Bob Rounsfull

About Bob Rounsfull

With over 40 years of experience in the public accounting field and 15 in financial services, Bob\'s passion is helping our clients become more financially successful. Being a business owner, CPA, and wealth management advisor Bob understands the importance of guiding our clients with tax preparation, business consulting and managing their personal finances. His specialty is taking complex issues and making them easy to understand in order to drive actionable solutions. Rounsfull Financial Group believes providing superior client service and support is paramount to wealth management success. Through an ongoing consultative approach, Rounsfull Financial Group will work with you to truly understand your financial goals and needs and how changes in your life or variations in the economy or law can affect your overall wealth management plan. Bob is a lifelong resident of Glenview, a board member of the Glenview Chamber of Commerce and Trustee of the Glenview Fire Fighter Pension Fund. Bob has passed the Series 7 and 66 licenses, and is an Investment Advisor Representative with Avantax.Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Please visit FINRA and SIPC for more informationI will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site. Specialties: Financial advisory consultingBusiness financial consultingBusiness management consultingAccounting servicesIncome and sales tax preparationCompilation and review of financial statements

Experience

1. President

   Rounsfull & Associates, Ltd

   Jul 1989 — Present

   Rounsfull Financial Group is the only North Shore CPA firm with over 40 years experience offering proactive tax planning services in addition to comprehensive accounting services, so that your company can take advantage of the same benefits that large corporations receive.We are a full-service accounting firm providing individuals and small businesses with high quality and caring professional services.

Skills

• Customer Service
• Budgets
• Securities
• Estate Planning
• Financial Statements
• Income Tax
• Strategic Financial Planning
• Llc
• Management Consulting
• Financial Reporting
• Strategic Planning
• Tax Preparation
• Gaap
• Accounting
• Tax
• Cpa
• Payroll
• Corporate Tax
• Employee Benefits
• Bookkeeping
• Small Business
• Financial Planning
• Forensic Accounting
• Account Reconciliation
• General Ledger
• Cost Accounting
• Consulting
• Income
• Financial Analysis
• Internal Controls
• Sales Tax
• Quickbooks
• Financial Planners
• Tax Accounting
• Due Diligence
• Sarbanes-Oxley Act