Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in South Staffs

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, delivered with clear fees, transparent packages and no hidden extras.

4.9/5.0

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⭐ 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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Opticians and Optometrists We Support

Optical professionals do not all work the same way, so the accounting support they need varies considerably. A self-employed locum optometrist completing Self Assessment has different requirements from a dispensing optician trading through a limited company, or a partnership running an independent practice with several staff. Sole traders, partnerships and limited companies each face different reporting, tax and record-keeping obligations, and income may come from professional services, optical goods or a mix of both. Accountants for Opticians can support independent opticians, optometrists, dispensing opticians, practice owners and other optical businesses, shaping the work around how each one actually earns and 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

Accounting for an optical practice has to reflect the way it earns money. That might mean NHS or private eye examination fees, dispensing income, spectacles, contact lenses and other optical goods, alongside stock, testing equipment, premises and staff costs. We can support self-employed optometrists and dispensing opticians with Self Assessment and financial record keeping, while limited companies and partnerships may need annual accounts, Corporation Tax, payroll and management accounts. Bookkeeping keeps day-to-day figures in order and tax planning helps you look ahead, with VAT support provided where it applies to your particular mix of supplies. Not every optical business needs every service — the right combination depends on how you trade, what you supply and how you are structured.

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. With professional fees, product sales, stock, equipment and staff all in play, keeping records accurate and tax treatment correct takes more than a straightforward bookkeeping approach.

  • Mixed income streams — Eye test fees, dispensing income and product sales sit together, so income must be recorded carefully to keep reporting and tax positions accurate.
  • Stock and inventory — Spectacle frames, lenses and contact lenses tie up cash and need consistent stock records to support reliable accounts and reduce waste.
  • Equipment and professional expenses — Testing equipment, instruments and day-to-day practice costs can be treated differently for tax, so correct classification matters.
  • Payroll and staff costs — Employed optometrists, dispensing opticians and support staff create payroll, pension and reporting obligations that must be managed on time.
  • VAT on mixed supplies — Professional services and optical goods can be treated differently for VAT, so each supply needs reviewing against the business's own circumstances.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses often sit between two worlds: they provide professional clinical services and they sell physical goods. That combination raises accounting questions a general accountant may not meet often — how to record spectacle and contact lens sales, how to value and track stock, how equipment purchases should be handled, and how to keep premises, payroll and practice expenses organised. Getting bookkeeping, tax administration and financial records right early on makes it easier to see how a practice is performing and to plan with confidence. Support that already understands optical income streams tends to be more efficient and more useful than explaining the model from scratch each year.

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 and built around the way optical professionals and practices actually work. First we understand your services, structure and income, then we identify the accounting and tax requirements that apply, and finally we provide ongoing support as your circumstances change. Tell Us About Your Business — We look at your professional services, how you are structured, your income streams, any optical goods or stock you hold, and what you need. Review Your Accounting Needs — We identify the relevant requirements, whether that is bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. Receive Ongoing Support — Support continues in line with your needs, so records, filings and tax obligations stay organised as your practice or role 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

Optical practices come in different shapes, and accounting support should reflect that. A single-handed optometrist may need straightforward bookkeeping and Self Assessment, while a larger practice might need payroll for employed optometrists and dispensing opticians, regular management accounts, and clear records covering stock, equipment and premises costs. Support can be tailored around professional income, optical goods, spectacles and contact lenses, along with the VAT considerations that may arise where a business supplies a mix of services and products. The focus is practical: accurate records, sensible tax administration and financial information you can genuinely use to run 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, tax and compliance work behind an optical business or an individual optical professional. That typically covers bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies, plus advice on how professional income, optical goods and practice costs should be recorded.

We work with independent opticians, self-employed optometrists, dispensing opticians, optical practice owners, partnerships and limited companies, along with other optical businesses. Because roles and business models differ, support is shaped around how you actually trade rather than a fixed template.

Yes. Self-employed optometrists and locums usually need help with Self Assessment, record keeping and allowable expenses, while those who also supply optical goods may need to consider VAT. The exact position depends on your income, how you operate and your individual circumstances.

It varies. Some practices mainly need bookkeeping, payroll and annual accounts, while others benefit from management accounts, tax planning or VAT support. If you sell spectacles, contact lenses or other optical goods alongside professional services, your records need to separate those income streams clearly.

Stock such as frames, lenses and contact lenses should be tracked consistently so accounts reflect what is genuinely on hand. Equipment, premises costs, professional fees and staff costs are generally recorded as business expenses, though whether a cost is allowable or how it is treated depends on the circumstances.

They may, and the treatment is not uniform. Professional optical services and optical goods can fall under different VAT rules, and factors such as the nature of each supply and the business's own circumstances matter. It is worth reviewing rather than assuming a blanket position applies.

Yes. If you employ optometrists, dispensing opticians, optical assistants or administrative staff, payroll involves calculating pay, handling deductions and meeting reporting obligations on time. Support can cover routine payroll alongside the wider accounts so staff costs are reflected properly.

Get in touch and tell us about your role, your practice and how you are structured. From there we can review what is needed, whether that is bookkeeping, Self Assessment, annual accounts, payroll or VAT support, and take things forward from there.

Speak to an Expert

Need Accountants for Opticians in South Staffs Who Understand Your Business?

Optical practices rarely have a simple set of books. Between eye test fees, spectacle and contact lens sales, stock and staff costs, records can easily slip. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where it applies, keeping your figures reliable and your tax position clear.