David Veca,  Fractional CFO & CTO

Embed on-demand finance and tech expertise in your leadership team—no full-time hire, no lock-in, just rapid ROI. Streamline your operations with expert guidance. Enhance efficiency without increasing costs.

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1 Hour15 MinutesOur Services

How We Work Together

Answers to common questions about our fractional CFO & CTO services, process, and approach.

How does your 90-day sprint work?
What types of companies do you serve?
Do you work with startups and early stage businesses? 
Can you work with our existing systems?
What’s included in your FP&A modernization?
Do you handle ERP integrations and cleanup?

Efficient finance and technology solutions

Providing expert guidance in finance and technology for B2B companies, ensuring clarity and efficiency in 90-day cycles.

Targeted cash flow optimization

Enhance cash flow with strategic modeling and analysis.

Advanced FP&A enhancements

Improve forecasting and reporting with innovative technology.

Seamless ERP integration

Automate and unify data processes for streamlined operations.

Lightweight App Development

Boost efficiency with tailored applications and reports.

Expert guidance for your business

Solutions designed for growth and efficiency

Automated financial planning

Enhance forecasting with advanced tools

Seamless ERP systems

Streamline operations with automated workflows

Financial transparency

Maximize liquidity and optimize capital

Efficient project delivery

Achieve goals with expert-led sprints

Tailored process automation

Custom solutions for operational efficiency

Insightful data analytics

Drive decisions with real-time data

Elevate your business with strategic expertise

All
Finance
Technology
Operations

Achieve cash flow mastery

Implement agile cash strategies

Strategic Advantage: Data-Driven Decision Frameworks

Leverage our proprietary methodologies and analytical tools to navigate complex challenges, accelerate clarity, and make confident choices that drive measurable results.
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Accelerated Growth Strategies: Charting Your Future

Develop robust, adaptive growth blueprints. We partner with you to rigorously test market assumptions, identify untapped opportunities, and scale effectively for long-term success.

Dynamic Financial Intelligence: Real-Time Performance Dashboards"

Gain unparalleled visibility into your financial health. Our custom-built, interactive dashboards transform raw data into actionable insights, streamlining operations and accelerating your decision-making.
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Strategic Capital Optimization: Maximize Value & Mitigate Risk

Structure your financial resources for optimal performance. We advise on capital allocation, debt strategies, and investment opportunities to enhance liquidity, reduce costs, and fortify your financial future.
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Future-Proof Your Finance: Mastering Modern FP&A

Leverage cutting-edge financial planning & analysis to build dynamic models, generate actionable insights, and drive data-backed strategic decisions across your organization.

Advanced Predictive Analytics: Powerful Financial Forecasting

We will work with you on exactly what you need, be it in Excel, your existing tools, or a custom built tool that unlocks the power of Python for for sophisticated analysis and scenario planning.
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Empowering Investor Relations: Crystal-Clear Financial Reporting

Develop compelling, compliant financial narratives that resonate with investors and key stakeholders. We ensure your data is presented with utmost clarity and strategic insight, building trust and attracting capital.

Transformative Data Visualizations

Unlock the full potential of your financial data with custom dashboards. Visualize complex information intuitively, empowering your team to identify trends, predict outcomes, and make agile, data-driven decisions.
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Resilient Planning: Advanced Financial Scenario Modeling

Prepare for any economic landscape with robust, data-driven scenario analysis. Model diverse market conditions, assess potential impacts, and develop proactive strategies to optimize outcomes and ensure business continuity.
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Future-Proof Your Business: Seamless Technology Integration

Harness the power of interconnected systems to optimize workflows, enhance data fluidity, and drive innovation across your entire enterprise

Intelligent Automation: Custom API & Integration Solutions

Unlock new levels of operational efficiency with tailored API development and robust system integrations. Automate complex processes, reduce manual errors, and accelerate data exchange across disparate platforms.
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Optimized ERP Ecosystem: Tailored Customization & Enhancements

Maximize your ERP investment with custom SuiteScript development and strategic enhancements. Adapt your system to unique business processes, extend functionality, and unlock its full potential for scalable growth.

Streamlined Revenue Cycles: Integrated Order-to-Cash Solutions

Accelerate cash realization and boost team productivity with end-to-end Order-to-Cash optimization. We integrate your sales, billing, and collection processes for greater accuracy, faster transactions, and improved customer satisfaction.
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Flawless Transitions: Expert System Migration Services

Minimize disruption and maximize efficiency during critical system upgrades or platform shifts. Our proven methodologies ensure secure data transfer, comprehensive testing, and a smooth, risk-averse transition for your business operations.
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Operationalizing Excellence: From Strategy to Real-World Impact

Translate vision into tangible results. We design and implement robust operational frameworks, driving efficiency, maximizing output, and ensuring your strategic initiatives deliver measurable, sustainable outcomes.

Process & Enablement Innovation: Custom Tools & Training

Empower your workforce with bespoke tools and strategic enablement programs. From custom process automation to comprehensive training and skills matrices, we drive productivity and foster a culture of continuous improvement.
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End-to-End Process Transformation: Redesigning for Peak Performance

Revolutionize your core business processes, from order-to-cash to procure-to-pay. We rigorously analyze, redesign, and implement streamlined workflows that eliminate bottlenecks, reduce errors, and accelerate operational cycles for superior efficiency.

Performance Measurement & Strategic Reporting

Gain unparalleled clarity into your operational health with custom dashboards and insightful reports. We develop the tools and frameworks to track key metrics, visualize performance trends, and empower data-driven decision-making across all levels.
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Integrated Supply Chain & Procurement Optimization

Optimize your entire supply chain, from strategic sourcing to efficient procurement. We implement integrated systems and processes that enhance vendor management, simplify approvals, ensure transparent tracking, and drive significant cost savings.

Innovative finance and tech leadership

Expert solutions for growth and efficiency

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