Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Haslemere

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

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 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
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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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The Optical Professionals We Support

Optical professionals do not all work in the same way, so the accounting support that suits one person or practice may not suit another. An independent optician running a high street practice has different considerations from a locum optometrist working across several sites, and a dispensing optician who is employed while also doing self-employed work may have a foot in both camps. Accountants for Opticians can support sole traders, partnerships and limited companies, adapting to how income is earned, how the business is structured and whether optical goods, staff or premises are involved.

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 businesses starts with the numbers specific to the sector. That might mean separating professional fees from spectacle, lens and contact lens sales, tracking frames, lenses and remaining stock, and recording testing equipment, consumables and practice premises costs accurately. Depending on your circumstances, services may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll for optometrists, dispensing opticians and support staff, management accounts, tax planning, financial record keeping and help with business structures. VAT support is available where it applies, since different optical supplies can be treated differently. Not every practice or professional needs every service — the right combination depends on how you trade, how you are structured and what you want from your figures.

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 practice finances rarely fit a single template. With professional fees, goods, stock, equipment, premises and staff all in the mix, keeping records accurate and the tax position clear takes consistent attention.

  • Mixed income streams: Professional fees, spectacle sales, contact lens plans and voucher or insurer income often need recording separately to keep your reports meaningful.
  • Stock and inventory: Frames, lenses and contact lenses tie up cash, so accurate stock records directly affect margins and year-end figures.
  • Equipment and professional costs: Testing equipment, calibration, consumables and professional development need recording accurately, with treatment depending on your circumstances.
  • VAT on different supplies: Professional optical services and the supply of optical goods can be treated differently, so each income stream needs reviewing individually.
  • Payroll and practice overheads: Employed optometrists, dispensing opticians, support staff and locum payments all feed into payroll, premises costs and cash flow.
accounting services for opticians

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not purely service businesses. Alongside professional fees for eye examinations and dispensing, many also sell spectacles, contact lenses and other optical goods, hold stock and invest in testing equipment and practice premises. That mix changes how records need to be kept, how costs are tracked and how tax and VAT questions arise. Accounting support that understands those distinctions can help you keep cleaner records, plan for tax more confidently and see which parts of the practice are actually performing — whether you work alone, in a partnership or through 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

Our process is designed to understand how you or your practice operates, identify the accounting and tax requirements that genuinely apply, and then provide ongoing support as your needs change. There is nothing complicated about it, and it works for sole traders, partnerships, independent practices and limited companies alike. Tell Us About Your Business: We start by understanding your services, business structure, income streams, stock, optical equipment and how you currently keep your records, so we have the full picture. Review Your Accounting Needs: We then identify which accounting and tax requirements apply, whether that is bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support. Receive Ongoing Support: Support continues in line with your circumstances, so your records, filings and tax administration stay organised as your practice or professional income develops.

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

Accounting support for optical practices needs to fit the way the practice actually runs. That means keeping professional income and optical goods sales clearly separated, recording stock and equipment accurately, tracking premises costs and staff payroll, and maintaining financial records that stand up to scrutiny. Where VAT applies, it helps to have someone who understands that different supplies can carry different treatments. The aim is straightforward, practical support: bookkeeping and tax administration that fit around appointment schedules and practice hours, clear explanations of what the figures mean, and records that make annual accounts, Self Assessment or Corporation Tax far less stressful at the end of the year.

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 look after the accounting and tax side of optical work, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where relevant. They also help you record professional fees, spectacle and contact lens sales, stock, equipment and practice costs accurately, so your figures reflect how the business really operates.

We support independent opticians, optometrists, dispensing opticians, locums and self-employed optical professionals, along with practice owners and limited companies running one or more practices. The services provided depend on how you trade, how you earn income and how the business is structured.

Yes. Self-employed optometrists and locum opticians often need help with Self Assessment, record keeping and allowable expenses, while those running a limited company have different obligations. The right approach depends on your structure, income and circumstances, so we look at your position before recommending anything.

It varies. Many practices need bookkeeping, annual accounts, Corporation Tax, payroll and management accounts, with VAT support where applicable. Stock control, equipment costs, premises, staff and different income streams all feed into the numbers, so the appropriate mix of services depends on your circumstances.

Spectacles, contact lenses and other optical goods are trading stock or business assets, so purchases, sales and remaining stock should be recorded accurately. How the figures are treated for tax depends on your structure and circumstances, and it is worth keeping sales of goods separate from professional fees.

Possibly. Optical businesses often make a mix of supplies, and the VAT treatment depends on the nature of each supply and the circumstances of the business rather than one rule covering everything. It is worth reviewing your income streams — professional services, goods, and any voucher or insurance income — with that in mind.

Yes. Employed optometrists, dispensing opticians, optical assistants and reception staff all need accurate payroll, and payments to locums or associates need to be treated correctly depending on the arrangement. We can help keep payroll and the related record keeping in order as your team changes.

Yes. Moving from another accountant is usually straightforward, and we can review your current records, accounts and filings to understand where things stand. What is involved depends on your business and how your records are kept, so the first step is a conversation about your circumstances.

Speak to an Expert

Need Accountants for Opticians in Haslemere Who Understand Your Business?

Keeping professional fees, spectacle and contact lens sales, stock and staff costs straight in one set of records can be a headache. CruseBurke helps optical practices and self-employed professionals with bookkeeping, annual accounts and Corporation Tax or Self Assessment, keeping the numbers clear and the deadlines met. Support built around how you work.