Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Southam

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent help designed around how your practice actually operates.

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 professionals do not all work in the same way. An independent optician running a practice, a self-employed locum optometrist and a dispensing optician working alongside a clinical team can each have quite different income streams, structures and accounting needs. Accountants for Opticians support sole traders, partnerships and limited companies across the optical sector, helping to keep records, reporting and tax administration aligned with how the business actually earns its money. Whether income comes from eye examinations, dispensing, contact lens schemes or the sale of spectacles, the right approach depends on the individual’s or practice’s circumstances.

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 rarely fit a single template, so the support provided is shaped around your circumstances. That might include bookkeeping and financial record keeping that captures everything from professional fees to spectacle and contact lens sales, alongside annual accounts, Self Assessment and Corporation Tax where relevant. Payroll can cover dispensing opticians, optical assistants and practice staff, while management accounts and tax planning help practice owners track stock, equipment costs, premises and cash flow. VAT support is available where applicable, since different optical supplies can be treated differently, and business structure advice can help you decide what suits your plans. Not every practice needs every service.

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 sit in an unusual position: they combine clinical and professional work with retail. That mix creates accounting questions around income, stock and tax treatment that a generalist accountant may not spot.

  • Mixed income streams: professional fees, contact lens schemes and spectacle sales may need separate recording so reporting reflects real earnings.
  • Stock and inventory: frames, lenses and contact lens stock tie up money and need consistent valuation for accounts and tax.
  • Optical equipment and professional expenses: diagnostic instruments, testing equipment and professional fees may be treated differently from everyday practice costs.
  • VAT on mixed supplies: professional services and optical goods can attract different VAT treatment depending on the nature of the supply.
  • Payroll and practice staff: dispensing opticians, optical assistants and locum cover all bring payroll, pension and contractor payment considerations.

Why Specialist Accounting Support Matters for Optical Businesses

Specialist support matters because optical businesses are not purely service businesses. Alongside professional fees, an independent practice may hold stock, sell spectacles and contact lenses, invest in testing equipment and carry premises costs, and each of those areas has its own accounting and tax implications. An accountant who understands that mix can help keep bookkeeping accurate, records consistent, payroll and tax administration on track and business expenses properly supported. Self-employed optometrists and dispensing opticians may have narrower needs, but the underlying point is the same: the numbers make more sense when the person reviewing them understands how optical work is delivered and paid for.

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 designed to understand how you work, identify the accounting and tax requirements that actually apply, and then keep supporting you as your practice or professional work develops. It is straightforward, and it starts with a conversation about your circumstances rather than a standard checklist. 1. Tell Us About Your Business — We start by understanding your services, how you are structured, where your income comes from and whether you hold optical stock or goods. 2. Review Your Accounting Needs — From there, we identify the relevant requirements, whether that means bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support. 3. Receive Ongoing Support — Support then continues at a level that suits you, with records, reporting and tax administration kept in order as your optical business changes and grows.

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 vary enormously, and so does the support they need. For some, the focus is bookkeeping that separates professional fees from optical goods sales; for others it is stock control, equipment costs, premises overheads and payroll for practice staff. Support can also cover tax administration, Self Assessment and Corporation Tax filings, keeping financial records in order and VAT considerations where different supplies are treated differently. The aim is straightforward: accounting that fits the way your practice operates, rather than forcing an optical business into a template built for a different sector. What suits your practice depends on your structure, income and how you choose to run things.

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 relevant. The focus is on how optical income, goods and costs actually arise in a working practice.

They typically work with independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies operating in the optical sector. The appropriate support depends on how you are structured, how you earn income and whether you supply optical goods as well as services.

Yes. Self-employed optometrists, locums and dispensing opticians often need Self Assessment support, help recording expenses and guidance on how professional income should be reported. Sole traders and partnerships have different requirements from limited companies, so the starting point is your own circumstances rather than a fixed package.

It varies. Many practices need bookkeeping that tracks professional fees, spectacle and contact lens sales, stock and equipment costs, alongside annual accounts and Corporation Tax. Payroll for dispensing opticians and practice staff, management accounts and VAT support may also be relevant, but not every practice requires every service.

Frames, lenses and contact lens stock should be recorded consistently so that accounts and tax reporting reflect what the practice actually holds and sells. Business expenses such as equipment, premises costs and professional fees need proper records too, and how each item is treated depends on its nature and your circumstances.

Possibly. VAT treatment depends on the nature of each supply and the circumstances of the business. Professional optical services, spectacles, contact lenses and other goods can be treated differently, and registration thresholds and exemptions may apply. It is worth reviewing your particular mix of supplies rather than assuming one rule covers everything.

Yes, switching accountants is usually straightforward. The practical steps involve gathering your records, confirming your structure and income streams, and making sure reporting deadlines are met through the transition. It helps to time the change sensibly so nothing falls between accountants.

Start with a conversation about your practice or your professional work. Whether you are a sole trader, a partner or a limited company, sharing how you earn income, what you supply and what you already have in place lets the right accounting support be identified from the outset.

Speak to an Expert

Need Accountants for Opticians in Southam Who Understand Your Business?

Running an optical practice means juggling professional income, stock, staff and equipment costs while keeping tax deadlines in view. CruseBurke can help with the bookkeeping, Self Assessment, annual accounts and VAT support that keep your financial records in order, so you can focus on your patients.