Accounting Services for Occupational Therapists
Occupational therapists often manage more complex financial operations than a typical service business. Your income comes from private clients, case managers, schools, contracts, NHS-related duties, or medico-legal reports. Each of these income streams can affect your business structure, taxes, and expenses. Our accountants for occupational therapists understand the financial needs of occupational therapists and help you maintain accurate records and comply with HMRC regulations.
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The financial needs of an occupational therapist can vary depending on the nature of their work, the payment method, and whether they operate as a sole trader or a limited company. We help identify your accounting needs, ensuring your records and business decisions are based on accurate and relevant financial information
Our accountants for occupational therapists provide support with income monitoring, allowable expenses, and self-assessment tax returns to ensure that your records remain precise throughout the year.
We help you manage client bookings, treatment income, staff costs, software subscriptions, room rentals, equipment, and professional expenses.
We help manage your income records and NHS pension allowance calculations where additional earnings may affect your tax position.
Occupational therapy practices require accounting support that understands professional compliance costs, medical service income, client-based invoicing, report-writing fees, and travel records. That is why our accountants for occupational therapists provide a comprehensive range of accounting services tailored to your needs.
Our accountants can evaluate your pension contributions, student loan position, and any PAYE income to ensure that your tax return is both accurate and fully comprehensive.
Our accountants for occupational therapists can review your income streams, check whether VAT registration may apply, and help you understand how VAT rules could affect your occupational therapy business.
We keep your day-to-day finances organised so you always know where your business stands.
We also prepare clear year-end reports that help you understand your practice’s performance.
We can assist with PAYE registration, payroll processing, payslips, pension duties, and Real Time Information submissions to HMRC.
Financial management can be more complex for occupational therapists, as they often handle clinical income, assessment work, reports, referrals, and practice-related expenses. Our accountants for occupational therapists understand the sector-specific challenges and offer customised accounting solutions to help your practice maintain compliance. Common accounting challenges include:
Managing income from various referral sources
Separating clinical income from report-writing or consultancy income
Struggle to understand the expenses that may be claimed
Maintaining records of mileage and travel for school visits or home visits
Managing invoices that are delayed and irregular payments
Understanding the salary and dividends of a director when trading through a company
Staying on top of deadlines set by Companies House and HMRC
Choosing the appropriate accountants for occupational therapists requires working with a team that understands the financial and professional requirements of operating an OT practice. We help occupational therapists claim allowable expenses such as HCPC registration fees, professional indemnity insurance, CPD courses, RCOT subscriptions, software, equipment, and business mileage where applicable.
Deep understanding of occupational therapy practices, NHS and private income structures, and professional expenses.
Our expert accountants for occupational therapists identify every allowable Therapy expense to keep your hard-earned money in your pocket.
From bookkeeping and payroll to tax planning and business growth support, we handle your financial management end-to-end.
We've earned the trust of occupational therapists across the UK by providing reliable accounting and tax support.
Clear, upfront pricing. So, you get full expert service without any hidden costs.
We handle the heavy financial lifting so you can focus entirely on your clinical work and patients.
As expert occupational therapists accountants, we know that managing the financial side of your practice isn’t why you got into the therapist profession. That’s why we’ve kept our process simple and flexible. The idea is to make things clear from the start and then stay by your side with ongoing support.
Our 3-step process is designed to free up your valuable time. Thus, allowing you to focus completely on what you do best: providing exceptional patient care and protecting your community’s vision.
We begin by getting to know your clinic and understanding your unique needs. This step ensures we have a clear picture of your operations and your goals.
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.
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.
Is managing your finances stressing you out? Let our expert accountants for occupational therapists help you build smart, long-term strategies. We’ll provide an annual financial review that keeps your finances in check and your Therapists on track.
We use Xero, Quickbooks, Sage & many other online software.
Our team offers dedicated accounting services tailored to your specific healthcare business. This ensures financial stability and growth for you.
Our team is here whenever you need guidance. We offer unlimited support to ensure your financial management is always on point.
Our team have over 100 years of combined experienced.
Never Miss any deadline with our automated email reminders.
We’re an ICAEW, ACCA & AAT accredited Firm.
Take a back seat and let our expert accountants for occupational therapists handle everything. Here’s how easy it is to get started with us:
Reach out to us, and we’ll discuss your needs and how we can help your practice thrive.
We’ll send over a simple letter to formalise our partnership and get everything in motion.
If you're switching, we’ll take care of contacting your previous accountants to make the transition smooth.
From there, sit back and relax. We’ll manage your accounts, taxes, and everything in between, keeping your clinic running smoothly.
Yes, our accountants for occupational therapists help you choose and set up software, including QuickBooks, Xero, and similar platforms. Additionally, we can demonstrate how to manage bank inputs, receipts, and invoices.
This depends on your income, tax situation, and business objectives. Some occupational therapists start their careers as sole traders and subsequently transition to a limited company as their income grows. We can evaluate your circumstances and explain which structure may be more appropriate for you.
Yes, we understand that occupational therapists may receive income from a variety of sources. Our team also helps you accurately record each income stream and properly manage your accounting.
Of course, our accountants for occupational therapists help you with managing your private OT income alongside your NHS salary. This includes separate income records, allowable expenses, and NHS pension allowances, as applicable.
If you are self-employed, earn private income, or operate a limited company, contact our team right now. We evaluate your circumstances and provide the right accounting support for your occupational therapy practice.
To get started with CruseBurke, you can call us directly at 020 8686 8876 or send your inquiry to [email protected]. We will review your situation and handle the rest. It’s that easy!
