Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Rochester

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent packages and straightforward guidance you can rely on.

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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Optical Professionals and Practices We Support

Accountants for Opticians work with a broad range of optical professionals and businesses. Independent opticians running a testing room alongside a retail dispensary, locum and self-employed optometrists, dispensing opticians, practice owners and multi-site optical businesses all have different accounting needs. A self-employed optometrist working as a sole trader faces different reporting than a limited company operating a practice with staff, stock and equipment. Income can come from eye examinations, contact lens fitting, spectacle sales and other services, so how records are kept — and how the business is structured and taxed — varies from one practice to the next.

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

The support an optical business needs depends on its structure and how it earns income. For a self-employed optometrist or locum, Self Assessment and straightforward bookkeeping may be the priority, while a limited company practice is likely to need annual accounts, Corporation Tax returns and payroll for dispensary staff. We can help with financial record keeping across professional fees and spectacle or contact lens sales, management accounts to track performance, tax planning, VAT support where it applies, and advice on business structures. Stock, equipment, premises costs and different income streams all need to be recorded accurately, and the right mix of services will depend on your own 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 rarely fit a single accounting template. Mixing professional services with retail sales, stock, equipment and staff means income, costs and tax treatment can be more layered than they first appear, so accurate records and clear advice matter.

  • Mixed income streams: Eye examination fees, contact lens fitting charges, spectacle sales and other services often need to be recorded and reported separately.
  • Stock and inventory: Frames, lenses and contact lenses tie up money and need sensible stock records to support margins and year-end figures.
  • VAT on mixed supplies: Professional services and optical goods can be treated differently for VAT, so each supply needs to be considered on its own facts.
  • Equipment and practice costs: Testing equipment, fitting instruments, premises rent, insurance and utilities all need to be recorded correctly for tax purposes.
  • Payroll and staff: Dispensing opticians, optical assistants and locums can be employees or contractors, which affects payroll, tax and record keeping.

Why Specialist Accounting Support Matters for Optical Businesses

An optical practice is not quite like a business that only sells advice. Professional income sits alongside spectacle and contact lens sales, with stock to manage, equipment to maintain and premises costs to absorb. Specialist accounting support can keep those strands organised — tracking income streams correctly, recording business expenses, keeping bookkeeping up to date, handling payroll and administering Self Assessment or Corporation Tax as appropriate. Because VAT can apply differently to professional services and to optical goods, it helps to have support that understands where those differences arise, how stock should be valued and how your structure affects reporting.

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 straightforward. We start by understanding how your optical business or professional work actually operates, then identify the accounting and tax requirements that follow from it, and continue supporting you as those needs change — whether you are newly self-employed or running an established practice. Step 1: Tell Us About Your Business — We look at the services you provide, your structure, income streams, optical goods or stock, and any existing accounting arrangements. Step 2: Review Your Accounting Needs — We then identify the relevant services, which might include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. Step 3: Receive Ongoing Support — Support continues according to your needs, with records kept in order and deadlines for returns, payroll and tax administration managed as your practice develops.

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

Day-to-day support can be shaped around how your practice actually runs. That might mean keeping clean records of professional fees alongside spectacle and contact lens sales, reconciling stock and equipment purchases, and making sure premises costs and staff payments are captured in the right period. Payroll for dispensary staff and optical assistants, bookkeeping, management information and tax administration can all be handled as part of an ongoing arrangement, with VAT considered where it applies to a particular supply. The aim is straightforward: financial records that stand up to scrutiny and clear answers when you need to make a decision 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 side of an optical business or individual practice — bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies. Because opticians often combine professional services with the sale of spectacles and contact lenses, that mix needs to be reflected accurately.

Support is available for self-employed optometrists and locums, dispensing opticians, independent optical practice owners, partnerships and limited companies. Sole traders generally need different reporting to a practice with employees, stock and premises, so the starting point is always how your business is structured and run.

Yes. Self-employed optometrists, locums and dispensing opticians often need help with Self Assessment, record keeping and understanding which expenses can be claimed. If you work across several practices or combine locum sessions with your own clinic, the way income and costs are recorded needs to reflect that properly.

It depends on the practice. Limited company practices commonly need annual accounts, Corporation Tax, payroll and management accounts, while smaller businesses may mainly need bookkeeping and Self Assessment. Stock, equipment, premises costs and separate income streams are all part of the picture, and VAT support may be relevant too.

Frames, lenses and contact lenses should be tracked as stock, with purchases and sales recorded consistently so margins and year-end figures make sense. Equipment, professional fees, premises costs and staff payments should be captured as business expenses supported by proper records, with claimable amounts depending on your circumstances.

Possibly. VAT treatment depends on the nature of each supply — professional optical services and the sale of spectacles, contact lenses or other goods can be treated differently, and exemption or standard-rating may apply depending on the circumstances. It is worth reviewing your turnover and the mix of what you supply.

Yes. Switching usually involves us gathering information about your business and reviewing your current records, and the timing can often be planned around your accounting year end. It is worth checking your existing arrangements first, and we can talk through what is involved before you decide.

Speak to an Expert

Need Accountants for Opticians in Rochester Who Understand Your Business?

Mixing professional fees with spectacle and contact lens sales can make bookkeeping and VAT feel far more complicated than it should. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax and payroll, giving you clear records and confident decisions. Get in touch with our team to discuss your optical business.