David Siegel Bio Page
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David Siegel, CPA

Senior Manager, Aprio | FinTech | ESG | PPP


David Siegel, CPA Aprio

Who I work with

I work closely with CFOs and business owners of high-growth, privately held Financial Technology (FinTech) businesses. I have significant experience working with acquisitive private equity-backed, cross-border companies and understand the challenges that come with growing from a founder-led, closely held business to an institutional-owned growth company.

I have also served clients across a variety of industries, including real estate, manufacturing and distribution, and professional services, and I use this experience to provide my technology clients with perspectives they need to serve their customers in other industries.

David Siegel is assisting with over $125M in PPP Loan Forgiveness

Results I've delivered

My specialty

One of my many specialties is helping tech businesses improve recurring revenue in preparation for transactions. I excel at complicated financial reporting and explaining complex accounting concepts to clients.

I have developed a passion for helping clients develop their Environmental, Social and Governance (ESG) initiatives. I work with companies to develop their ESG strategies and the reporting frameworks and metrics used to monitor their programs.

2020 enabled me to develop a deep understanding of the Paycheck Protection Program (PPP), and I have helped hundreds of companies across the United States in many different industries obtain PPP loans, strategize the use of their funds and obtain PPP forgiveness.

Unique things about me

  • I received both my Bachelor of Business Administration (BBA) and Master of Accountancy from University of Georgia.
  • I am outcome focused

What I do when I am not at work

I enjoy volunteering my time with charities. My professional and civic affiliations include:

  • American Institute of Certified Public Accountants
  • FSA Credential I – Sustainability Accounting Standards Board
  • Board Member and Finance Committee Member – Our House
  • Fiduciary Review Committee Member – Jewish Federation of Atlanta
  • Former Treasurer – Rebecca’s Tent
  • Former Co-Chair – Next Generation Manufacturing (NGM) Young Professionals

People say I am

I have been described as cautiously adventurous and relaxed under pressure.

Testimonial

I am responsive, committed, intelligent and insightful.

Let's talk.

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