Our work with a private equity-backed healthcare portfolio company highlights how Aprio transforms complex financial challenges into growth opportunities. Faced with overstated revenues and missed billing opportunities, we used proprietary BI tools and deep industry knowledge to uncover critical insights—revealing a 25% overstatement in office visit revenues and identifying $200,000 in missed annual injection billing.

By enabling strategic deal adjustments and strengthening compliance processes, we didn’t just solve problems—we empowered the client to achieve clarity, confidence and sustainable growth.
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I am writing to recommend Aprio as a top-notch accounting firm, especially for professionals within the optometric field. My experience with them has been exceedingly positive, and I'd like to share some key points that might help you in your decision-making process. I opted for Aprio because I sought an accounting firm that not only possessed profound expertise but also had a deep understanding and insight into the nuances of an optometric practice. Their specialized knowledge has been instrumental in addressing the unique financial aspects of my business. The onboarding process with Aprio was seamless, which significantly eased the transition. The simplicity and smoothness of this phase allowed us to quickly integrate their services into our operations without any disruption. Working with an advisor who specializes in optometry is crucial. Aprio provides access to comparative data from peers within the network, which is invaluable for benchmarking and understanding broader industry trends. This specialized focus has greatly enhanced the strategic planning of my practice. Aprio has consistently delivered sound accounting services. They conduct scheduled reviews that help identify successes, pinpoint issues, and highlight areas needing improvement. This proactive approach ensures that my practice remains financially healthy and geared towards sustained growth. The aspect I appreciate most about working with Aprio is the professionalism and expertise of Greg Robbins and his team. Their approachability and dedication make complex financial management seem much more manageable, providing peace of mind regarding my practice's financial health. For anyone in the optometric field looking for reliable and specialized accounting services, I highly recommend Aprio. Their tailored services and expert advice have made a significant difference in how I manage my practice's finances.

We are longtime clients of Aprio and have witnessed their tremendous growth into optometry over the years. Greg’s team has provided invaluable insight and guidance for our practice throughout multiple growth phases. They are readily accessible and extremely resourceful. Not only do they provide metrics to help keep our business on track, they are true collaborators in discussing the trends and answering our questions. We have been particularly impressed by their willingness to consider new metrics as we explore the unique challenges we face. The personalized care is extraordinary. Greg’s team is responsive to our inquiries and the meetings every two months are vital for our success. Having Aprio also allows us to have an objective assessment relative to industry norms which depersonalizes issues for management. In other words, targets and budgets are not subjective preferences by the owners but rather objective pulses on our organization’s financial health and sustainability. As optometrists, having to work in the business and on the business can be a lot to juggle. We cannot imagine doing so without the support of a CPA organization like Aprio that specializes in our industry. Congratulations to Aprio for becoming Vision Source Preferred Vendors, which is a status that is well deserved.