Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Stafford

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Stafford, with clear, transparent guidance shaped around how you work.

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

Optical businesses rarely fit one mould. A self-employed locum optometrist, a dispensing optician working across several practices, a partnership running an independent practice and a limited company employing a team of optometrists all face different accounting questions. Accountants for Opticians can support each of these situations, from sole traders and partnerships to limited companies, with the right structure, records and reporting. The work involved depends on how you earn income, whether you dispense spectacles and contact lenses, and how the business is set up.

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

The right mix of services depends on how you work. A self-employed optometrist may mainly need Self Assessment, straightforward bookkeeping and help tracking professional expenses and equipment. An independent practice dispensing spectacles and contact lenses often needs annual accounts, Corporation Tax, payroll for practice staff, stock and cash flow reporting, and management accounts to see how each income stream performs. Tax planning, VAT support and guidance on business structures are available where they apply. Because professional optical services and the supply of optical goods can raise different tax and VAT questions, we look at your circumstances before recommending anything.

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 blend clinical work with retail, so the numbers are rarely straightforward. Professional fees, frame and lens sales, stock, equipment and staff costs all need clear records, and their tax treatment can differ.

  • Professional examinations, contact lens checks and spectacle sales may be treated differently, so income needs tracking by type.
  • Frames, lenses and contact lenses tie up money in stock, while slow-moving items can affect profits and cash flow.
  • Optical equipment, testing instruments and professional development costs need accurate records, as not every expense is treated the same way.
  • Professional optical services and supplies of spectacles or contact lenses can have different VAT treatments, so each case needs checking.
  • Payroll covering optometrists, dispensing opticians, optical assistants and locum cover adds ongoing administration and reporting requirements.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not quite like other professional services. Alongside consultations and clinical work, many also buy and sell frames, lenses and contact lenses, hold stock, maintain equipment and run premises. That mix creates accounting questions around how income is recorded, how stock is valued, how expenses are claimed and how VAT applies to different supplies. Support that understands this blend of professional services and retail can help keep records accurate, tax filings on time and decisions better informed throughout the year. The requirements still depend on your structure, income and 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

Getting the right accounting support should not be complicated. The process is designed to understand your optical work, identify which accounting and tax requirements apply to you, and provide ongoing support that fits how you operate. 1. Tell Us About Your Business — We start by learning about your services, whether you are a sole trader, partnership or limited company, how you earn income, and what stock or equipment you hold. 2. Review Your Accounting Needs — We then identify the requirements that apply to you, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support where relevant. 3. Receive Ongoing Support — Support continues in line with your needs, whether that means regular bookkeeping and payroll, help with tax filings, or reviewing your position as the practice grows and changes.

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 Around Optical Practices

Optical practices have their own rhythm: appointment books, frame displays, lens orders, equipment servicing and staff rotas all feeding into the financial records. Accounting support can be shaped around that reality, covering bookkeeping that separates professional fees from optical goods sales, payroll for optometrists, dispensing opticians and support staff, and accounts that reflect stock, equipment and premises costs. Tax administration, Self Assessment and Corporation Tax filings can be handled as they fall due, with VAT considered where it applies. Financial records are kept clear so you can see how the practice is performing and make decisions with confidence.

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 bookkeeping, accounts and tax work that optical professionals and practices need. That can include Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where relevant, alongside help recording professional income, optical goods sales, stock, equipment and practice costs accurately.

Support is available for independent opticians, optometrists, dispensing opticians, self-employed optical professionals, locum optometrists, practice owners and limited companies running optical businesses. Because roles and business models differ, the accounting requirements are reviewed individually rather than assuming every optical professional needs the same level of support.

Yes. Self-employed optometrists, locum opticians and dispensing opticians often need Self Assessment, straightforward bookkeeping and clear records of professional fees, travel, equipment and any optical goods they supply. How income and expenses are treated depends on individual circumstances, so the position is reviewed before anything is filed.

Bookkeeping and Self Assessment sit at the centre of most optical professionals' accounting needs. Records can be kept up to date throughout the year, separating professional fees from optical goods sales, then used to prepare and submit the return on time. The exact requirements depend on whether you are a sole trader, partner or company director.

Limited companies running optical practices need annual accounts and a Corporation Tax return each year. Preparing these involves reviewing income from examinations and optical goods, stock, equipment, premises costs and payroll. Deadlines and filing requirements depend on your company's circumstances, so the timetable is confirmed in advance rather than assumed.

Possibly, depending on turnover and what is supplied. Professional optical services and the supply of spectacles, contact lenses and other optical goods can be treated differently for VAT, and the correct position depends on the nature of each supply and the circumstances of the business. Because this varies, registration and treatment should be reviewed rather than assumed.

Frames, lenses and contact lenses held for sale should be recorded as stock, with purchases, sales and remaining items tracked consistently so profits are stated accurately. Optical equipment, testing instruments, continuing professional development and premises costs should be recorded as they arise, since not every expense is treated the same way for tax.

Yes, switching accountants is usually straightforward. Once you get in touch, your current records, filing history and outstanding deadlines can be reviewed, and the practical steps needed to move across explained clearly. The timing of a switch can matter for filings, so this is planned around your accounting year and obligations.

Speak to an Expert

Need Accountants for Opticians in Stafford Who Understand Your Business?

Whether you are juggling Self Assessment deadlines with clinic hours or trying to make sense of stock, payroll and VAT across an optical practice, CruseBurke can help. Clear bookkeeping, annual accounts and tax support keep the numbers organised and the deadlines manageable, so you can focus on patients rather than paperwork.