Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Shipston-on-Stour

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Shipston-on-Stour, with clear, transparent fees and straightforward advice.

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

Optical businesses are not all alike, so the accounting support that suits one professional may not fit another. An independent optician running a practice with retail space, staff and stock has different reporting needs from a locum optometrist who is paid per session. Dispensing opticians may combine employed work with self-employed dispensing, while practice owners often draw income through a limited company. Because sole traders, partnerships and limited companies are taxed differently, and because income can arrive from eye examinations, dispensing, product sales or NHS work, the right structure and record-keeping should be reviewed individually rather than assumed.

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

Optical practices generate income in several ways, and the accounts should reflect that clearly. We can help with day-to-day bookkeeping that separates professional fees from sales of spectacles, contact lenses and other optical goods, along with stock records that make it easier to see what is genuinely profitable. Depending on how you trade, that may extend to Self Assessment, annual accounts, Corporation Tax, payroll for practice staff, management accounts and tax planning. VAT support is available where it applies, bearing in mind that different optical supplies can be treated differently. Not every practice needs every service, so the scope is agreed around your 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

Accounting for an optical practice is rarely a single stream of income. Eye examinations, dispensing, product sales, stock and equipment all behave differently, and each one needs to be recorded in a way that keeps the figures meaningful.

  • Mixed Income Streams: Professional fees, dispensing income and retail sales of optical goods should be tracked separately so profitability is visible.
  • Stock and Inventory: Frames, lenses and contact lenses tie up cash, so accurate stock records matter for margins and year-end valuations.
  • Equipment and Practice Costs: Testing equipment, calibration, premises, utilities and staff costs need to be recorded and treated consistently.
  • Payroll and Contractors: Employed staff, locum optometrists and associate arrangements each carry different payroll and tax obligations.
  • VAT on Mixed Supplies: Professional optical services and supplies of spectacles or contact lenses can have different VAT treatments, depending on the nature of each supply.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses sit between two worlds: they provide professional clinical services and they sell physical products. That combination creates accounting questions a generalist may not encounter often — how to separate professional income from retail sales, how to value frames and lenses held in stock, how equipment and premises costs should be treated, and how different supplies are handled for VAT. Bringing all of this together through organised bookkeeping, clear records and timely tax administration gives practice owners and self-employed optical professionals a more accurate picture of how the business is genuinely 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.

Our Simple 3-Step Process for Optical Businesses

Getting the right support in place is straightforward. We start by understanding how you work, then identify the accounting and tax requirements that apply, and continue supporting you as your practice or career develops. 1. Tell Us About Your Business: We look at the services you provide, how you are structured, where your income comes from and how you handle optical goods and stock. 2. Review Your Accounting Needs: From there, we identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support. 3. Receive Ongoing Support: Support then continues in line with your needs, whether you are a sole trader, a partnership, an independent practice or a limited company.

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

Optical practices rarely fit a standard template, so support should be shaped around how you actually trade. That might mean keeping professional fees separate from sales of spectacles and contact lenses, maintaining stock records that reflect what is really sitting on the shelf, and handling payroll for dispensing staff or practice teams. Equipment purchases, premises costs and other overheads can be recorded in a way that supports sensible decisions, while tax administration and financial records stay organised through the year. Where VAT applies, the treatment of professional services and optical goods is considered separately, since the position depends on the nature of each supply.

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 that optical professionals and practices need, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies. Just as importantly, they understand how clinical income, optical goods, stock and equipment fit together, so the figures reflect the real shape of the business.

Support can be tailored to independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running optical businesses. Because roles and business models differ, the accounting needs of a locum optometrist are rarely the same as those of a practice with premises, staff and stock.

Yes. Sole traders and partners need records that capture professional fees, session or locum income, and any product sales accurately. That feeds into Self Assessment, where allowable expenses and the correct treatment of different income streams matter. The right approach depends on how you work and how your income is structured.

Yes. Bookkeeping can be set up to keep professional income separate from sales of spectacles, contact lenses and other optical goods, with stock and expenses recorded consistently. Self Assessment then follows from those records, although what is allowable depends on individual circumstances and how the income arises.

Yes, for optical businesses trading through a limited company. Annual accounts and Corporation Tax returns need accurate figures, so bookkeeping should separate professional fees from product sales, account for stock and equipment correctly, and reflect director pay and dividends properly. The detail depends on how the company is structured and run.

Possibly. VAT depends on turnover and on the nature of each supply. Professional optical services and goods such as spectacles or contact lenses can be treated differently, and the position is not automatic for either. It is worth reviewing your specific services, products and circumstances rather than assuming a blanket rule.

Yes. Moving accountants is usually simpler than people expect. It helps to have your latest accounts, tax returns and bookkeeping records to hand, and the changeover can be handled so that deadlines are not missed. The exact steps depend on your current arrangements and how your records are kept.

Start by telling us about your work — whether you are self-employed, in a partnership or running a practice through a limited company — along with your income streams, stock and any staff. From there, the relevant accounting and tax requirements can be identified and support put in place.

Speak to an Expert

Need Accountants for Opticians in Shipston-on-Stour Who Understand Your Business?

Running an optical practice brings its own accounting pressures, from separating clinical income from product sales to keeping stock and payroll records straight. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies, giving you clearer figures and confidence in your numbers.