Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Redditch

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, delivered with clear, transparent fees and a straightforward, no-nonsense approach.

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.

Posted on Google Google
Victor Adade - GeoNet Telecom profile picture
Victor Adade - GeoNet Telecom
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Good work!
Posted on Google Google
MAHSA T profile picture
MAHSA T
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I’m very happy with the support I’ve received from Umer & Raza. RAZA always replies to my emails promptly and is very helpful. I’ve also had a few meetings with UMER, who patiently explained everything and gave me helpful advice. I’m very pleased with the team and grateful for their support.
Posted on Google Google
Michaela Jesson profile picture
Michaela Jesson
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent service from start to finish. Professional, knowledgeable, and always helpful. They made the whole process straightforward and stress-free, and I really appreciate their support. Highly recommended!
Posted on Google Google
Ayotunde Rufai profile picture
Ayotunde Rufai
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Best accountants we've ever had. Umer is ace, and makes everything easy and transparent.
Posted on Google Google
Sofia profile picture
Sofia
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had a really positive experience with Muhammad. He was incredibly quick to action everything and made the whole process straightforward and stress-free. He took care of everything promptly and kept me informed throughout, which was greatly appreciated. Muhammad was professional, responsive and genuinely helpful from start to finish. It was clear that he cared about providing a great service and making sure everything was handled properly. I would definitely recommend him to anyone looking for someone reliable, efficient and professional.
Posted on Google Google
Zest For Life profile picture
Zest For Life
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I worked with Accotx on a HMRC reclaim and overall, they did ultimately deliver on their promise, which I appreciate. The process did take longer than any of us expected, partly due to external delays with the tax authorities, and partly because there were some hiccups in communication and follow-up. However, despite those challenges, they stayed professional and stuck to the original agreed terms. If you’re considering using them, be prepared to stay in regular contact to keep things moving along. They are absolutely capable, have the expertise and willing to work with you, and overall improving their services over time. I would certainly return for any future needs.
Posted on Google Google
Pete Wrist profile picture
Pete Wrist
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Sterling work. Many thanks to Muhammad and the team for all their help and expertise
Posted on Google Google
Hansen Personal Training profile picture
Hansen Personal Training
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have been a client for years - very quick responsive and personalised service
Posted on Google Google
Jamie Fletcher profile picture
Jamie Fletcher
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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.
Posted on Google Google
Mansur Liman profile picture
Mansur Liman
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
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
Verified by Trustindex
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Opticians and Optometrists We Support

Optical businesses rarely fit one neat mould. An independent practice owner may run a limited company with staff and significant stock, while a locum optometrist might work through self-employment or a personal company. A dispensing optician may combine employed work with private clinical sessions. Each arrangement affects how income is recorded, what expenses can be claimed and which tax deadlines apply. Accountants for Opticians can support sole traders, partnerships, limited companies and self-employed optical professionals, adapting bookkeeping, payroll and reporting to the way you actually work rather than forcing your practice into a template.

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 has to reflect how income arrives. Professional fees for eye examinations, contact lens fitting and similar clinical work sit alongside sales of spectacles, lenses, solutions and accessories, and each stream can raise different bookkeeping and VAT questions. Depending on your circumstances, services may include Self Assessment, annual accounts, Corporation Tax, bookkeeping, management accounts, payroll for practice staff, tax planning and VAT support. We can also help with financial record keeping, stock and equipment costs, premises and contractor payments, and choosing or reviewing a business structure. Not every optical business needs every service — the right mix depends on your structure, turnover and how you trade.

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 blend clinical work with retail sales, which means the numbers are rarely straightforward. Multiple income streams, stock, equipment, staffing and varied VAT treatment for different supplies all need careful handling throughout the year.

  • Mixed income streams: clinical fees, spectacle and contact lens sales and locum income are recorded differently, so records need to separate them clearly.
  • Stock and inventory: frames, lenses and consumables tie up cash, so accurate stock records and consistent valuation help profit figures stay reliable.
  • Equipment and professional costs: testing equipment, software, insurance and continuing professional development need correct treatment as capital or revenue expenses.
  • Payroll and practice staff: optometrists, dispensing opticians, reception and locum cover bring PAYE, pension and contractor payment considerations.
  • VAT on mixed supplies: professional services and optical goods can be treated differently, so VAT depends on the nature of each supply and your circumstances.
accounting services for opticians

Why Specialist Accounting Support Matters for Optical Businesses

Optical practices are not purely service businesses. Alongside professional fees, many sell spectacles, contact lenses and related goods, which brings stock, supplier terms and different accounting considerations into play. Add equipment purchases, practice premises, staff costs and payroll, and the record keeping quickly becomes more involved than a straightforward clinical practice. Support that understands these areas can help you keep clean financial records, manage bookkeeping and stay on top of Self Assessment or Corporation Tax obligations. It also makes it easier to see where money is genuinely tied up and to plan ahead rather than reacting at year end.

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 business, identify the accounting and tax requirements that actually apply to you, and provide ongoing support as your practice evolves. It stays straightforward whether you work alone or run a larger practice. Tell Us About Your Business — we start by understanding your services, structure, income, optical goods or stock, and the accounting requirements that matter to you. Review Your Accounting Needs — we then identify the relevant accounting and tax requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support. Receive Ongoing Support — support then continues in line with your needs, whether you are a sole trader, partner, limited company or an established optical 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.

accountants for opticians

Accounting Support Built for Optical Practices

Accounting support for optical practices works best when it is shaped around the way the practice actually runs. That means treating professional income, sales of spectacles and contact lenses, stock movements, equipment purchases and practice premises as part of the same financial picture rather than separate exercises. Bookkeeping, payroll for staff and locum payments, tax administration, financial records and VAT considerations can all be handled in line with your circumstances. Where the business structure no longer fits how you work, that can be reviewed too. The aim is practical support that keeps your records accurate and your tax position clear.

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 day-to-day financial and tax side of running an optical business or working as a self-employed optical professional. That can include bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support, tailored to how your practice or clinical work actually earns income.

Support is available for independent opticians, optometrists, dispensing opticians, locum and self-employed professionals, practice owners, partnerships and limited companies. Because roles and business models differ, the accounting and tax requirements are reviewed against your own structure, income streams and circumstances rather than a fixed template.

Yes. Self-employed optometrists and locum opticians often need help with Self Assessment, expense records and income arriving from several sources, potentially including a limited company. Records should distinguish professional fees from other income, and the treatment depends on your individual circumstances and how the work is arranged.

It varies. Many practices need bookkeeping, annual accounts, payroll and tax returns, while others also require management accounts, VAT support or help with stock, equipment and premises costs. The right combination depends on whether you trade as a sole trader, partnership or limited company, your turnover and the range of supplies you make.

Spectacles, contact lenses and similar items are usually treated as trading stock, so purchases, stock levels and cost of sales all affect your reported profit. Accurate records of what was bought, held and sold help the accounts reflect the position fairly, and the accounting treatment should align with the underlying sales records.

Possibly. VAT treatment depends on the nature of each supply and the circumstances of the business — professional optical services and the supply of optical goods such as spectacles or contact lenses can be treated differently, and different supplies may fall into different VAT categories. Registration thresholds and exemptions also matter, so advice should reflect your own activities and turnover.

Yes. Payroll support can cover optometrists, dispensing opticians, optical assistants, reception staff and locum cover, including PAYE, pension duties and the records needed for each pay period. Contractor and locum arrangements need separate consideration, as the correct treatment depends on how the engagement is structured.

Get in touch and tell us how your optical business or self-employed work is set up, what income streams you have and what you need help with. From there, the relevant accounting and tax requirements can be reviewed and the scope and clear fees agreed before anything moves forward.

Speak to an Expert

Need Accountants for Opticians in Redditch Who Understand Your Business?

Mixed income from eye examinations, spectacle sales and locum work can make bookkeeping and tax deadlines harder to manage than they should be. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support, keeping your records accurate and your position clear. Speak to us about Accountants for Opticians in Redditch.