Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Neath

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Neath, with clear, transparent advice tailored to how you work.

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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 Optometrists We Support

Optical professionals do not all work the same way. An optometrist conducting eye examinations and clinical work may have a different income profile from a dispensing optician focused on supplying and fitting spectacles, while an independent optical practice may combine both alongside retail sales of frames and contact lenses. Accountants for Opticians in Neath can support sole traders, partnerships and limited companies, whether you are self-employed, running a practice or expanding. The structure you operate through, the way you earn income and the mix of services and goods you supply all shape your accounts, tax position and record keeping.

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

For opticians and optical practices, the right support depends on how you trade. Self-employed optometrists and dispensing opticians may need Self Assessment, straightforward bookkeeping and help keeping professional income separate from expenses. Limited companies and partnerships often need annual accounts, Corporation Tax and payroll for practice staff, plus management accounts to track performance across examinations, spectacles, contact lenses and other optical goods. We can also help with VAT support where it applies, stock and equipment records, tax planning and decisions about business structure. Not every optical business needs every service, so the mix is built around your circumstances, income streams and goals.

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 rarely have one simple income stream, which is why the accounting can become more involved. Clinical work, spectacles, contact lenses and stock all behave differently in the accounts, so record keeping matters early.

Professional Fees and Product Sales — clinical income and sales of spectacles or contact lenses need to be recorded separately and clearly.
Stock and Inventory — frames, lenses and contact lenses tie up cash, and stock movements need to be tracked for accounts and tax.
Equipment and Professional Costs — examination equipment, fitting tools and specialist software create expenses needing correct treatment and record keeping.
Payroll and Practice Costs — salaries for optometrists, dispensing opticians and support staff, plus premises costs, all add to monthly outgoings.
VAT on Mixed Supplies — professional services and optical goods may be treated differently, so VAT depends on the nature of each supply.

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Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses sit between professional practice and retail, which makes the numbers more layered than they first appear. An optometrist’s clinical income, a dispensing optician’s fitting work and sales of spectacles, contact lenses and accessories each need to be recorded in a way that makes sense. Specialist accounting support can help keep stock, equipment, premises costs and payroll organised, maintain clean financial records and administer tax and VAT matters as they arise. The aim is straightforward: fewer surprises, clearer reporting and a better understanding of how your practice is actually performing.

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 you or your practice operates, identify the accounting and tax requirements that apply, and provide ongoing support as circumstances change. Whether you work alone or run a practice with staff, it is intended to feel straightforward. Tell Us About Your Business — we start by understanding the services you provide, your structure, your income, any optical goods or stock you hold and the accounting requirements that follow. Review Your Accounting Needs — from there, the relevant requirements are identified, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. Receive Ongoing Support — support then continues in line with your needs, whether that means regular bookkeeping, help with tax deadlines or advice when 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

Accounting support for an optical practice should reflect the way the practice actually runs. That means handling professional income from examinations and clinical work alongside the sale of spectacles, contact lenses and other optical goods, and keeping stock, equipment and premises costs properly recorded. Bookkeeping, payroll for practice staff, financial records and tax administration can all be organised around your working patterns rather than a generic template. Where VAT applies, the treatment of professional services and optical goods can differ, so it is worth reviewing the position in relation to your own supplies 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?

Accountants for Opticians handle the day-to-day financial side of an optical business, including bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies. They also help you record professional income, sales of spectacles, contact lenses and other optical goods, stock, equipment and practice costs correctly.

Who can Accountants for Opticians support?

Support is available for independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies or partnerships running optical businesses. Because roles and business models differ, the accounting needs of a sole practitioner doing locum work can look quite different from those of a practice employing several staff.

Do you work with self-employed opticians and optometrists?

Yes. Self-employed optometrists, locums and dispensing opticians often need help with Self Assessment, keeping business records and separating professional expenses from personal spending. The right approach depends on how you earn income and whether you also receive payments through a practice or other arrangements.

What accounting services do optical practices need?

It varies. A limited company practice may need annual accounts, Corporation Tax, payroll and management accounts, while a smaller practice might mainly need bookkeeping and tax planning. Stock, equipment, premises costs and multiple income streams usually shape which services are most useful, so requirements are reviewed individually.

How should optical stock and business expenses be recorded?

Frames, lenses, contact lenses and consumables should be recorded as stock or purchases depending on how they are held and used, with equipment and premises costs treated according to their nature. Good records make it easier to claim allowable expenses correctly and to understand margins, but the right treatment depends on your circumstances.

Do optical businesses need to consider VAT?

VAT can apply to optical businesses, but the treatment is not uniform. Professional optical services and supplies of spectacles, contact lenses and other optical goods may be treated differently depending on the nature of each supply and your circumstances, so registration and treatment should be reviewed rather than assumed.

Can you help with payroll and practice staff?

Payroll support can cover salaries for optometrists, dispensing opticians, optical assistants and admin staff, along with the associated reporting obligations. Where a practice works with self-employed or locum professionals, it is worth checking that the arrangement is structured correctly, as employment status can affect tax and payroll.

Can I switch to CruseBurke from another accountant?

Yes. Switching accountants is usually straightforward, and the process typically involves confirming the change with your existing accountant, transferring records and reviewing your current position. It can be a good opportunity to check that your bookkeeping, tax and VAT arrangements suit how your optical business now operates.

Speak to an Expert

Need Accountants for Opticians in Neath Who Understand Your Business?

Keeping professional income, stock, payroll and tax deadlines in order takes time away from patients and the practice itself. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax and VAT support where it applies, so your figures stay accurate and your obligations are clear and manageable.

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