fbpx

Wade Weisz, owner of For Eyes Bookkeeping, joins Evon Mendrin, CFP to talk about the ins and outs of bookkeeping for an optometry practice.

They dive into the basics of bookkeeping, the three financial statements in the business, how often to review your financials, and ways to catch whether your books are accurate. It’s hard to overstate how important clean, accurate books are to being a better business owner and getting the best advice from your advisors.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned on this episode:

Subscribe to our podcast below!

Recent Articles

Episode 111 of Optometry Money Podcast with Matt Ruttenberg on 2024 401(k) updates and deadlines.Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC

Weekly Eyes on the Money Newsletter straight to your inbox!

Student loans, taxes, cold-starts and more!

Sign up to get weekly financial education tailored for optometrists.

© Copyright - Optometry Wealth Advisors LLC | Website Designed by Cobalt & Sapphire