Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Sunderland

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent guidance tailored to 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

Accountants for Opticians support a wide range of optical professionals and businesses, from self-employed optometrists and dispensing opticians to independent optical practices and limited companies. The right approach depends on how you operate and how you earn income. A sole trader offering sight testing and contact lens fittings has different reporting needs from a partnership running a practice with retail spectacle sales, or a limited company employing several staff. We look at your structure, income streams and goals before recommending anything, so the support you receive matches the way your optical business actually works.

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

Optical practices rarely have a single, simple income stream. Professional fees for sight tests and contact lens fittings sit alongside retail sales of spectacles, lenses and accessories, and each element needs to be recorded accurately. Depending on your circumstances, our work with optical businesses can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll for practice staff, management accounts, tax planning and VAT support where it applies. We also help with financial record keeping and decisions around business structures, whether you are a sole trader, partnership or limited company. Not every practice needs every service, so we agree the right scope based on how your business earns income and what it owns, including stock, equipment and premises costs.

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 often combine clinical work with retail, which makes the numbers harder to track. Different income streams, stock, equipment and VAT rules all interact, so clean records and the right structure matter.

  • Mixed Income Streams – Professional fees, spectacle sales, contact lens payments and repairs behave differently, so lumping them together can hide where your practice actually makes money.
  • Stock and Inventory – Frames, lenses and contact lenses tie up money, so stock levels, supplier invoices and wastage need consistent recording to keep margins accurate.
  • Equipment and Practice Costs – Test equipment, fitting instruments, premises costs and professional expenses may be treated differently, so the timing and nature of each purchase matters.
  • Payroll and Staff Costs – Employed optometrists, dispensing opticians, retail staff and locum payments can create payroll, tax and status questions that need handling correctly.
  • VAT on Mixed Supplies – Professional services and optical goods can have different VAT treatments depending on the nature of each supply, making turnover and record keeping important.

Why Specialist Accounting Support Matters for Optical Businesses

An optical practice is not quite a clinic and not quite a shop, which is why the usual accounting advice does not always fit neatly. Income may come from professional services, from supplying spectacles and contact lenses, or from both, and each brings its own bookkeeping, tax and VAT questions. Stock, testing equipment, premises costs and staff wages all affect the picture too. Accounting support that understands these moving parts can help you keep cleaner records, plan tax with fewer surprises and see which parts of the practice are genuinely profitable, rather than relying on a single turnover figure.

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 straightforward and designed around you. We start by understanding how your optical business or professional work is set up, then identify the accounting and tax requirements that actually apply, and continue supporting you as things change. 1. Tell Us About Your Business – We look at your services, structure, income streams, optical goods and stock, along with the accounting requirements that apply to you. 2. Review Your Accounting Needs – We identify the relevant obligations, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable. 3. Receive Ongoing Support – Support continues in line with your needs, whether you are a sole trader, partnership, limited company or an established practice, adapting as your business evolves.

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

Optical practices need accounting support that follows the way they actually trade. That can mean keeping professional income separate from retail sales, recording stock and equipment correctly, staying on top of payroll for employed and locum staff, and keeping financial records that stand up to scrutiny. Where VAT applies, it helps to have support that understands mixed supplies of professional services and optical goods. Because requirements vary, the way we work with an optometrist, a dispensing optician or a multi-room practice will differ. The aim is practical support that fits your circumstances, keeps admin manageable and gives you a clearer view of your practice finances.

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 accounting and tax side of optical work, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies. The focus is on how optical businesses actually earn money, so professional fees and income from spectacles, contact lenses and other goods are recorded properly.

They work with self-employed optometrists and dispensing opticians, independent optical practices, practice owners, partnerships and limited companies, as well as locums and other optical businesses. Requirements differ depending on how you are structured and how you earn income, so support is shaped around your circumstances rather than a fixed package.

Yes. Sole traders and self-employed optical professionals usually need help with record keeping and Self Assessment, including expenses such as equipment, professional fees and travel between practice locations. If you also sell spectacles or contact lenses, the bookkeeping and any VAT considerations need to reflect both sides of your work.

Yes. Limited companies need annual accounts and a Corporation Tax return, along with accurate records behind them. For an optical practice, that means accounting for professional income, retail sales, stock, equipment and allowable expenses correctly, and making sure year-end figures reflect how the practice has actually traded.

Spectacles, contact lenses and other optical goods are business income and should be recorded when sold, with related stock and supplier costs tracked alongside. Their VAT treatment can differ from professional services and depends on the nature of each supply, so it is worth checking how your sales are structured.

Not all do, but it depends on turnover and the mix of supplies. Professional optical services and optical goods can have different VAT treatments, so registration and how sales are recorded need to be looked at in context. If you are unsure, it is worth reviewing before you cross a threshold.

Yes. Payroll for employed optometrists, dispensing opticians, optical assistants and retail staff can be handled, including PAYE, pensions and payslips. Payments to locums and other self-employed contractors need separate consideration, because their tax status can differ from that of employees and depends on the working arrangements.

Switching is usually straightforward. We can review your current position, take over the records you already have and pick up upcoming deadlines, so there is no gap in compliance. It often helps to move at a sensible point in the year, but this can be discussed.

Speak to an Expert

Need Accountants for Opticians in Sunderland Who Understand Your Business?

If your optical practice is juggling professional fees, spectacle and contact lens sales, stock and payroll, CruseBurke can help. From bookkeeping and Self Assessment to annual accounts, Corporation Tax and VAT support where it applies, we keep your records clear and your deadlines handled, so you can focus on patients.