since 1987
ACCOUNTING, TAX AND PAYROLL
SERVICES FOR OPTOMETRISTS
Managing your practice’s finances shouldn't mean giving up your evenings or weekends. We handle your bookkeeping, payroll, and taxes. You focus on patient care and growth.
Thinking about letting your associate buy-in? Download our free guide: 5 Tips for a Smart Associate Buy-in
What we do
Your full-service financial solution, built exclusively for eye care professionals.
Bookkeeping Services
Accurate, up-to-date, and optometry-specific. We categorize transactions properly, track practice expenses, and clean up books (even messy ones).
Accounting Strategies
Our CPAs analyze your performance and provide tailored advice to help you optimize operations and grow your bottom line.
Tax Prep + Compliance
From quarterly strategy to year-end filing (personal + professional), we ensure you’re optimized for every deduction you’re entitled to.
Payroll Processes
Reliable, fully managed payroll services with direct deposit, tax filings, and detailed reporting ensuring your team is always paid on time.
Financial Forecasting
Understand how your practice is performing. Get clear monthly reports, performance analysis, and insight into what’s next.
Start-Up Support
Whether you’re opening cold, buying your first practice, or forming a partnership, our team helps you structure for long-term success.
Why Optometrists Trust Williams Group
When your accountant knows your industry inside and out, you stop wasting time explaining your business and start making smarter financial decisions.
Established
states
Clients and growing
Are you experiencing:
- Spending too much time on QuickBooks… and still unsure if it’s done right
- Stressed about taxes or worse, overpaying
- Sick of explaining optometry to a general accountant
- Paying associates or staff late or dreading payroll day
- Running a profitable practice but have no idea why or what to fix
You’re not alone. You don’t have to be the OD, CEO, CFO, and CMO of your practice. Let's talk!
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additional services
1099 Preparation
We simplify your contractor tax reporting and help avoid common IRS pitfalls.
Sales & Use Tax Filing
Monthly, quarterly, or annual filings accurately, on time, and compliant.
Secretary of State Filings
We handle your annual reports to ensure your business remains in good standing.
Property Tax Return
We prepare and file tax returns to ensure you're compliant and not overpaying.
Workers' Comp Audit
We help audit to ensure team is properly classified for insurance purposes.
Need something you're not finding? Let's talk.
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
Since 1987, Williams Group has helped eye care professionals across the U.S. streamline their finances, reduce tax burdens, and gain clarity over their practice performance to make confident decisions. All with expert support from our team who understands the business of optometry inside and out.
what to expect
- Optometry-specific knowledge and expertise
- Monthly reporting delivered by the 14th - always
- QuickBooks Online setup, support, and optimization
- Done-for-you payroll and tax compliance
- Proactive forecasting and financial strategy
- Billing review, associate structure, and overhead control
- Stress-free year-end closeout with no surprises
- Virtual, state-specific support for your practice
Meet Our Financial Team
It's our job to empower practice owners to make smarter financial decisions, pay less in taxes, plan for growth (and acquisitions or exits), and ultimately spend more time living life outside of your practice!
ready to offload the financial stuff?
SCHEDULE YOUR CALL!
Let’s get your evenings and weekends back.
Take the first step by scheduling a complimentary consultation.