Care owner — MSO partnership with Practice Partner CPAs
The Third Option
Your partner in vision care practice success.
Built for
Independent OD · Optical Retail · Specialty Vision
Typical Practice Revenue
$300K – $10M+
Typical Annual Tax Savings
$25K – $120K+
Live in
30 Days · From $795/mo
Why Owners Choose the Third Way

What every optometry & vision care owner is really choosing between.

Most optometry & vision care owners are stuck between a generalist CPA who doesn't really know the specialty and a PE-backed buyer who wants the equity. Here's the same comparison side‑by‑side — with your specialty in mind.

Option 1
Generalist CPA
Option 2
PE-Backed DSO / MSO
Option 3 · The Third Way
Practice Partner CPAs
Takes equity in your optometry & vision care No Yes · 60–80% No · 0%
Knows your specialty KPIs × ✓ ✓
Monthly close + benchmarks × ✓ ✓
Year-round tax strategy × ~ ✓
You stay the decision-maker Yes No Yes
Investment Hourly 60–80% equity From $795/mo
What It Feels Like

The shift when you finally have someone in your corner.

Most optometry & vision care owners aren't looking for another report — they're looking for someone they can think out loud with. A CPA + MBA who already understands the practice, sees the numbers monthly, and can be a sounding board for every decision that matters. Here's what changes when you stop running your back office alone.

Right now
Wondering if VSP is actually profitable
With Practice Partner
Knowing it — for every plan, every month
Right now
Watching frames sit and not knowing which to discontinue
With Practice Partner
Tracking turns and margins by category and vendor
Right now
Hearing capture rate at conferences but never tracking yours
With Practice Partner
Watching it as a leading indicator monthly
Right now
Wondering how an associate OD will actually pencil out
With Practice Partner
Modeling it before you make the offer
Right now
Optical inventory worth six figures sitting on shelves
With Practice Partner
Optical inventory as an asset you actively manage
Right now
Feeling like you run two businesses with one CPA who knows neither well
With Practice Partner
Working with one CPA who treats exam and optical as the separate businesses they are
You shouldn't have to be the clinician, the operator, the negotiator, the tax strategist, and the CFO. Be the leader. We'll handle the rest.
How We Show Up for You

You run the practice. We run the financial side — together.

You shouldn't have to be the clinician, the CFO, the tax strategist, and the operator all at once. The same Principal-level CPA — Ronak Bhatt, CPA, MBA — handles the technical work so you can focus on patients, your team, and the decisions only you can make. Here's what that partnership looks like across three areas.

01
Tax — Planned, Not Just Filed

You'll never feel a March surprise again.

Most optometry & vision care owners learn their tax bill the same week it's due. We turn that on its head — by October, you know your number, you know your plan, and you've already made the moves that lower it. The technical work happens quietly in the background; what you experience is clarity and control.

The kinds of strategies we routinely run for optometry & vision care owners — and what they typically save:

$7K–$14K/yr
S-Corp Reasonable Compensation
Defensibly set OD owner comp to optimize payroll tax.
$10K–$40K
Equipment Depreciation
Section 179 + bonus depreciation on autorefractors, OCT, fundus cameras, and dispensary buildouts.
$3K–$8K/yr
CA PTE Election
SALT-cap workaround for OD practices structured as S-corps or partnerships.
$15K–$60K/yr
Solo 401(k) / Cash Balance Plan
Owner-operator OD practices often miss substantial retirement tax shelter.
You don't have to chase the strategy. We bring it to you — and tell you exactly what it means for your bottom line.
02
Numbers — Closed Monthly, Translated for You

Open one dashboard and know exactly how the practice is doing.

You stop guessing. You stop waiting for a CPA to "get back to you." Your books close by the 10th of every month, and we translate the numbers into the few metrics that actually matter for optometry & vision care owners — so when you make a hiring, pricing, or expansion call, the math is already done.

What you'll see in your monthly Practice Health Dashboard:

Exam Revenue / OD
Productivity benchmark
Optical Gross Margin %
By category
Frame Inventory Turns
Annual
Capture Rate
Optical sale per exam
See what's included at each Suite tier →
03
Advisory — Someone to Think Out Loud With

A CPA + MBA in your corner for every decision that matters.

Optical product-mix analysis, associate OD comp models, second-location ROI, and quarterly strategy.

Every business leader needs someone to bounce ideas off — somebody who knows the numbers, knows the industry, and is in the conversation before the decision gets made. Hiring an associate. Adding a location. Buying the building. Bringing on a partner. Selling to a DSO or a group. You don't have to figure those out alone, and you don't have to wait until tax season to talk about them.

  • Benchmarks that actually fit you — your numbers compared against optometry & vision care owners in your exact specialty, not "small business" averages
  • A network you can borrow — vetted attorneys, bankers, retirement plan administrators, M&A advisors who already know healthcare
  • Regulatory clarity — CMS rules, state filing changes, reimbursement updates translated into financial impact before they hit your practice
  • A real sounding board — a CPA + MBA in the room when you're making the call, not just reading about it after
What Working Together Looks Like

From signed contract to live partnership in 30 days.

No drawn-out "implementation." No team being trained on your dime. A direct, principal-led onboarding that puts the financial infrastructure of your optometry & vision care into place fast — and starts producing wins before you've stopped thinking about whether this was the right move.

01
Days 1–15

Onboarding & Migration

  • Books migrated · chart of accounts rebuilt for optometry & vision care
  • Payroll, EHR, and tech stack connected
  • Prior-year tax position assessed · gaps surfaced
02
Days 16–30

Dashboard Live & First Close

  • Practice Health Dashboard live with your specialty KPIs
  • First monthly close completed and walked through with you
  • Tax planning kickoff · year-end strategies identified
03
Days 31–60

Monthly Cadence in Motion

  • Books closed by the 10th every month
  • First major tax move executed · PTE/S-corp/depreciation
  • Strategy questions you'd been carrying alone get answered
04
Day 90+

Compounding the Wins

  • Quarterly strategy call · benchmarks reviewed
  • Vendor introductions matched to what you actually need
  • The partnership becomes the operating rhythm of the practice
"
Ronak tracked our exam and optical revenue separately, modeled our VSP profitability, and identified $22K of optical-side margin improvement opportunities.
RM
Dr. Rachel Morrison, OD
Owner, Clearview Eye Care
Common Questions

What optometry & vision care owners ask first.

Do you handle the optical retail side?
Yes — frame and contact lens inventory, vendor terms, gross margin by category, and capture rate analysis are core to what we track.
What about managed-vision plans like VSP, EyeMed, Davis Vision?
We track each plan's effective reimbursement rate after chair time, lab costs, and frame allowance — so you can see which plans are actually profitable.
Can you handle multi-doctor and partner-owned OD practices?
Yes. Associate OD comp models, partner buy-in/buy-out, and second-location modeling are routine.
How does inventory accounting work for optical retail?
We use the most tax-advantaged method available (typically cost or LCM) and reconcile to your practice management system monthly.
Can you help with optical retail capture rate?
Yes. Capture rate (optical sale per exam) is one of the most important leading indicators in OD + optical. We benchmark yours and model the financial impact of dispensary changes.
Do you handle specialty vision practices?
Yes. Vision therapy, low vision, and specialty contact lens practices have different revenue dynamics and we adjust accordingly.

Your partner in vision care practice success.

30-minute call directly with Ronak. Direct CPA access. 24-hour response.

Schedule a Consultation 925.320.0309