David Carter Email & Phone Number

As the CFO of TekConcierge, I've had the privilege of overseeing our financial journey from a startup with just 2 employees to a thriving company with over 40 dedicated professionals. Our expansion is a direct result of our team's longevity and our adherence to the Entrepreneurial Operating System (EOS), ensuring operational consistency, financial sustainability, and reliability.From our Dallas headquarters, and field offices in Cincinnati and Manhattan, we've successfully managed financial strategies that enable us to serve over 150 clients across various states and sectors. In financial management, our approach to offering comprehensive, 100% managed IT services has been pivotal. This strategy allows our clients to focus on their core competencies while we handle their IT needs, demonstrating our proficiency in allocating resources for maximum efficiency. Our on-site support is not just operationally dependable; it's a financially sound investment in client satisfaction. Our procurement strategy capitalizes on our significant leverage with major vendors such as Microsoft, Dell, HP, Lenovo, and others. This approach results in substantial cost savings for our clients and reflects our dedication to fiscal responsibility. Our procurement team excels in balancing cost reduction with efficient roll-out, embodying our philosophy of transparent and predictable pricing that aids in financial planning and budgeting.Our team's diverse experience has been instrumental in establishing robust financial partnerships and vendor relations. This includes collaborations with Datto/Kaseya, Oracle, Opera, and others, further solidifying our financial stability and fostering growth opportunities. Our financial strategies, combined with operational excellence, continue to position TekConcierge as a leader in the IT services industry.I have proven experience in project management. Record of completing high profile projects. Skilled in innovating, identifying, and properly evaluating business opportunities. Experience in developing viable business concepts, preparing detailed headcount forecasts and developing comprehensive financial forecasts. Skilled in preparing and presenting professional business plans. Enjoy organizing and mobilizing people and influencing an organization toward a common goal.