Unlock Your Eye Care Business's Financial Potential with Eyes on Profits

Maximize Your Investment with Expert Financial Insights

Module 1: Foundations of Financials

1.1 Welcome

Get introduced to the “Eyes on Profits” course and what you can expect. We’ll outline the key objectives and show how mastering financial management can transform your optometry business.

1.2 Chart of Accounts

Learn how to set up and customize your Chart of Accounts, tailored specifically for optometry businesses. Discover how to organize categories and subcategories to keep your financial reporting clear and effective.

Module 2: Financial Reports

2.1 Introduction to Financial Reports

Gain a solid understanding of essential financial reports such as the balance sheet, income statement, and cash flow statement. Learn their purposes and how they reflect your business’s financial health.

2.2 Pulling Reports

Master the process of generating financial reports from your accounting system. We’ll guide you through accessing, running, and exporting reports for accurate financial tracking.

2.3 Interpreting Financial Data

Develop the skills to analyze and interpret financial data. Learn how to use key metrics and indicators to make informed decisions that drive your business forward.

2.4 Creating Benchmark Goals

Learn how to set meaningful benchmark goals based on your financial data. Discover how to use these benchmarks to evaluate performance and guide your business strategy.

Module 3: Mastering Your Spreadsheet

3.1 Spreadsheet Tour

Take a comprehensive tour of the financial spreadsheet tool. Explore its features and functions designed to help you manage and analyze your financial data efficiently.

3.2 How to Use

Understand how to effectively use the spreadsheet tool. We’ll cover basic operations, data entry, and applying formulas to streamline your financial management.

3.3 What’s It Mean & Taking Action

 • What’s It Mean: Learn to interpret the data and results in your spreadsheet. Understand what the numbers reveal about your financial performance, including trends and anomalies.

 • Taking Action: Discover how to use these insights to make informed decisions. Apply what you’ve learned to improve financial strategies, address issues, and set actionable goals for your optometry business.

Transformative Results: How Our Course Delivers

By completing the “Eyes on Profits” course, you’re not just gaining knowledge—you’re making a strategic investment in your optometry business’s future. Here’s what you can expect as a return on your investment:

 • Enhanced Financial Clarity: With a customized Chart of Accounts and thorough understanding of financial reports, you’ll gain clear insights into your business’s financial health.

 • Improved Decision-Making: Learn to interpret financial data effectively and set benchmark goals, leading to more informed and strategic decisions.

 • Operational Efficiency: Master your financial spreadsheet to streamline data management, saving time and reducing errors.

 • Actionable Strategies: Apply what you’ve learned to set actionable goals, improve financial strategies, and drive your business’s success.

Invest in your financial education and see a direct impact on your business’s performance and growth. The skills and insights gained from this course will pay dividends in better financial management and strategic planning.