Ready to make better-informed decisions while increasing practice productivity and profitability?

Get started with Williams Group Financial bookkeeping and payroll services today!

Working with Williams Group Financial

With Williams Group Financial, your optometry-specific accountants, you can expect the following:

  1. Leave the daily demands and stress of bookkeeping, payroll, and payroll tax reporting to us so you can concentrate on what matters most, patient care.
  2. Enjoy peace of mind knowing that your practice accounts are reviewed with CPA accuracy and confidentiality.
  3. Benefit from having 24/7 online access to your financial information so you can make better business decisions and manage practice outcomes.


Bookkeeping & Reporting

• Post daily transactions within QuickBooks Online

• Reconcile bank accounts monthly

• Reconcile credit card statements monthly

• Produce monthly financial statements

Full Service Payroll

• Process payroll via direct deposit

• Pay federal, state, and local withholding and unemployment tax payment

• File federal, state, and local withholding and unemployment tax forms.

• Provide annual W2s to employees

• Submit W2 information to Social Security Administration

• File monthly, quarterly, or annual sales/use tax

Full Tax Services

• Tax service specifically for Optometric Doctors

• Tax preparation for:  Form 1120S Corporate Returns; Form 1065 Partnership Returns

• Tax preparation for: Form 1040 Personal Tax Returns

• Tax Planning and Tax minimization strategies

Additional Services

• 1099 preparation

• Workers compensation audits

• Bookkeeping and accounting prior to the date client engages Williams Group Financial

• Payroll related sales tax filings prior to the date client engages Williams Group Financial

• State non-payroll related tax filings

• Ad Hoc financial report requests

Williams Group Financial can help you get your finances in order.
We can also process your payroll so all your bookkeeping and payroll information is accessible anywhere, at any time.

Get a free consultation with Brad Rourke, CPA.

Share This