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Danielle Roberts

Danielle Roberts

Managing Director
Tel: 847.649.8848
Email: droberts@pkfadvisory.com

Professional Experience

"It's important to always keep a fresh perspective... keeping the focus on helping clients make the shift from 'looking in the rear-view mirror' to strategically 'driving forward' as business environments continue to change."

Danielle is a Managing Director with PKF Advisory. Danielle has seven years of public and four years of private industry experience that included accounts payable, receivables, payroll, tax, inventory control, and general ledger transactions. Presently, she provides outsourced accounting and business advisory services such as budgeting and forecasting to small/mid-market privately owned firms. Additionally, she is part of the Firm’s team that offers fraud and forensic accounting services to clients in need.

Danielle’s clients are in the manufacturing, restaurant, retail, food and beverage, professional services, transportation, software, and construction arenas.

Danielle expanded her focus areas to include provision of business services to foreign subsidiaries of international firms.

Her areas of expertise include implementation, integration, and customization of LucaNet Software (a Corporate Performance Management software). This experience is supported by her becoming a Certified LucaNet professional in 2019.

Danielle leverages her excellent organizational, time management, and client relations skills when assisting clients. She is frequently called on to join industry panel discussions and roundtables related to accounting which helps her keep up-to-date on the ever changing accounting industry regulations.

Professional Affiliations & Civic Involvement

  • Association of Certified Fraud Examiners (ACFE)
  • Illinois CPA Society (ICPAS), Young Professional Firm Ambassador Appointee
  • ICPAS Women’s Executive Committee, Women’s Mentoring Circle Member
  • German American Chamber of Commerce - Midwest
  • Swiss American Business Council

Accreditations

  • Certified Quickbooks ProAdvisor®
  • LucaNet Certified Professional
  • Bill.com Expert Certification

Education

  • Roosevelt University, Bachelor’s in Business Administration: Accounting and Finance
  • Master of Science in Accounting Forensics (MSAF)
  • Licensed Certified Public Accountant, Illinois

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