Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Beverley

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Beverley, with clear, transparent packages 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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Opticians and Optometrists We Support

Our support is built around the different ways optical professionals actually work. An independent optician running a practice with frames, stock and staff has very different accounting needs from a locum optometrist working on a self-employed basis, and a dispensing optician may operate differently again. Sole traders, partnerships and limited companies each face their own reporting, tax and record-keeping requirements. Whether you own one practice, work across several, or combine professional eye care with the supply of spectacles and contact lenses, Accountants for Opticians can align the support to how you genuinely earn your income.

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 services an optical business needs depend on its structure and how it trades. A self-employed optometrist may only need Self Assessment and straightforward bookkeeping, while a limited company practice may need annual accounts, Corporation Tax, payroll and management accounts. We can help with financial record keeping that separates professional income from sales of spectacles, contact lenses and other optical goods, and tracks stock, equipment, premises costs and staff wages. Tax planning and VAT support are available where applicable, and the treatment of different supplies depends on the nature of each supply and your individual 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 template. Professional fees, retail sales, stock, equipment and staffing all behave differently, and that mix of income streams can make tax and record keeping more complex than in a purely service-based business.

  • Separating income streams — Professional fees, spectacle sales, contact lens supply and private or NHS work may need separate tracking for accurate reporting.
  • Stock and inventory management — Frames, lenses and consumables tie up cash, so reliable stock records matter for margins and year-end figures.
  • Equipment and practice costs — Testing equipment, fitting tools, software and premises costs all need to be recorded and treated correctly.
  • Payroll and contractor payments — Employed staff, locums and associate optometrists can be paid in different ways, each with its own tax treatment.
  • VAT on mixed supplies — Professional services and optical goods can carry different VAT treatments, so it is worth checking how each element is treated.

Why Specialist Accounting Support Matters for Optical Businesses

An optical practice is not a pure service business. Alongside eye examinations and contact lens fitting, you may hold stock, sell frames, maintain testing equipment and run premises with staff. Each of those areas affects bookkeeping, cash flow, expenses and tax administration. Support that recognises this mix can help you keep cleaner records, understand your margins, plan for tax bills and deal with payroll and expenses without last-minute scrambling. Accountants for Opticians are used to these combined income streams and the record-keeping discipline they demand throughout the year.

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

Getting the right accounting support should not be complicated. The process begins with understanding how your optical business actually works, then identifying the accounting and tax requirements that apply to you, and finally putting ongoing support in place that fits around your practice and your priorities. 1. Tell Us About Your Business — We start by understanding your services, how your business is structured, your income streams, optical goods, stock and the accounting requirements that matter most to you. 2. Review Your Accounting Needs — From there, we identify the relevant accounting and tax requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support — Support then continues in line with your needs, whether you are a sole trader, partnership, limited company or an independent practice with staff and growing responsibilities.

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 combine clinical work with retail and operational activity, so accounting support needs to reflect both sides. That can mean keeping professional income, sales of spectacles and contact lenses, and other optical goods clearly recorded, and tracking stock, equipment purchases, premises costs and staff wages as part of everyday bookkeeping. Payroll, tax administration and VAT considerations also need attention where they apply, with the treatment of different supplies depending on the nature of the supply and your circumstances. Good financial records give you a clearer picture of performance and make reporting periods far less stressful, whatever structure your practice uses.

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 accounting and tax work that optical professionals and practices need. That typically covers bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable, with records structured around professional income, optical goods, stock and practice costs.

We support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running optical businesses. Roles, income streams and business structures vary considerably, so the accounting and tax requirements are reviewed individually rather than applying one standard approach to everyone.

Yes. Self-employed optometrists and locum opticians often need Self Assessment and straightforward bookkeeping, while those running a practice may need more. The right approach depends on how you earn income, whether you hold stock or premises, and whether you trade as a sole trader, partnership or limited company.

Yes. Bookkeeping keeps your income and expenses organised through the year, and Self Assessment is completed from those records. For optical professionals, that usually means separating professional fees from sales of spectacles, contact lenses and other goods, and recording stock, equipment and practice costs accurately.

Yes. Limited company optical practices normally need annual accounts and a Corporation Tax return, alongside other filings. The exact requirements depend on your structure, turnover and circumstances, so it is worth reviewing your position well before deadlines rather than after them.

Spectacles, contact lenses and other optical goods are business stock or sales, so the income and related costs need recording accurately. How they are treated for tax depends on the nature of each supply and your circumstances, and purchases, stock movements and customer returns should all be captured.

Possibly. Optical businesses may provide professional services and supply optical goods, and these can carry different VAT treatments depending on the nature of each supply and your circumstances. It is worth reviewing your specific mix of services and products rather than assuming one rule applies to everything.

Yes, switching is usually straightforward. We review your existing records, confirm what is needed and take over the relevant accounting and tax work. Having your latest accounts, tax returns and bookkeeping records to hand helps the transition run smoothly and keeps your deadlines on track.

Speak to an Expert

Need Accountants for Opticians in Beverley Who Understand Your Business?

Mixing professional fees with sales of spectacles, contact lenses and other optical goods can complicate your bookkeeping and tax position. CruseBurke can help with the essentials, from bookkeeping and Self Assessment to annual accounts, Corporation Tax and payroll, so your records stay reliable and your deadlines stay under control.