Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Stratford-upon-Avon

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Stratford-upon-Avon, with clear, transparent and straightforward guidance.

4.9/5.0

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⭐ 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

Accountants for Opticians support a wide range of optical professionals and businesses, from independent opticians and self-employed locums to dispensing opticians, optometrists and practice owners running limited companies or partnerships. The accounting work involved can differ considerably depending on how someone earns their income and how the business is structured. A self-employed optometrist completing Self Assessment may need something quite different from a limited company practice with staff, stock and equipment. Similarly, a dispensing optician supplying spectacles has different records to maintain than a practitioner offering purely professional services. Understanding those distinctions is what makes the support genuinely useful.

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 businesses tends to centre on a few practical areas. Bookkeeping needs to capture professional income alongside sales of spectacles, contact lenses and other optical goods, often through different systems and payment methods. From there, annual accounts, Corporation Tax returns or Self Assessment tax returns follow, depending on whether you operate as a sole trader, partner or limited company. Payroll is often relevant where a practice employs optometrists, dispensing opticians, optical assistants or reception staff, while management accounts can help owners understand margins on frames, lenses and clinical work. Tax planning, VAT support where applicable and help choosing or reviewing a business structure are also commonly useful. The right mix always depends on 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 businesses rarely have a single, simple income stream, and that is where accounting can become more complex. Professional fees, product sales, stock and equipment all behave differently in the books, and each needs consistent treatment.

  • Mixed income streams: Professional eye examination fees, retail sales and specialist services may need to be tracked separately for accurate reporting and margin review.
  • Spectacles and contact lenses: Product sales, returns, warranties and lenses ordered or fitted create revenue and stock records that need consistent, well-documented treatment.
  • Stock and inventory: Frames, lenses and contact lens supplies tie up cash, so valuations, supplier payments and reorder levels need regular attention.
  • Equipment and premises: Practice premises, diagnostic equipment and fit-out costs can be treated as expenses or capital items, so correct classification matters.
  • VAT on mixed supplies: Professional services and optical goods can have different VAT treatments, so it is worth reviewing how each type of supply is classified.

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not purely service providers. Alongside professional eye care, most practices also buy, hold and sell physical goods such as frames, lenses and contact lens supplies, which brings stock, supplier payments and margin questions into the accounts. Equipment, premises costs and staff wages add further layers, and income often arrives through a mix of NHS or private fees, product sales and additional services. Accounting support that understands those patterns can help keep records accurate, expenses properly classified and tax administration on track, whether you are self-employed, in a partnership or running a limited company.

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, identify what your practice or professional income requires and then keep the accounting side running smoothly, so you can focus on patients and the day-to-day running of the business. Step 1 – Tell Us About Your Business: We start by understanding your services, structure, income streams, optical goods or stock and the accounting requirements that matter to you. Step 2 – 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 where applicable. Step 3 – Receive Ongoing Support: Support then continues in line with your needs, whether you are a self-employed optometrist, a dispensing optician, a partnership or a limited company 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.

Accounting Support Built for Optical Practices

Accounting support is more useful when it is shaped around how a practice actually operates. For an optical business, that means records that reflect professional fees, sales of spectacles, contact lenses and other optical goods, plus stock movements, equipment purchases and premises costs. Payroll for optometrists, dispensing opticians and support staff needs to be handled consistently, and financial records should be clear enough to support decisions about pricing, staffing and investment. Tax administration, including Self Assessment, Corporation Tax and VAT where relevant, can then be approached with the right context. Different practices will need different combinations of support, and the VAT treatment of professional services and optical goods can vary depending on the nature of each supply.

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 handle the day-to-day accounting and tax work that optical professionals and practices need, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where relevant. Just as importantly, they understand how optical income works, from professional fees to sales of spectacles and contact lenses.

Support can cover self-employed opticians and optometrists, dispensing opticians, locums, practice owners, partnerships and limited company practices. The accounting requirements differ depending on how you earn income and how the business is structured, so the approach is usually tailored rather than fixed.

Yes. Bookkeeping can be kept up to date across professional fees, product sales and practice expenses, and Self Assessment returns can be prepared from those records. What is included depends on your circumstances, including whether you also have income from employment, locum work or a separate business.

Yes, for practices trading through a limited company, annual accounts and Corporation Tax returns are a core part of the work. Allowable expenses, director pay, equipment and stock all affect the figures, so keeping records accurate throughout the year makes the year-end process far smoother.

It depends on turnover and the nature of your supplies. Professional optical services and the sale of optical goods such as spectacles and contact lenses can be treated differently for VAT, so the position should be reviewed rather than assumed. Registration thresholds and individual circumstances both play a part.

Frames, lenses and contact lens supplies should be tracked as stock where they are held for resale, with purchases and sales recorded consistently. Equipment, testing room costs, professional indemnity cover and practice running expenses should be recorded separately so their treatment can be reviewed correctly.

Yes. Switching usually involves letting your existing accountant know and arranging for records and information to be passed across. Once everything is in place, the focus moves to keeping your accounting and tax affairs on track going forward, with clear fees and no hidden extras.

Get in touch with a brief outline of your practice, how it is structured and what you need help with. From there, the relevant accounting and tax requirements can be identified and next steps agreed, so you know exactly what is involved before any work begins.

Speak to an Expert

Need Accountants for Opticians in Stratford-upon-Avon Who Understand Your Business?

Whether you are a self-employed optometrist juggling Self Assessment or a practice owner with stock, staff and mixed income streams, CruseBurke can help. From bookkeeping and annual accounts to payroll and VAT support where applicable, our team keeps the numbers clear so you can concentrate on patients rather than paperwork.