Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Birtley

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Birtley, with clear, transparent help 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

Optical professionals do not all work the same way, and that shapes the accounting support they need. An independent optician running a practice may hold stock, employ staff and deal with equipment finance, while a locum optometrist working on a self-employed basis mainly needs help with income records and Self Assessment. Dispensing opticians may trade as sole traders, in partnership or through a limited company, each with different reporting and tax obligations. Accountants for Opticians can support practice owners, partners and limited companies, adapting the work to how each professional earns income and how the business is structured.

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 Opticians and Optical Practices

The right mix of services depends on how you work. Self-employed optometrists and locums usually need Self Assessment and reliable bookkeeping, while a limited company practice may need annual accounts, Corporation Tax, payroll for optical assistants and management accounts that show how the practice is performing. We can help with financial record keeping, VAT support where applicable, tax planning and choosing or reviewing a business structure. For practices selling spectacles, contact lenses and other optical goods alongside professional services, it also helps to keep stock, equipment purchases and different income streams clearly separated in the records. Not every optical business needs every service — the starting point is your 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 have a single income stream. Professional fees, spectacle sales, contact lens supplies, staff costs and equipment spending all sit together in the same accounts, which can make reporting and tax planning more involved than it first appears.

  • Mixed income streams: professional fees, spectacle and contact lens sales may need separating so the accounts reflect how each area performs.
  • Stock and inventory: frames, lenses and contact lenses tie up money and need accurate records for costing and year-end figures.
  • Equipment and premises: examination equipment, fitting tools, rent and practice running costs need to be recorded correctly.
  • Payroll and staff costs: optical assistants, locums and associates can raise PAYE, pension and contractor questions that differ from standard employment.
  • VAT on mixed supplies: professional services and optical goods can be treated differently, so each supply needs reviewing carefully.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses sit between two worlds. They provide professional services such as sight testing, dispensing advice and contact lens fitting, and they also sell goods such as spectacles and contact lenses. That combination brings accounting questions a purely service-based business may not face: stock valuation, supplier payments, equipment costs and VAT treatment that can differ between supplies. On top of that come staff costs, premises, bookkeeping and tax deadlines. Support that understands how an optical practice earns money, and where it spends it, can keep the records accurate and make the numbers easier to interpret.

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

The process is designed to understand how you work, identify the accounting and tax requirements that apply, and then provide support that continues as your practice or professional work develops. 1. Tell Us About Your Business — We start by learning about your services, structure, income streams, optical goods or stock and the accounting help you need. 2. Review Your Accounting Needs — We then identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support — From there, accounting and tax support can continue in line with your needs, whether you are a sole trader, partner or limited company practice.

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 works best when it is shaped around the practice itself. That means keeping professional income, spectacle and contact lens sales, stock movements and supplier payments organised in a way that makes sense for how you trade. It also means recording equipment purchases, premises costs and staff wages accurately, maintaining financial records that stand up to scrutiny, and handling payroll and tax administration on time. Where VAT applies, it helps to review how different supplies are treated, since professional services and optical goods may not follow the same rules. The result is clearer information to run the practice with.

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 day-to-day accounting and tax work behind an optical business, from bookkeeping and payroll to annual accounts, Self Assessment and Corporation Tax. Because optical businesses often mix professional services with the sale of spectacles and contact lenses, the approach needs to reflect how the business actually earns money.

Support can be tailored to independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running an optical business. Requirements differ depending on how someone trades, what they supply and how the business is structured, so the work is shaped around individual circumstances rather than a fixed template.

Yes. Sole traders and partners typically need help with Self Assessment, record keeping and allowable expenses, while the tax position can look quite different for those trading through a limited company. The right approach depends on your income streams, structure and circumstances.

Most commonly bookkeeping, payroll, annual accounts, Corporation Tax, Self Assessment and management accounts, with VAT support where it applies. Practices with staff, equipment, premises and stock often need more detailed reporting. Not every practice needs every service, and requirements depend on size, structure and how the business operates.

Often yes, but the position is rarely straightforward. Optical businesses can provide professional services and also supply spectacles, contact lenses and other goods, and different supplies can have different VAT treatments. Whether registration is required, and how each supply is treated, depends on the nature of the supply and the specific circumstances.

Stock such as frames, lenses and contact lenses should be tracked accurately so your accounts reflect what you hold and what you have sold. Equipment, premises and professional expenses can often be claimed where they are incurred wholly and necessarily for the business, though the treatment depends on the item and your circumstances.

Yes. Payroll support covers employees such as optical assistants and reception staff, including payslips, PAYE and pension duties where relevant. If you use locums, associates or contractors, the correct treatment depends on the working arrangement, so it is worth reviewing how those payments are structured.

Start by telling us about your practice or professional work, how you are structured and what you need help with. If you are moving from another accountant, the handover of records and information can be discussed as part of that first conversation. Getting in touch is the simplest first step.

Speak to an Expert

Need Accountants for Opticians in Birtley Who Understand Your Business?

Running an optical practice, or working as a self-employed optometrist, brings busy weeks and a lot of paperwork. CruseBurke can take on bookkeeping, Self Assessment, annual accounts, Corporation Tax and payroll with clear fees and no hidden extras, so your records stay in order and your filings are prepared properly. Wherever the pressure is building, the support is shaped around your practice.