Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Stratford Upon Acon

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent guidance tailored to how you work.

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 independent opticians, optometrists, dispensing opticians, self-employed optical professionals, optical practice owners and other optical businesses. Each role can operate differently: an optometrist may provide eye examinations and prescriptions, a dispensing optician may focus on fitting and supplying eyewear, while a practice owner may combine clinical services with retail optical sales. Accounting requirements can also vary depending on whether you work as a sole trader, partnership or limited company, and on how income is earned. Clear records help separate professional fees, optical goods and practice costs, whatever your structure.

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 support for optical practices can cover bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll, management accounts, tax planning and VAT support where applicable. For opticians, optometrists and dispensing opticians, the right mix depends on how you are structured and paid. You may need help tracking professional income from eye examinations, income from spectacles and contact lenses, stock movements, optical equipment, premises costs and staff wages. Limited companies may need annual accounts and Corporation Tax support, while sole traders and partnerships may focus more on Self Assessment and profit records. Financial record keeping and business structure advice can also help as your practice grows.

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 often handle clinical services, retail sales and stock in one operation. That can make bookkeeping, tax reporting and VAT more detailed, especially where income streams and supplies are treated differently.

  • Multiple Income Streams – Eye examination fees, private work, eyewear sales and contact lens plans may need separate tracking for accurate accounts.
  • Optical Stock and Inventory – Frames, lenses, contact lenses and accessories affect stock valuation, cost of sales and gross profit reporting.
  • Equipment and Practice Costs – Testing equipment, fitting tools, premises, utilities and professional expenses must be recorded and claimed correctly where allowable.
  • Staff Payroll and Locums – Optometrists, dispensing opticians, optical assistants and locum contractors create payroll, pension and tax administration requirements.
  • VAT on Mixed Supplies – Professional services and optical goods can have different VAT treatment depending on the supply and business circumstances.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses can benefit from accounting support that understands both professional services and retail optical sales. An optometrist, dispensing optician or independent practice owner may earn income from examinations, spectacles, contact lenses, repairs or specialist fittings, each with its own record-keeping needs. Stock, optical equipment, premises, payroll and day-to-day expenses can also affect profitability and tax reporting. Because many optical businesses supply goods as well as services, their accounting considerations can differ from businesses that only sell time or expertise. Specialist support can help keep records clear, tax administration organised and financial decisions better informed.

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 around how optical professionals and practices work. We start by understanding your services, structure, income and record-keeping needs, then identify the accounting and tax support that fits, and continue with ongoing help as circumstances change. 1. Tell Us About Your Business – Share how you operate, whether you are a sole trader, partnership or limited company, and what income, optical goods, stock or equipment you deal with. 2. Review Your Accounting Needs – We identify relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. 3. Receive Ongoing Support – Appropriate accounting and tax help can continue as needed, keeping your financial records organised and supporting decisions for your optical practice or professional work.

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 can be tailored around the way you work, whether you are an optometrist, dispensing optician, independent practice owner or part of a larger optical business. It can cover professional income, sales of spectacles and contact lenses, stock, optical equipment, premises costs, bookkeeping, payroll, tax administration and financial records. VAT considerations may also be relevant where services and goods are supplied, depending on the nature of each supply and your circumstances. The aim is to keep your accounts clear, compliance organised and financial information useful for running 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

Accountants for Opticians provide accounting and tax support shaped around optical work, including professional income, sales of spectacles and contact lenses, stock, equipment, payroll and business expenses. They can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax and VAT support where applicable, keeping records accurate and compliance organised.

They can support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, optical practice owners, partnerships and limited companies. The right support depends on how you operate, how income is earned and your business structure. Different optical roles and practices can have different accounting and tax requirements.

Yes, support can be tailored for self-employed opticians and optometrists, including help with income records, expenses, stock or equipment purchases, Self Assessment and tax planning. If you also sell optical goods or work through a limited company, the accounting treatment can differ, so advice should reflect your circumstances.

Many optical practices need bookkeeping, payroll, management accounts and help with annual accounts, Corporation Tax or Self Assessment. Stock records for frames, lenses and contact lenses, equipment costs and premises expenses often need careful tracking. The appropriate services depend on whether you are a sole trader, partnership or limited company and what you supply.

Bookkeeping and Self Assessment support can help opticians, optometrists and dispensing opticians keep clear records of professional fees, eyewear sales, contact lens income and allowable expenses. Self Assessment requirements depend on your structure and income, so the correct approach should be based on your individual circumstances rather than a one-size-fits-all rule.

VAT can be relevant for optical businesses, but treatment depends on the nature of each supply and the circumstances. Professional optical services and optical goods such as spectacles or contact lenses may be treated differently, and not all supplies follow the same rules. VAT support can help review your position and record transactions correctly.

Switching accountants can often be managed smoothly, with support to gather records and understand your current position. The process depends on your practice structure, accounting software and outstanding filings. CruseBurke can discuss your needs and help make the transition as clear and organised as possible.

Getting started usually involves sharing details about your optical work, business structure, income streams, stock, equipment and current accounting arrangements. From there, the relevant accounting and tax support can be identified. You can contact CruseBurke to discuss your circumstances and the next practical steps for your practice or professional work.

Speak to an Expert

Need Accountants for Opticians in Stratford Upon Acon Who Understand Your Business?

Separating professional income from spectacles, contact lenses and stock can make your accounts harder to manage. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support, so your records stay clear and your tax position is better understood. Speak to our team for accounting support built around your optical business.