Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Billericay

CruseBurke provides clear, practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Billericay — transparent fees, plain English, no hidden surprises.

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

Optical work covers a range of roles and business models, and accounting needs follow suit. An optometrist carrying out eye examinations, a dispensing optician fitting and supplying spectacles, and a practice owner running a limited company with employed staff all face different responsibilities. Income may be a salary, locum fees, partnership profit or company dividends, and some professionals also sell optical goods alongside clinical services. Whether you operate as a sole trader, a partnership or a limited company affects how tax is calculated, which records are needed and which deadlines apply. Support can be shaped around independent opticians, optical practices and self-employed optical professionals alike.

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

Services are shaped around how you actually work. A self-employed optometrist may mainly need Self Assessment, expense records and straightforward bookkeeping, while a limited company practice is more likely to need annual accounts, Corporation Tax, payroll and management accounts. VAT support may be relevant where professional optical services and optical goods are supplied together, since VAT treatment can differ between them. We can also help with financial record keeping, tax planning and reviewing your business structure. Because practices hold stock such as frames, lenses and contact lenses, and invest in equipment, premises and staff, the right mix of services follows your circumstances rather than a fixed package.

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 practices combine clinical work with retail, stock and equipment, so the financial picture is rarely simple. Different income streams, product sales and VAT rules can quickly turn routine accounting into something that needs careful attention.

  • Mixed income streams — Professional fees, spectacle sales and contact lens income often need separate tracking so that records and tax treatment stay accurate.
  • Stock and inventory — Frames, lenses and contact lenses tie up money, so stock levels, supplier invoices and cost of sales need consistent recording.
  • Equipment and practice costs — Testing equipment, fitting tools, premises costs and insurance are business expenses, but claims depend on how each item is used.
  • Staff and payroll — Employed optometrists, dispensing opticians, reception staff and locum cover can create payroll, pension and contractor payment obligations needing accurate, timely reporting.
  • VAT on mixed supplies — Professional services and optical goods can have different VAT treatments, so the position depends on the nature of each supply and the circumstances of the business.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses rarely look like a standard professional services firm. Income may come from examinations and clinical work as well as from selling spectacles, contact lenses and other optical goods, which means stock, suppliers and cost of sales all matter. Equipment, premises and staff add further layers. Accounting support that understands these mixed income streams can help keep records accurate, expenses properly classified and tax and VAT positions reviewed as circumstances change. That practical clarity is useful whether you are self-employed, in a partnership or running a limited company.

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 started is straightforward, whether you are a self-employed optometrist, a dispensing optician, part of a partnership or running an optical limited company. The process is designed to understand how you work, identify the right accounting requirements and keep your records in order. 1. Tell Us About Your Business — We begin by understanding your services, how the practice is structured, your income streams, any optical goods or stock and the records you keep. 2. Review Your Accounting Needs — Next we identify which requirements apply, from bookkeeping and Self Assessment to annual accounts, Corporation Tax, payroll and VAT support where relevant. 3. Receive Ongoing Support — Support then continues according to what your practice or professional work needs, so records, deadlines and tax administration stay organised as your business 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

Accounting support for optical practices works best when it reflects how the business actually operates. That means understanding income from eye examinations, spectacle and contact lens sales and any other services, alongside stock levels, testing equipment, premises costs and staff wages. Bookkeeping can be kept in a format that separates professional fees from product sales, payroll can cover both employees and locum arrangements, and tax administration can be planned around filing deadlines. Financial records and VAT considerations, where they apply, can then be handled consistently. The aim is practical support that fits the shape of your practice, whether you work alone or with a team.

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 financial administration behind optical work, including bookkeeping, annual accounts, Self Assessment and Corporation Tax. They can also help with payroll, VAT and tax planning, so practice owners and self-employed professionals can make decisions using accurate, up-to-date figures.

Support suits independent opticians, optometrists, dispensing opticians, self-employed optical professionals and practice owners operating as sole traders, partnerships or limited companies. The right help depends on how you earn income, whether you sell optical goods and how your business is structured.

Yes. Self-employed optometrists and locums often need help with Self Assessment, expense records and keeping professional and product income separate. If you also sell spectacles or contact lenses, stock and cost records become part of the picture, so the approach depends on your circumstances.

Many practices need annual accounts, bookkeeping and payroll, with Corporation Tax and management accounts for limited companies. VAT support may be appropriate where professional services and optical goods are supplied together. Not every practice needs every service, so requirements should be reviewed individually.

Yes. Bookkeeping keeps income from examinations, spectacles, contact lenses and other goods properly recorded, while Self Assessment covers sole traders and partners. Limited company directors usually file a Self Assessment as well. What is required depends on your structure and how income is received.

Spectacles, contact lenses and other optical goods are generally recorded as sales, with stock and cost of sales tracked alongside them. That keeps margins visible and records accurate. The tax and VAT treatment of each supply depends on the nature of the supply and the circumstances of the business.

They can, but the position is not identical for every supply. Professional optical services and the sale of optical goods such as spectacles and contact lenses may be treated differently, and registration depends on taxable turnover and the mix of supplies. Individual advice matters here.

Switching accountants is generally straightforward. A new accountant can review your existing records, confirm what needs to be transferred and take over the relevant filing responsibilities. Having your latest accounts, tax returns and bookkeeping records available helps the changeover run without unnecessary disruption.

Speak to an Expert

Need Accountants for Opticians in Billericay Who Understand Your Business?

Balancing patient appointments with bookkeeping, payroll and tax deadlines is not easy, especially when income comes from both professional services and optical goods. CruseBurke can look after the records, from bookkeeping and Self Assessment to annual accounts, Corporation Tax and VAT support where relevant — clear, practical help you can rely on.