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Insight-based financial services with a personal touch.

Outsourced accounting done right. Our accounting and advisory services are the only outsourced financial solution that offers business owners added-value through strategic, personalized guidance.

Your dedicated financial partner

Our accounting and advisory services are the only outsourced financial solution that offers business owners like you strategy and personalized guidance along every step of the way. District Advisory is a division of CST Group, a full-service CPA and business advisory firm.

Personalized Attention

Insight-based Services

Outsourced Accounting

Run your business while we handle your financial back office.

Fractional CFO

Elevate your financial and business strategy with guidance from our CFO’s

Fundraising Strategy

Reach your full potential with fundraising advice for emerging companies

Financial Forecasting

Identify strategic growth opportunities and never be blindsided by a cash crisis

Bookkeeping Services

Bookkeeping services designed to streamline your operations & drive growth

Accounts Payable

Outsourcing Accounts Payable will streamline operations & overhead

Small Business Accounting

Amplify your business with top-tier small business accounting services

Quickbooks

Outsourcing Quickbooks is a cost-effective way of covering all accounting responsibilities

Our Approach

Powerful Insights. Personalized Attention.

Our services are built with value and strategy baked into our process. From monthly financial reporting and strategy calls to advisory services and high-touch communication, we keep the insight you need to right at your fingertips.

 

We are committed to understanding you and your business inside and out. We provide the personalized strategies you need to make informed financial decisions, now and in the future.

Financial Data at Your Fingertips

Outsourced Accounting Dashboard

Focus on the Future of Your Business

We help business owners like you understand the key drivers of your business by leveraging the financial data at our fingertips. We leverage industry-leading technology to automate reporting and produce insight that drives your decision making.

The District Dashboard

The District Dashboard makes it easy to visualize and understand your company numbers so you become a confident leader in your finances. In this video, we’ll walk you through the key features, showing you how to track performance, spot trends, and make informed decisions with ease. From detailed financial insights to real-time data, see how the District Dashboard empowers you to take control and lead with confidence.

Learn more about the District Advisory team in this webinar as Mel Rollason chats with Zachary Giegel and Daniel Zheng. They discuss how their team helps clients overcome financial challenges and reach their business goals with Spotlight Reporting. Get insights into District Advisory’s mission, services, and how they use technology to deliver top-tier outsourced accounting and CFO-level support to small and medium-sized businesses in the DC metro area.

Schedule an Accounting & Advisory discovery call

We partner with the best in financial technology.

Powerful Insights. Flexible Approach.

Outsourced accounting & financial services built for your business.

What you get with District Advisory

Tech Enabled

Utilizing technology to its fullest extent, we provide the financial information you expect from your accountant and the insight and value you expect from your CFO. 

Data Protection

From team training to technology partners, we treat your businesses’ accounting and financial data as if it’s our own.

Consistency

We provide consistent, timely, and accurate accounting and advisory services so you can make meaningful business decisions.

The Top 7 Benefits of Outsourced Accounting

Are you considering outsourcing your accounting needs? Outsourced accounting can save time and money. Understand the top 7 benefits of outsourced accounting so you can decide whether outsourcing is right for your business.

Meet Our Clients​

As a growing company, Savi needed fast but flexible accounting and financial support. District Advisory has been able to adapt to each of our needs and has provided not just accounting services, but broader partnership and strategic advice for our company.
Tobin Van Ostern
Co-Founder, Savi
District Advisory set the tone with their knowledge on the things that I needed, and provided credibility when we started setting up just financials and implementing recommendations. The knowledge they brought in was extremely helpful.
Enam Noor
Founder + CEO Insightin Health

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