David Siegel, CPA
Technology and Fintech | Assurance Partner
Aprio, LLP
Aprio Advisory Group, LLC
Who I work with
I work closely with high-growth, privately held Technology businesses with a specialty in Financial Technology (FinTech) businesses. I advise acquisitive private equity and venture capital-backed, cross-border companies, and I help founder-led, closely held businesses navigate the transition to institutional ownership.
My specialty
One of my many specialties is helping Technology businesses improve recurring revenue in preparation for transactions. I excel at complicated financial reporting and explaining complex accounting concepts to clients.
Results I have delivered
My industry experience in real estate, manufacturing and professional services provides my technology clients with perspectives they need to serve their customers in other industries.
Unique things about me
I have spent my entire career at Aprio and have witnessed the firm grow 10 times during my tenure.
When I am not at work
I enjoy spending time with my wife and two boys watching UGA football and volunteering in the Atlanta community.
People say I am
Responsive, committed, intelligent and insightful.
Affiliations
I received both my Master of Accountancy and Bachelor of Business Administration (BBA) from the University of Georgia. 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
- Former Board Member and Finance Committee Member – Our House
- Board of Directors, Finance and Investment Committee and Fiduciary Review Committee– Jewish Federation of Atlanta
- Former Treasurer – Rebecca’s Tent
- Former Co-Chair – Next Generation Manufacturing (NGM) Young Professionals