Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Merstham

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Merstham, with clear fees and transparent support tailored to you.

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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.
  
 
  
  
 
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Opticians and Optical Businesses We Support

Accountants for Opticians in Merstham can support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and other optical businesses. The right approach depends on how you work and earn income. A self-employed optometrist may need Self Assessment and straightforward record keeping, while a partnership or limited company may need annual accounts, payroll, Corporation Tax and VAT support. Dispensing opticians may have different income patterns and expenses from practice owners. Understanding these differences helps keep records accurate and tax reporting appropriate to your circumstances.

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

Our accounting services for optical practices are shaped around how your business actually operates. That may include Self Assessment for self-employed optometrists, annual accounts and Corporation Tax for limited companies, bookkeeping for daily takings and supplier invoices, payroll for practice staff, and management accounts to track performance. We can help record professional optical income alongside sales of spectacles, contact lenses and other optical goods, plus stock, equipment, premises costs and expenses. VAT support is available where relevant, but treatment depends on the nature of each supply and your circumstances. The services you need will depend on your structure, turnover and goals, so support is tailored accordingly.

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 professional services with retail sales, which can make bookkeeping, tax reporting and VAT more involved than for a purely service-based business. The challenges below are common, but their impact depends on your structure, income and circumstances.

Mixed income streams: Professional eye examinations, spectacles, contact lenses and other goods can create different bookkeeping and reporting needs.
Stock and inventory control: Frames, lenses and contact lenses tie up cash and need accurate records for margins, supplier bills and year-end stock.
Equipment and practice costs: Diagnostic tools, testing equipment, premises, insurance and utilities require careful expense tracking and asset records.
Payroll and staff costs: Optometrists, dispensing opticians, optical assistants and locums can create payroll, contractor and pension considerations.
VAT on mixed supplies: Professional services and optical goods can have different VAT treatments, so records must distinguish supplies accurately.

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Why Specialist Accounting Support Matters for Optical Businesses

Opticians, optometrists, dispensing opticians and optical practices can benefit from accounting support that recognises their mix of professional income and retail sales. Unlike businesses that only sell services, optical practices may carry stock, invest in equipment, manage premises and handle different supplies of spectacles, contact lenses and other goods. Good bookkeeping, tax administration, payroll and expense records help keep reporting accurate. Specialist support can also help separate professional fees from product sales and explain where VAT may apply differently. The right approach depends on your business structure and circumstances.

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

Our process is designed to understand how your optical business or professional role works, identify the accounting and tax requirements that apply, and provide ongoing support that fits your circumstances. It is straightforward for sole traders, partnerships and limited companies. 1. Tell Us About Your Business: We start by learning about your services, structure, income, optical goods or stock, staffing, premises and the accounting needs you have. 2. Review Your Accounting Needs: We then identify relevant support, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT help where applicable. 3. Receive Ongoing Support: Appropriate accounting and tax support can continue as your needs change, helping keep records, deadlines and reporting in order throughout the year.

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

Accounting support for optical practices can be tailored to reflect how you trade and what you sell. That may include keeping professional income separate from sales of spectacles, contact lenses and other optical goods, tracking stock and equipment, recording premises costs, and managing bookkeeping and payroll. Clear financial records also support Self Assessment, annual accounts, Corporation Tax and VAT reporting where relevant. Because VAT treatment can differ between professional services and optical goods, records should identify each type of supply accurately. The exact support depends on your business structure, income and circumstances, so it can be adapted as your practice evolves.

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?

Accountants for Opticians help optical professionals and practices with bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll, tax planning and VAT support where relevant. They also help record professional optical income, sales of spectacles, contact lenses and other goods, stock, equipment and practice expenses correctly. The exact services depend on your circumstances.

Who can Accountants for Opticians support?

Accountants for Opticians can support self-employed optometrists, dispensing opticians, independent opticians, practice owners, partnerships, limited companies and other optical businesses. Accounting needs differ depending on how income is earned and how the business is structured, so support should reflect whether you are a sole trader, partner or company director.

Do you work with self-employed opticians and optometrists?

Yes, support can be provided for self-employed opticians and optometrists, including Self Assessment, bookkeeping, expense records and tax planning. If you also sell spectacles, contact lenses or other optical goods, the records may need to distinguish professional fees from product sales. Tax treatment depends on your individual circumstances.

What accounting services do optical practices need?

Many optical practices need bookkeeping, payroll, annual accounts, Corporation Tax and management accounts, plus VAT support where applicable. They may also need help tracking stock, equipment, premises costs and different income streams. Not every practice requires every service; the right mix depends on structure, turnover and how the business operates.

How are spectacles and contact lenses treated for accounting purposes?

Sales of spectacles, contact lenses and other optical goods are business income and should be recorded accurately, alongside any professional fees. Stock and cost of sales may need tracking. VAT treatment can vary depending on the supply and circumstances, so it should not be assumed that all goods or services are treated the same way.

Do optical businesses need to consider VAT?

Some do. Optical businesses may provide professional services and supply optical goods, and these supplies can have different VAT treatments depending on the nature of the supply and the business's circumstances. Accurate records help identify the correct treatment. VAT registration and reporting depend on your specific situation.

Can I switch to CruseBurke from another accountant?

Yes, switching accountants can be arranged. CruseBurke can review your current records, identify outstanding deadlines and agree the information needed to take over your bookkeeping, accounts or tax filings. The process depends on the state of your records and the services you require.

How do I get started?

Contact CruseBurke to discuss your optical business, your structure, income streams and accounting needs. The initial conversation helps identify whether you need Self Assessment, annual accounts, Corporation Tax, payroll, VAT support or bookkeeping assistance. The next steps can then be agreed based on your circumstances.

Speak to an Expert

Need Accountants for Opticians in Merstham Who Understand Your Business?

Running an optical practice brings mixed income, stock, staff and tax deadlines, and keeping the figures accurate can be demanding. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support, depending on your needs. Clear, practical accounting support can keep your focus on patients and your practice.

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