Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Bakewell

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, delivered with clear, transparent pricing 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.

Posted on Google Google
Jamie Fletcher profile picture
Jamie Fletcher
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
Mansur Liman profile picture
Mansur Liman
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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
Posted on Google Google
Muna Mohamoud profile picture
Muna Mohamoud
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
Sergey M profile picture
Sergey M
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
Ebba Qureshi profile picture
Ebba Qureshi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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 .
Posted on Google Google
Mael Leboucher profile picture
Mael Leboucher
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
3rd Hub profile picture
3rd Hub
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Imran provides a very dependable and straightforward accounting service. He is always responsive and professional when managing our accounts. Excellent support.
Posted on Google Google
Martin Tyrrell profile picture
Martin Tyrrell
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
Matthew Lyon profile picture
Matthew Lyon
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Verified by Trustindex
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Opticians and Optical Businesses We Support

Accountants for Opticians in Bakewell support a wide range of optical professionals, each with a different financial picture. An independent optician running a retail premises needs help with stock, staff and several income streams, while a self-employed locum optometrist may mainly need Self Assessment and straightforward record keeping. Dispensing opticians often combine professional work with supplying spectacles and lenses, which brings its own record-keeping considerations. Optical practice owners may trade as sole traders, partnerships or limited companies, and the structure affects how accounts, tax and drawings are handled. Support is shaped around how you actually work and earn.

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 practices rarely have a single, simple income stream. Alongside professional eye examinations, there may be spectacles, contact lenses, accessories and stock to account for, plus equipment, premises costs and staff wages. Accounting support for opticians can cover bookkeeping and financial record keeping, Self Assessment, annual accounts, Corporation Tax, payroll and management accounts, with VAT support where it applies to your supplies. Tax planning and help reviewing a business structure can also be relevant, particularly when moving from sole trader to limited company. The right mix depends on your circumstances, so services are matched to how your practice or professional work is organised.

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 sit somewhere between retail and professional services, which is exactly why their accounts can become complicated. Professional fees, goods, stock and equipment all behave differently, so the records need to reflect each of them clearly.

  • Separating income streams — Professional fees, spectacle sales and contact lens income behave differently, so tracking them separately gives a much clearer picture.
  • Stock and inventory control — Frames, lenses and contact lenses tie up cash, so accurate stock records matter for margins as well as cash flow.
  • Equipment and professional expenses — Testing equipment, calibration, software and registration fees need correct treatment, which depends on the nature of each cost.
  • VAT on mixed supplies — Professional services and optical goods can carry different VAT treatments, so how each supply is classified and recorded really matters.
  • Payroll and practice costs — Employing optometrists, dispensing opticians and support staff brings wages, pensions and premises costs that need ongoing planning.

Why Specialist Accounting Support Matters for Optical Businesses

An optical business can look like a shop from the outside and a professional practice from the inside, and the accounts need to reflect both. Income may come from eye examinations, dispensing, spectacles and contact lenses, while outgoings cover frames, lenses, testing equipment, software, premises and staff. That mix raises questions a generalist accountant may not spot straight away: how to record stock, which costs are allowable, how different supplies are treated for VAT and whether your structure still suits how the practice is growing. Support built around opticians, optometrists and dispensing opticians keeps those details visible rather than buried at year end.

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

Our process is designed to understand how you or your optical practice actually operates, identify the accounting and tax requirements that apply to your circumstances, and then provide practical ongoing support as your business changes and grows. 1. Tell Us About Your Business — We start by learning about your services, business structure, income streams and any optical goods or stock you hold, plus the support you need. 2. Review Your Accounting Needs — We then identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support — Support continues in line with your needs, whether you are a self-employed optician, a practice partner or a limited company director.

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 practice earns money and spends it. That means keeping professional income and optical goods income clearly recorded, tracking stock such as frames and lenses, and treating equipment, premises and staff costs appropriately. Bookkeeping and financial records need to be maintained in a way that supports Self Assessment, annual accounts, Corporation Tax and payroll without a scramble at deadline. Where VAT applies, the treatment of professional services and optical goods can differ, so classification matters. The aim is practical support suited to independent opticians, optometrists, dispensing opticians and the structure your practice uses.

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

They handle the day-to-day accounting and tax work for optical professionals and practices. That can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies. Just as importantly, they understand how professional fees, spectacles, contact lenses, stock and equipment fit together in your records.

Support is available to independent opticians, self-employed optometrists and locums, dispensing opticians, optical practice owners, partnerships and limited companies. Because each operates differently, the accounting requirements are matched to how you earn income and how your business is structured, rather than applying one fixed approach to everyone.

Yes. Self-employed opticians, locum optometrists and dispensing opticians often need Self Assessment, help with record keeping, and guidance on expenses such as equipment, insurance, professional fees and travel between practice locations. If your work changes or you take on practice premises, your structure and reporting needs may need reviewing too.

It varies. Many practices need bookkeeping, payroll, management accounts and annual accounts, plus Corporation Tax if they trade as a limited company, or partnership returns if they do not. VAT support may also be relevant. Stock, equipment, premises costs and several income streams usually mean the right mix depends on how the practice operates.

Sales of spectacles and contact lenses are business income and need recording alongside your professional fees. Purchases of frames, lenses and contact lenses are usually business costs, but how they are recorded depends on whether they are sold on, held as stock or used in the practice, so accurate records matter.

Possibly. VAT treatment depends on the nature of each supply and the circumstances of the business. Professional optical services and the supply of optical goods such as spectacles and contact lenses can be treated differently, and mixed supplies add further complexity. What you actually provide affects the position, so it is worth reviewing.

Yes. Payroll support can cover optometrists, dispensing opticians, optical assistants and reception staff, including wages, deductions, pension contributions and the reporting that comes with employing people. If you use self-employed contractors or locums, it is worth reviewing how those arrangements are treated, as the position depends on the working relationship.

Yes, switching is usually straightforward. We would review your current records and any outstanding filings, agree what needs bringing up to date, and take over the relevant accounting and tax work. Clear fees and transparent packages mean you know what is included from the start.

Speak to an Expert

Need Accountants for Opticians in Bakewell Who Understand Your Business?

If stock, mixed income streams or VAT questions are making your year end harder than it should be, CruseBurke can help. From bookkeeping and Self Assessment to annual accounts, Corporation Tax and payroll, the support is clear and practical, with transparent packages and no hidden fees, so you can get on with looking after your patients.