Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Windlesham

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses, with clear, transparent packages and no hidden fees.

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 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
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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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Optical Professionals and Practices We Support

Accountants for Opticians work with independent opticians, optometrists, dispensing opticians, self-employed optical professionals and practice owners, and the accounting requirements rarely look the same twice. A locum optometrist invoicing a few practices each week has very different needs from a limited company running a dispensing practice with staff and stock. Structure matters too: sole traders and partnerships report through Self Assessment, while limited companies deal with Corporation Tax and director responsibilities. Because income can come from eye examinations, spectacles, contact lenses and other optical goods, how a business is set up and paid changes what records, returns and tax planning are needed.

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 one simple income stream, so support is shaped around how each business actually trades. That can include bookkeeping for daily takings and supplier invoices, annual accounts, Self Assessment for sole traders and partners, Corporation Tax for limited companies, payroll for practice staff, and management accounts covering frames, lenses and contact lens sales. VAT support is available where it applies, and professional services and optical goods can be treated differently depending on the nature of the supply. Not every business needs every service — the right mix depends on your circumstances and how you are structured.

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 sit somewhere between retail and professional services, and that combination creates accounting questions a general accountant may not spot. Stock, equipment, multiple income streams and varying VAT treatment all need careful handling.

  • Mixed income streams – Examination fees, private and NHS work and retail sales arrive through different channels, complicating record keeping.
  • Stock and inventory – Frames, lenses and contact lenses tie up cash and need consistent records to support year-end valuations.
  • Equipment and expenses – Testing equipment, software and professional fees need correct recording and review for capital or revenue treatment.
  • VAT on mixed supplies – Treatment depends on the nature of each supply, so services and optical goods may be handled differently.
  • Payroll and premises – Wages for optometrists, dispensing opticians and support staff, plus premises costs, need careful cash flow planning.
accounting services for opticians

Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses are not straightforward service providers. Alongside professional work such as sight testing and dispensing, most also sell spectacles, contact lenses and accessories, which brings stock, supplier payments and retail margins into the picture. Equipment and premises costs can be significant, and income may come from private patients, NHS work or a mix of both. Accounting support that understands these layers can help keep bookkeeping accurate, clarify how different supplies are treated for VAT, plan for tax and payroll deadlines, and make sure expenses are recorded in a way that stands up at year end.

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 starts with understanding how your optical business actually works. Whether you are a self-employed optometrist, a partner in a practice or a limited company with staff and stock, the process is designed to be straightforward and to fit around your day-to-day work. Tell Us About Your Business – We start by understanding your services, whether you are a sole trader, partnership or limited company, how you earn income and what stock or optical goods you hold. Review Your Accounting Needs – From there, the relevant requirements are identified, which may include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll or VAT support depending on your circumstances. Receive Ongoing Support – Support then continues in line with your needs, keeping records, returns and deadlines on track as your practice, staffing or income streams change over time.

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 need accounts that reflect how they actually trade, not a template. That means handling professional income and retail sales separately where useful, keeping stock records for frames, lenses and contact lenses, and tracking equipment purchases, maintenance and premises costs. Bookkeeping can be kept up to date through the year so annual accounts and tax returns are less of a scramble, while payroll covers optometrists, dispensing opticians and support staff. Where VAT applies, treatment can differ between professional services and optical goods, so it is worth reviewing regularly. Financial records should be clear, consistent and tailored to your 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

Accountants for Opticians handle the day-to-day financial admin and compliance that optical professionals and practices need, including bookkeeping, annual accounts, Self Assessment, Corporation Tax, payroll and VAT support where it applies. They can also help with stock records, equipment costs and tax planning. The exact support depends on how your business is structured and how it earns income.

Support is available for independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and other optical businesses. Sole traders, partnerships and limited companies all have different reporting requirements, so the approach is tailored accordingly. A locum optometrist working across several practices has quite different needs from a practice with employees and stock.

Yes. Self-employed optometrists, locums and dispensing opticians often need help with Self Assessment, expense records and understanding which costs can be claimed. Where income comes from several practices, or from a mix of professional fees and product sales, keeping clear records through the year makes the return far easier to prepare.

It varies. Many practices need bookkeeping, annual accounts and payroll, while others require Corporation Tax support, management accounts or VAT help. Practices holding frames, lenses and contact lenses usually benefit from consistent stock recording. Because circumstances differ, the right mix should be reviewed rather than assumed, and it may change as the practice grows.

Spectacles, contact lenses and other optical goods are usually recorded as trading income, with related stock or purchases matched against it. Where VAT applies, treatment can depend on the nature of the supply and the circumstances of the business, so professional services and optical goods may not be handled in the same way.

VAT can apply to optical businesses, but treatment is not uniform. Professional services, spectacles, contact lenses and other goods can be treated differently depending on the nature of each supply and the circumstances of the business. It is worth reviewing your position rather than assuming one rule covers everything you sell.

Yes, switching accountants is usually straightforward. The first step is understanding your current set-up, records and deadlines, and the changeover can then be handled with your existing accountant where needed. Clear records and a short handover period help keep everything on track without disrupting your reporting dates.

Get in touch with CruseBurke and tell us about your practice or professional work — your structure, income streams, staff, stock and any immediate deadlines. From there, we can review your accounting needs and explain how ongoing support would work for an optical business like yours.

Speak to an Expert

Need Accountants for Opticians in Windlesham Who Understand Your Business?

If stock records, mixed income streams or VAT questions are taking up too much of your time, CruseBurke can help. From bookkeeping and Self Assessment to annual accounts, Corporation Tax and payroll, our support is built around how optical businesses actually trade, with clear fees and no hidden surprises.