Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Bath

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Bath, with clear, transparent pricing and straightforward advice.

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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Opticians & Optometrists We Support

Different optical professionals work in very different ways, and their accounting needs reflect that. A locum optometrist paid per session, a self-employed dispensing optician, a partnership running an independent practice and a limited company employing several staff all face different reporting, tax and payroll requirements. Accountants for Opticians in Bath can support sole traders, partnerships and limited companies, whether income comes from eye examinations, contact lens schemes, spectacle sales or a mix of all three. Because structure, income streams and business models vary, the support is shaped around how you actually operate rather than a single template.

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

Depending on how you work, support may include bookkeeping for professional fees and optical goods sales, annual accounts, Corporation Tax for limited companies, Self Assessment for sole traders and partners, and payroll for employed optometrists, dispensing opticians and support staff. Management accounts and tax planning can help practice owners understand margins on spectacles, contact lenses and clinical services, while VAT support may be relevant where supplies are mixed. Stock, equipment and premises costs all affect the figures, and clear records make reporting easier. Not every practice needs every service; the right mix depends on your structure, income and circumstances.

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 services with retail sales, so income, stock, equipment and VAT rarely follow a single pattern. The five areas below tend to raise the most questions for opticians, optometrists and practice owners.

  • Mixed income streams: Professional eye care income, spectacle sales and contact lens revenue may each need tracking separately for clear reporting.
  • Stock and inventory: Frames, lenses and contact lenses tie up cash, so accurate stock records support margins, ordering and year-end figures.
  • Equipment and professional expenses: Testing equipment, calibration, software and professional fees need correct treatment as capital or revenue spending.
  • Payroll and staff costs: Employed optometrists, dispensing opticians and support staff create payroll, pension and contractor payment obligations to manage.
  • VAT on mixed supplies: Professional services, spectacles and contact lenses can have different VAT treatments depending on the supply and the business circumstances.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses rarely fit a single accounting mould. Income may come from clinical services, spectacle sales, contact lens schemes or a combination of all three, and each element affects how records, stock and expenses should be handled. A practice also carries equipment, premises costs and staff costs that a purely service-based business would not. Support that understands professional income alongside optical goods and VAT considerations can help opticians, optometrists, dispensing opticians and practice owners keep records accurate and tax administration manageable, without treating every supply or expense as if it were the same.

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 works, identify the accounting and tax requirements that apply to you, and then provide ongoing support as your career or business develops. It is intended to stay straightforward from the start. Tell Us About Your Business: we look at your services, structure, income, optical goods or stock and any existing bookkeeping arrangements so nothing important is missed. 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. Receive Ongoing Support: support continues in line with your needs, keeping records, deadlines and tax administration on track as your practice or role evolves.

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 can be tailored to the way an optical practice or professional actually earns money. That might mean recording clinical income separately from spectacle and contact lens sales, keeping stock figures sensible for frames and lenses, and treating testing equipment, software and premises costs correctly in the accounts. Bookkeeping, payroll, tax administration and financial record keeping can all be organised around the practice’s routines, with VAT considerations reviewed where mixed supplies are involved. The aim is practical support that keeps records reliable, deadlines met and the financial picture clear enough for informed decisions about the practice.

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 accounting and tax work behind an optical business or professional career. That typically includes bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where relevant, with records organised around clinical income, spectacle and contact lens sales, stock, equipment and practice costs.

Support can be provided to independent opticians, self-employed optometrists, dispensing opticians, optical practice owners, partnerships and limited companies. Because roles and business models differ, the accounting requirements are reviewed individually rather than assumed to be the same for every optical professional or practice.

Yes. Self-employed optometrists, locums and dispensing opticians often need help with record keeping, expenses and Self Assessment, including how different income streams are reported. The right approach depends on how you are engaged, how you are paid and how your work is structured.

Yes. These are core areas, and the exact requirement depends on your structure. Sole traders and partners usually need Self Assessment, while limited companies face Corporation Tax and statutory accounts. Bookkeeping underpins all of them, so records are generally the starting point.

Frames, lenses and contact lenses are usually tracked as stock, while testing equipment and larger items may be treated as capital spending with different rules. Day-to-day costs such as premises, software and professional fees are recorded as business expenses. The correct treatment depends on the item and the circumstances.

They are generally treated as goods sold, so sales value, cost of purchase and remaining stock all affect the accounts and any VAT position. Because optical businesses often mix professional services with goods, separating income streams helps produce clearer and more accurate reporting.

It depends on turnover and on the nature of each supply. Professional optical services and supplies such as spectacles or contact lenses can be treated differently, and mixed supplies can complicate matters. Registration and treatment should always be reviewed against the specific circumstances of the business.

Switching is usually a straightforward process. We can take on the handover of records, review the current position and confirm what is needed going forward. It helps to have recent accounts, tax returns and bookkeeping records available so the transition is smooth.

Speak to an Expert

Need Accountants for Opticians in Bath Who Understand Your Business?

If managing mixed income, stock records or VAT on spectacles and clinical services is taking up your time, CruseBurke can help. We support opticians, optometrists and optical practices with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where relevant, keeping your records clear and your deadlines under control.