Latest Announcement/Upcoming Events

I am personally excited to announce this partnership since ocular disease has always been a passion of mine. While optometrists need to be financially-educated,  they also need to be clinically-knowledgeable to be efficient in providing the best patient care.  Hence why I created a year ago. It was a great but very basic website filled with clinical tools from ocular disease to CL parameters that over 4,000+ doctors use on a daily basis.

But there was always something missing, and that something was EyeDock, a well-known online clinical tool that was created in 2002 by full-stack developer extraordinaire, Dr. Todd Zarwell O.D. So with the merging of our two companies, Todd & Dat can have the necessary resources & man-power to take EyeDock to a higher level, to really make every single doctor exceptional clinicians. So is our gift to our optometry profession: 

  • ✅ Fully Mobile UI/UX design, comprehensive database, updated daily
  • ✅ Register for EyeDock FREE to get access to basic contact lens, medicine, ocular diagram, references & basic vertex calculator
  • ✅ Upgrade to EyeDock PRO $15/month to get full access to comprehensive ocular disease/treatment, ICD-10, advanced calculators/tools and new features.
  • ✅ No Long-term Contract, Cancel Anytime, Free Account Setup. 

ODs on Finance Member PROMO: 

  • Free 4-Years EyeDock PRO for optometry students during school
  • Free 1-Month EyeDock PRO for practicing doctors

Todd and myself sincerely plan to invest more future resources back into EyeDock to make the best optometric clinical tool in the world! So please give us feedback as you navigate the site! 

Current Optometry Students? Sign Up For Our Ambassador Program To Get Free Eyedock Pro!

We are excited to negotiate all these limited time, lowest rate & member-only exclusive promo for our community! But wait, there's more! If you're planning on attending Vision Expo East , you won't want to miss the chance to swing by the booth and demo some of the incredible equipment on display.

And as a special bonus, we're offering all of our community members a special ODoF Code that will get you an even bigger discount on top of the already amazing trade-show pricing. 

Maximizing Optometry Billing: A Comprehensive Overview

In the 2hours session, Stephanie Woo of Woo U will walk us step by step through various billing scenarios with multiple VCPs & medical plans. We will explore the key strategies and techniques to maximize your optometry billing and improve revenue. Our expert speaker will provide insights on how to avoid common billing mistakes, streamline your billing process, and negotiate with insurance companies for maximum reimbursement. By the end of the session, you will have a clear understanding of how to improve your optometry billing and increase your practice's bottom line. Don't miss out on this opportunity to learn from a seasoned professional and take your optometry billing to the next level. Register now and join us for an informative and engaging session on maximizing optometry billing.

✅ Step by step guide With various billing scenarios

✅ Key strategies and techniques to maximize your optometry billing and improve revenue

✅ Learn from a seasoned professional and take your optometry billing to the next level

ODs on Finance Member Rate: FREE | Recording will be only be available to registrants for 2 weeks 

For the final part of our series, we will hear from an owner that has grown his brand to encompass 12 high grossing private practice locations. Strategies on initial scaling as well as multi location management will be explored. Additionally, insight will be given on how to keep net revenue high through balance of overhead and the avoidance of “robbing Peter to pay Paul.” Marketing, staffing/HR and cash flow will also be discussed. Ryan will go over strategies they use to:

✅ Initial Scaling Strategies
✅ Multi Location Management
✅ Marketing, Staffing/HR + Cash Flow

ODs on Finance Member Rate: FREE | Recording will be only be available to registrants for 2 weeks 

Join the Conversation on Optometry's Largest Finance Focused Forum:



New Targeted $10,000 EIDL Grants_ Do You Qualify_

New Targeted $10,000 EIDL Grants: Do You Qualify?

With the initial economic shock of the COVID-19 pandemic back in March 2020, the Emergency Injury Disaster Loan (EIDL) and subsequent grant programs funded by the CARES act received a lot of buzz. In the first round of the EIDL grant, businesses were granted $1000 per employee of their business, up to a maximum of $10,000. Recently, congress has allocated another $20,000,000,000 in EIDL grants (advances) in the new stimulus to allow businesses who received less than $10,000 to qualify for the full $10,000 grant, minus any amount already received. Let’s take a look at EIDL grants and common questions regarding them.

Virtual Masterclass - Caldwell Final Social

Carotenoid Levels in Ocular Disease and Systemic Health (1 hr COPE CE Virtual)

We are ecstatic to host our first live CE event of 2021 with the Dr. Greg Caldwell. We hope this CE event will help you better understanding of how carotenoids affect ocular disease and gives some ideas on what technologies you can implement in your practice in regards to carotenoid levels.

Carotenoids are nutrients that have been proven to protect the eye from light damage and several ocular pathologies. Their antioxidative protection is most recognized in age related macular degenerations. Many ocular and retinal diseases are linked to low levels are carotenoid levels.

The Optometrist’s Guide to Writing a Business Plan

The Optometrist’s Guide to Writing a Business Plan

When it comes to building a great business, a business plan is a vital piece of the puzzle. A business plan explicitly explains how a business seeks to go after its mission and how it will utilize its operations to become profitable. Components of your business plan will help you think through problems and arrive at solutions. Alongside this, a well written and convincing business plan will help you obtain funding, bring in additional partners (if applicable) and even get investors.

Annual Report 2020

Annual Report: 2020

Well 2020 has surely been a year!  Let’s be honest, we all went into the year 2020 with big expectations – but the so-called Year of the Optometrist had some nasty surprises up its sleeve.  Despite the trials and tribulations that 2020 brought, it also brought important lessons, and the looming importance of financial education…

8 New Year's Financial Resolutions

8 New Year’s Financial Resolutions

The year 2021 is here. In our opinion, 2021 has it pretty easy. I mean, how much worse can it get after 2020? Joking aside, the beginning of the year presents a great time to take inventory of life and evaluate your financial health for the next 365 days. Here are a few New Year’s financial resolutions to get you started.

The New Coronavirus Stimulus Package - FAQs for Small Business Owners

The New Coronavirus Stimulus Package – FAQs for Small Business Owners

Here we go again! In case you missed it, congress recently passed a new COVID-19 stimulus package on December 22, 2020, that provides over $900 billion in aid to individuals and businesses – pending the president’s signature. Notable parts of the new bill include changes to PPP (Paycheck Protection Program), EIDL, clarification of tax treatments of relief funds, and an extension to the Families First Coronavirus Response Act tax credit.
To help you further understand the bill, here is a quick rundown of everything you may need to know in an easy to read FAQ format.

10 Tips for a Successful Insurance Claim after a Fire

10 Tips for a Successful Insurance Claim after a Fire

A fire is something that no one ever wants to deal with, and is something that can turn your life upside down for a while. Having proper insurance and understanding the process behind dealing with a fire are key for being able to recover from a fire. Let’s take a look at the steps of the insurance claim process. 

Before you continue reading, let’s create a folder on your computer, and title it “Documents for Insurance Claims”. You’ll need it to add important items in. Here are 10 Tips for a Successful Insurance Claim after a Fire.

My Rental Property Caught of Fire_ A Four Part Series

My Rental Property Caught of Fire: A Four-Part Case Study

On September 10th, 2020, I received one of the most devastating phone calls a landlord can receive. It was followed by a much more distressing email with pictures of the event. My property management never calls me, so when I saw their phone number come across my caller ID, I had a gut feeling that something was wrong.

Virtual Masterclass - Cmejla Final Social (2)

Virtual Masterclass: A Healthy Financial Mindset in Practice Ownership (Adam Cmejla, CFP) 1 hr COPE CE

Running a practice takes a significant investment of time, money, and energy. It can be extremely rewarding, but it can also be a catalyst for ODs living a life filled with stress, anxiety, and pressure. Learn proven, math-based approaches to solving pain points in the strategic manner in which you manage your practice.

Virtual Masterclass - Haynes Final (1)

Virtual Masterclass: Diagnostic Imaging in Macular Degeneration (1hr COPE CE)

We are ecstatic to host our next live CE event with the brilliant Dr. Jessica Haynes. We hope this CE event will help you better understand AMD technologies and gives some ideas on what technologies will be the best for your patient base and your practice.

This lecture will review diagnostic imaging strategies useful in the evaluation of macular degeneration including fluorescein angiography, optical coherence tomography, fundus autofluorescence, and optical coherence tomography angiography.

What is Tax Loss Harvesting and How Can It Help Me_

What is Tax Loss Harvesting and How Can It Help Me?

What is Tax Loss Harvesting? With tax loss harvesting (TLH) the concept is simple – sell your investments at a loss to reduce your tax liability.  In the realm of tax loss harvesting you can “harvest” your losses and utilize them to: How Does Tax Loss Harvesting Work? What is the Wash-Sale Rule? In an…

Student Loans Debt COVER

10 Practical Tips on How to Pay Off $221K+ Optometry Student Loans in 5 years

Like many optometrists, I graduated from Southern California College of Optometry (SCCO) with over $221,245 in student loans back in June 2015. It was a combination of both federal loans ($198,303) and high interest private loans ($22,942) that I took out for other living expenses during my 4th year rotations. In early October 2020, during the COVID-19 pandemic, I made my final and last student loan payment, roughly 5 years later.

Insurance &Asset Protection (2)

Ask the CFPs-Part 3 – Insurance & Asset Protection (FB Live)

When it comes to interesting and engaging financial topics, insurance and asset protection often rank near the bottom.  Despite their relative banality, insurance and asset protection are vital in ensuring financial success by providing a security blanket for uncertainty.  In this edition of Ask the CFPs, we will learn the ins and outs of various…

Optometry Job Compensation_ Are You Underpaid_

Optometry Job Compensation: Are You Underpaid?

If you follow the ODs on Finance Facebook page, among the great content you may find some disputable topics. Perhaps one of the more controversial issues that plenty of optometrists deal with regularly is compensation. Specifically, many ODs wonder where their financial package falls on the scale of monetary standards, from “You’re Getting Ripped Off” to “I’ll Have My Student Loans Paid Off and Own a Lamborghini In No Time.”

7 Things You Need to Know about the FHFA Adverse Market Refinance Fee

6 Things You Need to Know about the FHFA Adverse Market Refinance Fee

Historically low interest rates for home mortgages amid the COVID-19 pandemic has created an upsurge of applications for refinances. When refinancing your property, one of the most critical aspects is identifying how to get the most out of your financing options. Staying up to date on changes to regulations is critical. One upcoming change is the creation of a new Adverse Market Refinance Fee, which is something that will soon affect those seeking to refinance. How will this affect you? Get the answers to all your questions here.

For questions, please reach out to Aaron and Dat at