Specialist Accountants for Opticians & Optometrists

Accountants for Opticians in Wokingham

CruseBurke provides practical accounting and tax support for opticians, optometrists, dispensing opticians and optical businesses in Wokingham, with clear and transparent help tailored to your needs.

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4.9/5.0

Google Reviews

⭐ What Clients Say About Us

See what doctors, dentists, and care providers say about working with us.

      EXCELLENT  
   Based on 300 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Jamie Fletcher 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Mansur Liman 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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
  
 
      Posted on Google  
   
   Muna Mohamoud 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Sergey M 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Ebba Qureshi 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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 .
  
 
      Posted on Google  
   
   Mael Leboucher 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   3rd Hub 
 
 
 
 Trustindex verifies that the original source of the review is Google. Imran provides a very dependable and straightforward accounting service. He is always responsive and professional when managing our accounts. Excellent support.
  
 
      Posted on Google  
   
   Martin Tyrrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Matthew Lyon 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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 can support a wide range of optical professionals and businesses, including independent opticians, optometrists, dispensing opticians, self-employed optical professionals, practice owners and limited companies. Accounting requirements can differ significantly depending on how you operate and earn income. A self-employed optometrist conducting eye examinations may have different needs from a dispensing optician selling spectacles, or a practice owner running a team and holding stock. Whether you trade as a sole trader, partnership or limited company, the right support should reflect your structure, income streams and day-to-day financial responsibilities.

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 should reflect the realities of professional eye care and retail sales. Depending on your circumstances, services may include bookkeeping and financial record keeping, Self Assessment, annual accounts, Corporation Tax, payroll, management accounts and tax planning. VAT support may be relevant where professional services and goods such as spectacles and contact lenses are supplied, though treatment depends on the nature of each supply. We can also help with business structures, stock records, equipment costs, premises expenses and staff payments. Because every optician, optometrist, dispensing optician and optical practice operates differently, the appropriate mix of services is always tailored to your individual income streams, business model and goals.

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

Accounting for an optical business can become more complex when professional services sit alongside the sale of optical goods, stock, equipment and staff costs. Different income streams, VAT treatments and record-keeping duties often require careful attention.

Mixed income streams — Eye examinations, contact lens fittings and spectacle sales create separate income streams needing clear tracking and reconciliation.
Stock and inventory management — Spectacle frames, lenses and contact lenses tie up cash and need accurate records, supplier tracking and valuation.
Equipment and practice expenses — Optical equipment, testing instruments, premises costs and professional expenses need correct classification and record keeping.
Payroll and staff costs — Employing optometrists, dispensing opticians and support staff can bring PAYE, pension and contractor payment obligations that require timely handling.
VAT on mixed supplies — Professional services and optical goods may have different VAT treatments, so careful review is needed rather than assuming one rule applies.

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Why Specialist Accounting Support Matters for Optical Businesses

Optical businesses often combine professional services with the sale of goods, which can create accounting considerations that differ from businesses providing services alone. Professional income, spectacles, contact lenses, stock, equipment, premises costs, payroll and business expenses all need to be recorded and reviewed appropriately. Bookkeeping and tax administration can become more involved when several income streams are present. Specialist accounting support can help opticians, optometrists, dispensing opticians and practice owners understand their figures, keep accurate records and approach Self Assessment, Corporation Tax and VAT questions with greater confidence.

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.

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Our Simple 3-Step Process for Optical Businesses

Our process is designed to understand your optical business, identify the accounting and tax support you need, and provide ongoing help as circumstances evolve. It suits self-employed opticians, optometrists, dispensing opticians, partnerships and limited companies. Tell Us About Your Business — We discuss your services, trading structure, income streams, optical goods or stock, record-keeping habits and current accounting requirements so appropriate support can be identified. Review Your Accounting Needs — We identify relevant bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll and VAT support where applicable to your circumstances, depending on your structure and income. Receive Ongoing Support — We provide accounting and tax support that continues according to your needs, helping you keep records organised and meet deadlines.

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.

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Accounting Support Built for Optical Practices

Accounting support can be tailored around the way an optical practice actually operates. That may include keeping professional income and retail sales clearly separated, recording spectacles, contact lenses and other optical goods, and monitoring stock, equipment and premises costs. Practical help with bookkeeping, payroll, tax administration and financial records can make day-to-day management easier, while VAT considerations can be reviewed where relevant to the supplies being made. Whether you are a self-employed optometrist, a dispensing optician or a practice owner, the aim is to keep your accounts organised, understandable and suited to your business structure and objectives.

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

What do Accountants for Opticians do?

Accountants for Opticians provide accounting and tax support tailored to optical professionals and businesses. This can include bookkeeping, Self Assessment, annual accounts, Corporation Tax, payroll, management accounts and VAT support where applicable. They help you keep accurate financial records, understand your income streams and meet filing deadlines, with the exact services depending on your structure, turnover and circumstances.

Who can Accountants for Opticians support?

They can support independent opticians, optometrists, dispensing opticians, self-employed optical professionals, optical practice owners, partnerships and limited companies. Because roles and business models differ, accounting needs can vary. A locum optometrist may need Self Assessment help, while a practice with staff and stock may need payroll, bookkeeping, annual accounts and VAT support. Support is tailored to how you work.

Do you work with self-employed opticians and optometrists?

Yes. Self-employed opticians, optometrists and dispensing opticians often need support with Self Assessment, income and expense records, tax planning and payments on account. If you work as a locum, provide professional services, sell optical goods or run a practice with mixed income streams, the records and tax treatment can differ, so advice should reflect your circumstances.

What accounting services do optical practices need?

It depends on the practice. Common areas include bookkeeping, annual accounts, Corporation Tax, payroll for optometrists and support staff, management accounts, tax planning and VAT support where applicable. Practices holding stock, equipment and multiple income streams may need more detailed record keeping. The right combination depends on your business structure, turnover, team size and specific circumstances.

How should optical stock and business expenses be recorded?

Keep clear records of frames, lenses, contact lenses and other stock, including purchases, suppliers and stock levels. Business expenses such as equipment, premises costs, professional fees and staff payments should be recorded accurately and supported by receipts or invoices. Correct classification matters, and the right approach depends on whether you are a sole trader, partnership or limited company.

Do optical businesses need to consider VAT?

VAT can apply to optical businesses, but treatment is not straightforward. Professional optical services and supplies of spectacles, contact lenses or other goods may be treated differently for VAT depending on the nature of the supply and the circumstances. Registration thresholds, exemptions and liability can all be relevant, so specialist advice should reflect your actual sales and business model.

Can you help with payroll and optical practice staff?

Yes. Payroll support can cover optometrists, dispensing opticians, optical assistants, reception staff and other employees, including PAYE, National Insurance, pension duties and payslips where relevant. If you use locums or contractors, their payments and status can need separate review. The right payroll approach depends on your team, employment arrangements and practice structure.

Can I switch to CruseBurke from another accountant?

Yes. Switching accountants is usually straightforward. CruseBurke can review your existing records and help with the handover, including accounts, tax returns and payroll information where relevant. The process depends on your current accounting arrangements and the state of your records. It is sensible to discuss timing, especially around VAT periods, payroll dates or filing deadlines.

Speak to an Expert

Need Accountants for Opticians in Wokingham Who Understand Your Business?

Running an optical practice brings challenges such as separating professional income from spectacle and contact lens sales or keeping accurate stock and payroll records. CruseBurke can help with bookkeeping, Self Assessment, annual accounts, payroll or VAT support where relevant. With clear, practical support, you can feel confident about your figures and focus on patient care.

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