Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Shirley

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Shirley, with clear, transparent guidance 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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Opticians and Optical Professionals We Support

Optical businesses are not all alike, and neither are the people who run them. An independent optician with staff and stock has different accounting needs from a self-employed optometrist working across different settings, or a dispensing optician supplying spectacles and contact lenses. Accountants for Opticians can support sole traders, partnerships and limited companies, and the right approach depends on how income is earned, whether optical goods are supplied and how the business is structured. We take time to understand those differences before recommending how records and reporting should be handled.

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

Support is shaped around how your optical business actually operates. For a self-employed optometrist, that often means Self Assessment, straightforward bookkeeping and clear records of professional income and expenses. For a limited company running an optical practice, annual accounts, Corporation Tax, payroll for staff and management accounts usually come into play, alongside support with business structures, tax planning and VAT where it applies. Stock such as frames and lenses, equipment, premises costs and staff wages all need to be recorded properly, and different income streams — professional eye examinations, spectacles, contact lenses and other goods — may need to be tracked separately. Not every practice needs every service, so the scope is agreed around 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 practices sit between a professional service and a retail business, which can make bookkeeping complicated. Professional income, product sales, stock, equipment and staff costs interact, and each needs clear, accurate records.

  • Mixed Income Streams — Eye examinations, spectacles, contact lenses and other goods can all be recorded differently, so income needs to be separated clearly.
  • Stock and Inventory — Frames, lenses and contact lens stock tie up money and change constantly, so accurate stock records matter for margins and year-end accounts.
  • Equipment and Practice Costs — Testing equipment, software, premises, utilities and professional indemnity costs all need to be captured and treated appropriately.
  • VAT on Mixed Supplies — Professional services and optical goods can carry different VAT treatments, so records need to distinguish between them. The position depends on the circumstances.
  • Payroll and Contractor Payments — Employed staff, locums and associates may be paid in different ways, and getting the treatment right matters for tax and compliance.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses rarely fit a standard accounting template. They combine professional income with the sale of goods, and that mix affects how records, tax and reporting should be handled. A practice holding stock, running testing equipment and paying staff has more moving parts than a business that only sells time and expertise. Specialist support helps to keep bookkeeping accurate, expenses properly recorded and tax administration on track, while making it easier to see how the practice is performing. It also helps when questions arise about VAT, payroll or how different income streams should be treated.

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 built to understand your optical business, work out which accounting and tax requirements apply and then keep things running smoothly. It suits self-employed opticians, optometrists, dispensing opticians, partnerships, independent practices and limited companies alike. Tell Us About Your Business — We start by understanding your services, how you are structured, where your income comes from, and whether you hold optical goods or stock. Review Your Accounting Needs — We then identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where applicable. Receive Ongoing Support — From there, support continues in line with your needs, whether that means routine compliance, regular reporting or advice as your practice 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.

Accounting Support Built for Optical Practices

Accounting support for optical practices works best when it reflects the way the business earns money. That means keeping professional income, product sales and other income streams clearly separated, tracking stock and equipment costs properly, and recording expenses in a way that makes sense at year end. Bookkeeping, payroll, tax administration and financial records can all be handled with an optical practice in mind, including VAT considerations that arise where professional services and optical goods are supplied together. The aim is straightforward: accurate records, fewer surprises and a clearer picture of how the practice is performing, now and as it grows.

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 financial and tax administration of optical professionals and practices. That can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable, along with practical advice on stock, equipment, premises costs and how different income streams should be recorded.

We support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running optical businesses in Shirley. The support provided depends on how you are structured, how you earn income, and whether you also supply spectacles, contact lenses and other optical goods.

Yes. Self-employed optometrists and locum opticians typically need Self Assessment, tidy bookkeeping and clear records of professional fees, travel and equipment costs. Dispensing opticians working independently may also need to record product sales separately. The exact requirements depend on your circumstances and how your income is earned.

It varies. Some practices need bookkeeping, payroll and VAT support, while others mainly need annual accounts and Corporation Tax. Many also benefit from management accounts, tax planning and help recording stock, equipment and premises costs. Not every optical business requires every service, so the scope is agreed around your circumstances.

Yes. If you run your optical practice through a limited company, annual accounts and Corporation Tax returns are usually required. We can prepare these, keep supporting records in order and explain what reliefs or deductions may be available, though the treatment always depends on your individual circumstances.

Spectacles, contact lenses and other optical goods are usually recorded as trading income or stock rather than professional fees, so keeping them separate helps your records and reporting. How they are treated for tax and VAT depends on the nature of the supply and how your business operates.

Some do, and the position is not always simple. Optical businesses may provide professional services as well as supplying spectacles, contact lenses and other goods, and these supplies can have different VAT treatments. Whether you need to register, and how each supply is treated, depends on the nature of the supply and your circumstances.

Yes. Switching accountants is usually straightforward, and we can talk through how records and information are handed over. We will look at your current accounting arrangements and explain what would be needed, with clear fees and no hidden extras.

Speak to an Expert

Need Accountants for Opticians in Shirley Who Understand Your Business?

If your bookkeeping has slipped behind, or you are unsure how to record spectacles, contact lenses and stock alongside professional fees, CruseBurke can help. We provide bookkeeping, Self Assessment, annual accounts, Corporation Tax and payroll support shaped around optical businesses, with clear fees and straightforward communication throughout.