Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Bewdley

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

4.9/5.0

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⭐ 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

Accountants for Opticians work with a broad range of optical professionals and businesses. That includes independent opticians running their own practice, optometrists providing clinical eye examinations, dispensing opticians advising on and supplying spectacles, self-employed locums, and practice owners with staff and premises. Accounting requirements differ depending on how each professional earns income and how the business is structured. A sole trader locum may mainly need Self Assessment and simple record keeping, while a partnership splitting profits or a limited company employing staff, holding stock and investing in equipment will face different reporting, payroll and tax obligations.

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 support an optical business needs depends on its circumstances, but common areas include bookkeeping and financial record keeping that capture both professional fees and sales of spectacles, contact lenses and other optical goods. Annual accounts and Corporation Tax are relevant for limited companies, while self-employed optometrists and dispensing opticians usually need Self Assessment. Payroll helps practices with staff, and management accounts give a clearer view of income streams, stock levels, equipment costs and premises overheads. Tax planning and VAT support may also apply, depending on how the practice is structured and what it supplies. We help you identify which services fit your situation rather than assuming every practice needs everything.

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 standard accounting mould. Income can come from eye examinations, dispensing, product sales and locum work, and each stream carries its own record-keeping and tax considerations.

  • Mixed income streams — Professional fees from examinations, locum sessions and product sales often need separating so income is recorded accurately.
  • Stock and inventory — Spectacles, frames and contact lenses tie up cash and need consistent stock records to support margins and accurate accounts.
  • Equipment and practice costs — Testing equipment, fitting tools, premises costs and professional expenses must be recorded and treated correctly for tax purposes.
  • Payroll and staff — Practice staff, dispensing employees and locum contractors can create payroll, pension and tax reporting obligations that vary by arrangement.
  • VAT on optical supplies — VAT treatment can differ between professional optical services and optical goods, so records and coding need careful attention.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses can have accounting considerations that differ from those of a business providing only professional services, because they often sell goods as well. Spectacles, contact lenses and other products bring stock, supplier payments and product margins into the picture alongside clinical income, staffing, equipment and premises costs. Specialist support helps keep all of that recorded consistently, so bookkeeping, payroll, tax administration and expense claims reflect what is really happening in the practice. It also makes discussions with HMRC or a lender easier, because the figures behind the business are clear and properly supported.

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 to understand your optical work, establish what accounting and tax requirements actually apply, and keep the right support in place as your practice or career develops. It is straightforward, whether you are newly self-employed or running an established practice. Tell Us About Your Business — We begin by understanding your services, how the business is structured, your income sources and any stock or optical goods you hold. Review Your Accounting Needs — We identify what genuinely applies to you, including bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where relevant. Receive Ongoing Support — Support then continues at a pace that suits your practice, keeping records, deadlines, payroll and reporting on track as things change.

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 works best when it reflects the way the practice actually runs. That means treating professional income, sales of spectacles and contact lenses, stock movements, equipment purchases and premises costs as connected parts of one picture rather than separate puzzles. Bookkeeping, payroll and financial records should be maintained in a way that supports reporting, tax administration and informed decisions about staffing, pricing and investment. Where VAT applies, the treatment of different supplies needs to be considered carefully, because professional services and optical goods can be treated differently. The aim is practical support that fits your practice and keeps you clear about your position.

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 work that optical professionals and practices need, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where applicable. Just as importantly, they understand how income from eye examinations, dispensing, locum work and optical goods comes together in one set of records.

Support is available to independent opticians, optometrists, dispensing opticians, self-employed locums, practice partners and limited companies running optical businesses. Accounting needs vary between them, so the work is shaped around how you earn income, whether you employ staff, hold stock or sell spectacles and contact lenses, and how your business is structured.

Yes. Self-employed optometrists, dispensing opticians and locums often need Self Assessment, clear records of professional fees and, in some cases, VAT registration depending on turnover and the nature of their supplies. We can help keep income and expenses organised so your tax position is accurate and submitted on time.

It depends on the practice. Many need bookkeeping, payroll for staff, annual accounts and Corporation Tax returns, while others also require VAT support, management accounts or help with equipment and premises costs. We review your circumstances before recommending anything, so you are not paying for services your practice does not require.

Yes. We can maintain bookkeeping that separates clinical income from product sales such as spectacles and contact lenses, and prepare Self Assessment returns for sole traders, partners and directors. Accurate records throughout the year generally make the return simpler and reduce the risk of queries about your income or expenses.

Stock such as frames, lenses and contact lenses should be recorded consistently so costs and margins are visible, and purchases should be supported by invoices. Professional expenses, equipment, training, insurance and premises costs need clear records too. What is allowable depends on individual circumstances, so we look at each item rather than applying a blanket rule.

Possibly. VAT treatment depends on the nature of each supply and the circumstances of the business. Professional optical services and the supply of goods such as spectacles and contact lenses can be treated differently, and registration depends on turnover. We can review what you provide and explain how it should be recorded.

Yes. Switching is usually straightforward, and we can liaise about the records and information needed to take over your accounting. It helps to plan the change around your year end so nothing is missed, and we can discuss timing and what you need to provide before anything is moved.

Speak to an Expert

Need Accountants for Opticians in Bewdley Who Understand Your Business?

Whether you are juggling locum income, practice payroll or VAT on a mix of services and optical goods, CruseBurke can help you keep the figures straight. From bookkeeping and Self Assessment to annual accounts and Corporation Tax, our support is designed around your practice. Clear answers and transparent fees keep things simple.