Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Broughton

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent guidance shaped around the realities of running an optical practice.

4.9/5.0

Google Reviews

accounting services for opticians

⭐ 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
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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
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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
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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 support a range of people working across the optical sector. That includes self-employed optometrists and locums, dispensing opticians, independent optical practice owners and limited companies running one or more practices. The accounting requirements differ because the roles differ: an optometrist may mainly need Self Assessment and expense records, while a dispensing optician’s income and a practice’s product sales raise different bookkeeping questions. Sole traders, partnerships and limited companies are each taxed and reported differently too. Support is therefore shaped around how you earn income, how your business is structured and what you genuinely need.

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

Accounting support for optical practices is shaped by how the business earns its money. For a self-employed optometrist, that may mean Self Assessment, expense records and straightforward bookkeeping. For an independent practice, it often includes annual accounts, Corporation Tax, payroll for optometrists, dispensing opticians and support staff, management accounts and VAT support where it applies. We also help with financial record keeping for spectacles, contact lenses and other stock, plus equipment, premises costs and different income streams. The services that suit you depend on your structure, turnover and circumstances, so the mix is always tailored rather than fixed.

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.

accountants for opticians

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. Combining professional services with the sale of optical goods creates accounting questions around stock, equipment, staffing and tax that are best handled with records built for the sector.

  • Mixed Income Streams: professional eye examinations, spectacle sales and contact lens supply may each need separate tracking within your accounting records.
  • Stock and Inventory: frames, lenses and contact lenses tie up cash, so accurate stock records matter for margins and year-end accounts.
  • Equipment and Practice Costs: specialist testing equipment, fitting tools and premises costs need correct treatment as capital or revenue spending.
  • VAT on Different Supplies: professional services and optical goods can fall under different VAT rules, so treatment depends on the nature of each supply.
  • Payroll and Contractor Payments: optometrists, dispensing opticians, locums and support staff may be engaged differently, affecting PAYE and records.
accounting services for opticians

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are unusual because they combine professional services with the supply of goods. An independent practice may provide eye examinations, dispense spectacles and supply contact lenses, so income, stock and cost of sales all need careful recording. Equipment purchases, premises costs, staff wages and locum payments add further layers. Accounting support that understands this mix can keep bookkeeping accurate, help with payroll and tax administration, and make sure expenses and records are treated consistently. That clarity supports better decisions about pricing, staffing, investment in equipment and the day-to-day running of the practice.

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, identify the accounting and tax requirements that actually apply to you, and then keep your records and returns in order with ongoing support that fits how you operate, whether you work alone or run a practice with staff. Step 1: Tell Us About Your Business. We start by learning about your services, structure, income streams, optical goods, stock and the accounting or tax requirements you already have. Step 2: Review Your Accounting Needs. We then identify which services are relevant, such as bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where it applies. Step 3: Receive Ongoing Support. From there, accounting and tax support continues according to your needs, adapting as your practice, income or structure changes over time, so your records stay accurate and your obligations stay manageable.

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.

accountants for opticians

Accounting Support Built for Optical Practices

Support for optical practices is built around the way the business actually operates. That means keeping financial records that separate professional income from sales of spectacles, contact lenses and other optical goods, and tracking stock, equipment and premises costs sensibly. Bookkeeping and payroll can be handled alongside annual accounts, Self Assessment and Corporation Tax, with tax administration planned around your year end rather than left to the last minute. VAT considerations are reviewed where relevant, because different types of optical supplies can be treated differently. The aim is straightforward, practical accounting that fits your practice, whether you work alone or employ 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

They look after the day-to-day accounting and tax affairs of optical professionals and practices, covering areas such as bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies, while understanding how professional optical income, spectacle sales and contact lens supply affect the figures.

Support can be tailored to self-employed optometrists, dispensing opticians, independent optical practices, practice owners, partnerships and limited companies, as well as locums and other optical professionals. The right approach depends on how you are structured, how you earn income and what supplies your business makes.

Yes. Sole traders and partners often need help with Self Assessment, record keeping and expenses, plus clarity on how professional fees and product sales are reported. What you need depends on your income streams, your business structure and whether you are registered for VAT.

That varies. Many optical practices need bookkeeping, payroll, annual accounts and tax returns, while others also want management accounts, tax planning or VAT support. Your equipment, premises costs, stock levels, staffing arrangements and the mix of services and goods you supply all influence which services are relevant.

Frames, lenses, contact lenses and consumables should be tracked so cost of sales and closing stock are accurate at year end. Optical equipment, premises costs, professional indemnity and staff costs each have their own treatment, so keep records that clearly separate the different types of spending.

It depends on what you supply. Optical goods such as spectacles and contact lenses are usually treated differently from professional optical services, and the position can vary depending on the nature of each supply, who it is made to and your own circumstances. Because the rules are detailed, the correct treatment is best confirmed individually.

Get in touch and tell us about your optical work, whether you are self-employed, in a partnership or running a limited company practice. We will look at your structure, income streams and current records, then explain the accounting and tax support that fits your circumstances with clear, transparent fees.

Speak to an Expert

Need Accountants for Opticians in Broughton Who Understand Your Business?

If bookkeeping, Self Assessment or VAT is eating into the time you spend with patients, CruseBurke can help. We support optical professionals and practices with annual accounts, Corporation Tax, payroll and day-to-day records, explained clearly and without jargon. You keep your focus on patients; we keep the numbers in order.
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