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This January marks a very special milestone for Dunkley’s Accountants: 10 incredible years since our esteemed Director, Lisa, joined the team! Lisa became part of Dunkley’s on January 26th, 2015, joining as  a  Client Partner in a business of around 15 people at the time. Fast forward a decade, and the company has quadrupled in size, evolved in countless ways, and now has a board of four Directors made up of Lisa, Mike, Matthew and Joe.

Managing finances can feel overwhelming, but it’s essential for your financial health and long-term success. Whether you’re a small business owner or an individual, staying on top of your accounts ensures you can plan effectively, avoid unnecessary costs, and meet your tax obligations. Cloud accounting is one of the most accessible and efficient tools available to simplify financial management. With features that save time, increase accuracy, and provide better insights into your money, it’s a solution worth considering – especially with the opportunities and challenges of the current tax year.

Planning for the future of your business is one of the most critical responsibilities of an owner. Business succession planning ensures your enterprise can transition smoothly to new ownership or leadership, safeguarding its continuity and success. Whether you’re passing the reins to a family member, selling to a third party, or considering other options, taking proactive steps can protect the legacy you’ve built. Here’s what you need to know about business succession planning, why it matters, and how to make the process seamless.