Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Backworth

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Backworth, 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 a wide range of optical professionals and businesses, from independent opticians and optometrists to dispensing opticians, self-employed practitioners and practice owners. The accounting work involved often depends on how you operate: a self-employed optometrist working through Self Assessment has a different position from a partnership running a practice, and a limited company supplying spectacles alongside sight tests brings its own reporting and Corporation Tax considerations. Because roles differ too — dispensing opticians focus on optical dispensing and frame fitting, while optometrists carry out eye examinations — income streams, stock levels and cost structures can vary considerably from one business to the next.

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

Our accounting support is shaped around the way optical businesses actually earn money. That might mean bookkeeping for daily takings, contact lens sales and spectacle orders, annual accounts and Corporation Tax for a limited practice, or Self Assessment for a self-employed optometrist or dispensing optician. We can help with payroll for practice staff, management accounts to track margins on frames and lenses, tax planning, financial record keeping, and VAT support where it applies — including where professional services and optical goods are treated differently. Support with business structures is available too, whether you are a sole trader, partnership or limited company. The right mix depends on your circumstances, so services are agreed individually rather than assumed.

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 have a single, straightforward income stream. Mixing professional services with the sale of spectacles and contact lenses, alongside stock, equipment and staff costs, can make the numbers harder to keep straight.

  • Professional Income and Mixed Streams — Sight test fees, contact lens payments and frame sales behave differently, so records need to separate them clearly for accurate reporting.
  • Stock and Inventory Management — Frames, lenses and contact lens stock tie up cash, and valuing or writing off slow-moving items affects your reported figures.
  • Optical Equipment and Professional Expenses — Diagnostic instruments, testing equipment and indemnity cover are significant costs, and how they are treated depends on the nature of the spend.
  • VAT on Mixed Supplies — Professional services and optical goods can carry different VAT treatments, so the position depends on the nature of each supply and your circumstances.
  • Payroll and Practice Staff — Employed optometrists, dispensing opticians and support staff add payroll, pension and contractor payment obligations that need consistent administration.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not purely service providers. Alongside professional fees for sight tests and contact lens fitting, most practices also buy, hold and sell optical goods such as spectacles and contact lenses, which brings stock, supplier payments and margin tracking into the picture. That combination of clinical service and retail-style trading creates accounting considerations a purely service-based business may not face. Support that understands professional income, equipment, premises costs, payroll and bookkeeping can help you keep accurate records, stay on top of tax administration and see how each part of the practice is performing.

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 simple process suits self-employed opticians, optometrists, dispensing opticians, partnerships and limited companies alike. It begins by understanding your business, moves on to identifying the accounting requirements that apply, and continues with ongoing support as your circumstances change. 1. Tell Us About Your Business — We look at the services you provide, how you are structured, where your income comes from, and how optical goods or stock feature. 2. Review Your Accounting Needs — The relevant requirements are then identified, which might include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. 3. Receive Ongoing Support — Support continues in line with your needs, adapting as the practice grows, takes on staff or changes how it operates.

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 an optical practice needs to reflect what the practice actually does. That means treating professional income and income from optical goods sensibly, keeping a clear record of stock and equipment, and accounting for premises costs, staff and day-to-day bookkeeping without adding unnecessary complexity. Payroll for employed optometrists, dispensing opticians and support teams can be handled alongside tax administration, financial records and VAT considerations where these apply. The aim is straightforward: accounts and records that reflect the reality of your practice, produced in a way that is clear, transparent and easy to work with throughout the year.

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 affairs of optical professionals and practices. That can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable, while keeping records that reflect professional income, spectacles, contact lenses, stock, equipment and practice costs.

They typically work with independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners, partnerships and limited companies. Because each role and business model differs, the support is usually tailored rather than delivered as a single fixed package.

Yes. Sole traders and self-employed professionals generally need Self Assessment, clear records of professional income and allowable expenses, and practical help tracking payments. Where your work also involves supplying optical goods, the bookkeeping and VAT position can differ, so it is worth discussing your circumstances in detail.

It depends on the practice. A limited company may need annual accounts, Corporation Tax and payroll, while a sole trader may mainly need bookkeeping and Self Assessment. Management accounts, tax planning and VAT support are common where stock, equipment, premises and multiple income streams are involved.

Stock such as frames, lenses and contact lenses should be recorded consistently, so purchases, sales and remaining inventory are clear. Business expenses, including equipment, professional fees and premises costs, need supporting records. How individual items are treated for tax can vary, so the correct approach depends on your circumstances.

Possibly. Optical businesses often provide professional services alongside supplying spectacles, contact lenses and other optical goods, and these supplies can have different VAT treatments. Registration and the treatment of each supply depend on the nature of the supply and the turnover and circumstances of the business.

Yes. Employed optometrists, dispensing opticians, reception and support staff bring payroll obligations, including tax and pension administration. Where practices use self-employed contractors, it is important to understand the correct status and how those payments should be recorded.

Yes, switching is usually straightforward. We can review your current records, confirm what is needed and take over the relevant accounting and tax work. It helps to have details of your existing arrangements available before the change is made.

Speak to an Expert

Need Accountants for Opticians in Backworth Who Understand Your Business?

Keeping on top of stock, staff costs and mixed income streams can take time away from the practice itself. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable, giving you clear, transparent accounting that fits how your optical business operates.