Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Severn

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Severn, with clear, transparent fees and straightforward guidance.

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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Who We Support Across the Optical Sector

Accountants for Opticians can support a wide range of optical professionals and businesses, from independent opticians and optical practice owners to self-employed optometrists, dispensing opticians and locum professionals. The accounting needs are rarely identical. A dispensing optician working as a sole trader has different reporting obligations from a partnership running a practice with employed staff, and a limited company faces its own Corporation Tax and payroll duties. How income is earned, whether goods are supplied alongside professional services, and how the business is structured all shape what is required. We look at your circumstances before suggesting which services apply, so support reflects how you actually work rather than a generic template.

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 opticians, optometrists and dispensing opticians cover the areas that matter in an optical business. That can include bookkeeping and financial record keeping for professional fees, spectacles, contact lenses and other goods, annual accounts, Self Assessment, Corporation Tax and payroll for practice staff. Management accounts and tax planning can help when you are weighing up equipment purchases, premises costs or staffing decisions, while VAT support may be relevant where your supplies are mixed. We can also advise on business structures, whether you trade as a sole trader, within a partnership or through a limited company. Not every practice needs every service, so we agree the right scope with you.

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 neatly into one category. Professional fees, optical goods, stock and equipment all move through the same set of accounts, and each brings its own record-keeping and tax questions, which is why the numbers can become harder to keep track of.

  • Mixed income streams: Fees from eye examinations and contact lens aftercare sit alongside sales income, so records need to separate income types clearly.
  • Stock and inventory: Spectacles, lenses and frames are stock items, and accurate purchase, usage and valuation records support both margin review and tax reporting.
  • Equipment and professional expenses: Diagnostic instruments, testing equipment and professional costs need correct treatment, with capital and revenue items distinguished properly.
  • Payroll and staff costs: Practice staff, dispensing opticians and locum cover bring varying payroll, pension and contractor payment obligations that must be handled consistently.
  • VAT on mixed supplies: Professional services and supplies of optical goods can follow different VAT treatments, so each supply needs reviewing rather than assumed.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses often carry accounting considerations that differ from firms providing professional services alone, because they may supply optical goods such as spectacles and contact lenses alongside examinations and aftercare. That means stock records, equipment costs, premises outgoings and several income streams all feed into the same accounts. Support that understands these areas can help keep bookkeeping accurate, expenses properly recorded, payroll and tax administration on schedule, and VAT questions reviewed where they arise. It also makes conversations about practice performance, margins and structure far more useful, because the person advising you already understands what sits behind the 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.

Our Simple 3-Step Process for Optical Businesses

Our process is built to suit optical professionals and practices of different sizes. We start by understanding how you work, what you supply and how your business is structured, then agree the accounting and tax support that fits, and keep it running as your practice develops. Tell Us About Your Business — We start by looking at the services you provide, your business structure, income streams, optical goods, stock and any existing accounting arrangements, so nothing is missed. Review Your Accounting Needs — We then identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support, depending on your circumstances. Receive Ongoing Support — Support then continues around what your practice needs, with records, filings and deadlines managed as your circumstances change over time.

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

Accounting support for optical practices works best when it is shaped around the way the business actually trades. That means handling professional income from examinations and aftercare separately from sales of spectacles, contact lenses and other optical goods, keeping stock and equipment records in good order, and accounting for premises costs and staff wages accurately. Bookkeeping, payroll, tax administration and financial records all need to reflect those different strands, and VAT considerations may apply where supplies are mixed. We tailor the support to the structure and scale of your practice, so the records stay accurate, deadlines are met and the financial information you receive is genuinely useful for running the 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 day-to-day financial administration that optical professionals and practices deal with, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies. The right mix depends on how you trade, how you are structured and how your income is earned.

We support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners, partnerships and limited companies. Roles and business models differ, so a locum optometrist working alone has different accounting needs from a practice employing several staff and holding optical stock.

Yes. Self-employed optometrists and locum opticians often need help with Self Assessment, allowable expenses and record keeping across multiple engagements. Income can arrive from several practices, and getting the records and expense treatment right throughout the year makes the return far more straightforward.

It depends on the practice. Many optical businesses need bookkeeping, annual accounts, payroll for staff and support with stock records. Corporation Tax or Self Assessment applies depending on structure, while VAT support may be relevant where supplies are mixed. We tailor the service to what your practice actually needs.

Spectacles, lenses and frames are effectively trading stock, so purchases, usage and closing stock should be recorded consistently to support margin review and accurate tax reporting. Equipment, premises costs and professional expenses also need sensible treatment, with capital and revenue items identified separately where that is appropriate.

Possibly. Optical businesses often make a mix of supplies, and professional optical services can be treated differently from the supply of optical goods such as spectacles and contact lenses. VAT treatment depends on the nature of each supply and your individual circumstances, so it is worth reviewing properly rather than assuming.

Yes, switching is usually straightforward. We review your current records, accounts and tax position, then agree what needs to be done and when. Once the necessary information is in place, we can take over the ongoing compliance work and keep you informed of deadlines.

Speak to an Expert

Need Accountants for Opticians in Severn Who Understand Your Business?

Sorting out stock records, mixed income streams or a looming Self Assessment deadline can distract you from running your practice. CruseBurke supports optical professionals with bookkeeping, annual accounts, Self Assessment and payroll, keeping the numbers clear and compliance on track. Clear advice, no hidden fees and support shaped around how you work.