Specialist Accountants for Opticians & Optometrists
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GOS income reconciliation, VAT apportionment between exempt sight tests and taxable dispensing, stock control and owner profit extraction.
Self-assessment, IR35 status on agency work, GOC and professional fees, mileage between practices and equipment claims.
Management accounts per branch, partial exemption calculations, payroll for optical assistants and funding for new sites.
Ophthalmology and refractive surgery providers: company accounts, VAT on cosmetic versus medical treatment and capital allowances on equipment.
Incorporation reviews, capital allowances on OCT scanners and consulting room fit-out, and profit extraction planning for practice owners.
Payroll for optometrists, dispensing opticians and optical assistants, plus auto-enrolment, statutory pay and locum payments.
Cloud bookkeeping that reconciles GOS payments, private fees and retail till takings so your figures are accurate all year.
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.
Reports showing tests per day, dispensing conversion, margin per branch and profit trends, so decisions are based on real numbers.
Optical businesses rarely have a single, simple income stream. Professional fees, retail sales and clinical work often sit side by side, which can make bookkeeping, tax and VAT more involved than for many other small businesses.
GOS income, voucher values, partial exemption and dispensing margin — no explaining required.
Independents, multiples and locum optometrists each get a different service, not a template.
We use a defensible apportionment method and keep the workings ready in case HMRC asks.
One agreed monthly fee with no hourly billing and no surprises at year end.
Management accounts that show where the profit actually comes from, test by test and branch by branch.
You deal with the same qualified person every time, by phone or email, not a call centre.
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.
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.
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.
Using the latest technology to offer customised financial strategies that help healthcare practices grow and thrive.
A dedicated accountant for opticians who understands GOS income, stock and dispensing margin.
Our team is here whenever you need guidance. We offer unlimited support to ensure your financial management is always on point.
Our team has over 100 years of combined accountancy experience.
Never Miss any deadline with our automated email reminders.
We’re an ICAEW, ACCA & AAT accredited Firm.
Take a back seat and let our expert accountants handle everything. Here’s how easy it is to get started with us:
Reach out to us, and we’ll discuss your needs and how we can help your healthcare practice thrive.
We’ll send over a simple letter to formalise our partnership and get everything in motion.
If you're switching, we’ll take care of contacting your previous accountants to make the transition smooth.
From there, sit back and relax. We’ll manage your accounts, taxes, and everything in between, keeping your practice running smoothly.
They handle the accounting and tax work that optical professionals and practices need, including bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. The aim is to keep financial records accurate and compliance on track, while reflecting the mix of professional fees and optical goods sales typical of optical businesses.
Independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running optical businesses can all be supported. The exact requirements differ depending on how each professional or business earns income, whether it sells optical goods, and whether it trades as a sole trader, partnership or limited company.
Yes. Self-employed optometrists and locum opticians often need help with Self Assessment, record keeping and understanding which expenses can be claimed. If you also supply spectacles or contact lenses, those sales and the related stock and costs need recording separately from professional fees, which is where specialist support tends to help most.
Yes, these are core areas. Bookkeeping keeps day-to-day income and costs organised, Self Assessment covers your personal tax position, and annual accounts summarise how the business has performed. What is required depends on your structure and circumstances, so the right combination is agreed after reviewing how you work.
Frames, lenses, contact lenses and other stock should be tracked so purchases, remaining inventory and cost of sales are clear at the year end. Expenses such as equipment, professional fees, premises costs and staff wages should be recorded consistently and supported by documentation, because how each item is treated depends on the circumstances.
They may. Professional optical services and optical goods such as spectacles and contact lenses can have different VAT treatments, so registration and treatment depend on the nature of each supply, your turnover and your circumstances. It is worth reviewing the position rather than assuming all income falls under one rule.
Yes, switching is usually straightforward. The practical steps involve confirming your current position, gathering records such as bookkeeping files and previous accounts, and making sure filing deadlines are not missed during the changeover. Accountants for Opticians in Bartley can talk you through what is needed based on your circumstances.
Start by telling us how your optical business or professional work is set up, how you earn income and what you need help with. From there, the relevant accounting and tax requirements can be identified and support put in place. Getting in touch is the simplest first step, whether you are newly self-employed or already running a practice.
