Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Swaffham

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Swaffham, with clear, transparent and no-nonsense advice.

4.9/5.0

Google Reviews

accounting services for opticians

⭐ 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
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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
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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
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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

Not every optical professional runs a practice in the same way. An optometrist working as a sole trader locum has very different accounting needs from an independent practice employing a team, or a limited company run by dispensing opticians. Some businesses focus on clinical services, others combine eye examinations with retail sales of spectacles and contact lenses. Accountants for Opticians can support self-employed optometrists, dispensing opticians, partners and practice owners, tailoring the accounts, tax returns and records to how each business earns income and is structured.

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 practices tends to start with the basics: accurate bookkeeping, well-kept financial records and annual accounts that reflect both professional fees and sales of spectacles, contact lenses and other optical goods. Depending on how you trade, that may extend to Self Assessment for sole traders and partners, Corporation Tax and statutory accounts for limited companies, payroll for clinical and support staff, management accounts, tax planning, and VAT support where it applies. Stock, equipment, premises costs and different income streams all need to be recorded sensibly, and the right mix of services depends on your structure, turnover 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.

accountants for opticians

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 services with retail sales, which can make record keeping and tax reporting more involved than for a purely service-based business. The following areas tend to cause the most questions.

  • Mixed Income Streams: NHS and private sight tests, contact lens plans and eyewear sales each behave differently in your records.
  • Stock and Inventory: Spectacle frames, lenses and contact lenses tie up cash and need accurate recording for margin and tax purposes.
  • Equipment and Professional Costs: Diagnostic instruments, testing equipment and continuing professional development can be claimed where they meet the relevant rules.
  • Payroll and Practice Staff: Employing optometrists, dispensing opticians, optical assistants and reception staff brings PAYE, pensions and contractor questions.
  • VAT on Mixed Supplies: Professional services and optical goods can be treated differently for VAT, so each supply depends on its circumstances.
accounting services for opticians

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses sit between clinical practice and retail. Income may come from sight tests, contact lens schemes and the sale of spectacles, while costs cover stock, diagnostic equipment, premises, staff and professional fees. That mix creates accounting questions a generalist may not see often: how to record lens and frame sales, how to value stock, or how different supplies are treated for VAT. Support that understands optical practice can keep records accurate, deadlines met and tax positions sensible, so practice owners can spend less time on administration and more time on patients.

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 simple process is designed to understand how your optical business or professional practice works, identify the accounting and tax requirements that apply to you, and provide ongoing support that fits your circumstances as things change. The aim is to keep things clear from the start. Tell Us About Your Business: We begin by understanding your services, your business structure, your income streams, any optical goods or stock you hold, and how your practice operates. Review Your Accounting Needs: We then identify the accounting and tax requirements that apply, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support. Receive Ongoing Support: From there, appropriate accounting and tax support continues, shaped around your circumstances, whether you work alone, in a partnership or through a limited company.

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.

accountants for opticians

Accounting Support Built for Optical Practices

Optical practices rarely fit a standard accounting template. A practice may earn professional fees, sell spectacles and contact lenses, hold stock, invest in diagnostic equipment and employ clinical and support staff. Accounting support can be tailored around those realities, covering bookkeeping, payroll, tax administration and the preparation of financial records that reflect how the business actually trades. Where VAT applies, the treatment of professional services and optical goods may differ, so it is worth reviewing regularly. The aim is straightforward, well-organised records and clear information you can use when making decisions about the practice.

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 behind an optical business, including bookkeeping, annual accounts, tax returns and payroll. Because they work with optical practices regularly, they understand mixed income from sight tests, eyewear sales and contact lenses, along with stock, equipment and the VAT questions those supplies can raise.

Support can be tailored to self-employed optometrists, dispensing opticians, locums, partnerships, independent optical practices and limited companies. Accounting requirements differ depending on how you trade, how income is earned and what structure you use, so the right approach for a sole trader will not be the same as for an incorporated practice with employees.

Yes. Self-employed optometrists, locums and dispensing opticians often need help with Self Assessment, expense records and cash flow, particularly where they work across more than one practice. The figures you declare depend on your individual circumstances, so we look at how you actually work before advising on what can be claimed.

It depends on the practice. Many need bookkeeping, annual accounts, payroll for clinical and support staff, and help with tax administration. Where you sell spectacles, contact lenses or other optical goods alongside professional services, stock records and VAT treatment also come into play. We only recommend the services your circumstances require.

Yes. Payroll for optometrists, dispensing opticians, optical assistants and reception staff can be managed alongside your other accounting work, including PAYE and pension duties. If you use self-employed contractors, it is worth checking their status, because the rules depend on the working arrangements rather than the label used.

Often, yes, but the position is rarely simple. Professional optical services and the supply of goods such as spectacles and contact lenses can be treated differently for VAT, and the correct treatment depends on the nature of each supply and the circumstances of your business. It is worth reviewing your position as the practice changes.

Yes. Changing accountant is usually more straightforward than people expect, and we can take on the handover of your records and existing information. It helps to have details of your current accountant and your latest accounts, but the process can be managed around your practice commitments.

Get in touch and tell us about your practice: how it is structured, where your income comes from and what you need help with. We can then talk through the accounting and tax support that fits, with clear fees and no hidden extras. There is no obligation to proceed straight away.

Speak to an Expert

Need Accountants for Opticians in Swaffham Who Understand Your Business?

If stock values, mixed income streams or VAT treatment on optical supplies are making your books harder to manage, CruseBurke can help. We provide bookkeeping, Self Assessment and annual accounts support built around how optical practices actually trade, so your records stay accurate and your tax position stays clear.