Questions? Thoughts? Send a Text to The Optometry Money Podcast!

Enjoy a holiday replay of a 2022 favorite (Ep 29). Wade Weisz, owner of For Eyes Bookkeeping, joins Evon 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.

As a holiday gift, Evon opened up the app/dashboard he uses with clients (Elements) to track financial data and assess financial health. Click here to download the app, set up the initial information, and look through the "vital signs". You don't even have to interact with Evon if you don't want to, but he's happy to answer any questions.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected].

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:

• For Eyes Bookkeeping
• Facebook - Wade Weisz
• Access Financial Health Dashboard (Elements)!

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.