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.
Lisa’s Journey: From Newcomer to Director
Reflecting on her 10 years at Dunkley’s, Lisa says the time has “flown by” and describes the experience as an “exciting and rewarding journey.” But her success story is testament to her hard work, determination, and vision.
When Lisa joined Dunkley’s, she had no existing portfolio of clients to inherit. Freshly returning to the Bristol market, she reignited her local connections, building her client base from scratch. Her efforts paid off quickly, as her portfolio grew substantially in her first year. Shortly after, Dunkley’s acquired a Clifton-based accountancy firm, and Lisa took on the lion’s share of the clients, predominantly landlords, establishing herself as one of the company’s preeminent property sector experts
It was during this transformative period that Lisa was invited to become a shareholder, stepping into the role of Director – a defining moment in her career.
Balancing Success with Life as a Mum of Five
When Lisa joined Dunkley’s, she faced the unique challenge of balancing a demanding career with being a mum to five children, aged from 5 to 14 at the time. Her ability to thrive professionally while managing family life speaks volumes about her resilience and dedication.
Shaping the Future of Dunkley’s
Lisa credits Mike Dunkley as an inspiring mentor over the years, helping her gain new expertise in areas like tax consultancy. Yet, Lisa’s contributions to Dunkley’s go far beyond client service. Her passion for innovation, commitment to a strong workplace culture, and strategic vision have played a pivotal role in shaping the firm into what it is today. From modernising internal processes to elevating client service standards, Lisa’s leadership has been instrumental in Dunkley’s growth and reputation.
Lisa’s Expertise and Role Today
As one of Dunkley’s Directors, Lisa wears many hats. She leads Business Services, Payroll, Support Services, HR, and Marketing, while continuing to specialise in Property, Audit, and Business Consultancy. Her ability to blend diverse expertise makes her an invaluable asset to both our team and our clients.
Whether guiding clients through strategic tax planning, business restructuring, or financial forecasting, Lisa has become a trusted advisor and champion of their success. Beyond her technical knowledge, Lisa is a mentor to colleagues, a strategist driving the firm forward, and an advocate for innovation and excellence.
A Decade of Excellence
Lisa’s journey at Dunkley’s has been nothing short of inspiring. Her dedication to her clients, commitment to her team, pride as our first female Director, and unwavering vision for the future have left an indelible mark on our firm.
As we celebrate Lisa’s incredible milestone, we want to thank her for 10 years of passion, leadership, and innovation. Here’s to the next decade of success and growth with you, Lisa!