Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Roker

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

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. That includes independent opticians, optometrists carrying out sight tests, dispensing opticians, locum and self-employed optical professionals, practice owners and optical businesses running more than one site. Accounting needs vary considerably. A self-employed optometrist invoicing for clinical sessions faces different reporting than a limited company practice selling spectacles and contact lenses, employing staff and holding stock. Sole traders, partnerships and limited companies each have different filing, tax and record-keeping requirements, so support should reflect how you earn income and how your business is structured.

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 and Opticians

The services that suit your practice depend on how you work. A self-employed optometrist may need little more than bookkeeping and Self Assessment, while a limited company optical practice may need annual accounts, Corporation Tax returns, payroll for staff and management accounts to track performance. We can help with day-to-day bookkeeping, financial record keeping, VAT support where it applies, tax planning around professional fees, spectacles, contact lenses and other optical goods, along with support on business structures when you are deciding how to operate. Because stock, testing equipment, premises costs and different income streams all affect the figures, we look at your circumstances before recommending anything.

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 mould. Clinical income, retail sales of spectacles and contact lenses, stock, equipment and staff costs can all sit within one practice, and each area brings its own record-keeping and tax questions.

  • Mixed income streams – Professional fees, retail sales and contact lens income all need separate, accurate recording and reporting.
  • Stock and inventory – Spectacles, frames and contact lenses tie up money, so stock levels, purchases and shrinkage need regular monitoring.
  • Equipment and premises – Testing equipment, fitting tools and practice premises bring capital allowances, repairs and overhead questions.
  • VAT on mixed supplies – Professional optical services and optical goods can be treated differently, so each supply needs review.
  • Payroll and structures – Employed staff, locums and associates, plus whether you trade as a sole trader, partnership or limited company, shape your tax position.

Why Specialist Accounting Support Matters for Optical Businesses

An optical practice is not purely a service business. Alongside sight tests and professional advice, many practices sell spectacles, contact lenses and other optical goods, hold stock and invest in testing equipment and premises. That mix creates accounting questions a generalist may not encounter often: how to separate income streams, how to record stock and equipment costs, how payroll for staff and locums should be handled, and how VAT applies to different supplies. Support that understands these areas can help keep records accurate, deadlines met, and tax and business decisions better informed.

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

The process is designed to understand how you work as an optical professional or practice, identify the accounting and tax requirements that apply, and then provide support as your business develops. It stays straightforward whether you are newly self-employed or running an established practice. 1. Tell Us About Your Business – We start by understanding your services, whether you are a sole trader, partnership or limited company, how you earn income, and what optical goods or stock you hold. 2. Review Your Accounting Needs – The relevant requirements are then identified, which might include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where it applies. 3. Receive Ongoing Support – Support then continues according to your circumstances, so records stay in order and deadlines are managed as your practice or professional work 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.

Built Around the Needs of Optical Practices

Accounting support for an optical practice should reflect the way that practice actually runs. That means keeping professional income, income from spectacles, contact lenses and other goods, stock purchases, equipment and premises costs properly recorded, and keeping financial records organised enough to be useful rather than just compliant. Practical support can cover bookkeeping, payroll for practice staff, tax administration, annual accounts and VAT considerations where relevant, so that the figures behind your practice are clear. Arrangements are tailored to whether you operate as a sole trader, partnership or limited company, and to the size and shape of your optical business.

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 optical professionals and practices need, including bookkeeping, Self Assessment, annual accounts and Corporation Tax. The exact scope depends on your circumstances, as a self-employed optometrist and a limited company practice with staff, stock and optical goods sales will have quite different requirements.

Support is available for independent opticians, optometrists, dispensing opticians, locum and self-employed optical professionals, practice owners and limited company optical businesses. Because roles and business models differ, the accounting work is matched to how you earn income and how your business is structured, whether as a sole trader, partnership or limited company.

Yes. If you provide locum sessions, sight tests or other professional services as a sole trader, you will usually need records of income and allowable expenses plus a Self Assessment tax return. If you also sell spectacles or contact lenses, those sales need recording separately so your figures stay accurate.

Requirements vary. Many practices need bookkeeping, payroll, annual accounts, Corporation Tax returns and management accounts. VAT support may also be relevant, while tax planning can help around equipment purchases, premises costs and how profits are taken. Not every practice needs every service, so the right mix depends on your circumstances.

Stock such as frames, lenses and contact lenses should be tracked so purchases, sales and remaining inventory stay clear. Business expenses may include testing equipment, fitting tools, professional fees, insurance, premises costs and staff wages. Records need to separate business from personal spending, and revenue items from capital items, as treatment can differ.

Possibly. VAT treatment depends on the nature of each supply. Professional optical services and supplies of optical goods such as spectacles and contact lenses can be treated differently, and circumstances affect the outcome, including registration status. It is worth reviewing your specific services and products rather than assuming one rule covers everything.

Yes, changing accountant is usually straightforward. Once we understand your practice or professional work, we can discuss records, deadlines and any outstanding filings so the transition is handled properly. If you are approaching a year end or a Self Assessment deadline, it helps to start the conversation early.

Get in touch and tell us about your work or practice, including your structure, services, income streams, staff and any optical goods you sell. From there, the appropriate accounting and tax requirements can be identified and support arranged around what you actually need, with clear fees and no hidden extras.

Speak to an Expert

Need Accountants for Opticians in Roker Who Understand Your Business?

Whether you are a self-employed optometrist juggling locum income or a practice owner managing stock, staff and VAT questions, CruseBurke can help. From bookkeeping and Self Assessment to annual accounts and Corporation Tax, support is built around your circumstances, with clear fees and practical advice you can act on.