Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Southampton

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical practices in Southampton, with clear, transparent fees and straightforward advice.

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, Optometrists and Optical Practices We Support

Optical professionals do not all work in the same way, so accounting needs can vary considerably. An independent optician running a limited company faces different reporting and tax obligations from a self-employed optometrist working across several practices, and a dispensing optician may have a different income profile again. Accountants for Opticians can support sole traders, partnerships and limited companies, along with practice owners who employ staff and hold stock. Because income streams, ownership arrangements and business structures differ, the right approach is always based on individual circumstances rather than a single 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

Depending on how you work, support can include Self Assessment, annual accounts, bookkeeping, Corporation Tax, payroll and management accounts, along with tax planning and VAT help where it applies. For an independent practice, that may mean tracking professional fees alongside sales of spectacles, contact lenses and other optical goods, keeping stock records tidy and monitoring equipment and premises costs. For a self-employed optometrist, it might focus more on income records, allowable expenses and tax returns. Not every optical business needs every service, and the right combination always depends on your structure, income and 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

Running an optical practice or working as a self-employed optical professional brings accounting questions that a general accountant may not meet every day. The mix of professional services, physical goods and practice overheads creates several recurring areas to manage.

  • Mixed income streams: Sight tests, contact lens plans and retail sales may be reported differently, so they need separating.
  • Stock and inventory: Frames, lenses and contact lenses tie up money, so stock valuation and records need consistent attention.
  • Equipment and premises: Instruments, practice rent and staff wages need careful categorising to support accurate expense records.
  • Self Assessment and Corporation Tax: Personal and company tax deadlines differ, and income drawn from a practice affects both.
  • VAT on mixed supplies: Professional services and optical goods can be treated differently, depending on the nature of each supply.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not quite like other professional practices. Alongside sight tests and clinical work, many sell spectacles, contact lenses and other optical goods, which means stock, suppliers and product margins sit alongside professional income in the accounts. Specialist accounting support can help make sense of that mix, covering bookkeeping, payroll, tax administration and business expenses in a way that reflects how an optical practice actually trades. Because different supplies can be treated differently for tax and VAT, understanding the detail matters, and the right treatment always depends on individual circumstances.

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 work as an optical professional or practice, identify the accounting and tax requirements that apply, and then provide ongoing support as your business develops. It stays simple from start to finish. Step 1, Tell Us About Your Business: we start by understanding your services, how you are structured, where your income comes from and how you handle optical goods or stock. Step 2, 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. Step 3, Receive Ongoing Support: support then continues in line with what your practice or professional work requires, and can be adjusted as your circumstances change.

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

Support for optical professionals and practices should reflect the day-to-day reality of the business. That means keeping clear financial records for professional income, sales of spectacles, contact lenses and other optical goods, while also tracking stock, equipment and premises costs in a sensible way. Bookkeeping, payroll for practice staff and tax administration can be handled alongside annual accounts, Self Assessment and Corporation Tax, with VAT considered where it applies. Because optical supplies can be treated differently for VAT depending on what is being provided, the approach needs to fit your circumstances rather than follow a fixed template.

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 affairs of optical professionals and practices. That can include bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies, with records structured around both professional fees and sales of optical goods.

Support is available for independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies running optical businesses. Because roles and business models differ, the accounts and tax work are shaped around how each person or practice actually operates rather than a single fixed approach.

Yes. Self-employed optometrists and locum opticians often need help with income records, allowable expenses, Self Assessment and keeping on top of payments on account. If you also sell optical goods, that side of the business may need separate record keeping, and the right treatment depends on your circumstances.

Yes. Bookkeeping can cover professional income, sales of spectacles and contact lenses, stock purchases and practice costs, while Self Assessment deals with your personal tax position. What needs recording, and how, depends on whether you trade as a sole trader, through a partnership or as a limited company.

For limited companies, annual accounts and Corporation Tax returns are usually required each year. Optical practices often have a mix of professional income, product sales, stock and equipment to account for, so accurate records make the process smoother. Filing and payment deadlines depend on your company's circumstances.

VAT depends on the nature of each supply and the circumstances of the business. Professional optical services and optical goods such as spectacles or contact lenses can be treated differently, and registration thresholds and exemptions vary. It is worth reviewing your position carefully rather than assuming everything is treated the same way.

Yes, changing accountants is usually straightforward and can often be arranged around your existing deadlines. It helps to have details of your current accounting records, tax filings and any outstanding matters ready, so the handover can be managed without disrupting your practice. Timing depends on your circumstances.

Speak to an Expert

Need Accountants for Opticians in Southampton Who Understand Your Business?

If stock records, payroll or Self Assessment feel like they are taking time away from your practice, CruseBurke can help. We provide bookkeeping, annual accounts, Corporation Tax and VAT support where applicable, with clear fees and plain-English advice. Get in touch to discuss what your optical business needs.