Bookkeeper - Stamford, CT

About Us

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 Books & Benchmarks
IDOC Books & Benchmarks is a bookkeeping service we provide our members, delivered by a team of talented bookkeepers. Many of our members are small independently owned businesses, looking to IDOC to help run their business. Like many small businesses, finding the time or talent to track their financials consistently and accurately can be challenging. 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 we expand our service offering, helping to manage accounts payable and helping to pay bills will also be part of the role.

Responsibilities

• Oversee the bookkeeping and financial reporting process for Independent Practice Owners (our Members).
• 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 up to 60 client practices per month.
• Provide feedback and guidance to development of the service.

• Proficient in QuickBooks Online.
• QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred.
• Expert skills in Excel spreadsheet (i.e. Pivot tables, v Lookup, and other Excel functions) 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.