Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in St Annes-on-Sea

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in St Annes-on-Sea, with clear, transparent advice tailored to how your practice actually operates.

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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Optical Professionals and Practices We Support

The optical sector covers a wide range of working arrangements, and accounting support should reflect that. An independent optician running a retail-led practice faces different pressures from a self-employed optometrist providing locum or domiciliary services, while a dispensing optician may combine employed work with self-employed income. Practice owners balancing professional services, optical goods, stock, equipment and staff face another set of considerations. Accounting requirements also vary by structure: sole traders, partnerships and limited companies report differently, are taxed differently and keep different financial records. Accountants for Opticians can support these varied circumstances with advice matched to how each business earns income.

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

Our work with opticians, optometrists, dispensing opticians and optical practices covers the areas that shape day-to-day finances. That might include bookkeeping that separates professional income from spectacle and contact lens sales, annual accounts, Corporation Tax, payroll for practice staff and management accounts that show how each income stream is performing. Self Assessment support is available for sole traders, partners and directors, alongside tax planning, VAT support where applicable, and help with financial record keeping and business structures. Which services are appropriate depends on how your practice operates, how it is structured and the types of supplies it makes.

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 businesses rarely fit a single mould. Combining professional services with the sale of optical goods means income, stock, equipment and VAT can each behave differently, which is why accurate records and structured accounting matter.

  • Mixed income streams — eye examinations, spectacle and contact lens sales can each carry different bookkeeping, tax and reporting considerations.
  • Stock and inventory — frames, lenses and contact lenses tie up cash, and inaccurate stock records can distort margins.
  • Equipment and expenses — testing equipment, diagnostic instruments and specialist software may qualify for particular tax treatment, so accurate records matter.
  • Payroll and staff — practice teams may include employed staff, locums and associates, each with its own payroll and tax obligations.
  • VAT on mixed supplies — professional services and optical goods can be treated differently, so VAT depends on the nature of each supply.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not straightforward service businesses. Alongside eye examinations and professional advice, most practices also buy, hold and sell optical goods such as spectacles and contact lenses, which brings stock, supplier payments, equipment costs and sometimes different VAT considerations into play. Premises, staff and specialist equipment add further layers. Accounting support that understands these moving parts can help keep records accurate, separate different income streams clearly, and make tax administration and payroll easier to manage. The result is a clearer picture of how the practice is performing and where costs and income are really coming from.

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 work for self-employed opticians, optometrists, dispensing opticians, partnerships, independent practices and limited companies alike. It starts with understanding how you operate, then identifies the accounting and tax requirements that actually apply, and continues with support shaped around your practice. 1. Tell Us About Your Business — We start by understanding your services, how the practice is structured, where your income comes from, and how you handle optical goods, stock and equipment. 2. Review Your Accounting Needs — We then identify the relevant requirements, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support — Support continues according to your needs, whether that means regular bookkeeping, help with tax deadlines, payroll for practice staff or clearer financial records.

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 can be shaped around the way an optical practice actually works. That might mean bookkeeping that keeps professional income separate from sales of spectacles, contact lenses and other optical goods, or management information that shows which parts of the practice are contributing most. It can also cover payroll for practice staff and associates, help with tax administration, annual accounts, Self Assessment, Corporation Tax and financial records that stand up to scrutiny. Where VAT applies, the treatment of professional services and goods can differ, so advice should be based on your specific supplies and circumstances rather than a one-size-fits-all approach.

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 accounting and tax side of an optical business or professional career. That can include bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where applicable, along with practical advice on how professional income, optical goods, stock and practice costs should be recorded.

Support is available to independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and other optical businesses. Because roles and business models differ, the accounting requirements are not the same for everyone — a locum optometrist and a practice employing several staff will need quite different levels of support.

Yes. Self-employed opticians and optometrists often have a mix of income, including locum sessions, domiciliary visits and private work, alongside expenses for travel, equipment and professional fees. Bookkeeping and Self Assessment support can help keep that income and those costs properly recorded, with tax calculated on your actual circumstances rather than assumptions.

It depends on the practice. Many need bookkeeping, annual accounts, Corporation Tax and payroll, plus management accounts that separate professional income from sales of spectacles, contact lenses and other goods. Tax planning, VAT support and help with financial record keeping or business structure are relevant where they apply to your circumstances.

Yes. Bookkeeping can be set up so that different income streams — eye examinations, spectacles, contact lenses and other services — are recorded separately from the outset. Self Assessment support then pulls that information together accurately, whether you trade as a sole trader, work through a partnership or receive income in several different ways.

Yes, where the practice operates through a limited company. Annual accounts and Corporation Tax calculations need to reflect the full picture, including stock, equipment, premises costs and staff. Directors may also need Self Assessment support for salary, dividends and other income, which depends on how the company is run.

Possibly. VAT depends on turnover, registration status and the nature of each supply. Professional optical services and the supply of optical goods can be treated differently, and mixed supplies can make matters more complex, so the position should be reviewed against your specific services, products and circumstances rather than assumed.

Yes, switching accountants is usually straightforward. It helps to have your latest accounts, tax returns, bookkeeping records and details of any VAT or payroll arrangements to hand, so the changeover can be handled cleanly and any outstanding deadlines are not missed.

Speak to an Expert

Need Accountants for Opticians in St Annes-on-Sea Who Understand Your Business?

Mixed income streams, stock that ties up cash and payroll for a busy practice can quickly make the numbers feel unmanageable. CruseBurke can take care of bookkeeping, payroll, Self Assessment and annual accounts, keeping your records accurate, your tax obligations clear and your practice finances easier to understand.