Dan Berks

Since joining the firm as a trainee in 2015, Dan has built a strong foundation in accounting and advisory, qualifying as a chartered certified accountant in 2018.

Dan is passionate about supporting owner-managed and family-run businesses, offering a full range of accounting, tax, and strategic advisory services. He works closely with clients throughout their business lifecycle, from launching start-ups and planning for growth to preparing for succession or exit.

As part of the business advisory team, Dan delivers tailored advice using PKF Francis Clark’s bespoke advisory model. His expertise spans key areas such as risk management, wealth preservation, and succession planning, an area he is particularly passionate about.

Dan is committed to helping business owners think long-term, whether that involves transitioning to the next generation or planning a successful exit, always with a focus on the tax implications and future sustainability.

Dan is a proud member of the Association of Chartered Certified Accountants (ACCA), and his commitment to continuous professional development ensures his clients receive the highest standard of service.