Recommended Practice Management Resources

Owning a practice gives you the rare opportunity to truly control your career and financial destiny. The path certainly isn't easy and there are multiple ways to both success and failure. Dat and Aaron are excited to partner with these recommended and trusted resources to make your practice a huge success!

Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by us. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us.

Financial Management and Consulting

Williams Group Financial

Williams Group has been helping optometry practices for over 30 years. It is that experience that allows us to know how to shape your financial statements to reflect that of an optometry clinic. Your numbers will be updated daily and allow you to compare to national benchmarks for optometrists. 

By also offering tax preparation, tax planning, and full-service payroll, we aim to take the busy work off your hands so you can focus on what is profitable to you, seeing patients. 

Our fees update based on how your clinic is performing, so you will pay less if you go through hard times, and we will be motivated to help you and your clinic improve. And our payroll services are often cheaper than do it yourself payroll software, which doesn’t have our benefit of integrating the smallest details into your books

In addition to our financial services, we also can help you achieve the practice you've always wanted through our highly-customizable consulting programs. We’ll help you define your goals in every area of your practice and then co-manage implementation to help you achieve your desired results.

Services include:

  • Bookkeeping & reporting
  • Full-Service Payroll
  • Corporate & Personal Tax Returns
  • Tax Planning
  • Sales & Use Tax filing
  • Business Personal Property Tax Return
  • Practice Consulting Programs 

Location Requirements: Eligible in all States.

Contact: Brad Rourke, CPA, ABV, at or find out more about us for a free consultation 

Pay-Over-Time Patient Solution

Sunbit Technology

ODs on Finance is proud to partner with Sunbit technology to help you upsell and increase your practice's revenue—easier.

Sunbit is the Buy Now, Pay-Over-Time solution for optometry practices. With this payment plan technology, you can:

  • Attract more patients by offering to split their purchase across 3 months totally interest-free*
  • Sell more with a 30-second process that approves 9 out of 10 people
  • Retain more customers by providing a stress-free and modern shopping experience

Sunbit technology fits seamlessly into your in-office checkout process. It’s a fast, transparent, and stress-free way for customers to finance everyday purchases, while optometrists can earn more. Your practice gets paid in full for the transaction the next business day. 

Schedule a demo today at

*Disclaimer= Please Read 

Website and Search Engine Optimization (SEO)

Ignite Medical

Specializing in Search Engine Optimization, Digital Marketing, Google Ads, and Websites. “Boost your digital presence and get more patients in your office,” with clean, modern, mobile-responsive websites and SEO focused on important optometry keywords to climb the ranks of search engines.

Ignite Medical focuses on website development and digital marketing to provide you with the BEST way to improve your visibility on Google and Bing.  You’ll see your rankings steadily increase with our SEO marketing plans by focusing on important organic and local ranking factors. Our Pay Per Click (PPC) option is a sure fire way to get your practice on the first page of search results.  We use PPC marketing as a method to compliment your inbound marketing, not a way to simply replace it.

Dr. Richard Zimbalist and the team at Ignite Medical has the experience you need to gain an edge on your competition through a variety of digital marketing platforms.  

Contact:  573-340-3359 or email Rich at

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