Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Atherton

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Atherton, with clear, transparent advice and no hidden fees.

4.9/5.0

Google Reviews

⭐ What Clients Say About Us

See what doctors, dentists, and care providers say about working with us.

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Jamie Fletcher profile picture
Jamie Fletcher
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It was a pleasure working with Anum on our accounts. The whole process was swift and effortless, and it was one less thing to worry about. I'd highly recommend them.
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Mansur Liman profile picture
Mansur Liman
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Accotax have been our accountants for many years now. We maintained them, because of their professionalism. In the last coiple of years, i have working with Imran, who has been very professional and helpful in guiding us through the whole process explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow. I really enjoy working with him. Thank you
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Muna Mohamoud profile picture
Muna Mohamoud
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I highly recommend Imran to anyone looking for a reliable and knowledgeable accountant. He helped me sort out a very complicated backlog of accounts and prepared my overdue tax returns with professionalism and attention to detail. Throughout the process, he was incredibly patient, took the time to answer all of my questions, and explained everything clearly. He guided me through each step and helped rectify issues that had built up over time, making what felt like an overwhelming situation much more manageable. I'm very pleased with the service I've received and truly appreciate his support. If you need help with your accounts or taxes, I would highly recommend Imran.
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Sergey M profile picture
Sergey M
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I had a positive experience with Accotax. The work was completed promptly, my tax return was successfully filed, and I received a refund of overpaid tax. I found the cooperation efficient and helpful. Special thanks to Muhammad Saifullah for his assistance.
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Ebba Qureshi profile picture
Ebba Qureshi
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Fabulous team at ACCOTAX - very efficient and good response time . Honest and professional with their work. I would highly recommend them even if you’re a young start up - or a large business they have it covered .
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Mael Leboucher profile picture
Mael Leboucher
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We worked with a few different accountants before finally settling with Accotax, and we’re really glad we did. Their team is great. Abdul is responsive and easy to reach whenever I have a question, which makes a big difference. They take the time to understand how our business works and what our needs are. They are very knowledgeable, and when they don’t have the answer straight away, they take the time to look into it and get back to us quickly. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing. She is professional, efficient, and follows the processes we have put in place together. She's also very quickin getting back to us whenever needed. We’re very happy to work with her and hope to continue doing so for as long as possible. Overall, Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.
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3rd Hub profile picture
3rd Hub
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Imran provides a very dependable and straightforward accounting service. He is always responsive and professional when managing our accounts. Excellent support.
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Martin Tyrrell profile picture
Martin Tyrrell
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I have really impressed to date with all dealings with Accotax highly enough. From day one, they've made what can often be a complicated and stressful part of running a business feel straightforward and hassle-free. A special mention has to go to Anum, who has been friendly, incredibly responsive, and genuinely cares about providing the best possible service. No question is ever too much trouble, and she consistently goes above and beyond to make sure everything is dealt with efficiently. I wouldn't hesitate to recommend you to anyone looking for an accountant they can genuinely trust.
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Matthew Lyon profile picture
Matthew Lyon
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Great speedy service and very personable. Anum dealt with my income certificate and did everything quickly and helped me out massively. Very happy with the service provided.
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Optical Professionals and Practices We Support

Optical professionals do not all work in the same way, and their accounting needs reflect that. An independent optician running a practice may own stock, equipment and premises, while a locum optometrist may move between engagements with a much lighter cost base. Dispensing opticians may be employed, self-employed or in partnership. Sole traders, partnerships and limited companies each face different reporting, tax and record-keeping requirements. Accountants for Opticians in Atherton can support independent optical practices, self-employed optical professionals, practice owners and other optical businesses, with the approach shaped around how each person or business actually operates and earns income.

Independent Opticians

GOS income reconciliation, VAT apportionment between exempt sight tests and taxable dispensing, stock control and owner profit extraction.

Locum Optometrists

Self-assessment, IR35 status on agency work, GOC and professional fees, mileage between practices and equipment claims.

Optometry Clinics & Multiples

Management accounts per branch, partial exemption calculations, payroll for optical assistants and funding for new sites.

Private & Specialist Eye Care

Ophthalmology and refractive surgery providers: company accounts, VAT on cosmetic versus medical treatment and capital allowances on equipment.

Our Accounting Services for Optical Practices

Optical businesses often generate income in more than one way, from professional eye examinations and dispensing services to sales of spectacles, contact lenses and other optical goods. Accounting support can be tailored accordingly, covering bookkeeping and financial record keeping, Self Assessment for sole traders and partners, annual accounts and Corporation Tax for limited companies, payroll for practice staff, and management accounts that help owners track performance. Tax planning, VAT support and help with choosing or changing a business structure may also be relevant. Not every optical professional or practice needs every service, so the right combination depends on how the business is set up and what it actually does.

Optical Tax Planning

Incorporation reviews, capital allowances on OCT scanners and consulting room fit-out, and profit extraction planning for practice owners.

Payroll & Pensions for Optical Staff

Payroll for optometrists, dispensing opticians and optical assistants, plus auto-enrolment, statutory pay and locum payments.

Bookkeeping for Optical Practices

Cloud bookkeeping that reconciles GOS payments, private fees and retail till takings so your figures are accurate all year.

VAT Apportionment for Opticians

Sight tests are exempt while frames and lenses are taxable, so a mixed supply needs apportioning. We use an HMRC-acceptable method and defend it if queried.

Management Accounts & Reporting

Reports showing tests per day, dispensing conversion, margin per branch and profit trends, so decisions are based on real numbers.

Key Accounting Challenges for Optical Businesses

Optical businesses combine clinical and professional work with retail activity, which can make the numbers harder to follow than those of a straightforward service business. The challenges below are the ones practice owners and self-employed optical professionals raise most often.

  • Mixed Income Streams: Professional fees, dispensing work and product sales often need separating in the records so turnover and margins stay clear.
  • Stock and Inventory: Frames, lenses and contact lenses tie up cash, and weak stock records can distort reported profit at the year end.
  • Equipment and Professional Expenses: Diagnostic instruments, testing kit and professional costs need correct treatment, with capital and revenue spending distinguished.
  • Payroll for Practice Staff: Wages, pensions and payments to locums or contractors each carry different reporting requirements and deadlines.
  • VAT on Different Supplies: Professional services and optical goods can have different VAT treatments, so each supply is considered on its own facts.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses rarely fit a single mould. A practice may earn professional fees from examinations, supply spectacles and contact lenses, hold stock, invest in testing equipment, run premises and employ staff, all of which affect how the accounts should be prepared and how tax is calculated. That mix of professional service and retail supply means the accounting position can differ from a business that only sells expertise. Specialist support helps keep income streams recorded properly, expenses and stock handled sensibly, payroll and tax deadlines met, and VAT considered where it applies, while giving owners a clearer view of how the practice is performing.

Real Optical Expertise

GOS income, voucher values, partial exemption and dispensing margin — no explaining required.

Built Around Your Practice

Independents, multiples and locum optometrists each get a different service, not a template.

VAT Apportionment Done Right

We use a defensible apportionment method and keep the workings ready in case HMRC asks.

Fixed, Transparent Fees

One agreed monthly fee with no hourly billing and no surprises at year end.

Clear Margin Reporting

Management accounts that show where the profit actually comes from, test by test and branch by branch.

Named Accountant, Real Answers

You deal with the same qualified person every time, by phone or email, not a call centre.

Our Simple 3-Step Process for Optical Businesses

Getting the right accounting support should not be complicated. The process is designed to understand how you or your practice operates, identify which accounting and tax requirements apply, and then provide ongoing support that fits, whether you are a sole trader, a partnership or a limited company. Step 1: Tell Us About Your Business — We start by understanding your services, how you are structured, where your income comes from and whether stock, equipment or premises are involved. Step 2: Review Your Accounting Needs — The relevant requirements are then identified, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. Step 3: Receive Ongoing Support — Support continues according to what you need, with records, filings and tax matters kept in order as your optical business develops.

1. Initial Consultation (It’s Free):

We begin by getting to know your practice and understanding your unique needs. This step ensures we have a clear picture of your operations and your goals.

2. Customised Plan:

Based on our initial discussion, we create a personalised plan designed specifically for you. The aim is to keep everything organised and easy to follow. You can rest assured that your numbers are being handled with expert precision.

3. Ongoing Support & Updates:

From there, we take care of the ongoing work and keep you updated with reports. You’ll always know what’s happening, and we’re always here to answer your questions, ensuring you have a clear picture of your financial health at all times.

Accounting Support Built for Optical Practices

Accounting support for optical practices works best when it reflects how the business actually runs. That means treating professional income from examinations, contact lens fitting and dispensing separately from product sales where useful, keeping stock and equipment records in order, and accounting for premises, staff costs and other overheads accurately. Bookkeeping, payroll, tax administration and financial records all sit within that picture, along with VAT considerations where different supplies are treated differently. The aim is straightforward: accurate records, timely filings and figures that help owners understand performance and plan with confidence.

Technology Driven

Using the latest technology to offer customised financial strategies that help healthcare practices grow and thrive.

Named Optical Accountant

A dedicated accountant for opticians who understands GOS income, stock and dispensing margin.

Ongoing Support

Our team is here whenever you need guidance. We offer unlimited support to ensure your financial management is always on point.

Experienced Team

Our team has over 100 years of combined accountancy experience.

Free - Email Reminders

Never Miss any deadline with our automated email reminders.

Yes, We Are Chartered!

We’re an ICAEW, ACCA & AAT accredited Firm.

How to Join/Switch

Take a back seat and let our expert accountants handle everything. Here’s how easy it is to get started with us:

Get in touch

Reach out to us, and we’ll discuss your needs and how we can help your healthcare practice thrive.

Letter of Engagement

We’ll send over a simple letter to formalise our partnership and get everything in motion.

Previous Accountants

If you're switching, we’ll take care of contacting your previous accountants to make the transition smooth.

We Do the Rest

From there, sit back and relax. We’ll manage your accounts, taxes, and everything in between, keeping your practice running smoothly.

FAQs

Accountants for Opticians handle the financial administration of optical professionals and practices. That can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. Because optical businesses often combine professional services with the sale of spectacles and contact lenses, the work typically involves more than straightforward service income.

Support is available for self-employed opticians, locum optometrists, dispensing opticians, partnerships, independent optical practices and limited companies. The exact services depend on how the individual or business is structured and how income is earned, so requirements are reviewed individually rather than applied in the same way to everyone.

Yes. Self-employed opticians, locum optometrists and dispensing opticians usually need Self Assessment, record keeping and expense guidance, although the figures involved can vary significantly from one professional to another. Income, allowable expenses and any VAT position are considered on an individual basis.

It depends on the practice. Many need bookkeeping, annual accounts, payroll for practice staff, management accounts and tax planning, plus VAT support where the business is registered. Practices that dispense spectacles and contact lenses alongside professional services may also need stock and equipment recorded separately.

Sales of spectacles, contact lenses and other optical goods are business income and should be recorded accurately, ideally separated from professional service income so turnover and margins can be reviewed. Stock purchases and equipment costs also need proper records. VAT treatment of these supplies depends on the nature of the supply and the circumstances of the business.

Possibly. Optical businesses may make different types of supply, and professional services and optical goods can be treated differently for VAT. Some supplies may be exempt or outside the scope while others are standard-rated, so registration thresholds and treatment depend on the nature of each supply and individual circumstances.

Yes. Switching is usually straightforward, and you remain responsible for ensuring records are complete and any outstanding filings are up to date. It helps to have details of your current structure, recent accounts and any VAT or payroll arrangements available so the changeover can be handled cleanly.

Get in touch and tell us about your work or practice, including how you are structured, how you earn income and what accounting support you currently have. From there, the relevant requirements can be identified and ongoing support arranged around the needs of your optical business.

Speak to an Expert

Need Accountants for Opticians in Atherton Who Understand Your Business?

Whether you are juggling Self Assessment as a locum optometrist or managing payroll, stock and VAT across an independent practice, CruseBurke can help. Clear fees, practical guidance and support with bookkeeping, annual accounts and Corporation Tax keep your finances in order. We are ready when you are.