Rewind: Lying in plain sight: identifying errors in your practice financials with Hayley Stewart

Welcome to this episode of 20/20 Money! My guest on today’s show is Hayley Stewart. Hayley is the Financial Services Manager for IDOC and predominately focuses her time and expertise on bookkeeping services for IDOC clients. Hayley joins the show to talk about the importance of bookkeeping in practices and how to properly ensure that your books are accurate. We spend a lot of time talking about items that are reported on the balance sheet and specifically talk about why it’s important to understand the relationship of your retained earnings and your net income.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Hayley Stewart.

Have a podcast-related question? Contact our team here!

Resources:

• Books & Benchmarks’ 2025 annual report
• Books & Benchmarks
• Book a Triage call with Adam
• Download the Practice Owner’s Financial Toolkit
• 20/20 Money Ultimate Financial Success Masterclass
• OD Mastermind Interest Form
• Check out Adam’s book: How to Buy an Optometry Practice

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Check out Adam’s other podcast!

The Optometry Success Podcast 

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