Bookkeeping + Reporting

  • Post daily transactions within QuickBooks Online
  • Reconcile bank accounts monthly
  • Reconcile credit card statements monthly
  • Produce monthly optometry practice financial statements
  • Compare your results to established performance benchmarks

Full-Service Payroll

  • Process payroll via direct deposit
  • Pay + file federal, state, and local withholding and unemployment tax
    and forms
  • Provide annual W2s to employees, submit W2 to Social Security Administration
  • File monthly, quarterly, or annual sales/use tax

Income tax services

  • Tax service specifically for Optometrists
  • Tax preparation for:
    • Form 1120S Corporate Returns
    • Form 1065 Partnership Returns
    • Form 1040 Personal Tax Returns
  • Tax Planning and Tax minimization strategies

additional services

  • 1099 preparation
  • Workers compensation audits
  • Bookkeeping, accounting, and payroll related sales tax filings prior to date client engages Williams Group
  • State non-payroll related tax filings
  • Ad Hoc financial report requests
  • Plus more...

Interested in learning more about Williams Group Financial's services? Fill out our contact form and one of our expert accountants will reach out to you!

Craig Smargiasso, OD

"Utilizing Williams Group Financial has allowed me more time to focus on patient care, while still allowing me to be very involved in my daily, weekly, and monthly bookkeeping and payroll."

Craig Smargiasso, OD

Aurora Eyecare | Aurora, OH
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Schedule a free consultation call with Brad Rourke, CPA, ABV.

Reach out today!

Discover how Williams Group Financial services can transform your optometric practice.

Fill out our form to learn more and take the first step towards optimal financial success. One of our dedicated optometric accountants will reach out to you personally to discuss how we can tailor our solutions to meet your practice's needs.

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