Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Bromsgrove

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Bromsgrove, with clear, transparent guidance shaped around how your practice operates.

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4.9/5.0

Google Reviews

⭐ What Clients Say About Us

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

      EXCELLENT  
   Based on 300 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Jamie Fletcher 
 
 
 
 Trustindex 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  
   
   Mansur Liman 
 
 
 
 Trustindex 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  
   
   Muna Mohamoud 
 
 
 
 Trustindex 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  
   
   Sergey M 
 
 
 
 Trustindex 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  
   
   Ebba Qureshi 
 
 
 
 Trustindex 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  
   
   Mael Leboucher 
 
 
 
 Trustindex 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  
   
   3rd Hub 
 
 
 
 Trustindex 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  
   
   Martin Tyrrell 
 
 
 
 Trustindex 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  
   
   Matthew Lyon 
 
 
 
 Trustindex 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

Optical Professionals and Practices We Support

Accountants for Opticians work with a wide range of optical professionals and businesses. That includes independent opticians running their own practice, self-employed optometrists carrying out eye examinations, dispensing opticians advising on and supplying spectacles, and limited companies operating one or more practices. Accounting needs differ depending on how someone earns income and how the business is structured. A sole trader’s records look very different from a partnership’s, and a limited company faces different reporting and Corporation Tax requirements again. The mix of professional fees, optical goods and staff also shapes what support is most useful.

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

Support is shaped around how your practice actually operates. That might include bookkeeping that keeps professional fees, spectacle and contact lens sales and stock movements clear, annual accounts prepared for Companies House or HMRC, and Self Assessment where you are a sole trader or partner. Corporation Tax, payroll for practice staff, management accounts and tax planning can all form part of the picture, along with VAT support where your supplies make it relevant — the treatment of optical services and optical goods is not always the same. Equipment, premises costs and staff expenses need consistent records too. Not every optical business needs every service, so the right mix depends on your circumstances and structure.

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 often combine clinical work with retail, which can make day-to-day accounting more involved than it first appears. Get the detail right and you have clearer figures, fewer surprises and better decisions.

Mixed income streams: Professional eye examination fees, spectacle sales and contact lens income may need separate tracking in your records.
Stock and inventory: Frames, lenses and contact lenses tie up cash, so accurate stock records help protect margins.
Equipment and professional expenses: Test equipment, software, indemnity cover and professional development may be allowable where genuinely business-related.
VAT on mixed supplies: Optical services and goods such as spectacles or contact lenses can have different VAT treatments.
Payroll and practice costs: Wages, locum fees, associate payments, rent and rates all affect cash flow and need consistent records.

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Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses rarely fit a simple accounting mould. A practice might combine professional services such as eye examinations with retail sales of spectacles, sunglasses and contact lenses, each with its own record-keeping and VAT consequences. Stock has to be tracked, equipment and premises costs accounted for, and staff or locum payments handled correctly. Accounting support that understands those moving parts can help keep records accurate, deadlines met and tax positions clear. It also makes it easier to see how the practice is performing and where cash is tied up, which is harder to judge when clinical income and retail income are mixed together in the same figures.

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.

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Our Simple 3-Step Process for Optical Businesses

Getting the right accounting support starts with understanding your practice rather than applying a standard template. The process is deliberately straightforward: we learn how you work, identify what is genuinely required, and then keep things running in line with your circumstances. 1. Tell Us About Your Business – We look at your services, structure, income streams, optical goods or stock and the records you currently keep. 2. Review Your Accounting Needs – We identify the relevant requirements, whether that is bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. 3. Receive Ongoing Support – Support then continues in line with your needs, so records stay in order, deadlines are managed and questions get answered as your practice changes.

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.

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Accounting Support Built for Optical Practices

Every optical practice has its own mix of clinical work, retail sales and overheads, so accounting support works best when it reflects that reality. That can mean keeping professional income, spectacle and contact lens sales clearly separated in the records, tracking stock and equipment, and making sure premises costs are recorded correctly. Bookkeeping, payroll for practice staff, tax administration and year-end accounts can then be handled consistently, with VAT considered where it applies to the supplies you make. The aim is straightforward: accurate financial records, clear information on how the practice is performing, and tax matters dealt with properly. The exact services depend on your structure and circumstances.

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

What do Accountants for Opticians do?

They handle the accounting and tax work that optical professionals and practices need — bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies. Just as importantly, they understand the mix of clinical income, optical goods and practice costs that shapes your figures, so advice reflects how your business actually runs.

Who can Accountants for Opticians support?

Support is available to independent opticians, optometrists, dispensing opticians and optical practice owners, whether you work alone or employ a team. It also suits self-employed professionals, partnerships and limited companies. Because each of these operates differently, the accounting, reporting and tax requirements are not the same for everyone.

Do you work with self-employed opticians and optometrists?

Yes. Self-employed optometrists and locum opticians typically need help with bookkeeping, expense records, Self Assessment and tax planning, along with keeping professional fees separate from any retail or product income. If you also supply spectacles or contact lenses, VAT may need to be considered depending on the nature of those supplies.

What accounting services do optical practices need?

It depends on the practice. Common requirements include bookkeeping, annual accounts, Corporation Tax, payroll for staff and management accounts, plus VAT support where applicable. Practices holding stock, equipment and multiple income streams often benefit from more detailed records. A smaller sole trader may need far less, so the right package varies.

Can you help with bookkeeping and Self Assessment?

Yes. Bookkeeping can cover professional fees, spectacle and contact lens sales, stock purchases and practice expenses, giving you figures you can rely on. Self Assessment support helps sole traders and partners in Bromsgrove report income correctly and meet filing deadlines, with the detail depending on your circumstances and how your income is structured.

How should optical stock and business expenses be recorded?

Stock such as frames, lenses and contact lenses should be recorded accurately so margins and cash flow stay visible, with purchases and sales matched to the right periods. Business expenses — equipment, software, premises, insurance and staff costs — generally need to be kept separate from personal spending, supported by receipts and recorded consistently.

Do optical businesses need to consider VAT?

They may do. VAT treatment depends on the nature of each supply and your circumstances: professional optical services and goods such as spectacles or contact lenses can be treated differently, and registration thresholds matter. It is worth reviewing how your services and products are treated rather than assuming a single rule applies to everything.

Can I switch to CruseBurke from another accountant?

Yes. Switching is usually straightforward, and the changeover can be managed on your behalf, including notifying your existing accountant and obtaining the records needed to continue. Any deadlines or ongoing matters can be reviewed as part of the move so nothing is missed.

Speak to an Expert

Need Accountants for Opticians in Bromsgrove Who Understand Your Business?

If spreadsheets are getting the better of your practice records, or you are unsure how VAT applies to your services and optical goods, CruseBurke can help. From bookkeeping and Self Assessment to annual accounts and Corporation Tax, support is shaped around how your optical business works, with clear fees and straightforward communication.

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