Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Bargoed

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent guidance and no hidden fees.

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 self-employed optometrists to dispensing opticians, practice owners and limited companies running one or more sites. Accounting requirements differ depending on how each professional works and how income is earned. A locum optometrist completing sessions across practices may need Self Assessment and straightforward record keeping, while a partnership or limited company supplying both professional eye care and optical goods may need annual accounts, payroll and VAT support. Understanding the structure and income mix is always the starting point.

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

Support is shaped around how each optical business actually operates. That can include bookkeeping and financial record keeping that separates professional optical income from sales of spectacles, contact lenses and other optical goods, alongside annual accounts, Self Assessment and Corporation Tax where relevant. Payroll support can cover practice staff and, where applicable, contractor payments, while management accounts and tax planning help practice owners review stock, equipment purchases, premises costs and multiple income streams. VAT support may be relevant for practices supplying a mix of professional services and optical goods, although the treatment depends on the nature of each supply and your individual circumstances. Not every business 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 rarely have a single, simple income stream, and that is where accounting can become more involved. Professional eye care, retail sales and stock all behave differently, so the records need to reflect what is genuinely happening in the practice.

  • Mixed income streams — Professional fees, spectacle sales and contact lens supplies often sit together, making income recording and reporting harder than for a single-stream business.
  • Stock and inventory control — Frames, lenses and contact lenses tie up money in stock, so valuation, shrinkage and reordering need to be tracked accurately.
  • Equipment and professional expenses — Diagnostic instruments, testing equipment and continuing professional development costs need correct treatment, which depends on how they are used and funded.
  • Bookkeeping and cash flow — Retail sales, insurer claims and supplier payments create uneven cash flow, so up-to-date records matter for informed decisions.
  • VAT on mixed supplies — Professional services and optical goods can have different VAT treatments, so each supply must be considered on its own facts and circumstances.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not purely service businesses. Many combine professional eye care with the supply of spectacles, contact lenses and other optical goods, which brings stock, retail margin and supplier considerations into the accounts. Specialist support helps make sense of professional income, product sales, equipment and premises costs, payroll for practice staff, bookkeeping and tax administration. It also helps when VAT considerations differ between services and goods, or when the business structure changes. Having records that reflect both sides of the practice makes tax and financial reporting 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

Whether you are a self-employed optometrist, a dispensing optician or run an independent practice, the process is designed to understand how you work, identify the accounting requirements that actually apply and keep support running as your business develops. Tell Us About Your Business — We start by understanding your services, how you are structured, where your income comes from, and how you handle optical goods, stock and premises. Review Your Accounting Needs — We then identify the requirements that apply to you, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where relevant. Receive Ongoing Support — Support then continues in line with your circumstances, so your records, reporting and tax obligations stay organised as your practice or professional work changes.

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 have financial patterns that a generalist may not spot straight away. Support can be tailored around professional income, sales of spectacles, contact lenses and other optical goods, along with stock levels, equipment purchases and premises costs. Day-to-day bookkeeping can be kept in a format that separates service income from product sales, which makes annual accounts, payroll, tax administration and financial records far clearer. Where VAT applies, the treatment of individual supplies can be considered on its own facts rather than assumed. The aim is practical support that fits how your practice runs.

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 accounting and tax work that optical professionals and practices need, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where relevant. They also help separate professional optical income from sales of optical goods so the records reflect the business accurately.

Support can be provided to independent opticians, self-employed optometrists, dispensing opticians, practice owners, partnerships and limited companies. Because roles and business models differ, the accounting requirements for a locum optometrist are not the same as those of a practice that employs staff and holds stock.

Yes. If you work as a self-employed optometrist or locum, or as a self-employed dispensing optician, Self Assessment is usually central, supported by clear records of income, travel between sites, equipment and professional costs. The exact treatment depends on your circumstances, so everything is reviewed individually.

Yes. Bookkeeping can be set up to record professional fees, spectacle and contact lens sales, stock and expenses in a way that is straightforward to maintain. From there, Self Assessment tax returns can be prepared accurately, with figures supported by records rather than estimates.

They may. Optical businesses often supply professional services alongside optical goods, and different supplies can be treated differently for VAT. Whether registration is required depends on turnover, and the treatment of each supply depends on its nature and your circumstances.

Frames, lenses and contact lenses should be recorded as stock, with purchases and usage tracked over time, since stock ties up money and affects profit figures. Expenses such as equipment, premises costs and staff wages should be recorded separately so their treatment can be reviewed properly.

Yes. Switching is usually straightforward. Records and information are transferred, the position is reviewed, and anything outstanding such as accounts, returns or payroll matters is identified so the transition stays organised and nothing important is missed.

Get in touch and explain how you work, whether you are self-employed, in a partnership or running a limited company practice. From there, your accounting and tax needs can be reviewed and the appropriate ongoing support put in place.

Speak to an Expert

Need Accountants for Opticians in Bargoed Who Understand Your Business?

Keeping on top of bookkeeping, Self Assessment or Corporation Tax while running a practice is a real challenge, especially when income comes from both eye care and optical goods. CruseBurke can help with the accounting and tax work that matters most, so your records stay clear and deadlines are met with confidence.