Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Stourport-on-Severn

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

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 can support a wide range of optical professionals and businesses. An independent optician running a single practice faces different accounting questions from a self-employed optometrist working across several locations or a dispensing optician providing specialist services. Practice owners may operate as sole traders, partnerships or limited companies, and each structure affects how accounts are prepared, how tax is administered and how records should be kept. Optical businesses also earn income in different ways — through professional services, the supply of spectacles and contact lenses, or a mix of both. Accounting support should reflect how you actually work.

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

The right mix of services depends on how you practise and how your business is structured. Self Assessment suits many self-employed optometrists and dispensing opticians, while limited companies need annual accounts and Corporation Tax support. Bookkeeping keeps professional fees, spectacle and contact lens sales, stock purchases and equipment costs recorded properly, which in turn supports management accounts, cash flow planning and tax planning. Where you employ practice staff, payroll and the associated reporting requirements come into play, and VAT support may be relevant because professional services and optical goods can be treated differently. Financial record keeping and advice on business structures round off the picture. Not every optical business needs every service, so support should be shaped 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

Optical businesses rarely fit a single mould. Income can come from professional services, eyewear sales and specialist work, while stock, equipment and premises costs sit alongside day-to-day bookkeeping. That combination creates accounting questions a generalist may not anticipate.

  • Mixed Income Streams — Professional fees, locum work and retail sales may behave differently, so recording each income stream accurately matters.
  • Stock and Inventory — Frames, lenses and contact lenses tie up money, and tracking purchases, returns and stock levels keeps margins visible.
  • Equipment and Premises Costs — Examination and fitting equipment, along with practice premises costs, need careful treatment and well-kept records.
  • Payroll and Locum Payments — Employed staff and locum optometrists are treated differently, so payroll, contracts and payment records need to be handled correctly.
  • VAT on Mixed Supplies — Professional services and spectacle or contact lens supplies can carry different VAT treatments, depending on the nature of the supply.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses differ from firms that only sell professional time. Alongside professional income, many practices hold stock, supply spectacles and contact lenses, maintain examination equipment and run premises with staff costs attached. Those elements bring extra bookkeeping, tax administration and payroll considerations, and they can affect how VAT applies to different supplies. Accounting support that understands this mix can help keep records accurate, spot where expenses are being missed and make tax deadlines less stressful. Whether you are a self-employed optometrist, a dispensing optician or a practice owner, that understanding makes the numbers easier to manage.

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 as an optical professional or practice, identify the accounting and tax requirements that actually apply to you, and then provide ongoing support as your business develops. It is kept straightforward, with no unnecessary jargon or complicated stages. Step 1: Tell Us About Your Business — we start by understanding your services, business structure, income, optical goods or stock, and the accounting requirements you currently have. Step 2: Review Your Accounting Needs — we then identify the relevant services, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. Step 3: Receive Ongoing Support — support then continues according to your needs, and we can adjust it as your practice 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 do not all look the same. A single-handed optometrist working as a sole trader needs something quite different from a limited company running a dispensary, employing staff and holding significant stock. Support should be shaped around the way your practice actually operates — covering professional income, spectacle and contact lens sales, stock and equipment costs, premises and staff, and the bookkeeping that ties it all together. That can include annual accounts, tax administration, payroll and financial records, along with VAT considerations where relevant. The aim is practical: accurate records, clear information and fewer surprises when reporting is due.

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

Accountants for Opticians handle the day-to-day financial side of running an optical business. That includes bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where relevant, with records kept for professional fees, spectacle and contact lens sales, stock, equipment and practice costs.

Support can be tailored to independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and other optical businesses. Because roles and business models differ, accounting requirements vary too — a locum optometrist working alone has different needs from a limited company running a practice with employed staff.

Yes. Self-employed optometrists, locum opticians and dispensing opticians often need help with Self Assessment, income and expense records, and tax planning. Because optical income can come from several sources and expenses can include equipment, travel and professional fees, keeping clear records through the year makes the return easier to prepare.

That depends on the practice. Many optical businesses need bookkeeping, annual accounts and Corporation Tax support if they trade through a limited company, plus payroll when they employ staff. VAT support may also be relevant because professional services and optical goods can be treated differently. Not every practice needs every service.

Yes. If your practice trades as a limited company, annual accounts and a Corporation Tax return are usually required, along with accurate records of income, stock, equipment and expenses. Deadlines and filing requirements depend on your company's own circumstances, so it is worth confirming the specific position for your practice.

Spectacles, contact lenses and solutions bought for resale are generally treated as trading stock, so their cost is held in the accounts until the items are sold. How that is recorded depends partly on your business structure and how you buy and sell the goods.

VAT can apply to optical businesses, but the treatment is not identical for everything. Professional optical services and supplies of spectacles, contact lenses or other goods can fall under different VAT rules depending on the nature of the supply and the circumstances of the business, so your own position should be checked.

Switching accountants is usually straightforward, and records can be transferred with your authority. It often helps to arrange the change at a sensible point in the year so that deadlines such as Self Assessment, annual accounts or payroll reporting are not disrupted. The practical steps depend on your current arrangements.

Speak to an Expert

Need Accountants for Opticians in Stourport-on-Severn Who Understand Your Business?

Keeping on top of stock, payroll and mixed optical income can leave little time for paperwork, and tax deadlines do not wait. CruseBurke can help with bookkeeping, Self Assessment, annual accounts and Corporation Tax, so your records stay accurate and your reporting stays on track. Clear communication, transparent fees and support shaped around your practice.