About the Company

For the past twenty plus years, IDOC has remained committed to the success of independent optometrists, and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through specialized services, expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633

IDOC’s Optometry Practice Bookkeeping Service

Starting in 2021, IDOC is launching a bookkeeping service to better serve our members and enhance our own organizational intelligence. Like many small businesses, our member practices struggle with finding the time or talent to track their financials consistently and accurately. They also struggle to derive much meaning from their financial statements because they simply shoehorn their expenses into the ‘default’ categories in QuickBooks. IDOC aims to simplify their practice operations and financial management by:

• Handling bookkeeping and payroll for the practice, providing owners with accurate, timely financial statements and ensuring their payroll taxes and forms are submitted on time.
• Providing an eyecare-specific chart of accounts and P&L layout, helping owners make more sense of their financial statements.
• Pooling member’s financial data and reporting back population-level benchmarks to participants, so they can better assess how their practice is performing.

Role Summary

The Bookkeeper role will actively keep the books of a portfolio of OD clients – coding transactions, reconciling statements, and handling monthly close – as well as managing payroll for participant practices.

As this is a new service for IDOC, this position will also be learning with us and helping to create the process and product for IDOC’s Optometrist Bookkeeping Service.

• Oversee the bookkeeping and financial reporting process for Independent Practice Owners (our Members).
• Coordinate with new bookkeeping members to migrate / adapt their financials to IDOC’s chart of accounts and reporting layout.
• Assist in coding transactions, coordinate with owners on decision to expense or capitalize equipment purchases.
• Reconcile accounts and close books monthly
• Support payroll process, including processing payroll, paying taxes, and filing payroll reports.
• Support multiple practices at once
• Provide feedback and guidance to development of the service

Requirements

• 1+ years Bookkeeping/Accounting experience required
• Proficient in QuickBooks Online
• QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred
• Competent skills in Excel spreadsheet and competency with other Microsoft Office applications
• Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail.
• Well organized, able to work in a fast-paced environment.
• Self-directed and able to work remotely
• Committed to collaboration and teamwork.
• Ability to thrive in a dynamic environment.

Competencies

• Team-oriented and “People First, Always” mindset; consistently meets commitments made to colleagues and helping others succeed.
• Kind, humble, and respectful attitude with a desire to serve others that supports our value of “Service at Our Core”.
• Values “Trusted Relationships” and builds strong client and partner relationships to deliver member-centric solutions; gains the confidence and trust of others through honesty, integrity, and authenticity.
• Understand what it truly means to be “Better Together” by seeing the value and effectiveness of collaboration, even when things are not certain, or the way forward is not clear.
• Honest, trustworthy, discreet, and highly protective of confidential information.
• Mature and professional demeanor that engenders trust.
• Excellent oral communication skills both and over the phone.
• Excellent written communication skills and grammar.
• Exceptional attention to detail.
• Organizational skills to prioritize workflow and manage multiple clients AND supervisor team members.
• Comfort with following and developing checklist-based systems to ensure consistency and accuracy.
• Ability to meet deadlines consistently.
• High personal standards for excellence and self-improvement.
• Self-reliant, flexible, and resilient.
• Ability to anticipate change and react efficiently and expeditiously.