David Bagley

About David Bagley

I am a Certified Public Accountant practicing since 1987; I work exclusively with closely held, family owned businesses. I have a passion for being a business partner with my clients helping them achieve their financial goals. I have assisted many clients in passing ownership of the business on to the next generation.Specialties: Areas of expertise include advising clients on strategic and business planning strategies, tax consulting, and management advice pertaining to financial and general business matters. I also lead the Tax Financial Accounting Outsourcing (FAO) Business Owner\'s Team at RSM. I work closely with 30 professionals who assist business owners to manage their business by providing timely financial information and valuable business advice.

Experience

1. Senior Manager

   RSM US LLP

   Oct 2016 — Present

   I lead the Tax Financial Accounting Outsourcing (FAO) Business Owner\'s Team at RSM. I work closely with 30 professionals who assist business owners to manage their business by providing timely financial information and valuable business advice. Our group provides personalized attention to closely held businesses and their owners in meeting income tax, accounting, payroll and financial statement needs. I practice out of the Rockford Illinois office and cover the Northern Illinois, Southern Wisconsin market.

Education

• Lubar College of Business

  BBA, Finance, Real Estate, Accounting

  1983 — 1987

Skills

• Quickbooks
• Risk Management
• Sarbanes-Oxley Act
• Business Planning
• Financial Reporting
• Management Consulting
• Strategic Planning
• Income Tax
• Internal Audit
• Budgets
• Finance
• Financial Analysis
• Cash Flow
• Financial Statements
• Payroll
• Strategy
• Us Gaap
• Nonprofits
• Gaap
• Tax
• Cpa
• Financial Accounting
• Tax Accounting
• Tax Preparation
• Accounting
• Cash Management
• Due Diligence
• General Ledger
• Small Business
• Internal Controls
• Auditing
• Corporate Tax