What You'll Get

In this course, learn how The Simple Budget can provide a practical approach to projecting income and expenses, and more importantly, learning how to use the information to improve your practice.

  • Downloadable Simple Budget Spreadsheet

  • The Simple Budget Instructions

  • Suggested Profit and Loss Formating Instructions


Mick Kling

Mick is a certified Profit First Professional (PFP) and the founder and CEO of Invision Optometry, the largest, single location optometric practice in San Diego, California. Recognized as one of the most unique and innovative practices in the country, Invision Optometry was named “America’s Finest Optical Retailer” by INVISION Magazine in 2017. In addition to private practice, Mick is the founder of Impact Leadership, which provides leadership, culture and business consulting and coaching for eye care professionals. Mick earned his Doctor of Optometry degree, with honors, from Southern College of Optometry in 1993, and went on to complete a residency in Ocular Disease at Omega Eye Care Center in Jackson, Tennessee. He is originally from Indiana, raised in Arkansas, and has resided in San Diego for over 25 years. When not working, he spends time with his wife Jennifer, and two sons, Robert and Ryan. Outside of work and family, Mick fulfills his real passion of playing guitar in his rock band, Backstage Pass, which can frequently be seen gigging in and around the San Diego area.

Course curriculum

  • 1

    The Simple Budget Course

    • Introduction to The Simple Budget

    • Budgeting: The Foundation For Business Success

    • Why Budget? Overcoming Mindset and Mechanics

    • Three Steps to The Simple Budget

    • The Simple Budget: Section Overview

    • Identifying The Budget Period

    • Projecting Expenses

    • Projecting Income

    • Letting The Simple Budget Work For You

    • Doctor Compensation

    • Determining Business Debt

    • Determining Net Cash Flow

    • Windshield vs. Rear View Mirror Accounting

    • The Simple Budget Examples

    • The Simple Budget In Real Time

    • Cleaning Up Your Profit and Loss Statement

    • The Simple Budget Wrap Up