LIve webinar

Customer Voice: District Advisory

We’re back and here to bring you the next instalment in our Customer Voice webinar series.
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This series allows you to immerse yourself in a journey through our clients' remarkable stories of transformation, the obstacles they've triumphed over, and the goals they've attained through their collaboration with Spotlight Reporting.

We’ll closely examine the client journey, and offer valuable insights and lessons for anyone seeking to excel in their ventures.

For this webinar, Mel Rollason will be sitting down with Zachary Giegel, Managing Partner and Daniel Zheng, Senior Finance Strategist at District Advisory.

About District Advisory

District Advisory provides timely, consistent, and accurate outsourced accounting and advisory services to small and medium-sized businesses in the DC metro area. Utilizing technology to its fullest extent, they provide the financial information you’d expect from your accountant, and the insight and value you expect from your CFO. District Advisory is a division of CST Group, a full-service CPA and business advisory firm.

Join our webinar to discover:

  • who is District Advisory: History, mission, and services.
  • key challenges faced in financial reporting and client advisory.
  • how District Advisory is utilizing Spotlight Reporting to enhance their financial reporting and advisory services.

And more!

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September 10, 2024 11:00 AM
EDT / BST 11:00 AM / 4:00 PM
If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Zachary Giegel, Managing Partner, District Advisory
Guiding entrepreneurs by providing innovative, proactive and practical financial and accounting solutions to help increase the value of their companies. Zach has over 20 years of experience in accounting and finance, working at both a national and regional CPA firm, consistently adding value to the closely held and publicly traded technology and food and beverage clients he served. He is an entrepreneur himself, a co-founder of GSP Financial, a CPA firm that aims to be totally different from any other CPA firm out there.
Daniel Zheng, Senior Finance Strategist, District Advisory
Daniel is a Finance Strategist at District Advisory. He works with clients on financial modeling, financial projections, preparing monthly financials and quarterly board meeting packages, KPI metrics, company valuations – and other financial projects. Daniel stresses to clients how important monitoring KPIs and financial projections are to their success. Prior to joining the firm, he worked as a corporate financial analyst and an investment banker analyst. In his spare time, Daniel enjoys trying new restaurants and cuisines and is an avid tennis player, both leisurely and competitively.
Mel Rollason, Customer Success Specialist, Spotlight Reporting
A well established Chartered Accountant, Mel's career began at KPMG where she spent five years auditing a vast array of clients from the Royal Opera House to Boots Group plc. After various accountancy positions in the retail sector, she then went on to run her own accountancy practice for 13 years, and saw for her own eyes the rapid digital shift in the accountancy world. She has a passion for helping practices make the very best use of technology, helping them to save vast amounts of time and increase their fees dramatically.

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If you can't attend, simply register anyway and get a recording sent to you the following day
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Register to join

Access the video

If you can't attend, simply register anyway and get a recording sent to you the following day
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.